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Search, Export or Email Across All Folders

Posted on Nov 20, 2014 by MembershipWorks
Mar 27, 2024

You can access all your accounts in one place by going to your Dashboard > Stats, and clicking on “total accounts” at the top the Dashboard. To learn more about this feature read our blog here.

Creating Profiles for Event Attendees

Posted on Oct 8, 2014 by MembershipWorks
Jan 8, 2020

Event attendees who have an existing account show up on your event dashboard with a “head” icon next to their names. For attendees without an existing account, you can easily create an account for them in your system. From the event dashboard, simply click on the “+” icon next to the name. Select the folder . . . read more

Membership Add-ons

Posted on Sep 9, 2014 by MembershipWorks
Mar 18, 2020

Membership Add-ons provide a way for members to purchase something in addition to their membership that bills on a recurring basis. Some great ways to use membership add-ons are to sell calendar ads, website ads, discount cards or listing in a category in your directory. To begin, go to Labels & Memberships > Membership Add-ons. Then . . . read more

Using a Different Payment Gateway for an Event

Posted on Sep 1, 2014 by MembershipWorks
Mar 18, 2020

By default all event tickets paid for on your website are processed through your main payment gateway (Stripe, PayPal Pro or Authorize.net). Your main payment gateway is setup under Organization Settings > Integration > Payments. If you have an event that you would like the ticket payments to be processed by a different payment gateway, . . . read more

Membership and Event Email Notifications for Admins

Posted on Sep 1, 2014 by MembershipWorks
Mar 18, 2020

There are several options for admins to receive email notifications of what is happening with your memberships and events. Daily Membership Report The membership report will be emailed once a day if any of the following actions occur: New members join Memberships are upgraded or downgraded by a member or admin Members become past due . . . read more

Customize Your Welcome Email

Posted on May 24, 2014 by MembershipWorks
Jan 8, 2020

Tailor your welcome emails with the information your new members need. Emails can be customized by membership level and are sent automatically when a new member signs up on your website. To create your custom welcome email go to MemberFindMe > Labels & Membership. Then click on the membership level. In the Label tab you . . . read more

Failed Membership Payments Recorded

Posted on Mar 25, 2014 by MembershipWorks
Jan 15, 2020

Failed payments will now be recorded in your timeline. This will make it easier to field phone calls and inquiries from members about their current membership status.

Easy Refunds

Posted on Mar 7, 2014 by MembershipWorks
Jan 9, 2020

Refund payments right from the member’s timeline. Simply click on the payment and then click the refund button.

Better Search

Posted on Mar 6, 2014 by MembershipWorks
Jan 8, 2020

Improved search algorithm makes it easy for your website visitors to find contacts listed under the main account. Just search for the name and matching contacts will appear on the business card. You can enable this feature in MemberFindMe > Plugin Settings > Display contact name on cards in directory.

Your Organization’s Health at a Glance

Posted on Feb 25, 2014 by MembershipWorks
Mar 18, 2020

The improved dashboard lets you see your total number of accounts, current members, paying members, free members and past due members. The recurring run rate gives you an estimate of how much your organization will collect in membership in one year based on your current membership. Great for financial planning!

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