Have you ever wanted to generate a list of members who have edited their contact information or updated their profile? You can now do this and more with the new Timeline export feature. Here’s how: Go to Dashboard > Timeline Set your date range Use the “Filter by Type” drop down to select one or . . . read more
Sometimes you need to void an event ticket without giving a refund. Now event organizers can do this in their event’s Dashboard. Here’s how: Go to Event List Click on your event From the event’s Dashboard, click Edit/Refund next to the ticket purchase that should be voided without a refund. Select the option “Void without . . . read more
You can now manage the member recommendations that appear in your member directory. To enable this feature, you’ll need to customize your Admin Profile template. Follow these steps: Go to Customization > Admin Profile Scroll to the bottom of the page where you can click on “+ Add Box” Change the Box type to “Manage . . . read more
In times of financial hardship, members may not be able to keep up with their membership dues. To assist members and prevent them from completely canceling their membership, you can allow them to pause their membership for either a set time frame or indefinitely. Options for Pausing Memberships There are two options for pausing memberships. . . . read more
Organizations looking to offer a financial break to their members may pause memberships for either a specific or indefinite amount of time. This article is for organizations who have a fixed renewal date. Organizations with rolling renewals should read this other article. Provide One Year of Free Membership With this option, you’ll utilize the bulk . . . read more
Organizations looking to offer a financial break to their members may pause memberships for either a specific or indefinite amount of time. This article provides instructions for temporarily pausing memberships that have a rolling anniversary date. Organizations with a fixed renewal date should see this other article. Pausing Membership for a Defined Amount of Time . . . read more
Some members may be asking about canceling their accounts. It may be more than you want to handle manually. To remove some of your workload, you can create a page where members can perform this task themselves. Note that if you already have a Cancel membership level established, you can skip directly to step 4. . . . read more
If you are using Authorize.net to process recurring billing, these new features will improve your membership revenue and member management: Auto Retry – if a member's scheduled recurring billing payment fails, MembershipWorks will retry payments 2 more times within 1 week for a total of 3 attempts. If a payment cannot be successfully processed after . . . read more
MembershipWorks customers who use Stripe or Authorize.net for their payment gateway now have the option to allow members to charge event tickets to their credit card on file, so they can easily register for an event without having to fill out their credit card information. Note that: The member must be signed in to their . . . read more
You can now setup member discounts for Event tickets! Discount amounts can be applied by membership level/add-on, label or folder. If a member satisfies the criteria for more than one discount, the maximum discount applicable will be used. Note 1: If the ticket is also available to the public (ie. not restricted to members) and . . . read more
