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Add Itemized Table to Renewal Notices

Posted on Apr 29, 2018 by MembershipWorks
Jan 8, 2020
renewal notice table of items

Create better looking member renewal notices by using the [itemtable] tag to add a table that displays the list of membership level/add-ons, prices and subtotal.

GDPR & Terms of Service

Posted on Apr 27, 2018 by MembershipWorks
Jan 15, 2020

The General Data Protection Regulation (GDPR) is an EU law that protects the data and privacy of all individuals within the European Union. GDPR applies to all organizations have users in the EU, even if your organization is not located within the EU. In order to execute our function as your Data Processor, MembershipWorks has . . . read more

Disable Renewal Notices by Member

Posted on Apr 26, 2018 by MembershipWorks
Jan 9, 2020
disable renewal notices privacy setting options

You can disable upcoming and past due renewal notices for individual members by adding the “do not send renewal notices” field to your membership templates.

Export by Event Ticket

Posted on Apr 19, 2018 by MembershipWorks
Jan 15, 2020
Export event data by ticket

When you export from the event’s dashboard you can now select which tickets to include in the export. This is great for creating lists for different tickets.

New Tags for the Directory Profile Template

Posted on Apr 17, 2018 by MembershipWorks
Mar 18, 2020
Directory profile

The following new tags have been added for the directory profile template: [joi] for the join date [end] for the next renewal date [lvl] for the membership level [aon] for membership add-ons

Reorder Event Groups

Posted on Mar 14, 2018 by MembershipWorks
Mar 18, 2020
Reorder event categories

Drag and drop to reorder your event groups; you can easily add new event groups and still keep everything in order.

Embed Tags in Group Emails

Posted on Mar 12, 2018 by MembershipWorks
Jan 9, 2020
Email tags

Add more personalization to group emails by embedding names, addresses, custom fields, membership level, expiration date and more. Simply click on the “Tags” dropdown in the editor to select the information you want to insert into your email.  

Copy Forms

Posted on Mar 7, 2018 by MembershipWorks
Jan 8, 2020
Copy form feature

If you need a new form similar to one you’ve already created, you can now copy forms. To copy a form go to the form’s dashboard and click on Copy Form and provide the new form name.

Allow Members to View, Print, Email & Pay Invoices

Posted on Feb 22, 2018 by MembershipWorks
Jan 8, 2020
Allow members to view, print, email and pay invoices

Add a Payment/Invoice History box to the Member Manage template (under Customization) to give your members the ability to view, email, print and pay for their invoices when they log into their account.

Create Invoices for Incidentals

Posted on Feb 22, 2018 by MembershipWorks
Jan 8, 2020
create invoices for incedentals

Create invoices directly in the member’s timeline to charge for incidentals, additional fees, event silent auction items and more! For more information about invoices please see Help > Membership > Member Billing > Invoices.

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