The General Data Protection Regulation (GDPR) gives members the right to request the erasure of their personal data from your membership database for specific reasons. We’ve developed a Anonymize/Erase Personal Data feature to help organizations comply with such requests. When you anonymize an account, we will: Erase all fields in the account and set the . . . read more
As your membership software platform, we process your member’s data according to your instructions, where your instructions include the actions you take (for example, when you click “Email” to email your members), as well as the various settings you’ve selected in the software. In legal terms, we function as your Data Processor, and you are . . . read more
MembershipWorks integrates with Paypal for event and membership payments, tracking payments in the membership system and allowing transactions to happen right on your website so visitors never leave your web page, improving conversion rates. You will need a Paypal Payflow Pro account. If you need automatic recurring billing for memberships you will also need to . . . read more
Managing New Members Manually with Dashboard The MembershipWorks Dashboard allows you to pull up new members quickly so you can take action manually. From the Dashboard, select the date range to view in the top left corner. The “New Members” box will display all members who joined in that date range. You can click on . . . read more
Managing Past Due Members Manually from Dashboard The MembershipWorks Dashboard allows you to pull up past due members quickly so you can take action manually. From the Dashboard, you can click on “Past Due” in the blue box in the top left corner to pull up all past due members, so you can email them . . . read more
Selling and tracking booth space for an expo or large event can get complicated. To make it easy for exhibitors to select their booths and the organization to track the event, Cade Tippett of the Dental Laboratory of Texas created an Exhibitor Cart page using ImageMapper, MembershipWorks, and an image of their expo map. Creating . . . read more
The information on this page may be out-of-date, please refer to our Help section for current information. MembershipWorks integrates with Authorize.net for event and membership payments, tracking payments in the membership system and allowing transactions to happen right on your website so visitors never leave your web page, improving conversion rates. From your MembershipWorks menu, . . . read more
The following instructions are for Microsoft Word 2013. The steps are similar but may be slightly different in older versions of Microsoft Word. To begin, first export the names from your MembershipWorks folder or event dashboard. Then follow these steps to merge the exported spreadsheet to a Microsoft Word document for printing. Step 1: Open . . . read more
There is no need to assign your members passwords. They can request a password be emailed to them at any time from the member manage page. How Members Request a Password Members can go to the Member Manage page and enter their email address to request a password. If they have more than one account with . . . read more
The information on this page may be out-of-date, please refer to our Getting Started page or our Help section for current information. If we are hosting your WordPress site, please skip this post. If you are using the MemberFindMe plugin only, start by downloading the latest MemberFindMe plugin from the WordPress Plugin directory. Once the . . . read more
