Add Members to your organization’s website in three ways: Import Member data through a CSV file, a special type of text document that you can read and edit in a spreadsheet program. Enter data about new Members through your administrative dashboard. Allow your Membership to sign up directly through your website. Combine these methods to … Read more
Most organizations require prospective members to apply for acceptance, but if you want your applicants to receive automatic approval, turn on the Auto Approve feature of your website. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Member Approval” tab. In the “MEMBER APPROVAL” … Read more
When your Members register for access to your website, they complete a standard Member Form to provide their basic contact information. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Member Form” tab. In the “MEMBER FORM” window that opens, the upper portion contains … Read more
If a Member no longer qualifies to participate in your organization, deactivate that individual’s Member record from your website. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Members” tab. Scroll through the Membership list until you find the row that contains the Member’s … Read more
To add Members to your website one at a time, enter their data manually. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Members” tab. In the “MEMBERS” window that opens, click on the “Members Actions” dropdown menu at the top right and choose … Read more
Sometimes, you want to limit the list on the “Members” screen to display only those individuals who meet specific criteria. Here’s how to filter the list. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Members” tab. To search all Member criteria at the … Read more
As your organization’s members sign up to contribute through committee activities and get involved in activities, use tags to organize your membership, identify affinity groups, and determine who can or cannot participate in, use, or view specific aspects of your site. Tags consist of two fundamental types, based on the actions that create them. Your … Read more
To add a large list of Members in one step, import their data into your website via a CSV file, a special kind of text file that you edit in a spreadsheet program. Click on the “Membership” tab on the vertical dashboard menu at the left side of the screen. Click on the “Members” tab. … Read more
To view the information for an individual Member, make changes to it, add tags that designate participation roles, and review dues payment history, log in to your organization’s website. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Members” tab. Scroll through the Membership … Read more
Most organizations require prospective Members to apply for acceptance. Your website makes it easy to see who wants to join, and to approve or reject them according to your organization’s criteria for Membership. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Member Approval” … Read more
Your organization’s website enables you to coordinate your activities and communicate with your Membership directly through your website dashboard, without using a separate application. To contact Members through your website dashboard, click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Members” tab. In the … Read more
