Membership Management
- Getting Started with Membership Management
- How to Set Up Membership Types
- Setting Up Membership Bundles
- How to Import and Export Contacts in Membership Management
- How to Add Contact Groups
- How to add Taxes to Membership Management
- How to Create and Send Announcements for Membership Management
- Using the Membership Quick Renew Function
- Setting up an Automatic Renewal Reminders for Membership
- Accessing and Downloading the Membership Certificate
- Setting up Membership Promotions
- How to Setup Membership Signup
- Collecting Donations in Membership Management
- Creating and Managing Membership Purchases Manually in the Membership Dashboard
- Understanding and Downloading Membership Management Data
- Reassigning Memberships as an Organization Manager
- Setting up the Membership Job Board
- Creating Organizations in the Membership Dashboard
- Downloading the CE Certificate in the Member Portal
- Enabling, Accessing, and Customizing the Member Portal