Manage my members

First Steps

• Guide | Create your member database
• Checklist for managing a sport or community organization
• Create simplified membership campaigns
• Getting started with the Members feature

Import members

• Import and update organizations with the import wizard
• Import the reference person
• Import of multiple values for checkboxes
• Import memberships with the import wizard
• Import and update members [Guide]
• Import custom groups for your members
• Preparing your import

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Simplified Membership Campaign

• Add options to your membership types
• How do you associate a parent or person in charge with a member?
• What is the difference between a simplified membership campaign and an ongoing campaign?
• List of members

Member management

• Search for a member
• Password modification by a member
• Member Terms and Conditions
• Recording notes about your members
• Customize member search and search results
• Record your members' recurring attendance
• Activate members awaiting payment
• Generating membership numbers
• Display dynamic documents in the member area
• Synchronize your members with Zapier
• Member status
• Add a member
• List of reports available for the Members application
• Manage member passwords
• How do I find an archived member?

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Member profiles

• History of automatic communications to members
• Services
• Edit a member

Form

• Attach a document to a form
• List of native fields in the Members application
• Modify a member information sheet

Communications

• Create a password for the delegate members of an organization
• Dynamic keywords for the Members application
• Presentation of membership validation processes (Workflow)
• Create a personalized membership card
• Manually trigger a communication to your members
• Send members their login details for the new platform

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Organization or family management

• Track the history of your organization's representatives
• Changing Representative
• Management of the organization by the administrator
• Create an organization
• Add representatives or administrators as recipients of emails sent to members
• Add an organization representative
• List of native fields for organizations
• Removing a member from an organization
• How to add an organization and its members with Yapla ?
• Create and manage organization or family forms
• How Organizations Work
• Add an Organization Administrator
• Activate organizations or families

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Membership management

• Changing the order in which memberships are displayed
• Filter the memberships appearing in the registration form
• Create a membership type available in back office only
• Create or duplicate a membership type
• Make a membership available based on the current membership
• Make a membership available for renewal only
• Automatically activate a membership upon renewal
• How retroactive grace and membership periods work
• Edit a membership
• Add a membership to a member in back office
• Configure communications for membership renewal
• Renewing an administrative membership
• Approval required before allowing membership of a member
• Cancel a membership
• Configuration of validation processes

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Rates

• Manage a purchase order request
• Allow your members to purchase multiple options
• Make the selection of a membership option mandatory
• Automatically create a donation at registration
• How to offer instalments to your members
• Create discount codes on your memberships
• Allowing members to choose the price of their membership
• How the fixed-date and decreasing prices membership billing system works

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Organization or family

• Automatic creation of the organization at the time of registration
• Offering family memberships
• Renewal of memberships within an organization
• Identify delegate members during membership sign-up
• Charge a fee for organization delegate memberships
• Offer several types of delegate membership

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Advanced functions

• Use the services of Prolink Insurance
• Obtain proof of insurance from your members
• Sell ticket to your members

Continuing education

• Activate Continuing Education
• Management of continuing education

Frequently asked questions

• How to add a person as a copy of an automated communication from the "Members" feature?
• How to obtain the list of recipients of a communication?
• How to change an existing membership for all members?
• How can I update the file of a member who has not paid with Yapla?
• How to invite a member to make a donation after paying for membership?
• How to manage the log in informations of members?
• How do I personalize members numbers?
• How do I create a members-only area?
• Is it possible to change the payment date of a membership?
• How to know the number of active members at a specific date
• Delete members
• Using a single e-mail address for more than one member
• How do I delete a single member file?

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