Manage my members
First Steps
Import members
Simplified Membership Campaign
Member management
- List of reports available for the Members application
- Generating membership numbers
- Member status
- Recording notes about your members
- Member Terms and Conditions
- Synchronize your members with Zapier
- Search for a member
- Customize member search and search results
- Password modification by a member
- Manage member passwords
- Record your members' recurring attendance
- How do I find an archived member?
- Add a member
- Display dynamic documents in the member area
- Activate members awaiting payment
Member profiles
Form
Communications
- Dynamic keywords for the Members application
- Send login details for your new management platform to your members
- Manually trigger a communication to your members
- Disable automated communications for a member
- Create a personalized membership card
- Create a password for the delegate members of an organization
- Presentation of membership validation processes (Workflow)
Organization or family management
- Add an Organization Administrator
- List of native fields for organizations
- Track the history of your organization's representatives
- Removing a member from an organization
- Management of the organization by the administrator
- How Organizations Work
- Create an organization
- Create and manage organization or family forms
- How to add an organization and its members with Yapla ?
- Changing Representative
- Add an organization representative
- Add representatives or administrators as recipients of emails sent to members
- Activate organizations or families
Membership management
- Renewing an administrative membership
- Make a membership available for renewal only
- Make a membership available based on the current membership
- How retroactive grace and membership periods work
- Filter the memberships appearing in the registration form
- Create a membership type available in back office only
- Create or duplicate a membership type
- Configure communications for membership renewal
- Configuration of validation processes
- Edit a membership
- Changing the order in which memberships are displayed
- Approval required before allowing membership of a member
- Cancel a membership
- Add a membership to a member in back office
- Automatically activate a membership upon renewal
Rates
- Make the selection of a membership option mandatory
- Allowing members to choose the price of their membership
- How to offer instalments to your members
- Manage a purchase order request
- How the fixed-date and decreasing prices membership billing system works
- Create discount codes on your memberships
- Automatically create a donation at registration
- Allow your members to purchase multiple options
Organization or family
- Organization Representatives: Enable identification of delegate members at the time of membership
- Renewal of memberships within an organization
- Make a fee for an organizational delegate to join.
- Offer several types of delegate membership
- Offering family memberships
- Automatic creation of the organization at the time of registration
Advanced functions
Continuing education
Frequently asked questions
- How to manage the log in informations of members?
- How do I create a members-only area?
- Delete members
- Using a single e-mail address for more than one member
- Is it possible to change the payment date of a membership?
- How do I delete a single member file?
- How do I personalize members numbers?
- 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 know the number of active members at a specific date
- How to add a person as a copy of an automated communication from the "Members" feature?