Manage my members

First Steps

• Guide | Create your Member Base
• Creating Simplified Membership Campaigns
• First steps – Members Application
• Checklist for managing a sport or community organization

Import members

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

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Simplified Membership Campaign

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

Member management

• How do I find an archived member?
• Synchronize your members with Zapier
• Add a member
• Member status
• Customize member search and search results
• Search for a member

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Member profiles

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

Form

• Attach a document to a form
• How can I allow members to attach a document during registration?
• Modify a member information sheet
• Assign Members application's forms to specific contexts
• List of native fields in the Members application

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Communications

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

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Organization or family management

• How Organizations Work
• Activate organizations or families
• Create and manage organization or family forms
• List of native fields for organizations
• Create an organization
• How to add an organization and its members with Yapla ?

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Membership management

• Issues with incorrect dates when renewing membership for fixed periods
• Configure communications for membership renewal
• Edit a membership
• Configuration of validation processes
• Cancel a membership
• Add a membership to a member in back office

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Rates

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

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Organization or family

• Offering family memberships
• Offer several types of delegate membership
• Make a fee for an organizational delegate to join.
• Automatic creation of the organization at the time of registration
• Renewal of memberships within an organization

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Advanced functions

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

Continuing education

• Activate Continuing Education
• Management of continuing education

Frequently asked questions

• Using a single e-mail address for more than one member
• How to invite a member to make a donation after paying for membership?
• How do I personalize members numbers?
• How do I create a members-only area?
• How do I delete a single member file?
• How to change an existing membership for all members?

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