Basic General Membership Information 15

• How do I run a report on my memberships?
• What is a General Membership?
• What is a Head of Household?
• What Types of Memberships can I create?
• What is a Group Membership?

View all 15

Membership Page Setup 18

• What is the Membership Pages Grid?
• Membership Page Overview
• Membership Acknowledgement Info Tab
• Membership Settings Tab
• Membership Setup Tab

View all 18

Membership Grid and Purchases 31

• How can I use the Memberships grid?
• What is the difference between the Summary and Details Views on the Memberships grid?
• How do I purchase memberships on behalf of a constituent?
• Where can I see the people that have signed up for a membership?
• Do I see membership purchases on my Gifts grid?

View all 31

Membership Attendance 2

• What can I do on the Membership Attendance grid?
• What can I do on the Membership Attendance History grid?

Mail Merge General Membership Templates 2

• Sample Mail Merge General Membership Letters
• What can I do on the Mail Merge GM Templates page?

Membership Auto Reminders 3

• What can I do on the Membership Auto Reminders grid?
• How do I set up a Membership Auto Reminder?
• How can I see the delivery analytics for my Membership Auto Reminders?

Membership Only Documents 2

• Member Only Documents
• Member Only Document Statistics

Membership Directory, Profiles & Emblems 6

• Can member's category and committee subscriptions be shown on the directory?
• Global Membership Directory
• Membership Emblems
• The Advanced Member Directory
• Member Profile Pages

View all 6