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  • General Information & Overviews
  • Organization Account Management
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  • Grids, Dashboards, & Software Functionality
  • CRM Module
  • Membership Module
    • Basic Membership Information
    • Membership Page Setup
    • Membership Grid and Purchases
    • Membership Attendance
    • Mail Merge Membership Templates
    • Membership Auto Reminders
    • Membership Renewal Queue
    • Membership Only Documents
    • Member Directory & Emblems
  • Transactions & Invoices Module
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  • Peer-to-Peer Fundraising Module
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Help center/Membership Module

Membership Module

Information about the functions and activities performed within the Memberships Module.

Basic Membership Information19 articles
  • Membership Process and Modules Overview
  • How do I run a report on my memberships?
  • What is a Membership?
View all 19 articles
Membership Page Setup21 articles
  • What is the Membership Pages Grid?
  • Membership Page Overview
  • Membership Acknowledgement Info Tab
View all 21 articles
Membership Grid and Purchases35 articles
  • 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 or record a membership on behalf of a constituent?
View all 35 articles
Membership Attendance2 articles
  • What can I do on the Membership Attendance grid?
  • What can I do on the Membership Attendance History grid?
Mail Merge Membership Templates2 articles
  • Sample Mail Merge Membership Templates
  • What can I do on the Mail Merge GM Templates page?
Membership Auto Reminders3 articles
  • 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 Renewal Queue1 article
  • What can I do on the Membership Renewal Queue?
Membership Only Documents2 articles
  • Member Only Documents
  • Member Only Document Statistics
Member Directory & Emblems7 articles
  • Can member's category and committee subscriptions be shown on the directory?
  • Global Membership Directory
  • Membership Emblems
View all 7 articles
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