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Generated from published articles20 results for “portal member directory direct emails”
Membership Directory Taben set to YES, this field will require the user to be logged into the Portal before they are able to access the membership directory. In other words this will eliminate the dire…Membership Page SetupThe Advanced Directoryfference is that this information would only be displayed through the Portal to other Members. The last tab is the Member Only Card View. This tab has the same functionality as…Member Directory & EmblemsGlobal Membership DirectoryA global membership directory is now available allowing users to display members across multiple membership forms. T…Member Directory & EmblemsPortal Features for the Membership DirectoryIf you have the advanced portal activated and you have selected Member Directory in the list of options available for the portal, yo…Portal FeaturesHow can a member exclude themselves from the membership directory?You can make this an option they can select from your membership page on the Membership Directory tab. Set Allow members to exclude from online directory to YES…Membership Grid and PurchasesMembership Process and Modules Overviewhe directory, and access to the members-only areas of the constituent portal. However, Brad will be the person who receives the renewal notices and has the transaction attribute…Basic Membership InformationCan member's category and committee subscriptions be shown on the directory?Yes, on both the public and private (viewable on the portal) versions of the Membership Directory a person can filter for members based on which categories or c…Member Directory & EmblemsMembership EmblemsUsers of the Card View on the Membership Directory can now assign and display emblem icons on their member’s directory profiles. Users ca…Member Directory & EmblemsHow can we show companies only on the directory?To show only companies on your membership directory, you can find a special URL on the Preview & Publish tab of either the membership page…Member Directory & EmblemsMembership Module Overviewis required in order for the membership to be managed via the member portal. Also, if other employees for the company need to have portal access or receive member discounts for…Module GuidesDirect Email on the Portal Membership Directoryr the bottom of the page you will see a toggle setting titled, “Allow portal users to send direct emails”. Turn on this setting and it will allow for direct emails through the p…Managing the Constituent PortalSend Direct Emails from the Actions MenuFirst ensure that you have direct mail activated in your user settings. See this article for information about updating your user sett…Actions OverviewMembership Settings Tab’s social media accounts, not your organization’s accounts. Hide from portal - When set to YES , the membership page cannot be launched from inside the portal. Require Portal Lo…Membership Page SetupCould a donation or transaction be done anonymously?nonymous for that contribution. Gives Anonymously does not affect the membership directory. If this constituent has a membership and also wishes to be excluded from the membersh…Entering & Managing TransactionsMember Profile PagesProfile Pages can now be created and linked to your Membership Directory, allowing visitors to view a member’s information in a full-screen layout. Before a me…Member Directory & EmblemsMembership Page Overviewership directory, either publicly on your website or privately in the portal, you can customize the way the directory is set up and what fields are shown. Membership Styling – H…Membership Page SetupHow do the pay later options affect a membership?There are two types of "pay later" options for a membership. Either option (or both) must be activated on the membership page's Settings tab. - Option 1 - t…Membership Grid and PurchasesHow can I use the Memberships grid?to membership discounts for events, and membership information in the portal. - Acknowledged - When set to YES it indicates that the transaction was acknowledged. - Acknowledged…Membership Grid and PurchasesPortal Features for MembershipsIf you have the advanced portal activated and you have selected Memberships in the list of options available for the portal, your co…Portal FeaturesMembership Preview & Publish TabThe final step of the setup of your Membership page is the Preview & Publish tab. Once you reach this step, the setup of your page is completed…Membership Page Setup