Member Types

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    NAPO-SFBA DCT

    How do we add a bcc to a renewal notification email?

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    Kinsey Mahan

    Hi Gabrielle - It isn't currently possible to receive a BCC of the renewal reminder messages. If you would like to submit product feedback, please send an email to help@memberclicks.com with the feedback summarized in the subject line and detailed in the body - the Help Team will forward it along to the Product Team so that they can evaluate and incorporate it based on other customer feedback!

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    Linda Coffin

    One of our renewal path settings doesn't seem to be working right. We have an Introductory membership which is good for only one year. We've set the renewal paths so that an Introductory member can renew only at the Friend, Associate, Partner, or Full levels. But yesterday one of our introductory members (Heidi White) successfully renewed for a second year as an introductory member! Can you help me figure out why this didn't work correctly? Is there an additional setting besides the renewal paths that I've overlooked? Thanks!

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    Kinsey Mahan

    Hi Linda - I've created a Help Ticket on your behalf since this problem is specific to your organization. Please expect to hear back tomorrow once we've reopened.

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    Sean Daniel

    This article needs to be updated for "Attribute-based pricing" instead of "Size of Organization."

    When I create Add an Organization Member Type the pricing choices are :

    Choose a Pricing Structure for this Member Type's Dues

    • Number of Linked Profiles
    • Attribute-based pricing
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    Sean Daniel

    Can there be more than one "Linked Profile Type" connected to the Organization? 

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    Jay Fitzmaurice

    Hey there Sean,

    Thanks for bringing that edit to our attention; that's been updated at this time.

    The Organization/Client set-up for Member Types is a 1-for-1 set-up, so there can only be one "Linked Profile Type" connected to the Organization. If you have additional questions, shoot an email over to our Help Team at help@memberclicks.com!

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    Jeanine Stathopoulos

    Wondering if Linda resolved her issue above as we have the same issue (a membership only valid for one year that is auto-renewing as the same type of member).

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    Jeanine Stathopoulos

    Wondering if Linda resolved her issue above as we have the same issue (a membership only valid for one year that is auto-renewing as the same type of member).

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    Jay Fitzmaurice

    Hey Jeanine! I've opened a support ticket for you as well, per your comment on another article. Our Help Team will be in touch to assist.

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    Lisa Bryan

    Do lapsed members ever become prospects automatically if they don't renew?

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    Jay Fitzmaurice

    Hello Lisa! Lapsed Members will remain in their assigned Member Type. An administrator can always move them to Prospect if that suits your workflow.

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    Nicole Hodson

    Is it possible to delete a member type? If so, how?

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    Jay Fitzmaurice

    Hey Nicole! If there is no one in the Member Type (including Deleted users), the MT will be able to be deleted. That said, feel free to send an email to help@memberclicks.com with the name of the MT, and we'll be able to get it deleted for you.

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    Jason Faust

    What would cause the Member Status to NOT be labeled "Pending" after completing a membership application. We do have "Require approval for new members" toggled "On".

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    Jay Fitzmaurice

    Hey Jason! Can you send some more details over to help@memberclicks.com, or give us a call at 404-879-2800? We'd be happy to dig into that with you, we'll just need more information.

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    Kathleen Siviter

    How do I change a current member into a prospect record in the database after their renewal lapses, so we can track them for future prospect purposes?

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    Jay Fitzmaurice

    Hey Kathleen! If you go into a user's profile, you can edit the Member Type there and change it to Prospect. If you have a lot of lapsed users to tend to, you can run a search for them and tag them. From the Actions bar in your search, you can bulk Change Member Type so you're not doing multiple people one at a time.

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    Kathleen Siviter

    Thanks for the response, Jay, but appears not to be working.  I followed your instruction, all looks ok but after I change the Member Type to propsect for the tagged profiles, I get no confirmation message or anything, the screen just goes back to the previous list view, and the member type is not changed in the profiles I had selected.  I have waiting 10 mins, have logged out and logged in again, and still no change...

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    Jay Fitzmaurice

    I'm sorry you're having trouble with that Kathleen. If you send an email to help@memberclicks.com, or call us at 404.879.2800 with more details about who you're trying to move, we can help you resolve this!

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