Database
Groups and Member Types
- Member types overview and default settings
- Default member type notification settings
- Adding individual member types
- Adding organization member types
- Groups
- Managing organization member types
Membership Renewals
Attributes
- Built-in attributes
- Custom attributes
- Assigning attributes to member types
- Group attribute security
- Profile owner attribute security
- Key contact attribute security
Admin Permissions
Profile Imports
- Profile Import
- Formatting Your Data File - Individual Memberships (Video)
- Formatting Your Data File - Organization Memberships (Video)
- Continuing Education Credit Import
- Event Import
- Committee Import
Profile Management
- Email Template for New Member Profile Announcement to your members!
- NEW Member Profile View
- Setting up New Member Profile View
- New Member Profile FAQ's
- Best Practice: Moving Profiles to Prospects
- Manually Adding a Profile (Video)