Zane P
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Recent activity by Zane P Sort by recent activity-
Customizing invoice templates, notifications, and settings
On this page To manage invoice templates Creating and editing templates Invoice settings Tying an invoice template to a form Tying an invoice template to a member type Invoice templates allow yo...
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Continuing education transcript
On this page Overview Video tutorial To add continuing education credits to multiple profiles To access a member's education history To add education credits to a member's profile To give members ...
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Deleting attributes
On this page Overview To delete attributes To clear attributes Deleting a selection within a selection set attribute Overview You can delete attributes if they are not in-use by any profile in...
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Sending invoices to secondary email addresses
On this page Step 1: Choose or create an email attribute Step 2: Update your invoice templates Important notes on updating templates By default, invoices are sent to a member's primary email a...
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Resending invoices
On this page Method 1: Resending through the Invoice List Method 2: Resending through a member's profile Method 2: Sending a manual link Customizing the email's content There are several ways to...
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Member engagement metrics
On this page Overview To analyze member engagement Engagement metrics Overview The Member Engagement tab in each profile displays data points outlining the member's engagement with your organizat...
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Deleting member profiles
On this page Overview To delete profiles individually To delete profiles in bulk Overview If you've exceeded your database limit, or just want to clean up your database, deleting profiles is a gr...
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Changing a member type's expiration settings
Expiration settings cannot be changed on an existing member type. To switch between period-of-time and date-based expiration, create a new member type with the desired settings, then move your memb...
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Locating duplicate usernames
Usernames must be unique. A specific username can only be attached to one profile at a time. This includes deleted profiles. If you delete a profile tied to a specific username and want to give tha...
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Updating the API credentials for your payment processor
Any time you update API credentials in your payment processor (Payroc, Authorize.net, or others), update them in MC Professional as well. Updating credentials in your payment processor without upda...