Zane P
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Member self-service renewal process
On this page How do members renew their membership? Renewal notifications Renewing from a form Renewing from the member profile How do members renew their membership? When your first renewal noti...
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Member types overview and default settings
On this page Overview Member type structures Configuring default member type settings Overview Member types define a member's dues payment, renewal notification schedule, and expiration settings....
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Tracking invoice history with the Activity Log
On this page: About the Activity Log— Data availability What information gets logged? Accessing the Activity Log About the Activity Log With the Activity Log, administrators can track every fin...
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Creating a cookie policy
On this page Overview What is a cookie? What is included in a cookie policy? How to write a cookie policy Obtaining consent to use cookies with Termly To display a cookie policy using Termly code ...
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Form email HTML templates
On this page Overview To add HTML email templates to form emails Overview You can copy the custom HTML templates below to fill out your form confirmation emails. Click on one of the HTML template...
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Submission list
On this page Overview To access a submission list To edit a form submission Editing price fields Creating a new invoice Viewing invoices and credit memos Registering guests To export your submis...
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Date-based pricing
On this page Overview To add date-based pricing Overview With date-based pricing enabled, you can display different pricing options based on the date that a user takes the form. You can provide f...
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Product support
On this page Overview To access the Resource Center To access live chat Overview Admins and ASAs can access the Resource Center and live-chat in-product through their admin dashboard. The Resourc...
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Creating and configuring forms
On this page Overview To create a form To configure form settings To add form elements To add and configure form sections Overview You can create forms in MC Professional to: Collect and proc...
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Profile list and advanced search
On this page Overview To add profiles manually To conduct an advanced search To save your search results To access a saved search To edit attribute columns To tag member profiles and make bulk upda...