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Zane P

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  • Built-in attributes

    1. Database
    2. Attributes

    On this page Overview To configure built-in attributes Overview Built-in attributes are a pre-defined set of database fields assigned to every member. Built-in attributes include name, contact na...

    • Zane P
    • Edited
    • 1 follower
    • 0 comments
    • -4 votes

  • Member self-service renewal process

    1. Database
    2. Membership Renewals

    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...

    • Zane P
    • Edited
    • 1 follower
    • 0 comments
    • 2 votes

  • Member types overview and default settings

    1. Database
    2. Groups and Member Types

    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....

    • Zane P
    • Edited
    • 1 follower
    • 0 comments
    • 3 votes

  • Creating a cookie policy

    1. Website
    2. Policy and Consent Management

    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 ...

    • Zane P
    • Edited
    • 1 follower
    • 0 comments
    • 0 votes

  • Form email HTML templates

    1. Forms
    2. Form Emails

    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...

    • Zane P
    • Edited
    • 1 follower
    • 0 comments
    • -1 votes

  • Submission list

    1. Forms
    2. Form Submissions

    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...

    • Zane P
    • Edited
    • 1 follower
    • 0 comments
    • -5 votes

  • Date-based pricing

    1. Forms
    2. Form Add-ons

    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...

    • Zane P
    • Edited
    • 1 follower
    • 0 comments
    • -10 votes

  • Product support

    1. Administrative Tools
    2. Administrator Functions

    On this page Overview To access the Resource Center To access live chat OverviewAdmins and ASAs can access the Resource Center and live-chat in-product through their admin dashboard. The Resource C...

    • Zane P
    • Edited
    • 1 follower
    • 0 comments
    • -7 votes

  • Creating and configuring forms

    1. Forms
    2. Form Types and Settings

    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...

    • Zane P
    • Edited
    • 1 follower
    • 0 comments
    • -9 votes

  • Profile list and advanced search

    1. Database
    2. Profile List

    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...

    • Zane P
    • Edited
    • 1 follower
    • 0 comments
    • -4 votes