Zane P
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Custom attributes
On this page Overview Attribute types Adding custom attributes Overview Custom attributes are attributes with a custom label and type, that you can create in addition to your built-in attributes....
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Why aren't my e-list messages sending?
Third party email clients If an e-list message is sent from a third party email client (Yahoo, Outlook, Gmail etc.), that e-list message is subject to the security protocols and policies of the ema...
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Voiding renewal invoices and removing members from their renewal period
On this page Overview Manually voiding a renewal invoice Removing members from their renewal period in bulk Tagged members Turning off renewal notifications Overview When a renewal invoice is gen...
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Adding organization member types
On this page Overview To add an organization member type To assign custom attributes To set a landing page To add renewal settings To configure key contact settings To add pricing settings based o...
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Creating a terms of use agreement
On this page Overview How to write a terms of use Where to publish your terms of use Essential components of any terms of use statement Overview A terms of use agreement, also referred to as "ter...
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Submission list dashboard view
On this page Overview To access the dashboard view of a submission list Revenue Snapshot Discounts Member Types Form selections Overview In the submission list of a form you can access the DAS...
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Adding a button
You can add a button to an article so that visitors to your website can click the button to: Jump to another page on your site Jump to a specific section within the same page or a section within a...
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Searching for members by login activity
On this page Overview To search for members by login activity OverviewYou can conduct an advanced search to search for member profiles based on their login activity. Use this option to see who has ...
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Setting up the new member profile view
On this page Overview To set up self-service member renewals To set up profile view settings Overview Member profile view is what your members see and experience when they log-in to their account...
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Event import
On this page Overview To import a .csv file To access your imported data Overview With the event import tool, you can upload external event and registrant/attendee records into your MC Profession...