Zane P
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Articles
Recent activity by Zane P Sort by recent activity-
Emailing form submitters
On this page Overview To email form submitters for a submission list To email form submitters from the profile list Overview This article details the steps involved to email form submitters throu...
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API Management
To create an API client To configure an API client To select authorized grant types To configure redirect URIs To delete an API client To regenerate the client secret On the API Management page y...
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Searching for unlinked member profiles
On this page Overview To search for unlinked profiles Overview You can search for unlinked profiles in an organization member type using the advanced search tool. You may want to either link thes...
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New member profile FAQs
On this page What features does the new member profile include? Do I need to set anything up for the new member profile to work properly? How can I expand the new member profile to be the full ...
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Committee import
On this page Overview To upload a .csv file To access your imported data Overview With the committee import tool, you can add external or historic committee records into your MC Professional ...
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Updating the API credentials for your payment processor
Any time you update the API credentials in your payment processor (Payroc, Authorize.net etc.), you need to do the same in MemberClicks Pro. If you update these in your payment processor alone, thi...
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Emailing event registrants
On this page Overview To contact event registrants through a registrant list To email event registrants from the profile list Overview This article details the steps involved to email event r...
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Event forms
On this page Overview To create an event form To configure event form settings To configure event section settings Other event form sections Overview You can add an event section to a form to acc...
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Managing organization member types
On this page What are organization member types? How to create a new organization member How to create linked profiles How to add existing linked profiles How do notification emails work? What ar...
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Searching for incomplete submissions
On this page Overview To search for incomplete submissions Editing submissions Overview In a form's submission list, you can search for a list of incomplete submissions to view form-takers who ha...