Membership End User Experience

• Designing Your Membership User Journey
• Member Journey: Onboarding After Import
• End-user registration process (post member import file activation)
• Processing membership payments, invoices, and receipts

Membership Resources

• System Email setup (maximize the Welcome email)
• Formatting Excel (individual membership)
• End of year edits to Membership types
• Streamlining the Membership Import Process in Glue Up: An Updated Guide

Membership FAQs

• Transfer Primary Member Role
• Quick actions on Membership Profile
• Importing membership Excel (individual and corporate)
• How to change member email
• Disabling emails
• Add members to existing memberships

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Membership Operations

• How to Add Participants to a Group within a Community
• Use member application fee
• Schedule New Membership Type Version
• Manage workflow manager
• Formatting Excel (corporate membership)
• End-User Manage User Settings

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Membership Settings

• Trial Memberships
• How to Set Up Reward Points for Memberships and Events
• Multi-Term Memberships and Discount Configurations
• Automatic Renewals for Memberships
• Installment Payments
• Understanding Multi-Term Renewals

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