We’ve revamped our member database to make it easier than ever to manage and grow your roster. Filter by member type, status, easily view member details, record member notes, customize your group invitations and more. See below for a breakdown of the new updates. Here's what's new:
1. Easy filters and navigation Using the Name & Email Filter you can search for a member using first name, last name or email. Or simply filter the list to “members” or “contacts” using the dropdown menu. We now offer a Type & Status Filter where, if you’ve assigned members into “types”, you will be able to generate a filtered list by selecting a type from the dropdown “Member Type” menu. We’ve also added a “Member Status” dropdown that allows you to filter by membership standing. 2. Comprehensive Member Details Page You can now click a member’s name to see their member file. From their member file you can now see more information then before, in a simple streamlined portal. The Profile Tab includes contact information, custom fields (these are the additional questions you added to your membership form, if applicable), as well as any additional info that your member chose to fill in to his/her profile. You can use the “edit” option to remove field, or manually enter information to any field. *Members can also edit this info themselves by logging in to their Me Page. If you know you’ll need specific information that is not currently listed, you should consider adding it to your new member application (making that field mandatory). For existing members, you can always send an email campaign asking them to log on to their personal page where they can fill the specified information in themselves. Once you've added new custom fields to your membership form the field will now appear (blank) on current members’ personal pages. The new Activity tab shows a comprehensive view of all your member’s activity. View their payment history, the lists they are included in, their event history, the emails and texts they received, their Quickpay history and their survey response history. The all new Notes section allows you to keep consolidated records on your members. This is a great way to keep several group leaders in the loop by streamlining the documentation process for various events, concerns etc regarding an individual member. Simply type a note in the comment box and click save. All notes are viewable to all group leaders, but they are not viewable to the member. 3. Custom Invitations! You are now able to customize the subject line and body text of your group invitations. Any time you opt to send (or re-send) invitations to your group you will be taken to the invitation customization page. Hover over the Subject line and body text boxes to access the edit option. This is a great way to explain what the invitation is and to explain why your potential members should accept the invitation. More features coming soon! We are in the process of testing additional features to take our database to the next level. Sign up here for our announcement about the next big enhancement! Do you have an event coming up like a fundraiser or party? You have a few great options for event planning.
A custom event page lets you promote, invite guests, generate buzz with comments, post RSVP lists and more. You can also collect payments for tickets (if applicable).
Do you need to create an in-depth registration form? A branded payment form will give you unlimited flexibility for information fields and payment item options. This is perfect for ongoing signups for an upcoming program or service. Simply distribute the link to your form via email to invite people to sign up.
Is your event for a cause or charity? Donation Sites are interactive micro-websites that can be easily customized for ticket sales. They’re are easy to set up, can be customized with photos, video, a donor ticker, goal meter and more. They are perfect for any type of goal-driven fundraising event, like a dinner, or gala. Simply name and price your tickets on the payment items step.
*All of these features are free to create and all payments collected are subject to the flat site fee of 5% + 30 cents per transaction. This includes all site fees, merchant fees and credit card fees. As always, our team is here to help in any way we can! Feel free to reach out to us with for more assistance choosing the right feature. We make it easy to raise funds for your initiatives, whether you are hosting a fundraiser event, selling items, or hosting an online donation page.
We have several tools to choose from. Here’s some info to help you choose the right one for you... Registration/Payment forms: Custom payment forms are perfect for event registrations, merchandise sales, donations or any type of one-time or recurring online giving. Flexible form fields and highly custom payment item options make it easy to create complex registrations, allowing you to collect the information you need.
Donation Sites: Interactive micro-websites let you raise funds round the clock! Donation sites are easy to set up, can be customized with photos, video, a donor ticker, goal meter and more. They are perfect for any type of goal-driven fundraising effort, whether you are funding a nonprofit or personal cause. In addition to open-amount payments, you can also sell tickets, merchandise or other items to help raise funds towards your goal.
Event sites. Are you selling tickets to an upcoming fundraiser? An event site may be the perfect tool for you. Promote your event with a micro-website, generate buzz with comments, RSVP lists and social sharing, and collect payments for tickets.
Quickpay: Use Quickpay to invoice a simple payment from a member. They are easy to set up and easy for members to pay directly from their email notification. Here’s how to get started. *All of these features are free to create and all payments collected are subject to the flat site fee of 5% + 30 cents per transaction. This includes all site fees, merchant fees and credit card fees. As always, our team is here to help in any way we can! Feel free to reach out to us with for more assistance choosing the right feature. |