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!