Under the General Membership module, you will find 9 menu options. Below is a description of each.

  • Memberships – Main membership grid having both a Summary and Detail option so you can see all the specifics related to any membership transactions.
  • Membership Pages – Build or edit your online membership registration pages.
  • Attendance – Track attendance for member gatherings that are not linked to an event page.  
  • Mail Merge GM Templates – Generate and edit letter templates that can be used in a mail merge produced from the Actions menu on the Memberships grid.
  • Auto Reminders – Create email campaigns that can be automatically sent out to members to remind them to renew before and after their memberships expire.
  • Membership Only Documents – Upload documents that will only be visible to members only within their member portal account. The Advanced Portal must be activated for this feature.
  • Membership Emblems - Create special emblems to appear on the global membership directory based on the constituent's category or membership level.
  • Global Membership Directory - Combine the directories from some or all of your membership pages. This can be especially helpful for organizations that have seperate new and renewing member registration pages, use hard expiration dates, as well as organizations that have multiple membership types on different membership pages.
  • Membership Profile Pages - Allows your members to create specific pages with more information about them that can be access from the directory.