General Membership Module

Membership

The main membership grid has two views, the summary and detail view. The summary view will show the most current owner for each membership with information about the transaction, amount due, the membership level, expiration date, and status. There is also a current membership expiration date and current status. If multiple memberships are allowed, the current membership expiration date will be the farthest expiration date. The current status indicates if the membership is active, inactive, or pending (there is an amount due.) On the detail view, the purchaser and the additional members are shown. Note that for all memberships there is only one owner. There can be multiple members included in a membership level, for example a family membership that includes two adult and two children as members, but only one constituent is designated as the owner of the membership. Learn more about this grid in the videos  Membership Summary Grid - https://vimeo.com/845699139/15b464ecef and Membership Detail Grid - https://vimeo.com/845699674/9ef6643021

Membership Pages

The membership pages are where the membership registration pages are built. The pages include settings, level set up, styling and automatic thank you emails. See the video Online Membership Form Set-up - https://vimeo.com/856454132/e6deac3d49 to learn about building membership pages and managing memberships.

Attendance

An attendance grid can be generated for all active members. This is useful for membership events. To learn more about this feature, see the video Member Attendance - https://vimeo.com/720372559/8d4f928b05.

Mail Merge GM Templates

Like the CRM, Fundraising, and Events modules, the membership module has its own library of mail merge letter templates. These letters get their merge data from the membership grid. The letters can be used to generate acknowledgements, renewal reminders, and other communications just for members. To see more about this topic, see the video Member Mail Merge Letters - https://vimeo.com/720711830/fc96d5a156.

Auto Reminders

Auto reminders are used for membership renewals. Like event auto reminders, these reminders are generated based on expiration date and member level or the current membership expiration date. The reminders use the email templates which can be customized. To learn more about this feature, see the video Member Auto Reminder - https://vimeo.com/719969875/662f1b3439. 

Membership Only Documents

When the portal is activated, members can access a library of documents and links just for members. These documents can be for all members or linked to specific membership levels. See the Membership Only Documents - https://vimeo.com/720385437/4d16f4aac4 video to learn more.

Membership Emblems

The membership emblems allows you to create emblems to display on your membership directory for specific membership levels. You can learn more in this article: https://support.donorview.com/en/support/solutions/articles/9000236959-membership-emblems

Global Membership Directory

Each membership page creates a directory for the page. However, if you have multiple membership pages, you can create a widget for your website that combines all your membership pages into a global directory. You can learn more in this article: https://support.donorview.com/en/support/solutions/articles/9000236960-global-membership-directory

Membership Profile Pages

The membership profile pages can be used to show more details about your members. They can also be edited by the members themselves. To learn more about these features see these videos: Member Profile Widgets https://vimeo.com/1070377425/cefc11061d and Members Profile Pages https://vimeo.com/1070454908/abee3b51f7.