Summary
One of Join It's most popular features is the Digital Membership Card - a simple, mobile-friendly way for your members to access and carry their membership details. This article outlines the best approach to sending Digital Membership Cards to your members, especially when reaching a large group.
Sending to a large Segment of Members
If you're looking to send Digital Membership Cards to many members at once, follow these steps:
1. Enable Digital Membership Cards in the Member Portal
Navigate to Members Settings > Digital Membership Cards
Toggle ON the setting for “Show Cards in Member Portal”
Description of screenshot: Displaying where to toggle on the cards in Member Portal
2. Send a Q&E Email with Access Instructions
Go to Communication > Quick & Easy Emails
Click Send Emails
Use filters (such as “Filter by Status”) to create your recipient segment—we recommend targeting Active Members only
Choose the “View Memberships” template, which includes a green button labeled “View Membership”
Write a short, custom message letting members know how to access their Digital Card
Click Send
Members who receive the email can click the View Membership button to go directly to the Member Portal. There, they’ll see an option to View Membership Card.
Description of screenshot: Displaying where Members will view their Membership card
Frequently Asked Questions:
What does "registered" mean under the Membership card details for a Member?
This means that the Member has Downloaded their Membership card onto their mobile device.
Are the Membership cards attached to any Automated emails?
Yes, the Digital Membership cards are attached to the Automated Confirmation email Type A and B.
Does the Email preview match the downloaded Membership Card?
The email preview is an approximation of how a Digital Membership Card may appear in Apple Wallet or Google Wallet and should not be considered an exact match.
While Join It controls the information sent to digital wallets, the final appearance of the card is fully controlled by Apple and Google. Join It cannot control the exact layout of the card, where individual fields appear, whether fields display on the front of the card or the info screen, or how text is resized, wrapped, or truncated.
Because of this, the same card may appear slightly differently across devices and platforms.