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Managing Your Members and Membership Database
Managing Your Members and Membership Database
How to set up your membership database and manage your Organization's members.
17 articles in this collection
Written by
Mitch Colleran
and
Leah Pelkey
Member Check In
Learn about how you can Check In your Members
Written by
Mitch Colleran
Updated over a week ago
What to do after a Bulk Import is done
Your Bulk Import is complete - now what?
Written by
Leah Pelkey
Updated over a week ago
How Member Renewals work
Learn exactly how you can help Members can renew their Membership.
Written by
Leah Pelkey
Updated over a week ago
Set Merge Rules to Automatically Merge Members
Learn about how your can select your Merge Rules to Automatically Merge Members and Prevent Duplicates
Written by
Mitch Colleran
Updated over a week ago
Pre-filling information on the Membership Form
Learn how you can pre-fill information on the Membership Form when linking from your site.
Written by
Mitch Colleran
Updated over a week ago
Preventing Duplicate Membership Records
Learn about Join It's tools and features for preventing duplicate membership records
Written by
Mitch Colleran
Updated over a week ago
Adjust the Primary Field of your Members
Learn about the different settings for the Primary Field on Membership records.
Written by
Mitch Colleran
Updated over a week ago
View of a Membership record for Organization admins
Details on what a Membership record will display within your Membership Database
Written by
Mitch Colleran
Updated over a week ago
Creating and Managing Discounts for your Members
Learn how to create and manage discounts, trials, and coupons for your members
Written by
Mitch Colleran
Updated over a week ago
Tracking the status of members
Learn how to track the different stages of your members. We help track the entire life-cycle of your members.
Written by
Mitch Colleran
Updated over a week ago
Collecting Donations from your Members
Learn more about how Join It supports Donations
Written by
Mitch Colleran
Updated over a week ago
Digital Membership Cards
Learn more about providing Digital Membership Cards to your Members
Written by
Mitch Colleran
Updated over a week ago
How do I manually add a member?
Adding a member to your database through your Join It administrator account
Written by
Leah Pelkey
Updated over a week ago
Importing your Members
Learn what information needs to be provided to Join It in order to get your members imported.
Written by
Mitch Colleran
Updated over a week ago
How do I delete a member from my organization?
Clean up membership data by removing it from your member table
Written by
Mitch Colleran
Updated over a week ago
How do I export my member data?
Learn how to pull your complete membership table into a CSV file for deeper analysis.
Written by
Leah Pelkey
Updated over a week ago
Relationship between Memberships and Accounts
More complex organizations might be interested in reading a detailed explanation of Owners vs Memberships
Written by
Mitch Colleran
Updated over a week ago