Summary
Membership records are fundamental components of your Membership Database within Join It. These records contain valuable information about your Members and their interactions with your Organization. This article explains the structure of membership records and the tools available for admins to manage them efficiently.
Key Details
A typical membership record includes the following details:
Membership Type
The name of the Membership Type chosen by the Member during registration. This defines the level or category of membership within your Organization.
Join Date
The date when the Member joined your Organization.
Membership ID
An external identifier that can be defined for each Member.
Members Status: This will display the Members current status within the Organization. Whether it's 'active, expired, cancelled, prospective, or pending'.
Expiration Date
The expiration date of the Membership.
Auto Rebilling Date
For Memberships with auto-rebilling enabled, this also indicates the next billing cycle.
Description of screenshot: Displaying an Admins view of a Membership Record
Member Information
Membership records also capture basic information provided by the member:
Contact Details
Address, company, job title, and other relevant contact information.
Social Media Links
Links to the member's social media profiles, if provided.
Description of screenshot: Displaying the basic information provided by the member on an Admins view of a members record
Custom Information
You can collect additional custom information from members, including:
Custom Fields
Options for various formats such as text fields, paragraph fields, radio buttons, dropdown menus, waivers, and checkboxes.
Description of screenshot: Displaying the custom information provided by the member on an Admins view of a members record
Transactions
Each membership record is linked to transaction receipts, providing a comprehensive view of previous payments:
Transaction Details: Admins can access detailed information on previous payments by clicking on the attached transaction cards.
Description of screenshot: Displaying where to view payments on an Admins view of a Members record
Frequently Asked Questions
How can I Edit Membership Information?
In the Members record, you can edit their Membership Information by clicking on 'Edit Membership Info'. By doing this you can editht the basic and custom fields associated with the membership record.
You can also view and manage the following under a Members record:
Payments: View and manage payment details, including transaction history and billing information.
Cards: Access and update payment card information for automatic renewals.
Emails: Monitor communication history and manage email preferences.
Notes: Add internal notes or comments relevant to the membership.
Note: When editing Membership Information, an Admin can 'Skip Validation' for required custom fields.
Description of screenshot: Displaying how an Admin can skip validation on required fields
How can I switch a Members Membership Type?
In the Members record, you can easily switch the Membership Type by selecting 'Swtich' in the upper right hand side of the page located near the billing widget. After clicking on 'Switch' you can then choose the updated Membership Type and the billing option for the new Membership Type. (See screenshots below for reference)
Description of screenshot: Displaying where an Admin can switch a Members Membership Type on a Membership record
Conclusion
Understanding and managing Membership records is essential for effective Membership management. By leveraging the information stored within Membership records, Organizations can better engage with their members and tailor their services to meet their needs effectively!