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Assigning Membership IDs

Learn more about the different options for assigning Membership IDs -- including our auto-assignment feature.

Mitch Colleran avatar
Written by Mitch Colleran
Updated over 2 weeks ago

Summary

While not required, Membership IDs can be a useful way for organizations to track and manage their members. Join It provides flexibility by allowing organizations to either manually assign IDs or automatically generate them in a sequential order. Whether you're looking to improve internal tracking, streamline communication, or meet specific reporting needs, Join It offers a solution that can be tailored to your organization's preferences.

Two Ways to Assign Membership IDs

Manual Assignment

Organization admins can manually assign a Membership ID when creating a new membership or editing an existing membership record.

Sequential (Auto-Assign)

Join It will automatically assign a Membership ID to members when the membership record is created. When setting this feature up, organization admins can determine which Membership ID number to begin the sequence. 

How to Set Up Sequential Membership ID's

To enable automatic, sequential Membership IDs:

  1. Go to the Members tab in your admin dashboard.

  2. Click on Member Settings.

  3. Select Edit Membership ID Rules.

From there, choose the Sequential option. You’ll be prompted to enter the Next ID to be Assigned—this will be the starting number for the next new member who joins. IDs will then be automatically assigned in numerical order from that point forward.

Description of screenshot: Displaying where to set up the Sequential ID's

Frequently Asked Questions

What are common Membership ID numbers to begin a sequence? 

Organizations often choose to begin at 1, but other options include:

  • 1000 (choosing a large, round number)

  • 2019000 (incorporating the year)

  •  12345 (choosing a completely random number)

Are Membership IDs required? 

Not at all! While many organizations choose not to use them, those that do often find them helpful. Choose whatever works best for your needs.

Does the auto-assign feature apply to bulk-imported memberships?

Nope! Auto-assignment only applies to memberships created through your Join It account. However, you can manually include Membership IDs in your import using the member template sheet.

Will enabling auto-assignment overwrite existing Membership IDs?

Nope! Your existing Membership IDs are safe and won't be overwritten. The system will start off on the next member that joins your Organizations through Join It.

Can I 'backdate' Membership IDs for existing Memberships?

Of course! Chat us and we're happy to help you with this. :)

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