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Sending Digital Membership Cards to Members

Learn how to send Digital Membership Cards to your Members

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

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.

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