All CollectionsManaging Your Members and Membership DatabaseManaging Your Members and Membership DatabaseHow to set up your membership database and manage your Organization's members.By Mitch and 3 others4 authors·26 articlesBulk Updating your Membership InformationLearn more about how to bulk update your Members informationHow Member Renewals workLearn how to guide your members through a smooth and simple renewal process.Set Merge Rules to Automatically Merge MembersLearn about how your can select your Merge Rules to Automatically Merge Members and Prevent DuplicatesPre-filling Information on the Membership FormPre-fill a member’s name and email on the Join It checkout page by passing values through the checkout URL, creating a faster and smoother signup experience.Preventing Duplicate Membership RecordsLearn about Join It's tools and features for preventing duplicate membership recordsAdjust the Primary Field For Your MembersLearn more about adjusting the Primary Field for your Membership records.Understanding Membership Records in Join ItDetails on what a Membership record will display within your Membership DatabaseCreating and Managing Discounts for your MembersLearn how to create and manage discounts, trials, and coupons for your membersTracking the Status of MembersLearn how to track the different stages of your members. We help track the entire life-cycle of your members.How to Manually Add Members in Join ItAdding a member to your database through your Join It administrator accountImporting your MembersLearn what information needs to be provided to Join It in order to get your Members imported.Deleting a Member from your OrganizationClean up Membership data by removing it from your Member tableOverview of Exporting your Member DataLearn how to pull your complete membership table into a CSV file for deeper analysis.Understanding the Relationship Between Memberships and Accounts in Join ItMore complex organizations might be interested in reading a detailed explanation of Account vs MembershipsBulk deleting your MembersLearn how to delete your Members in bulkBulk importing Members with Stripe SubscriptionsHere's where you can learn how to bring over your Members with Stripe subscriptions to Join ItAdding Membership Comments in Join ItLearn more on how to utilize Membership Comments!Adding Membership PaymentsLearn more about the different methods of adding payments for MembershipsNew Search for MembershipsLearn more about our new and improved Search functionFilter Your Members Table by a Custom FieldLearn more about the options available to filter your Members Table by a Custom Field.Members with Multiple Stripe SubscriptionsLearn more about members with multiple Stripe subscriptionsHow to Merge Membership RecordsLearn more about our tool for Merging Membership RecordsHow to cancel a Membership's auto rebillingAs an Org Admin, it's easy to cancel a Membership's automatic rebilling (Subscription) from a Membership Record.Reset Your Member DataThis article explains how to permanently reset your Member data and what information is affected.How to Pause Automatic Rebilling for a MembershipThis article explains how admins can pause and resume automatic rebilling for a member without canceling their membership.Disable Member Editing in the Member PortalLearn how to disable member editing in the Member Portal to control when members can update their information.
