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Manage Members

Manage Your Member Database

  • How Do I Access My Member Database?
  • How to Create a Distribution List
  • How to Edit a Distribution List
  • Request Member Profile Updates
  • Create a List Sign-up Form
  • Edit Group and Member Privacy Settings
See all 7 articles

Customize Your Membership Experience

  • How Do I Set Member Profile Fields?
  • Customize the Join Process and Welcome Email for New Members
  • How to Set Up Additional Payments
  • Turn On or Off Lapsed Payment Collection
  • Glossary - Customize Your Membership Experience

Add Members and Set Up Member Levels

  • How Do I Set Up Membership Levels?
  • How to View Member Level History
  • What’s the Difference Between Members and Contacts?
  • How to Add Members and Contacts  
  • Member Upload Best Practices
  • Invite Your Members to Join Your Group on memberplanet
See all 8 articles

Administrator Tools and Resources

  • Creating and Assigning Admin Roles
  • Manage Bank Access for Administrators
  • How Do I Alert Admins When a New Member Joins?
  • Member Portal Overview
  • Create a ‘Join Our Group’ Button for an External Site
  • How to View and Edit Recurring Payments
See all 7 articles

Member Tools and Resources

  • Membership Cards and Types
  • Access and Print Membership Cards
  • Add and Manage Member Types
  • How to View Your Directory
  • How to Use Smart Search in the Directory
  • Glossary - Member Tools and Resources

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