The Manage members screen can be used to find groups of customers, send reminder emails and export your member details.
TABLE OF CONTENTS
- Find members associated with each membership type
- Check for members expiring soon
- Check for pending memberships
- Send invitation or reminder emails
- Export member details
Find members associated with each membership type
- Open the Manage members screen and use the Membership filter to select the membership type.
- Select the Status you wish to filter on, results will show instantly.
Check for members expiring soon
Search your current memberships and use the date filter on the Expires column to see which are due to expire soon. Follow the instructions for sending reminder emails to encourage these members to repurchase.
Check for pending memberships
If you have memberships that require validation, you can view all memberships at status pending and send reminder emails to members.
Send invitation or reminder emails
Once you have selected and filtered the members you wish to communicate with, you can tick the box in the column header to select all results, then click the Send email button to select a membership email template to send them.
Export member details
Right-click on the column header and select your export file type preference. You will require Microsoft Excel or PDF to continue.
