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Add and Manage Membership Types
Note: Before you get started setting up your Membership Types, please review the Intro to Tendenci Memberships Helpfile. Navigating to Membership Types To add and manage Membership Types, you must be a superuser on your site. Navigate to the admin back end of your site. Hover over Quick Links and choose "Admin Backend." Scroll down to the Memberships area (the …
How do I delete members from my site?
This help file will guide you through how to delete members from your site. 1. Go to admin backend https://YOUR URL/admin/ 2. Find Memberships Application and select Memberships 3. Search the Member to be deleted 4. Check the checkbox next to the name of the Membership Member 5. From the Action Dropdown, select "Delete selected Memberships" and Click on "Go" 6. …
Why Event Attendees are not automatically added as Users in Tendenci
Occassionally an open source or hosted client will ask why if contact forms add a user record and profile that the same is not true for even attendees. In fact events is the only module that does not automatically try to match up a user record or create a new record. There is a reason for this. (Note: at the …
How do I go about testing my membership set up?
Not Logged In Find the link to join. Is it clear where to go to join? Fill out the membership application. Do all questions make sense? Are the appropriate fields marked as required? Is it clear what the different membership options are? Are the correct payment options in place? Submit membership application Is it clear what next steps are …
Membership Renewal Notices Email Templates
This help-file seeks to provide some examples of how Tendenci's Membership Renewal Notices saves you time on managing your constituents when encouraging them to renew on a regular basis for near expiration or past expiration memberships. How To Access Member Notices Member Notices is located within the Memberships Module admin backend dashboard. The app provides options to set-up and customize auto responder …
Reports Module for Data-Based Insights to Enhance Membership Experience
Hey Tendenci users, did you know your website contains valuable data about your online community? Tendenci Reports are built to provide insight into that data - about the users, content, and activities happening on your site. Below you'll find a description of some use-cases for each report in your database! Membership Overview Overview - Get a bird's eye view of your …
Chapter Membership Management
How to use the Chapter Memberships Module, and What's In it Tendenci is proud to announce that we have now made Chapter Management easier than ever! Give Chapter leaders the ability to manage members at the Chapter level to increase the user experience and lessen the workload of site-wide/national level administrators. First, a site admin must build a chapter membership …
Sample Web Master Job Description and how to post to your site
Does your organization need extra help adding content, keeping your Web site current, and managing your members? Here's how to add a Webmaster position job listing to your Web site: On the Tendenci dashboard, Click the 'Jobs' icon to access the Jobs module Click the 'Add Job' Fill out the appropriate position descriptions and contact information and click 'Add Job' …
Export Invoices with Revenue & Key Metrics by Tendenci
"My Treasurer needs an export of all invoices from the website for the past month to assist with account reconciliation." Every association and non-profits have public fiduciary responsibilities to their members, that is why one of Tendenci's marvelous features is our Reports Module which supports solid accounting and financial management with Invoicing Reports. Every financial transaction completed on your Tendenci …
How to add a Member to a Corporate Membership?
In the case that the corporate membership types have been added first, make sure that the field membership_type and corporate_membership_id are linked by membership type; the name and ID's may differ. This will permit the binding of a Member to a Corporation (Company). Download the CSV in the Import Members page. To verify this, open Three tabs: Corporate MemberhipsLocation: Go to Apps in …
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