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Tips to Welcome Your Members when Launching or Transitioning to a Tendenci Website
Now that your membership registration process is in place, what's your plan for making the most of it? If you are launching a new membership portal on Tendenci OR transitioning from an existing member management platform, here is what to anticipate and some valuable tips for effectively engaging with your members and users! Steps to Reaching Out and Engaging with …
Membership Management Software Questions
Engage Your Members with Tendenci Open Source Welcome to our evolving repository of frequently asked questions from the community about the Tendenci open-source software platform for Membership Management. We make it a priority to keep this list up-to-date to provide answers to all your inquiries. We continuously add new questions and ensure comprehensive answers. To streamline your search, utilize the …
Create, Search and View Invoices Online with Tendenci
Create, Search and View Invoices Online You won’t need an accounting degree to manage incoming revenue with our integrated payment gateways and automated invoice module. Tendenci automatically generates an invoice for each website transaction. Invoices are color-coded, making it easy to distinguish between event registration invoices, membership invoices, and other transaction types from the Preview List. Open individual invoices and you have …
How do I stop members from receiving any email from the site?
How do I stop members from receiving any email from the site? There are a couple of options depending on how strictly you want this enforced on the site. 1. In the member's profile, they can choose not to receive email. This will prevent them from receiving most email, such as Newsletter blasts, but will not block them from receiving: …
How Do I Upload a Logo, File, Document, or PDF to a Tendenci Site?
There are 2 different ways to upload files to your Tendenci website: through Tendenci's Files Module to store and organize your files, or via your WYSIWYG Editor. Uploading Files Using the Files Module To upload an external file including a Logo, Graphic, Document, PDF, spreadsheet, or other types of content through your Files Module, go to Apps>Content>Files in the Tendenci …
Why Do the Default Email Auto-Replies not include the Member Number
Why do the default email auto-replies not include the member number? Unfortunately, we have clients incorrectly use private information for member numbers. Many schools use social security numbers for example. They should NOT, but they do. We can't stop this from happening when custom forms are out there. It is important to remember that Tendenci software is security and privacy …
Setting up an Event with Multiple Pricing Options
Want to hold an event with multiple pricing options? We've got you covered! Make sure to first enable registration when setting up your event, then get your thinking cap on and get creatvive! Here's how to take advantage of the multiple pricing options offered in the Tendenci Events module: Early Bird Pricing Want to encourage guests to sign up early …
How Do I Search the Files Module to Find The Documents I Need?
Tendenci's Files Module stores and organizes files on your website. These files can include documents like PDFs, Excel spreadsheets, and word documents as well as image files. You can store committee and study group resources using the Files Module so everyone in your group can access and download them whenever they need them. Here are some tips to help with …
How to Set Up a Recurring Payment Account
The Recurring Payments function is an optional feature found within both the Tendenci Memberships module and the Forms module. You can also set up a Recurring Payment outside of these modules, for regular billing of your sponsors or clients. Setting up a recurring payment account is easy. It simply takes the following 3 steps: Navigate to the Recurring Payments module. …
How Do I Create a Newsletter
1. In Apps select Newsletter from your Member Engagement dropdown menu: 2. Head over again to the admin navigation bar where it says Newsletter and select Add Newsletter 3. Complete the Send To field & Subject Note, you have an option to send to all members OR rosters of spcific uses groups (which also divide members by membership type). …
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