Memberships
Get started with Memberships.
By Cristina1 author12 articles
- Membership Introduction and OverviewLearn how to set up, manage, and maintain membership schemes using Donorfy’s membership tools.
- Allow Access to MembershipLearn how you can allow your users access to Membership.
- Set Up Membership ProductsLearn how to create the membership products you need and understand how each product supports benefits, reporting, and membership management.
- Upload Memberships and MembersLearn how to upload memberships and add up to six members per membership using the data preparation template.
- Understand Membership Paid Up to DateLearn how the Paid Up to Date value is calculated for membership recurring payment instructions (RPIs) and how it helps identify missed or late payments.
- Bulk Cancel MembershipsLearn how to bulk cancel membership recurring payment instructions (RPIs).
- Update Membership StatusLearn how Membership Status Rules automatically assign statuses to memberships so you can manage overdue or cancellable memberships consistently.
- Change Membership PricesLearn how to update membership prices by identifying affected memberships, setting pending prices for review, and applying new prices to future payment collections.
- Membership and Members ListsLearn how Membership Lists and Member Lists work, what information they contain, and how they help you analyse memberships and member details.
- Manage Common Membership TasksLearn how to answer the most common “How do I…?” membership questions.
- Membership AnalyticsLearn how to use Membership Analytics to understand your active memberships, new joiners, cancellations, and monthly changes across your Membership Products.
- Create a Membership FormLearn how to build and configure a Membership Form so supporters can purchase a membership for themselves or as a gift, using payment cards or Direct Debit.