Introduction
Payment Providers
- Access the memberbase dashboard. - Navigate to payment providers. - Click on “Create payment provider”. - Input the required fields. - Finally, click on the “Create payment provider” button.
Business Units
- Access the memberbase dashboard. - Navigate to “business unit's groups”. - Click on “Create business unit groups”. - Input the required fields. - Click on “Create group”. On the detail page of the group created. - Click on “Create business unit”. - ...
Leave reasons
- Access the memberbase dashboard. - Navigate to “leave reasons”. - Click on create “leave reasons”. - Input the required field. - Finally, click on the “Create leave reasons” button. Other standard leave reasons have been created by Memberbase.
VAT
- Access the memberbase dashboard. - Navigate to VAT. - Click on “create VAT”. - Input the required fields. - Finally, click on the “Create VAT” button. You can select a product and attach a VAT to it.
Countries
- Access the memberbase dashboard. - Navigate to countries. - Click on “Create country”. - Input the required fields. - Finally, click on the “create country” button.
Sexual Orientations
This section is not editable.
Subscription Types
- Access the memberbase dashboard. - Navigate to subscription types. - Click on “Create subscription types”. - Input the required fields. - Finally, click on “Create subscription type”.
Membership Types
- Access the memberbase dashboard. - Navigate to membership types - Click on create membership type. - Input the required field. - Finally, click on the “create membership type” button.
Virtual locations
- Access the memberbase dashboard. - Navigate to the virtual event location. - Click on “Create virtual event location”. - Input the required fields. - Finally, click on “Create virtual event location”.
Event Venues
- Access the memberbase dashboard. - Navigate to “event venues”. - Click on “Create event venue”. - Input the required field. - Click on the “Create event venue "button.
Master Data Management
Product Categories - Access the member base dashboard. - Navigate to product categories. - Click on “Create product category”. - Input the required fields. - Click on the “Create product category” button.
Customizing Entity Names
- Access the Memberbase dashboard. - Navigate to “account settings”. - Click on the “view” button. - Navigate to “customizations”. - Fill in the required fields you want to customize. - Finally, click on the “update tenant” button. A request will be ...
API Clients
- Access the Memberbase dashboard. - Navigate to “API clients”. - Click on “Create API client”. - Fill in the required fields. - Click on “Create API client”. - Clients need a token to access the API. - On the API client details page, click on ...
Webhooks
- Access the Memberbase dashboard. - Navigate to “webhooks endpoints” - Click on “Create webhooks”. - Fill in the required fields. - Finally, click on the “Create” button. The URL is important because it is the URL the webhook visits when an event ...
Workflow Actions
- Access the Memberbase dashboard. - Navigate to “workflow actions”. - Click on “Create workflow actions”. - Fill in the required fields. - Finally, click on the “Create workflow action” button. Navigate to the workflow action log to view the ...
Custom Modules
- Access the Memberbase dashboard. - Navigate to “custom module”. - Click on “Create custom module”. Each custom module has a dataset field. - On the created custom module detail page click on “create dataset field”. - Fill in the required fields. - ...
Customization
Custom Fields - Access the Memberbase dashboard. - Navigate to custom fields. - Click on create custom field button. - Fill in the required fields (select the datatype). - Click on the “create custom” field button.
Schedule Reports
- Access the Memberbase dashboard. - Navigate to report builders. - Select the report builder generated. - Click on “schedule reports”. - Input the required fields. - Finally, click on “save schedule”.
Reports
Create reports - Access the Memberbase dashboard. - Navigate to report builders. - Click on “Create report builder”. - Fill in the required fields and click on the “create report builder button”. - Click on the "Create Report Builder" button. - After ...
Bookings
- Access the Memberbase dashboard. - Navigate to the event created. - Head to the event detail page. - Click on “integration”. - Click on the booking link. - Click on the dropdown to select the number of tickets you’re booking. - Input the required ...
Notification
- Access the Memberbase dashboard. - Navigate to the “events”. - Click on the “view” heading to the event detail page. - Click on “Notifications” to view the event booking status. The event booking confirmation message will be available.
Creating Tickets
- Access the Memberbase dashboard. - Navigate to the event created. - Head to the event detail page. - Click on the “event settings” drop-down. - Input the required fields. - Finally, click on “save ticket type”.
Creating Events & Sessions
- Access the Memberbase dashboard. - Navigate events. - Click on the "event settings" drop-down dashboard. - Select the event you wish to create. - Fill in the required fields. - Finally, click on the “save event” button.
Events
Do you run events as a main source of revenue for your organization? Well, with Memberbase, you can easily manage all the information related to the events you run. Whether it's a single-day event or spans multiple days, you can create tickets and ...
Campaigns
- Access the Memberbase dashboard. - Navigate to “campaign”. - Click on “Create campaign”. - Fill in the required fields and select the channels respectively. - Click on the “Create campaign” button. This redirects you to the updated campaign ...
Automatic communications & Communication Templates
Communication templates - Access the Memberbase dashboard. - Navigate to “communication template”. - Click on “Create communication template”. - Input the required field. - Click on the checkbox based on the forms you want your template to be sent. - ...
Send SMS
- Access your Memberbase dashboard. - Navigate to “contacts”. - Select a contact and click on “view” to access the detail page. - Under the communications drop-down click on “Send an email”. - Input the content of the SMS. - Finally, click on the ...
Generate a Letter
- Access your Memberbase dashboard. - Navigate to “contacts”. - Select a contact and click on “view” to access the detail page. - Under the communications drop-down click on “Send a post”. - Click on “Choose a file” to attach a file (optional)Input ...
Send an E-mail
- Access your Memberbase dashboard. - Navigate to “contacts”. - Select a contact and click on “view” to access the detail page. - Under the communications drop-down click on “Send an email”. - Input the required form fields. - Click on “Choose a ...
Communications
Are you struggling to keep track of all the communications you have with your stakeholders? With Memberbase, you can send different types of communications to your stakeholders, including email messages, SMS messages, or letters that can be ...
Demonstrate a direct debit payment
- Access your Memberbase dashboard. - Navigate to “contacts”. - Select a contact and click on “view”. - Select a mandate. - Ensure the mandate selected is active. - Click the finance button and navigate to the contact’s invoice. - Click on “view” to ...
Set up payment (with an existing direct debit instruction)
- Access your Memberbase dashboard. - Navigate to “contacts”. - Select a contact and click on “view”. - Under the “finance” drop-down select “setup direct debit”. - Click on the “existing payment method” checkbox. - Fill in the required fields, ...
Set up a direct debit (send setup request)
- Access your Memberbase dashboard. - Navigate to “contacts”. - Select a “contact”. - Right-click on “view” to take you to the contact detail page. - Under the “finance” dropdown select “setup direct debit”. - Finally, click on Setup payment. The ...
Direct Debit (Go Cardless)
Have you ever lost a member or subscriber because their credit card failed, expired, or was delinquent? You're not alone! According to Patrick Campbell, Co-Founder & CEO of ProfitWell, between 20-40% of churn is due to these types of issues, ...
Payments
Payment providers There are two types of payment providers: Step-1 - Access the Memberbase dashboard. - Navigate to “payment providers”. - Click on create payment providers, - Fill in the form fields with the required information. - Select an option ...
Discounts & Invoices
Discounts - Access the Memberbase dashboard. - Navigate to “discounts”. - Click on the “Create a discount” button. - Fill in the required fields respectively. - under the “product category”, apply the product category created in Step 1. - Finally, ...
Products & prices
Create product category - Access the Memberbase dashboard. - Navigate to “Product Category”. - Click on the “Create product category” button. - Fill in the required filled respectively. - Click on "Create product category". Creating a product - On ...
Finance
Managing your organization's finances can be a real headache, but Memberbase makes it much easier with its automated processes. Now, it's important to note that Memberbase isn't an accounting system itself or a substitute for one - we don't try to do ...
Group Management
Creating Static Group - Access the Memberbase dashboard. - Navigate to the “Group section”. - Right-click on “Create group”. - Enter your group information, including your Name, Description, and Type. - In the “choose an option” dropdown, select ...
Groups
Groups are an awesome feature in Memberbase that allow you to create smaller, more focused groups of stakeholders for any specific purpose you may want. For instance, you can create groups for marketing lists or groups that capture stakeholders with ...
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