Managing Your Members and Membership Database

How to set up your membership database and manage your Organization's members.

Mitch Colleran avatar Leah Pelkey avatar
15 articles in this collection
Written by Mitch Colleran and Leah Pelkey

Set Merge Rules to Automatically Merge Members

Learn about how your can select your Merge Rules to Automatically Merge Members and Prevent Duplicates
Mitch Colleran avatar
Written by Mitch Colleran
Updated over a week ago

Pre-filling information on the Membership Form

Learn how you can pre-fill information on the Membership Form when linking from your site.
Mitch Colleran avatar
Written by Mitch Colleran
Updated over a week ago

Preventing Duplicate Membership Records

Learn about Join It's tools and features for preventing duplicate membership records
Mitch Colleran avatar
Written by Mitch Colleran
Updated over a week ago

Adjust the Primary Field of your Members

Learn about the different settings for the Primary Field on Membership records.
Mitch Colleran avatar
Written by Mitch Colleran
Updated over a week ago

View of a Membership record for Organization admins

Details on what a Membership record will display within your Membership Database
Mitch Colleran avatar
Written by Mitch Colleran
Updated over a week ago

Creating and Managing Discounts for your Members

Learn how to create and manage discounts, trials, and coupons for your members
Mitch Colleran avatar
Written by Mitch Colleran
Updated over a week ago

Tracking the status of members

Learn how to track the different stages of your members. We help track the entire life-cycle of your members.
Mitch Colleran avatar
Written by Mitch Colleran
Updated over a week ago

Collecting Donations from your Members

Learn more about how Join It supports Donations
Mitch Colleran avatar
Written by Mitch Colleran
Updated over a week ago

Digital Membership Cards

Learn more about providing Digital Membership Cards to your Members
Mitch Colleran avatar
Written by Mitch Colleran
Updated over a week ago

Member Directory

Learn more about our Member Directory feature here
Leah Pelkey avatar
Written by Leah Pelkey
Updated over a week ago

How do I manually add a member?

Adding a member to your database through your Join It administrator account
Leah Pelkey avatar
Written by Leah Pelkey
Updated over a week ago

Importing your Members

Learn what information needs to be provided to Join It in order to get your members imported.
Mitch Colleran avatar
Written by Mitch Colleran
Updated over a week ago

How do I delete a member from my organization?

Clean up membership data by removing it from your member table
Mitch Colleran avatar
Written by Mitch Colleran
Updated over a week ago

How do I export my member data?

Learn how to pull your complete membership table into a CSV file for deeper analysis.
Leah Pelkey avatar
Written by Leah Pelkey
Updated over a week ago

Relationship between Members and Memberships

More complex organizations might be interested in reading a detailed explanation of members vs memberships.
Mitch Colleran avatar
Written by Mitch Colleran
Updated over a week ago