77 Help Files Found

Importing and Exporting Members

This is the sixth video of 9 in the Tendenci Memberships Module Training series to teach Tendenci site admins how to use the memberships module features. This video shows you how to batch import and export members. How to Batch Import and Export Members In this video as part of the Membership module series, I'm going to show you some of …

How to Enable Memberships Auto Renew with Stripe?

If your site is using stripe as the payment gateway, you can enable the auto renew so that members can opt in to automatically renew their memberships upon expiration. To enable auto renew, just follow these two steps: 1). Turn on the Recurring Payments module (if not already) by setting Enabled to true on https://www.yourdomain/settings/module/recurring_payments/#id_enabled. And set the setting Allow Auto Renewal …

How to Manage Your Member Profiles and Keep Them Up to Date

This is the 8th video of 9 in the Tendenci Memberships Module Training series to teach Tendenci site admins how to use the memberships module features. This video shows you how to manage your member profiles and keep them up-to-date. How to Manage Member Profiles In this video we're going to go through some of the different ways you manage individual …

How do I delete members from a corporate membership?

There are two ways to delete an individual membership from a corporate: Option 1:   1. Go to admin backend http://YOUR URL/admin/ 2. Find Corporate Membership Module 3. Click on Corporate Members   4. Select the corporate member who has individual members you need to delete   5. On the View Corporate Membership Information Page You have Landed on, click …

Is the Member ID automatically created for new members?

  Yes. New members are automatically assigned an ID. You can set the base number for those IDs using the setting "Base Number" in Member Settings. If for instance you set a base number of 5000 - the next new member would receive a Membership ID number of 5001. If someone already has that number, the system goest to 5002, …

Setting Up Your Tendenci Corporate Membership Module

Tendenci's Corporate Memberships Module gives your organization a way to offer group membership packages to organizations and corporations so that multiple people from the corporate member company can participate in your members-only benefits online and at your events.  Corporate Memberships work best when you follow the steps below but after you've put some thought into the structure you want for …

How to insert leading zeroes on a Membership Export

When you request a Membership export from Tendenci ( /memberships/export/ ), the zip code field is exported as a text field. However, most of the spreadsheets available today will automatically convert your zip code field to a number format on open. This causes problems when you have zip codes that begin with zero as these are dropped. Even changing the …

How to Create and Customize Member Notices for Renewals and Autoresponders

This is the seventh video of 9 in the Tendenci Memberships Module Training series to teach Tendenci site admins how to use the memberships module features. This video shows you how to create and customize member notices for renewals and autoresponders.     How to create and customize member notices for renewals and autoresponders One of the important features that …

How is Membership Validated for Membership Pricing in Tendenci Events?

When a visitor registers for an Event, how does Tendenci verify that they are indeed a member who should receive Member pricing? Tendenci provides several options for how you would like to verify your member. Anonymous Event Registration Setting The Anonymous Event Registration setting determine how strict you will be with validating your membership. This is a setting located under …

Intro to Memberships - Managing Association Individual and Group Members

Membership in any Association brings with it a great amount of responsibility. Further, there are legal ramifications as well as political issues that arise through being associated. As such Memberships is the very HEART of Tendenci - The Open Source AMS.   Getting Started How Tendenci Memberships Work Each and every user in Tendenci has a User Record - regardless …

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