60 Help Files Found

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 …

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, …

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 …

Create and Customize Membership Applications

This video shows you how to create and customize membership applications. This is the third video of 9 in the Tendenci Memberships Module Training series to teach Tendenci site admins how to use the memberships module features. How to Create and Customize Membership Applications In the last video, I showed you how to create a Membership Type when we created the Professional …

How to set up Member Notices for your Email Marketing Campaign

Looking to start a Drip Campaign to stay in front of your clientele? No need for third party site, Start a Drip Campaign to Stay in Front of Your Clientele with Tendenci Member Notices How to set up member notices for your Email Marketing Campaign Navigate to your Member Notices in your Admin Backend to set up automated, but also personalized, …

How Do I Update my Membership Information?

Tendenci has been upgraded to include an option for members of a site to update their membership information without having to make a formal request the the site adminstrator or membership coordinator. To edit your membership, login and underneath "My Links", select "My Memberships" You'll be taken to your user profile Once you click on your membership, you'll be taken …

DEPRECATED: How Do I Use Campaign Monitor Inside of My Tendenci Website?

NOTE: YOU ARE VIEWING A DOCUMENT FOR A PREVIOUS VERSION. UPGRADE NOW. SELF HOSTED OR HOSTED. FURTHER NOTE THAT CAMPAIGN MONITOR IS NO LONGER SUPPORTED. PLEASE CONTACT THEM DIRECTLY TO CLOSE YOUR ACCOUNT. OR FORK THE SOURCE CODE ON GITHUB. Consider using mailgun.com or Amazon SES as lower cost alternatives. Our #1 priority is helping you succeed with your online …

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