77 Help Files Found

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 web …

How Does the Recurring Payments Module Work?

The Recurring Payments module provides an automatic recurring billing service for your members, donors, and sponsors. There are multiple ways you can incorporate this into your Tendenci website to make revenue generaton seamless and continuous. Memberships can be set up to auto-renew at the end of the membership period, facilitating the renewal process for both members and membership chairs. Using …

How do I import Corporate Members?

Before Importing Corporate Memberships  It is not always the case, but if you plan on linking or binding members to corporate memberships it is highly recomemded to first import your members. This is because Tendenci uses the Corporate name as a referenc to assign members to corporations. Please see this help file on How to import members?. Step 1: Prepare Your …

Communicate with your Users and Members via Your Tendenci Site

There are multiple ways to engage with your members and users through your Tendenci site! In this help file, you will learn how site administrators can communicate with specific membership types and user groups.  **It is important to note that if there is no email integration in your site then you can only send emails via the User Group Module** …

Using the Admin Top Bar Navigation Menu

Admin Top Bar Menu Options   The Admin Top Bar Menu displays for super-users who are logged in and includes all the links you need to manage your site's content, users and members, site settings and theming, reports, and find support links for when you need help with your site or Tendenci features. Here are screenshots with descriptions of each …

Add and Manage Membership Types

Note: Before you get started setting up your Membership Types, please review the Intro to Tendenci Memberships Helpfile. Navigating to Membership Types To add and manage Membership Types, you must be a superuser on your site. Navigate to the admin back end of your site. Hover over Quick Links and choose "Admin Backend." Scroll down to the Memberships area (the …

Why Event Attendees are not automatically added as Users in Tendenci

Occassionally an open source or hosted client will ask why if contact forms add a user record and profile that the same is not true for even attendees. In fact events is the only module that does not automatically try to match up a user record or create a new record. There is a reason for this. (Note: at the …

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