60 Help Files Found

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 Members on my Tendenci Website?

Step 1: Prepare Your CSV File to Import Members To batch import your members, you'll first need a CSV file (spreadsheet format option) that has all of your member data.  You will need to have 3 headers on your spreadsheet specifically labeled: username, email, and membership type  for the import to work.   username will be the username each member …

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 …

How do I delete members from my site?

This help file will guide you through how to delete members from your site. 1. Go to admin backend https://YOUR URL/admin/ 2. Find Memberships Application and select Memberships 3. Search the Member to be deleted 4. Check the checkbox next to the name of the Membership Member 5. From the Action Dropdown, select "Delete selected Memberships" and Click on "Go"   6. …

How do I go about testing my membership set up?

  Not Logged In Find the link to join. Is it clear where to go to join? Fill out the membership application.  Do all questions make sense? Are the appropriate fields marked as required? Is it clear what the different membership options are? Are the correct payment options in place? Submit membership application Is it clear what next steps are …

Membership Management Software Questions

Below is a list of questions we often hear from membership chairs about the Tendenci software platform. We continually add to this list in hopes of answering any questions your have. Since these are added as they come up in conversation, you might find it helpful to search this page (CTRL+F) for certain keywords.   Is Membership part of the …

Membership Renewal Notices Email Templates

This help-file seeks to provide some examples of how Tendenci's Membership Renewal Notices saves you time on managing your constituents when encouraging them to renew on a regular basis for near expiration or past expiration memberships. How To Access Member Notices Member Notices is located within the Memberships Module admin backend dashboard. The app provides options to set-up and customize auto responder …

Reports Module for Data-Based Insights to Enhance Membership Experience

Hey Tendenci users, did you know your website contains valuable data about your online community?  Tendenci Reports are built to provide insight into that data - about the users, content, and activities happening on your site. Below you'll find a description of some use-cases for each report in your database! Membership Overview Overview - Get a bird's eye view of your …

Export Invoices with Revenue & Key Metrics by Tendenci

"My Treasurer needs an export of all invoices from the website for the past month to assist with account reconciliation." Every association and non-profits have public fiduciary responsibilities to their members, that is why one of Tendenci's marvelous features is our Reports Module which supports solid accounting and financial management with Invoicing Reports.  Every financial transaction completed on your Tendenci …

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