New Member Signup Widget Gets a BIG Update – Part I

Posted on June 28, 2017 in Associations, Chambers, Feature Updates, Membership, Nonprofit

Check out this week’s Latest Buzz blog for Part 1 of 2 posts covering the New Member Widget update! The update took place on Sunday, June 25th, so come check out the new and improved functionality of this powerful widget!

Membee updated the New Member widget on Sunday, June 25, 2017. We updated features that were already in place and implemented some new features.

This week’s post is Part I of a two-part blog series featuring the update and all of its new functionality! This week we cover:

UDF Values
Control of Welcome Emails
Access Roles & Profile Maintenance rights

Look out for next weeks Part II post to learn more about:

Setting up Free Days for Members
Proration Options
Lifetime Memberships

Assign UDF Values on Signup

Users are now able to categorize an inbound new member in the Category field and/or the user defined field (UDFs). This will allow your organization to now use a new form to:

Gather different info
Trigger a different workflow
- Welcome Emails
- Status
- Etc.

Control of Welcome Emails

Having control of welcome emails allows you to choose what email to send to people signing up.

For example You may wish to send a welcome email that includes the ability for the main contact to set up their login but send a different email without login to additional contacts.

This can be helpful for an organization who likes to keep control in one area with one Main Contact.

Access Roles & Profile Maintenance Rights

The access roles and profile maintenance rights only come into play if you are sending a welcome email that allows the person receiving it to set up their own login.

This update allows for it to now be separated so that you could give someone like a main contact access to more member only features than you do for the additional contacts.

For example: You could set up the main contact for the organization so that they have administrator rights to the companies profile (so they can update everything about the company) and only allow the additional contacts access to update their own record, but nothing else.

Users can set the settings as follows: