Create New Member Records With An Automated 4-Step Process

In a simple 4-step process, you can add new members internally into your database while letting Membee do the work for you so that you won’t need to lift a finger! Even though Membee will complete automated tasks for you, you have full control and can customize what Membee will do.

Membee’s new member process allows prospective members to join on their own from your website. At the same time, Membee will set up their record, their billing, apply payments and activate their login or directory listings (if applicable) automatically. In short, that means you won’t need to set up anything manually and you can focus on building a relationship with them.

However, sometimes the member might not be able to join on their own and you need to add them internally. Using nearly the same process internally, you can easily add a new member into your database without setting up anything manually. 

The Benefits Of Automating The Workflow

By customizing and taking advantage of the automated workflow, Membee:

  • Gives back your time so that you can focus on your members
  • Allows you to offer different membership levels and set up unique workflows
  • Is always working 24/7 for you
  • Will always create a record perfect every single time to keep your data accurate and consistent
  • Doesn’t require you to lift a finger when a new member joins

Add A New Member In 4 Easy Steps

In four simple steps, you can add a new member record with the membership, login, and directory listings completely set up. Using existing membership forms, staff or volunteers can add a new member just by entering the member’s information with these four easy steps:

  1. Select the option to create a new person or organization
  2. Select the form you want to use to create the new record
    • Each form can have a different workflow
    • You can fully customize the workflow (i.e. one form may activate login, while another form may not)
  3. Enter the new member’s information
    • You can enter as much information as you know about the new member. For any fields that you don’t, you can leave blank and complete later or the new member can update it themselves
  4. Apply any payments or email the membership bill
    • If you have payment on hand, Membee will provide you with the opportunity to apply it to their membership immediately
    • If you don’t have the payment yet, Membee offers the opportunity to email the membership bill right away

Fully Customize The Workflow For Each Membership

Let’s say that you have different membership levels and the workflow for each membership level is unique as follows:

WorkflowBronze MembersSilver MembersGold Members
Membership Billing
Activate Login
Directory Listing
Review Certification & Membership Approval

With three different workflows, you would set up three different forms that will consistently set up the new members based on the settings in each form. These forms allow your new member records to be created correctly, eliminating the risks of incorrect or missed setups. 

You have full control over what the forms can set up and not set up for you so nothing will be a surprise!

Questions? Want to Share Your Story?

For more detailed instructions, visit the links below (Membee login required):

If you would like to share your story with Membee or have further questions, contact us at! 

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