People and Membership - Understanding your Contact Database
Learn how your contact database works and the advantages to having a website, forms, and communications integrated with your contact database. Topics include:
- Contact Statuses
- Membership
- Creating custom membership types
- Membership expiration
- Adding people to your database
- End of Year - rolling your Contact Database for next year
- Collecting needed data using custom fields
- How to use smart lists for newsletters and groups
Related Articles
Creating a Membership SKU
Membership is a Status that is achieved when a user either purchases a SKU that is set to trigger membership or an Admin manually grants membership to a user. To add a new Membership SKU to your Membership Form you need to first create the SKU in the ...
Membership Status
Membership is a Status that is achieved when a user either purchases a SKU that is set to trigger membership or an Admin manually grants membership to a user. Memberships must have a User Name, a Start Date, and an End Date to be reported correctly ...
Orphaned Contacts
Orphaned contacts are Contact Records that do not have an associated User Account with the Contact Record. These are Contact Records that administrators added or that were created during a contact upload. List of Orphaned Contacts To see a list of ...
FAQ's - Membership
FAQ - What is the difference between a User/Contact and a Member? A User or Contact is anyone who creates an account on your Membership Toolkit site. To become a User or Contact, they must complete your organization's general information that is ...
Year End Transition Webinar
Be prepared to complete the year end transition. This includes an overview of how the contact database works and how to assure that your year end transition does not leave you with a messy database. This does NOT cover how to close out your ...