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Membership set-up

Last post 07-11-2008, 5:02 PM by Denys. 1 replies.
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  •  07-08-2008, 4:57 PM 8457

    Membership set-up

    Aloha Dmitry,

    I am finally able to re-focus on getting our membership up and running on Wild Apricot. I think we are almost there!

    We were still having trouble with members receiveing automated emails before we wanted it to be "live". Exporting, deleting the renewal dates, and re-importing (as suggested) did not work as planned. Yesterday, I tried the same process but put in a renewal date of way in the future and this seems to have worked. Perhaps the import will only update new data and not blank data.

    I am in the midst of updating the auto-email forms for all 31 membership levels. Once I am done, I will need to put the real renewal dates back in. Then, how do I make sure that all of the current members in the database recognize the new updates to the membership levels? Will export-import work?

    What do you recommend as the proper steps to making this live?

    Thanks for your help.
    Keri
    Hawai'i Alliance of Nonprofit Organizations
  •  07-11-2008, 5:02 PM 8531 in reply to 8457

    Re: Membership set-up

    Answered in email


    Denys Zlobin
    Helpful Apricot
    http://www.wildapricot.com

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