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Money
Setting up your payment gateway integration will allow you to process credit card transactions through your website. Some organizations will also need to set up tax rates.
Payment Gateway Choices & Integration
Tax Rules (VAT)
Membership
Entering your membership levels in MembershipWorks is one of the earliest and most important steps in setting up your new membership system.
Create Membership Levels
Collect a Donation When a Member Joins
Use Labels to Organize Members
Member Sign Up Form
Import Members
Events
Learn how to set up your event categories and then set up your first event.
Create Event Categories & Events
Manage Events
Advanced Event Features
Forms, Carts & Donations
Forms, Carts & Donations allow your members and website visitors to purchase items and interact with your organization more meaningfully.
Donation Form
Shopping Page
Simple Survey
Voting Form
Committee Sign-up Form
Contact Form
Site Integration
Add MW Features to Your Website
Adding MembershipWorks features to your website is as easy as copying and pasting some code we provide.
Enable SSL
Whether you are hosting with us or someone else, having a secure site is required for processing credit card transactions. A secure site will have a closed lock icon in the URL bar.
Add Google reCAPTCHA
Adding Google reCAPTCHA to your website and entering your reCAPTCHA keys into MembershipWorks can help prevent fraudulent credit card transactions from occurring on your site.
Customize Directory Search
You can use Labels to provide category searches in your directory.
Launch
Update Notifications
There are several email notifications admins can receive to keep up with what is happening with your memberships, including a daily membership report as well as notifications each time someone signs up for membership.
Mistakes to Avoid When Launching
The difference between a successful and failed membership website launch is preparation and testing. Taking these steps will ensure your members’ first impressions are great.
Walk Through Your Website as a Member
Test the Signup Process
Check your Events System
Create Sample Member Directory Profiles
Gear Your Launch Announcement to Your Membership
Setup Your Renewal Notices
Announce Your New Website
Let’s look at some ways to build excitement about your new membership system and instruct members on getting their passwords to log in for the first time.
Using the System
Accounting Integration
Quickbooks Integration
Connect MembershipWorks to your QuickBooks Online account for for 1-click exports. Download IIF files for QuickBooks Desktop.
Xero Integration
With our Xero integration, transactions that occur through MembershipWorks can be exported to your Xero account.
Managing Events
Managing Events
Learn how to provide refunds, edit registrations, cancel an event, check in registrants, prevent fraud and more.
Managing Forms
Managing Forms
Learn how to process a cart refund, void a checkout, link a form submission to a member account, export your form submissions to a CSV file and more.
Reporting
Reporting
Find the information you are looking for quickly with your MembershipWorks Dashboard.
Invoicing
Invoicing
Invoices are a flexible way for you to bill members for anything not paid through the Member Sign Up form, membership renewals in the Member Manage form, event registrations, or Forms/Carts/Donations.
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