Welcome to the Memberships tools within Donorfy.   Requirements Memberships is a Professional-only feature. Essential subscribers, if, after reading through the overview and other supporting documentation you feel that Memberships is right for yo...

If you want to use the membership features of your Donorfy you need to first enable the feature within your Donorfy.    Requirements Enabling the Membership feature can only be completed by a user with Administrator permissions    Memberships is ...

You need to set up products for each type or class of membership you offer, for example, you might need the following products Individual Membership  Family Membership  Some factors to consider when deciding which membership products you need ar...

You can upload memberships and up to 6 members per membership. Memberships and Members Download the Data Preparation template and copy the RPI Memberships worksheet into a new workbook. Please note: the Membership Start Date is when the membershi...

A membership recurring payment instruction (RPI) has a Paid Up to Date this is calculated based on payments received and can be used to find memberships that have missed payments - e.g. to contact the member or to lapse or expire memberships. Memb...

The membership bulk cancel feature allows you to cancel RPIs from non-paying members in bulk - this will stop payments from being collected in the future. The membership bulk cancel feature works with the membership status update feature - i.e. yo...

The Membership Status Update feature allows you to setup Membership Status Rules which are automatically applied to set the status of your memberships - this helps you to consistently manage the status of your memberships.  Note that the membershi...

From time to time you may want to change the price charged for your membership products - this process is performed as follows: Identifying the membership whose price you want to change  Setting the pending price of the affected membership to the...

There are two types of list associated with membership Membership Lists  this type of list has one row for each membership - its includes RPIs which have a type of Membership The list includes the following stats MembershipAmount is the amount ...

You can use Donorfy Forms to allow people to buy a Membership for themselves or as a gift for someone else directly from your website, or via a link within digital communications, such as email, social media post, etc.   Payments for Membership ca...

How do I  Find all members who should have paid last month but didn't Suppose it was May and you wanted to contact all members who should have paid last month but didn't, on the Memberships Tab choose  Paid Up to between - choose an appropriate...