Learn how to make the most of MemberVana with our in-depth documentation below. For ease of use, we use the following terminology throughout, and we include it at the bottom of all documentation:
Organization – That’s you. Whether you’re a Bar Association, Chamber, or other Special Interest Group.
Contact – Someone in your emailing list. It also includes your Members and Users.
Member – In most Organizations, this is a person who pays dues to be a Member of your group.
Company – If your organization is setup with company memberships, this is a Company Member. Members with access underneath the Company Membership are referred to as Employees or Company Employees.
Subscription – This is a repeating term—usually one year—after which Members will need to renew their subscription or membership to your organization.
Product – Something that is sold through your store. It also includes subscriptions, donations, and event tickets.
Customer – Someone who purchases something in your store. Members are also considered customers if they buy a membership to your organization.
User or Organization User – A member of your organization who has access to one or more areas of the membership management system or website.
- How to add a new Contact
- How to bulk import Contacts
- How to create and manage Tags
- How to create a new Email Campaign
- How to build Email Templates
- How to send a Email Campaign
- How to schedule an Email Campaign
- How to resend an existing Email Campaign
- How to use Tags and Filters to send campaigns to specific Contacts
- How to add a new Product
- How to add a new Customer
- How to create an Invoice for Payment
- How to manually add a new Member Subscription
- How to manually enter a Check Payment for an existing invoice
- How to create a new Event
- How to add Free RSVPs to an Event
- How to add Tickets to an Event
- How to make a Ticket that only Members can buy
- How to limit a Ticket to one per person
- How to create a new Page
- How to create a News or Blog Post
- How to create a new Resources
- How to post a new Job
- How to add a Sponsor
- How to edit existing Pages, Posts, Jobs and Resources
- How to edit a Member or Company Profile
- How to edit the Menu
- How to edit Widgets
- How to add a new User to my Organization
- How to create a new online Form
- How to sell Sponsorships
- How to restrict content access to Members Only
- How to add or remove Members or Employees to a Company