Use Labels to Organize Members
Membership
levels are not the only way to categorize members in MembershipWorks.
You might also want to categorize your members by type of business,
special interest groups, committees, professions, or more. This will
enable you to email specific categories of members as well as export
information about them easily. If you have an online directory, visitors
can also search members by these categories.
In MembershipWorks, you can use Labels to categorize your members.
Create a Label
To create a Label:
- Go to MembershipWorks > Labels & Membership > Labels.
- Click on + Add Label on the right.
- Give your label a title. To avoid confusion, do not create labels, membership levels and/or folders with the same names.
- Click Save
Apply a Label to a Member
Once you’ve created your labels, an admin can add a label to a member. From the member’s profile, click on the + Add Label link
below the member’s name. To remove a label, simply click on the
existing label below the member’s name (displayed in green) and confirm
by clicking “Delete Label”.
Allow Members to Apply Their Own Labels
You can also allow members to select their own labels by including a box on your Member Sign-Up and Member Manage templates.
To add this box, go to MembershipWorks > Customization > Member Sign-Up. Click on + Add Box
on the right and select the “Labels and Folders” box type. Next to
“Selectable folders/labels” you will see all of your folders and labels.
Click on each label or folder that you’d like the member to be able to
choose from. The labels or folders you have selected or enabled will
have a green background.
You
can set a maximum or minimum or minimum number of labels/folders
members can select. This limits the number of categories a member can
select in the directory, or limits the number of features a member can
signup for. Click OK and then Save Template on the left when finished. Then go to MembershipWorks > Customization > Member Manage and repeat these steps.
Add a Label Search to Your Member Directory
If
you have an online directory and want visitors to be able to search
members by these labels, you can easily add this type of search:
- Go to MembershipWorks > Customization > Directory Search
- Click on + Add Search
- Give
the new box an appropriate title and select “Search by Folder/Label” as
the box type. Then click on the labels you’d like website visitors to
choose from in that box. The selected/enabled labels will have a green
background.
- Click on OK to save the box, and click Save Template on the left to save the changes to your directory search.
You
can create multiple “Search by Folder/Label” boxes to your directory
search, allowing you to separate different types of labels. For example,
you can have one search box for searching by committees, and another
for searching by business category.
Get Support Along the Way
