Getting Started / Setup
Common Problems
Not Working For Some Users With Internet Explorer A common issue is the Internet Explorer "Compatibility View" which is easily triggered by a user as it is located on the URL bar right next to the refresh button. To disable Compatibility View for ...
Make Our Features (Member Directory, Calendar, etc) on Your Website Members Only
By default, our member directory, event calendar, jobs board, and other features will be visible to members and non-members on your website. You can change the visibility settings in each feature to make the features private for members only. Click ...
Create Member Only Pages on Your Website
You can make pages on your website visible to Members Only by adding a member only shortcode (in WordPress) or a member only snippet code above the content on the page that you would like to hide from non-members. The member only code should only be ...
Integrate MembershipWorks Features with Your Website
Adding MembershipWorks features to your website is as easy as copying and pasting code we provide into your website pages. The page where you paste the code may look a little different depending on what content management system (CMS) platform your ...
Configure Notifications
There are several email notifications admins can receive to keep up with what is happening with your memberships. Daily Membership Report A membership report will be emailed once a day if any of the following occur: New members join Members upgrade ...
Secure Your Website with SSL
SSL (Secure Sockets Layer) is a way for your website visitors to communicate securely with your website server. SSL does 2 very important things: SSL encrypts the data sent between your website server and your website visitor. This is critical for ...
Sample Announcement Email
Sample new website announcement email Hello [nam]! We are thrilled to announce that your organization name has launched a new website at website url <make a link>. Some of the great new features of this site include (list only those that apply to ...
Announce Your New Website
Announcing a new website launch is a joyous occasion. All the hard work you’ve put into building your site has finally paid off, and your customers or members will now enjoy a more rewarding experience when they interact with your organization ...
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 Membership Website as a Member Members may call you with ...
Choose and Integrate with a Payment Gateway to Accept Online Payments
Setting up your payment gateway integration with MembershipWorks will allow you to process credit card transactions through your website. The gateway will send these collected funds to your bank account. You’ll need to use one of the three gateways ...
Set Taxes
You can set up the tax rules (also known as VAT or GST) you need by country, city, state, province, or zip code. Once set up, the appropriate taxes will be added to the membership dues. All taxes collected are tracked, so you you can easily export ...
Set Currency
Setting your default currency should be one of your first steps. Our system will select a default currency for you based on your organization’s address. However, this could be inaccurate depending on the address entered or your organization’s ...
Setup Checklist
Set up your membership website by following our setup steps. Note that some items may be optional for some organizations. You’ll find screenshots and videos to make the process easy. Don’t hesitate to take advantage of our free support by phone, ...
