Basics & Setup

Setup Checklist

General - Setup your payment processor, currency and tax rules under Organization Settings > Integration - Add your membership, events, and directory pages to your website using WordPress shortcodes (#!help/301) or HTML snippets (#!help/302) Membership - Create your membership levels under Labels & Membership > Membership Levels - Create your labels under Labels & Membership > Labels - Customize your signup form under Customization > Member Sign-Up ...

Securing 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 such information as credit card numbers, passwords, and private user information. For example, if someone maliciously takes control of a Starbucks router where your member is connecting to your website from, even if they capture all the informat...

Email Deliverability

**Email Deliverability Basics** It is important to understand that email deliverability is not perfect - no one can guarantee 100% delivery of emails. With the proliferation of spam, every email server runs some sort of anti-spam system, and any email you send can be rejected because of something in its content, the email address of the sender, the sending server's address, or a multitude of other reasons. To improve the success rate of delivering your emails to your members, you can: a) mar...

Setup Multiple Admins

Only plans with a 300 member/account limit or higher can create multiple admins. Admin permissioning was designed to give you flexibility in the the level of access you provide to your admins. Let's take a look at how it works! Setting Up Secondary Admins Only the primary administrator for the account can setup other admins. Once signed in as the primary administrator, you can set up your secondary admins under Organization Settings > Admins. You start off entering the admins contact in...