How to Change your Name in Member365 when Rebranding

How to Change Your Domain: A Step-by-Step Guide

Changing your domain name can be a significant undertaking, but with careful planning and execution, you can seamlessly transition to a new domain while minimizing disruption to your online presence. Whether you're migrating to a new URL for branding purposes or organizational changes, follow these steps to ensure a smooth transition:

1. Selecting the New Domain:

Choose a new domain name that aligns with your organization's goals and objectives. Consider factors such as brand identity, relevance to your content, and ease of memorability. Ensure the new domain is available and register it through a reputable domain registrar.

2. Communication Strategy:

Plan a communication strategy to inform your audience about the upcoming domain change. Notify your membership well in advance, providing details about the new URL and the timeframe during which the old URL will remain active. Encourage users to bookmark the new domain and start using it immediately.

3. Updating Embedded Code:

Identify any code that is embedded on your website, such as application forms, member login, job board, and storefront. Update these elements to point to the new domain. Ensure a thorough review to prevent any broken links or functionality issues.

4. Updating Specific Pages within Member365:

Review and update specific pages that are linked to your domain. Pay special attention to the following URLs:

• Member Portal Welcome Message: https://newdomain.com/crm/pages/ModifyV2/memberportal_dashboard_welcome_message
• Company Profile Form: https://newdomain.com/crm/companyprofile/form
• Organization Logo: https://newdomain.com/crm/companyprofile/uploadOrganizationLogo/organizationProfile
• Email Addresses: https://newdomain.com/crm/emailaddresses/manage
• Portal Banner: https://newdomain.com/crm/portalbanner/manage/memberportal
• Invoice Terms: https://newdomain.com/crm/invoices/terms
• Invoice Footer: https://newdomain.com/crm/invoices/manageFooter
• Tax Number (if applicable): https://newdomain.com/crm/companyprofile/taxNumber
• Organization Name Edit: https://newdomain.com/crm/organizations/view/165

5. Review Automated Emails:

Carefully review all automated email templates, including email subject lines and body messages, to ensure they reflect the new domain and branding. Update any references to the old domain or association name to maintain consistency.

6. Forms and References:

Inspect any online forms to identify potential references to the old domain or association name. Update form fields, titles, and descriptions as needed. Use this opportunity to ensure all forms are up to date and relevant.

7. Testing and Quality Assurance:

Before fully launching the new domain, thoroughly test all website functionality, forms, links, and automated processes. Conduct comprehensive quality assurance to identify and address any issues or discrepancies.

8. Finalizing the Transition:

Once you are confident that everything is in order, finalize the transition by updating the domain settings with your domain registrar. Ensure proper redirection from the old domain to the new one to minimize user confusion and maintain SEO rankings.

9. Ongoing Monitoring:

After the domain change, monitor website traffic, user behavior, and search engine rankings to ensure a successful transition. Address any unforeseen issues promptly and continue to communicate with your audience about the domain change as needed.

Changing your domain name requires careful planning, attention to detail, and effective communication. By following these steps and conducting thorough testing, you can successfully transition to a new domain while maintaining a positive user experience and preserving your online presence.

Stephen