This tutorial provides step-by-step instructions to manually create a member in Member365. To begin, log into your Member365 administrator account.
Add The Contact Record
1. After logging in, click ‘Contacts’ in the top toolbar on your administrator dashboard.
2. Fill out the contact form with details on your new member. For more information on how to step through this process, refer to Adding a Contact to Member365.
Confirm Consent Settings
In order to maintain CANSPAM and CASL compliance with emails sent from Member365 to this contact, its necessary to confirm proper email consent settings. Here’s how:
1. From the Contact Record, click ‘Consent Settings‘ on the lower right of the page.
2. Here, you’ll see a list of options allowing you to control consent settings. It is important that you ensure that these settings correspond to the form of consent you have from this contact.
For guidance on how to properly select the consent type provided by the contact, refer to the chart below:
- Expressed Consent
- Implied Consent
- Implied Commercial
This designation means that the recipient has explicitly agreed, orally, digitally, or in writing, that they have consented to receiving commercial communication.
Assign The Membership
With consent settings out of the way, you can now officially assign your contact membership.
1. Clicking ‘Save‘ in step three above will bring you to the contact record. From here, click the ‘Quick Enroll‘ button at the bottom right of the page.
3. In the resulting window, select the membership category for this member, designate an inception and renewal date, and click ‘+Enrol‘.
4. On the Membership/Subscription Summary box, you will see the membership category you enrolled this contact.
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