Inquiries FAQs

This FAQ answers common Inquiries questions for Member365 administrators. Navigation and available options can vary by permissions and configuration.

How do I disable or Enable the Inquiry Feature?

When would I use this? Use this when you need to disable or Enable the Inquiry Feature. For example, a support administrator may need this answer to route and respond to member questions consistently.

This article will guide you through enabling or disabling the Inquiry module. We recommend configure your module before activating it, or else members will be able to submit inquiries before you are able to adequately categorize them or create standardized responses.

1. Log in to your Member365 Administrator Dashboard.
2. On the top bar click ‘ Configuration'.
3. Find the Inquiries module, and click the red ‘ Disabled ‘ button.
4. In the window that appears, click ‘ Enable ‘.
5. If the module is enabled, the red ‘Disabled’ button in step 3 will instead be green and read ‘ Active ‘. Click it to bring up a window similar to the one displayed in step 4; click ‘ Disable ‘ to disable it.

View the complete step-by-step guide.

How do I create Inquiry Subjects?

When would I use this? Use this when you need to create Inquiry Subjects. For example, a support administrator may need this answer to route and respond to member questions consistently.

This article will guide you through creating inquiry subjects. These are effectively categories that members can attach to support inquiries, and which administrators can use to sort the inquiries they’ve received.

1. Log in to your Member365 Administrator Dashboard.
2. On the top bar click ‘ Configuration'.
3. In the ‘Inquiries’ section, click ‘ Setup ‘.
4. Next to ‘Inquiry Subjects’, click ‘ Add ‘.
5. On the ‘ Add Inquiry Subject ’ page, enter the name for this new category into the ‘ Name ’ text field.
6. Use the checkboxes to select which administrators will be notified when an inquiry on this subject is submitted, then click ‘ Save ‘.

View the complete step-by-step guide.

How do I create or Edit Standard Responses to Open Inquiries?

When would I use this? Use this when you need to create or Edit Standard Responses to Open Inquiries. For example, a support administrator may need this answer to route and respond to member questions consistently.

The linked guide explains this feature and its requirements.

1. Log in to your Member365 Administrator Dashboard.
2. On the top bar click ‘ Configuration'.
3. In the “Inquiries” module, click “Setup”.
4. Next to “Canned Inquiry Email Responses”, click “+Add”.
5. You will be presented with a text editor; the drop-down box will allow you to select the type of inquiry that this canned response will be used for. Use the text editor to create the message you would like to send out in response to inquiries of the type you have selected.
6. Once your message is complete, click ‘ Save ‘ to save your work.
7. At step 4 of the previous procedure, click ‘ Modify ‘ instead of ‘Add’.

View the complete step-by-step guide.

How do I receive Email Notifications of Member Inquiries?

When would I use this? Use this when you need to receive Email Notifications of Member Inquiries. For example, a support administrator may need this answer to route and respond to member questions consistently.

This article will guide you through setting your account to be notified by email of inquiries sent by your members.

1. Log in to your Member365 Administrator Dashboard.
2. Click the ‘ Search Contacts ‘ bar at the top, enter your name, and click it when it appears in a drop-down menu.
3. On the Contact Details page, click ‘ Permissions ‘ in the menu on the left-hand side.
4. Click the ‘ Inquiries ‘ tab.
5. If the checkbox next to ‘Inquiries’ is not already selected, select it to cause a number of new options to appear:
6. Select all the categories of inquiry for which you would like notifications, and then click ‘ Save ‘.

View the complete step-by-step guide.

How do I review and respond to inquiries, and why is Inquiries missing?

When would I use this? Use this when a member has submitted a question through Member365 and you need to reply from the CRM.

Before you begin: Your administrator account needs permission to view and update the Inquiries module. Ask an administrator who manages permissions to grant the relevant access if Inquiries is absent from your menu.

Steps in Member365:

1. From the Administrator Dashboard, open Modules → Inquiries → View Inquiries.
2. Use Inquiry History to filter open or closed inquiries, then open the inquiry’s subject.
3. Write the reply in the editor, or choose Select Canned Email Response and review the suggested text.
4. Click Send Reply when the response is ready.

Expected result: The response is sent and the inquiry can be tracked in the Inquiries area.

Test before going live: Check that the correct administrator can access the module and review the intended recipient and message.

What happens next? Follow up in the same inquiry if the member needs more help.

Reviewing and Responding to Inquiries · Administrator Permissions