How to customize your membership list

On this page:

How to manage and view all information on your individual members 

• How to manage membership tags
  • When to use membership tags
  • How to create member tags
  • How to add or remove tags from an individual member
  • How to add or remove tags from multiple members
• How to manage membership properties
  • When to use membership properties
  • How to create membership properties
  • How to add or remove properties from a member
  • How to edit properties
  • How to disable properties 

How to manage membership tags

Tags can be used to filter members. Tags can be added or removed from members individually or in bulk to multiple members.

When to use membership tags

Membership tags are best used for filtering that requires a yes or no answer. If the tag is related to the member, then you can add it to their profile; if it doesn't, you can avoid applying the tag. e.g. a member is a parent, so you could add a parent tag to their profile.

How to create membership tags

Before a Tag can be added to a member, you will need to create one:

1. On the Members page click the Actions button.
2. In the dropdown menu, click Edit Membership Tags.
   
   
   
3. Enter the name for your tag.
4. Click Create Membership Tag
   
   
   
5. If the tag was created successfully, you will see it displaying in the Current Tags list.

Add or remove Tags from an individual member

1. Starting on the Members page, scroll down to the Search Members List.
2. Use the search functionality to find a member or browse the members list to find them manually.
3. Click the '•••" beside the members name and info.
4. Select 'Edit' from the dropdown options.
5. Scroll down the form to find the Tags section.
6. Select or deselect that tags you want associated with the member.
7. Click Update Membership to continue.
   
   

Add or remove tags from multiple members

1. Starting on the Members page, scroll down to the Search Members List.
2. Here you can search your members list by filter members with specific details.
3. Click Search.
   
   
   
4. The members list will update to display your search results.
5. To add or remove tags from the members contained in your search results, click the Edit Tags button in the Members List section. 
6. Use Add Tags or Remove Tags to apply or remove tags from the group of members in your search criteria.
7. Click, Submit to save changes.
   
   
   
8. After you click 'submit' you will see a green success banner at the top of the screen - please wait a few minutes for the tags to be updated.

How to manage membership properties

Properties, like tags can be used to filter members. Properties can be added or removed from members as needed. 

When to use membership properties 

Membership properties are best used for filtering that requires more than a yes or no answer or requires custom fields to be added for each member. e.g. Your nation/community has a custom ID number for each member you could add that to their profile and filter by those numbers or add in how many children each parent has. 

How to create a membership properties 

Before a property can be added to a member, you will need to create one:

1. On the Members page click the Actions button.
2. In the dropdown menu, click Edit Membership Properties
3. In the Name textbox, enter the name of the property
4. Once completed, click the Create Property button 

Your property will now be saved and can added to your members.

How to add or remove properties from a member

1. On the Members page click the Actions button.
2. In the dropdown menu, click Edit Membership Properties

How to edit properties 

1. On the Members page click the Actions button.
2. In the dropdown menu, click Edit Membership Properties
3. Scroll down to Current Properties
4. Click the "..." beside the property you wish to edit
5. Click Edit
6. In the Name textbox, enter the name of the property
7. Once completed, click the Update Membership Property button 

Your property will now be updated with the new name.

How to discard properties 

1. On the Members page click the Actions button.
2. In the dropdown menu, click Edit Membership Properties
3. Scroll down to Current Properties
4. Click the "..." beside the property you wish to discard
5. Click Discard 

Your property will now be discarded and will no longer be used in your membership list.