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Membership Success Module Administration

Discussion in 'Membership Success Feedback' started by Brad Beckett on Mar 1, 2018.

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  1. Brad Beckett

    By:Brad Beckett-  Mar 1, 2018
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    Hi There;

    I have a couple of questions on this module:

    • How can I change the contact information for notification and emails used in this module? When we enabled the module, our Membership director at the time was set up as the contact. Since then, we have had a change in this position and the original director is no longer a member of our club, but our notifications are still going to that person. I need to change this, but cannot see where to do that.
    • More generally, how do I configure the module itself, such as the request form, view which emails are sent when, etc.?
    • Also, is there any additional support documentation available for this module? I searched the knowledge base but only come up with the original webinar.

    Thanks.
     
  2. Zach

    By:Zach-  Mar 1, 2018
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    Right now that is something only our team can do for you. If you let me know the member who it should go to now, I can make that change. If its a specific email, I can open a support ticket with you regarding this so we are not disclosing the email publicly.

    Right now the module more or less set in stone how it works. If you wanted to make a small change to the form, like requiring it, or renaming it. That can be done through our team. If you wanted more heavily customization, that falls under our professional servcices.

    We do not yet have public documentation for the module, but we are working towards it as we are expecting to roll out the module to a wider group of customers.
     
  3. Brad Beckett

    By:Brad Beckett-  Mar 1, 2018
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    Hi Zach. Thanks for your reply, much appreciated. I will get in contact with the support team and request a change to the email notification.

    Brad.
     
  4. Gina McBryan

    By:Gina McBryan-  Aug 18, 2020
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    Has there been any update on this? Would be nice to have the option to change email direction to the current Membership Director or another member who has been instructed on how to access this module and follow up based on our club's action plans.

    Thank you,
    Gina
     
  5. Zach

    By:Zach-  Aug 19, 2020
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    Hello Gina,

    Thank you for following up.

    The membership success module is still in beta, and one of the reasons that it is in beta is that there is not an administrative interface to manage the settings of the module. If you need to get the name and email of the person who either receives and or sends the email in the beta module, please open a support ticket with our team and we will get it resolved.

    Thanks!
     
    Gina McBryan likes this.
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