Fundamentals of Membership Management

 Registration is closed for this event
November 3, 2017 - 8AM - 10AM PT | 11AM - 1PM ET

For new users of CiviCRM, as a refresher course or for training new staff.

Membership is the cornerstone of most nonprofit organizations and CiviCRM has the tools to help you easily organize and manage your membership data. Do you need to send renewal reminders? Are there several different categories of memberships that you need to track? What about creating special promotions for a membership drive? This class can help!

More details
This class will help you to master all the necessary steps to prepare a successful annual membership renewal campaign. We will explore the different approaches if you are using fixed or rolling memberships.

Leave this class with the skills to:

  • Set up membership categories
  • Customize the membership module to fit with your organization’s membership requirements
  • Create an online membership page for new member sign-up and renewal
  • Manage and track membership
  • Configure automated renewal reminder emails
  • Create a membership report for your home dashboard
  • Offer specials on membership dues using discount codes

Review of the basics of contacts, searching, emails and groups will be included throughout the class to better prepare you for using the CiviMember module.

Next step:
Upon completion of this beginner class, take your membership management learning to the next level and register for our intermediate level class: "Organizing a Membership Renewal Campaign with CiviCRM".

Questions? Contact Susan Engeman, Cividesk Training Manager:


November 3rd, 2017 9:00 AM   through   11:00 AM
Your Computer
Mountain Time
United States
Phone: (720) 381-3939
Training Fee
Per person $ 40.00

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