Membership Management
Create and manage membership programs
15 articles
Set Up Your Membership Program
Get step-by-step instructions for setting up a program and levels.
Create and Manage Membership Programs and Levels
Create and Manage Membership Forms
Confirmation and Receipt Emails for MembershipsUnderstand and view membership confirmation and payment receipt emails in Bloomerang CRM
Membership Emails and Letters
Convert Recurring Donation Schedules to Membership Schedules
Manage Your Membership Program
Manage your program, members, communications, reporting, and payments.
View Membership Information for Constituents
Create, Edit, Upgrade/Downgrade, and End Memberships
Add, Edit, or Apply Membership PaymentsAdd a payment to a membership schedule and edit payments in Bloomerang CRM.
Create Reports for Membership Programs
Custom Membership Tracking
Manage legacy tracking workflows built outside of the Membership Management add-on.
Build a Custom Workflow to Track Memberships
Move from Custom Membership Tracking to the Membership Management Add-On