Use this link to share with your colleagues:
Feature Focus: Household Memberships: https://help.pm.leapevent.tech/a/1659178
Does your organization offer certain memberships that cover a whole household (Account), and perhaps other memberships that cover just an individual Contact? Would you like to ensure that all members in a household get the right perks, discounts, and badges—all automatically with no extra effort? And what about reporting: do you want to report on all your members sometimes, and other times report on just the folks responsible for renewing/upgrading?
With PatronManager's recently-released Household Memberships feature, all of this is possible! Join us as we discuss and demonstrate this exciting feature.
This webinar is geared toward membership program managers and PatronManager Admins.
We recommend setting the video quality to 720p (click on the gear at the lower-right of the embedded video) and watching the video in full-screen mode, if possible.
Additional Resources
- All About Memberships & Member Benefits
- All About Household Memberships
- All About Product Ideas
- Page Layouts: Change the Way Your Accounts, Contacts, and Donations Look
- Managing Your Patrons' Portal Accounts
- On the Member Status badge
- How to Use Badges to Get to Know Your Patrons
- On Subscriber badges
- Reporting on Memberships and Member Benefits
- All About Reporting
- All About CRM Snapshots
- All About the Client Community