Member administration

Everything about member administration. How to manage Online sign-ups, how to use a filter or how to gain insight in your member database? You can read this and more here!

19 articles in this collection
Written by Thomas

Introduction to your Member Administration

Congressus offers all types of functions that are linked with the member administration. Read more about their options and functions here.

Written by Thomas
Updated over a week ago

Step-by-Step: Online sign-up

An association is nothing without its members. In this step by step guide we will help you give your new members a warm welcome

Written by Thomas
Updated over a week ago

Member administration

Current, archived and deleted users.

What are current, archived and deleted users.

Written by Thomas
Updated over a week ago

Names and Member-ID's

Adding extra fields to the member administration, changing the name display of members and generating automatic member ID's

Written by Thomas
Updated over a week ago

Managing Member Statuses

Learn how to add, edit or delete Member Statuses. Set up contribution fees and decide which fields are available in the Member profile.

Written by Thomas
Updated over a week ago

Inviting members to your website

How you can invite members to activate their account for the website will be explained in this article.

Written by Thomas
Updated over a week ago

Extra gender-option

Give members an extra gender-option besides male or female

Written by Thomas
Updated over a week ago

Member profiles

How to edit the information of your members

Written by Thomas
Updated over a week ago

Adding members

Importing members, adding members manually or let them sign-up online.

Written by Thomas
Updated over a week ago

Changing an IBAN bank account with a direct debit mandate

If you want to change a bankaccount number with a direct debit mandate, you first need to remove the direct debit mandate.

Written by Thomas
Updated over a week ago

Export member administration

You can export (selections) of your member administration into an Excel file with the clicks of a few buttons.

Written by Thomas
Updated over a week ago

Segmentation: Groups, filters and lists

Groups and folders

You can divide your members in groups and folders. This article will explain what you can do with groups & folders and how to set it up.

Written by Thomas
Updated over a week ago

Filter types

When creating a filter you can select three different types. How to use these different types of filters will be explained in this article.

Written by Thomas
Updated over a week ago

Adding filters

Find specific subsets of your members based on filter criteria

Written by Thomas
Updated over a week ago

Lists in your member administration

This article will explain how you can create a list of specific members

Written by Thomas
Updated over a week ago

Performing actions based on a list

This article will explain how you can perform certain actions based on list with members.

Written by Thomas
Updated over a week ago

FAQ: Frequently asked questions

A member cannot login, how is that possible?

Sometimes it can happen that a member can not sign in, this article will go over the possible solutions

Written by Thomas
Updated over a week ago

Is the memo-field visible for members on the website?

Written by Thomas
Updated over a week ago

How can I see which members do not have a direct debit mandate?

Selecting members without a direct debit mandate

Written by Thomas
Updated over a week ago