Your Learning Curriculum
Follow this chronological path to master membership management. Each module is a short video tutorial; several include a downloadable handout.
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Module 1: Membership Webinars
Full-length recorded webinars that walk through membership setup, ongoing management, directories, and benefit tracking end to end. (Est. Time: 2.5 hours total)
- → Setting Up Your Membership Types (30 minutes) — Handout
- → Managing Your Memberships (56 minutes) — Handout
- → Working with Directories (58 minutes) — Handout
- → Benefit Tracking - Getting Started (30 minutes) — Handout
Module 2: Membership Setup
Short, focused clips on configuring membership types — pricing, levels, directories, and benefits. (Est. Time: 20 mins)
Module 3: Managing Membership Activations
Day-to-day membership lifecycle tasks — adding, upgrading, downgrading, and dropping memberships on a contact. (Est. Time: 20 mins)
Certification Goal: Membership Management Ready
By completing these tutorials you will be able to configure membership types, manage memberships throughout their lifecycle, and track member benefits with confidence across the Memberships rail.