The Goal: Tailor your Info Hub’s appearance, content, and member-facing options so the member experience reflects your organization’s brand and workflows.
Before You Begin:
- You need staff permissions to manage Info Hub settings.
- Most options below live together in one place: go to Memberships, Info Hub section, click Settings.
Step-by-Step Instructions
- To reach your Info Hub settings, go to Memberships, Info Hub section, click Settings.
- Customize the look and feel of the member experience:
- Set up referral messaging that members see:
- Control how events and reports appear to members:
- Configure Info Hub Terms/Acceptance:
Common Pitfalls
- Forgetting to save and preview: Changes to colors, headers, and home-page content don’t take effect for members until you save them. After saving, open the Info Hub as a member to confirm the appearance and links display as expected.