You are viewing a membermojo help page. Take a tour to see what we do.

Welcome to membermojo!

To get you up to speed, all pages include prompts and are often supplemented through the Help menu.

The Help Index contains How To, Understanding and page specific articles for further reading.

This help window can be moved by clicking and dragging the title bar or closed by clicking .

If you are using membermojo to print and deliver cards only see our shorter Getting Started to Print Cards introduction.

Getting started

If you have not done so already read the Tour pages for an overview of the features on offer.

For administrators membermojo can be thought of as two parts, each with their own starting page - Settings and Members.

Settings

Settings allows you to configure membermojo for your organisation. You can customise the memberships on offer, your logo or the contents of a welcome email. Once set up you will rarely revisit this section.

We recommend you visit each page under Settings to familiarise yourself, but if short of time you will need:

  • Settings / Organisation for contact details, memberships and logo.
  • Settings / Member Form to set up the fields that appear on your membership form.
  • Settings / Welcome Pack & System Email to set up the email that gets sent to new or renewing members.

Members

The Members section provides functions for managing your membership. This is where you'll find everything related to members, their payments and activities. This is the page you'll visit most frequently during normal use.

To import existing members see Importing Members.

First time use

After registering a new organisation your name and email will have been used to create the first member in your organisation. This member will have been set up as an administrator with an example 'Adult' membership.

Once you have set up your organisation you will need to revisit and update your member record.

Going Live

Your service is not open to members until you complete basic configuration and visit the Make Live page.


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