Manage Registrations export updated to include additional columns

Version 22.3.2

The Manage Registrations export has been updated to include the following columns:

• Invoice number

• Total amount paid (inc GST)

• Invoice amount

• GST amount

• Payment method (card/invoice)

• Delegate type

Synchronise invoice status changes from Xero to membes

Version 21.29

If the payment status of an invoice is updated in Xero, the payment status in membes can be updated automatically. See the User Guide for details.

Webcastcloud integration

Version 21.28

The Webcastcloud integration allows associations to create additional revenue streams by selling live and on-demand videos and events. See the User Guide for details on how to set up your integration.

Engagement dashboard

Version 21.23

A new Intel dashboard has been created to monitor engagement information such as logins, forum post and shop purchases.

View list of payment plans

Version 21.20

View and export a list of all current payment plans.

Export validated addresses

Version 21.19

Additional columns have been added to the Profile Data export which shows whether or not the address has been validated. If the geolocation software has validated the address you will see OK in the Home_Validated_Status and/or Work_Validated_Status columns in the export.

Applications pending approval filter

Version 21.18

A new filter that allows users to export a list of all membership applications pending approval has been added to the Profile Data export, it can be found on the Others tab.

Profile interactions export

Version 21.18

The Profile Interactions export has been updated so both Profile Interactions and Actions can be exported. Users can also now filter by the date an interaction was logged. For more information see the User Guide.

Sitemaps tool

Version 21.18

Create an XML or text sitemap that can be used to improve SEO, instructions available in the User Guide.

Dashboard widgets

Version 21.12

Users can customise the information displayed on the dashboard for each area of area of administration by selecting from a range of widgets. Instructions on how to configure and use the dashboard widgets are available in the User Guide.

Digital membership card

Version 21.11

Service Desk

Release 24.8

The Service Desk functions as a ticketing system, consolidating all member enquiries in a centralised location. This ensures a single source of truth and eliminates worries about flooding a personal inbox with enquiries. You can now provide support even when a staff member is unavailable, enhancing team collaboration.

Within the Membes Service Desk is your own personal AI assistant to help you deliver faster and more accurate ticket responses. You can train your own AI assistant with everything it needs to know about your association. Your members will receive quick, consistent, accurate responses to their questions.

To set up your Service Desk see the User Guide.

AI tools

Release 24.6

The introduction of AI tools to assist associations in delivering better content to their members.

The new tools available include content generation, which utilises AI to create interesting email subject lines and catchy introductions for events and news items.

You can also improve your SEO by using the AI tools to generate meta tags and descriptions for your website.

Intel reports can now also be analysed using AI. Ask the AI assistant a question about graph on your screen for greater reporting insights.

New Membes Help Desk

Release 24.5

The new Help Desk improves accessibility to user support for customers with the ability to view and manage tickets directly in the Support Hub withinf Admin. 

Some of the benefits of the new Help Desk include:

• Efficient teamwork: Your Help Desk ticket can be allocated to the best person to answer your question, avoiding delays and duplicate efforts.

• Smoother experience: The Help Desk is designed to streamline problem-solving and ensure a positive customer journey. 

• Better support together: Using the Help Desk makes you a partner in receiving the best possible customer support. 

Polls & surveys update

Release 24.3

The Polls & Surveys tool has been updated and users can now do the following:

• Clone surveys

• Switch view between currently open or closed surveys

• Export survey results to a CSV/Excel file