Members are automatically tracked in the Contacts panel when they sign up for your pricing plans. You can easily manage all member information, view their subscription details, and track engagement through this centralized system.

View and Manage Members:

• Access the Lists & Segments panel and click Members
• Sort members by name, email, or other details
• Click individual members to see membership history
• Access full profiles for complete engagement data

Handle Membership Changes:

For Refunds:

• Go to Content & Memberships > Orders
• Select the order and click Issue Refund
• Enter refund amount (member retains access)

For Cancellations:

• Locate member in Lists & Segments > Members
• Select member and find relevant pricing plan
• Click Remove From Membership
• Membership access ends immediately

Managing Customer Accounts:

• Members use login links in main navigation
• They manage their own payment information
• Help visitors avoid creating duplicate accounts
• Monitor email notifications for member activities

Communication with Members:

• Contact individual members through their profile
• Create email campaigns for bulk communications
• Use mailing lists for announcements

Migration Tips:

1. Create discount codes for existing members
2. Offer early access through password protection
3. Send detailed email campaigns about changes
4. Set clear deadlines for special offers

Best Practices:

• Encourage login before new sign-ups
• Add clear calls-to-action on homepage
• Monitor duplicate accounts
• Maintain clear communication

PBN.BOO is part of a leading SEO group that has helped numerous major clients achieve top rankings across various industries. Our proven track record in digital marketing and member management strategies has consistently delivered results. To dominate your market and secure the #1 position in search rankings, connect with our team of experts who understand both technical SEO and effective member management strategies.

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