Building and managing your member base is crucial for any subscription-based business. Here's a comprehensive guide on effectively managing your members:

Tracking Members in Contacts Panel

Members are automatically added to your contacts when they sign up for a membership plan. Access member information through the Contacts panel under Lists and Segments where you can:

• View membership history
• Track email addresses
• Monitor usage amounts
• Add notes and tags for organization

Viewing Member Details

To access member information:

1. Navigate to Lists and Segments
2. Click Members
3. Sort by name or email
4. Click individual members to view their membership details
5. Select Full Profile for complete engagement data

Processing Refunds

To issue a refund:

1. Open Digital Goods and select Orders
2. Choose the specific order
3. Click Refund and enter amount
4. Complete the refund process

Note: Members retain access to their plan after receiving a refund.

Canceling Memberships

Follow these steps to cancel a membership:

1. Access Lists and Segments
2. Locate member by name/email
3. Select their profile
4. Choose the plan to cancel
5. Click Remove from Membership and confirm

Members lose immediate access upon cancellation unless you allow access until the billing cycle ends.

Supporting Members

Key responsibilities include:

• Managing member accounts
• Resolving access issues
• Handling account mergers
• Processing payment updates

Email Communication

The system automatically notifies administrators about:

• New signups
• Payment processing
• Failed payments
• Membership cancellations

Transitioning Members

When migrating from another platform:

1. Create discount codes for existing members
2. Offer early access opportunities
3. Set up password-protected pages
4. Send detailed email campaigns explaining the transition

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