Membership teams¶
Manage members, renewals and membership programmes.
62 page(s) in this audience.
Communication — Campaigns¶
- What you need to know Understand the concepts and decisions involved in planning a CiviCampaign survey. CiviCRM latest Updated 2026-10-06
- Reports and analysis Find the campaign search filters and reporting options available in CiviCRM. CiviCRM latest Updated 2026-10-06
Communication — Mailings¶
- Message templates Create and manage reusable message templates for emails and mass mailings. CiviCRM latest Updated 2026-10-06
- Mass mailings using CiviMail Create a mass mailing, choose its recipients, review delivery statistics, and manage drafts and sent mailings. CiviCRM latest Updated 2026-10-06
Configure, automate and extend — Custom data¶
- Creating and managing Profiles Create a Profile, configure its settings, add fields, and manage existing Profiles. CiviCRM latest Updated 2026-10-06
- Using Profiles Use Profiles in forms and directories, update multiple records, and add fields to user account pages. CiviCRM latest Updated 2026-10-06
Configure, automate and extend — Installation¶
- Choosing a CMS for CiviCRM Compare CMS options and consider how your website needs to integrate with CiviCRM. CiviCRM latest Updated 2026-08-20
- Install CiviCRM with cv Install CiviCRM from the command line with cv, then configure the site and troubleshoot common installation problems. CiviCRM latest Updated 2026-08-20
Configure, automate and extend — System administration¶
- CiviCRM multisite Understand how CiviCRM domains relate to sites, settings, and levels of multisite support. CiviCRM latest Updated 2026-07-02
- Configure CiviCRM caching Choose, install, and configure a cache service for CiviCRM. CiviCRM latest Updated 2026-07-02
- Views integration Configure Drupal Views to display CiviCRM data on your website. CiviCRM latest Updated 2026-07-02
- Views integration Configure Backdrop Views to display CiviCRM data on a website. CiviCRM latest Updated 2026-07-02
- Configure the front-end Contact Dashboard in Joomla Add the Contact Dashboard to a Joomla front-end menu and verify access to it. CiviCRM latest Updated 2026-07-02
- Sync CiviCRM memberships to Backdrop roles Configure membership-to-role associations and choose when Backdrop roles are synchronized. CiviCRM latest Updated 2026-07-02
- Synchronize CiviCRM memberships with Drupal roles Configure membership-to-role association rules and choose when CiviMember Roles Sync runs. CiviCRM latest Updated 2026-07-02
- The Bootstrap base theme Explains approaches to using the Bootstrap framework with CiviCRM and the Drupal Bootstrap base theme. CiviCRM latest Updated 2026-07-02
- Drupal 7 Webform CiviCRM Integration . CiviCRM latest Updated 2026-07-02
- Integrating with WordPress CiviCRM integrates with WordPress as a plugin starting with WordPress version 3.3.1 (those using earlier versions of WordPress will need to upgrade prior to installing CiviCRM). CiviCRM latest Updated 2026-07-02
Contacts and data — Activities¶
- Activities Understand activity records, repeating activities, and the options for administering activity types and statuses. CiviCRM latest Updated 2026-10-06
- Import requirements for activities, contributions, memberships, participants and tags Find the CSV fields and import options described for activities, contributions, memberships, participants and tags. CiviCRM latest Updated 2026-10-06
Contacts and data — Contacts¶
- Importing related contact data Import related contacts in separate files and link them using an external identifier. CiviCRM latest Updated 2026-10-06
Contacts and data — Data management¶
- Importing data into CiviCRM Prepare a contact import, match its fields, review the preview, and check the results. CiviCRM latest Updated 2026-10-06
- Deduping and merging Find duplicate contacts, review possible matches, and merge contacts individually or in batches. CiviCRM latest Updated 2026-10-06
- Export membership records Export membership records using primary fields or a selection of fields. CiviCRM latest Updated 2026-10-06
- Tokens and mail merge Find tokens for mail merge and look up checksum links, date formatting, click-tracking rules, and available tokens. CiviCRM latest Updated 2026-10-06
Contacts and data — Groups and tags¶
- Manage groups Configure groups, manage their contacts, and find group membership records. CiviCRM latest Updated 2026-10-06
- Smart groups Learn how to create, update, and manage smart groups and understand how caching affects them. CiviCRM latest Updated 2026-10-06
Fundraising and engagement — Contributions¶
- Set up a payment processor Configure a payment processor and find the card details given for testing. CiviCRM latest Updated 2026-10-06
- Key concepts and configurations Understand the financial, payment, status, and data choices involved in configuring CiviContribute. CiviCRM latest Updated 2026-10-06
- Create a membership signup form with online payment Create a public membership signup form with online payment using FormBuilder. CiviCRM latest Updated 2026-10-06
- Configure profiles for batch entry Change the reserved profiles used for contacts and payments during batch entry. CiviCRM latest Updated 2026-10-06
- Batch entry of Contribution, Membership or Pledge Payments Enter multiple payments in a batch, process its totals, and find the processed payments. CiviCRM latest Updated 2026-10-06
- Reports and analysis Find the standard contribution reports and other ways to analyse contributions. CiviCRM latest Updated 2026-10-06
Fundraising and engagement — Events¶
- Complex event fees Configure price sets and date-based discounts for event registration fees. CiviCRM latest Updated 2026-10-06
Fundraising and engagement — Memberships¶
- Making member-only websites Learn how CiviMember and a CMS can provide members-only website content. CiviCRM latest Updated 2026-10-06
- Membership renewals Understand how membership renewals affect dates and records, and how members can be reminded or renew. CiviCRM latest Updated 2026-10-06
- What is CiviMember Understand what CiviMember supports and how an organisation can use it to manage memberships. CiviCRM latest Updated 2026-10-06
- Membership price sets Configure a membership price set with multiple membership terms, memberships and non-membership options. CiviCRM latest Updated 2026-10-06
- Set a default online membership renewal page Configure the renewal link on the Contact Dashboard for memberships entered manually. CiviCRM latest Updated 2026-10-06
- Create a public membership list Create a public, filterable membership logo grid using SearchKit and FormBuilder. CiviCRM latest Updated 2026-10-06
- Online membership sign up Configure, test, and publish a page where visitors can sign up for or renew a membership. CiviCRM latest Updated 2026-10-06
- Defining membership types Understand the options for setting up membership types and collecting additional information about members. CiviCRM latest Updated 2026-10-06
- Cancelling and expiring memberships Change a membership to Cancelled or Expired while retaining its history, or delete a membership entered in error. CiviCRM latest Updated 2026-10-06
- Finding and viewing memberships Find membership records, view their details, and act on search results. CiviCRM latest Updated 2026-10-06
- Renew and update memberships manually Renew one contact's membership or update multiple existing membership records. CiviCRM latest Updated 2026-10-06
- Manual entry of memberships Create individual memberships, record payments and gifts, and enter batches of membership payments. CiviCRM latest Updated 2026-10-06
- Importing memberships Prepare and import membership records from outside CiviCRM or update existing memberships. CiviCRM latest Updated 2026-10-06
- Membership status rules Understand membership dates, status rules, overrides, and how membership statuses are kept up to date. CiviCRM latest Updated 2026-10-06
- Membership reports Find out what the membership dashboard and built-in membership reports show. CiviCRM latest Updated 2026-10-06
- Create a membership report Create and save a membership report with criteria that differ from the built-in reports. CiviCRM latest Updated 2026-10-06
Initial set up¶
- Logging Compare CiviCRM's default change log, detailed logging, and other ways to review changes over time. CiviCRM latest Updated 2026-10-06
- Customizing the user interface Change interface preferences, navigation, forms, search views, and terminology to suit your users. CiviCRM latest Updated 2026-10-06
Organising your data¶
- Mapping your data Understand where existing constituent and organization data fits in CiviCRM before transferring it. CiviCRM latest Updated 2026-10-06
Search and reporting — Reporting¶
- What is CiviReport? Learn what CiviReport does and how organisations use reports for fundraising, financial tracking, and household contributions. CiviCRM latest Updated 2026-10-06
- What you need to know about CiviReport Understand CiviReport concepts and the questions to consider when planning reports. CiviCRM latest Updated 2026-10-06
- Set up CiviReports Create a report from a template, configure its criteria and settings, and make it available to users. CiviCRM latest Updated 2026-10-06
- The home dashboard & dashlets Add dashlets to your dashboard, control their refresh frequency and create dashlets from reports. CiviCRM latest Updated 2026-10-06
Search and reporting — Search¶
- Creating a custom autocomplete search list Create a filtered autocomplete list with identifying details and add it to a form. CiviCRM latest Updated 2026-10-06
- Search for information in CiviCRM Find contacts and other records using CiviCRM search methods, and work with the results. CiviCRM latest Updated 2026-10-06
Search and reporting — SearchKit¶
- Create an invitation list for donor members Build a SearchKit invitation list of current members who are major donors and have no event participant record. CiviCRM latest Updated 2026-10-06
- Create a Soft Credit search and table display Create a Soft Credit search in SearchKit and present its results in a table display. CiviCRM latest Updated 2026-10-06
- Search For Identify the primary entities available in Search For and the optional ways to modify or group a search. CiviCRM latest Updated 2026-10-06