Ability to send membership card for manual (non-digital) payments
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L
Linzee
Currently, there is no way to send a Contact their membership confirmation email and attached membership card if they've paid via cash or check. We need to be able to digitally send membership cards to Contacts whose membership payments are entered manually into Zeffy. Even if a membership payment is recorded on someone's contact profile later, we should still be able to send them the membership confirmation email and card.
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K
Kendra
Yay! Happy to see this implemented. Will make membership management easier.
T
Tanya
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Hi all! It is possible to create and send a membership card to members who pay offline. You can follow along with our guide here to learn how: https://support.zeffy.com/manual-payment-or-registration-entries
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Lindsey
Tanya What? This video had absolutely nothing to do with what we are asking for. We are asking to send MEMBERSHIP CARDS to people who pay for MEMBERSHIPS offline. This video is just showing how to apply a payment that is offline (cash etc.). Which we already know how to do. I feel like you are just popping random videos and marking things done, just because.
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Tanya
Hi Lindsey! I'm sorry if the link between the steps to follow and the feature request appears unclear. When you add a payment manually to your membership form, it will generate a membership card when the payment is logged, similarly to how e-tickets and tax receipts are generated for manual payments. To send the membership card to the member you're logging the offline payment for, you can either add their email to the manual payment and send them the configured thank you email, or if they're in person, you can click the "e-ticket" link to print it out for them! :)
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Rae
Tanya So what you should have said is "clicking the e-Ticket" link will display the membership card for manual entries (or anyone else I suppose).
Thank you this is great to know, but your instructions could be more clear and directly addressed somewhere. Thanks for this.
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Rae
Agree - this would be helpful to us as well.