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VIDEO: Advanced Membership Management & RI Integration-Changeover 2024 - Knowledgebase / Video & Webinars / Changeover Training 2024 - ClubRunner Support & Knowledgebase

VIDEO: Advanced Membership Management & RI Integration-Changeover 2024

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This webinar covers membership on the club version, with a focus on RI Integration. Topics include:

  • RI 2-way true sync considerations

  • Managing member and club information

  • Setting up custom fields

  • Creating custom membership types

  • GDPR pseudo-anonymization process

  • Managing member activity and engagement reports

  • Managing RI Integration settings

  • Reviewing the member & club integration archive

  • Using compare & synchronize for members and club information

  • Using executive compare & synchronize

  • Rotaract membership

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