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Memberships

Understand the features of memberships management.

ProductsTeam avatar
Written by ProductsTeam
Updated this week

Find My

The Find My button links to the dynamically generated web page with your membership lookup form.

If a member's record exists in your CRM/membership system they can enter their Membership ID, Last Name and Email address to have the invitation sent via email. The invitation includes the link that automatically logs the member in to the PassPlay app (if they have already downloaded it) and also includes instructions for adding their pass to their device's wallet.

Search

The membership search feature allows you to lookup members by a number of different attributes. The search feature can be used to create filtered lists of members that can be exported for a variety of uses with other systems.

Filter your search by Status

  • All memberships - search for names across all memberships by entering a term in the search field.

  • Connected - memberships that have been added to at least one device, either to the PassPlay app or wallet card.

  • Disconnected - memberships that are currently not connected to a device.

  • Invited - memberships who have received an invitation, whether or not they have accepted.

  • Not invited - New memberships that have not yet been invited.

Filter your search by Membership types

  • Membership types are configured in Organization > Membership Types. The membership type names entered into PassPlay should correspond with the membership names found in your CRM.

Filter your search by Expiration date

  • Set either a minimum or maximum or range for your search.

Invite selected or Invite all

Check all, one or many boxes in the membership list to send the PassPlay invitation to a custom group of people.

Export

Export a list of all members found in PassPay or, when used in conjunction with the search feature, you can export a filtered list based on your search criteria.

Icon Key

  • - send an invitation to the members listed in the corresponding row.

  • - Indicates that a user has received an invitation.

  • - Indicates that a user has added their membership to their app.

  • - Indicates that a user has added their membership to their device's wallet.

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