BY TEAMING UP WITH HUBSPOT, ONE OF THE WORLD'S LEADING CRMS, MEMBER CENTER IS A COST EFFECTIVE SOLUTION FOR COUNTLESS BUSINESSES AND ORGANIZATIONS TO DEVELOP AND SUSTAIN MEMBERSHIPS.
What is a membership software vs a CRM... and what is HubSpot? A membership software is a system which provides businesses, associations, clubs and other membership organizations with the functionality they require to provide services to their members. A CRM is a customer relationship management system. HubSpot is a CRM software designed to not only retain customer information, but encourage you to learn more about your customers. At Member Center, we like to call our customers our members. We prefer using a CRM model to base our membership system because we believe that member retention is relationship building.
Do I need a HubSpot to use Member Center? Yes. It is easy and free to start a HubSpot account. If you do not have one already, you can create one at HubSpot.com.
Can I try out Member Center? Why yes, yes you can. Every account comes with one free month. To activate your free month, register today. One month after registering you will be prompted to pay for the service. Unlike others, we will not ask for any billing information and please note, when linking your square account, we are not receiving any payment information from you.
How do I set up my Member Center account? After your HubSpot and Square accounts are set up, Member Center is an easy addition. Register for Member Center, and then follow the prompts to link your HubSpot and Square accounts. Once this is complete, you will be asked to define your membership types, create a membership sign up form, customize member communications and embed your new form.
How can I import my members? Upon completion of set up you will prompted to import your members. This must be a CSV file that has at least the member's email address and membership type. The membership type must match the member types you set-up exactly. (That includes capitalizations and hyphenations.)
How do I change my member types and/or membership sign-up form? Both your member types and membership sign-up form can be edited by logging into your Member Center account here.
How can I update my contact records in HubSpot? You can manually change any member record in HubSpot by clicking on the field and typing the correction. Unfortunately, you can not undo an edit. Additionally, when a member signs up using your membership form, the information they submit will update the contact's records.
How do I bulk edit records? To bulk edit HubSpot contact records, follow the instructions here. If you want to edit a membership field (for example expiration dates or member type) create a spreadsheet of the contacts you would like to update, with the updated information and upload the spreadsheet to Hubspot. To bulk remove members, we suggest making a new membership category titled "past members", "non-members" or "prospect members". You then can make a spreadsheet with all of the members you want to remove and list them as such.
How do I register or renew a member? There are three ways to register a member:
Upload members using a CSV file. (Instructions can be found on the "Getting Started" tab on this page)
Use your embedded form. When you complete your set up, you will receive embeddable code that can be used on your website so that members can sign up themselves.
In HubSpot, use the CRM Extension on the right sidebar. There is a Member Center link to Renew or Register members directly. This is useful for over the phone or in-person engagements.
How do I get rid of duplicates in HubSpot? HubSpot is particularly good at minimizing duplicate records, however, from time to time you may have one show up. This is most likely because a contact has multiple email addresses. To remedy this, just add the multiple email addresses to one profile and delete the others.
How do renewals work? During set up, you will have the option to set up automatic renewal notifications. These emails are completely customizable and you can set the frequency in which they are sent. To change these, log into your Member Center account and edit accordingly. To manually renew a member, follow the instructions listed on #3.
How do I use Hubspot for gated content? Gated content is a Member Center feature that is found in your account. After registering for Member Center, access gated content features by logging-in at membercenter.net. You then can restrict content to all "current" members, specific member types, or any combination thereof. Select which member types you want, copy the embeddable code, then paste the code into the html of the page you want to restrict on your website!
How do I access my Member Center account? To make any Member Center changes, you will need to log into your Member Center account at MemberCenter.net. To do so, simply click Log In on the top left of the menu bar and enter your credentials.
I forgot my username and/or password. If you have forgotten your Member Center username or password, select the "forgot" option at log-in. In the future, may we recommend getting a password safe like 1Password? You can learn more about them here.
How does my payment work for Member Center? After your free one-month trial, you will be prompted to pay according to your active number of members. Payment is accepted in your Member Center account under "Update Payment Info". Member Center is a monthly subscription based on the number of your "active" members. Cancellations requests are made promptly emailing [email protected].
Is my data backed up? All of your data is saved on HubSpot. If you ever want to back up your data or delete your account, getting your data is as easy as exporting it from HubSpot.
