MemberSuite Training
MemberSuite - ADVANCE YOUR SKILLS IN MANAGING YOUR CRM
12:00 PM - 1:00 PM
Keep track of the people that allow your organization to shine by storing and gaining visibility into all member, donors, and prospects’ contact information in one place.
MemberSuite - MEMBERSHIP RENEWAL BILLING
12:00 PM - 1:00 PM
MemberSuite allows you to easily generate invoices for upcoming membership dues and deliver those invoices. In this session, participants will learn the basics of generating and delivering invoices for their membership billing.
MemberSuite - COMMUNICATIONS & E-MARKETING
12:00 PM - 1:00 PM
Digitally communicate with your prospective and current members with MemberSuite’s E-Marketing module. Design a variety of emails, track effectiveness of campaigns, store response data, and improve email delivery rates.
MemberSuite - FINANCIAL BEST PRACTICES
2:00 PM - 3:00 PM
This session covers financial best practices within MemberSuite. Topics may include but are not limited to working with batches and closing fiscal periods. Each session will have a time for Q&A.
MemberSuite - LEADS & OPPORTUNITIES
12:00 PM - 1:00 PM
Ever wonder what's really happening between a promising lead and a closed deal? Stop guessing and start tracking! Join us for this training session where you'll discover how to harness the full power of MemberSuite's Leads and Opportunities.
MemberSuite - MANAGE YOUR ORDERS
10:00 AM - 11:00 AM
The Orders module allows you to create, cancel, and fulfill/close orders manually. In this session participants will learn how to create orders, create pro-forma invoices, cancel/return orders, void orders and fulfill orders.
MemberSuite - OPEN Q&A - Clients in Implementation
2:00 PM - 3:00 PM
Bring any questions you have about MemberSuite to our panel of MemberSuite staff and let us help answer those outstanding questions you have.
2026 MemberSuite Regional Meetup - New York City
9:30 AM - 4:30 PM
The purpose of the MemberSuite Regional Meetup is to provide our customers with the opportunity to receive training, view product tips, and network with each other and the MemberSuite team.
MemberSuite - SUBSCRIPTIONS
12:00 PM - 1:00 PM
Learn how the Subscriptions module offers an easy way to track fees and expiration dates for publications. Subscriptions allow you to track and manage the entire workflow.
MemberSuite - PORTAL FORMS
12:00 PM - 1:00 PM
Portal Forms are a great way for you to collect questions or data from portal users. Participants will learn how to create and publish custom web forms and surveys.
MemberSuite - FINANCIAL BEST PRACTICES
2:00 PM - 3:00 PM
This session covers financial best practices within MemberSuite. Topics may include but are not limited to working with batches and closing fiscal periods. Each session will have a time for Q&A.
2026 MemberSuite Regional Meetup - Chicago
9:30 AM - 4:40 PM
We welcome you to this free event you don't want to miss!