Introducing Our New Video Demo!

August 24, 2020

By Taryn Hefner

Taryn runs Marketing at Join It and is a lover of all things data! You can frequently find her experimenting in the kitchen, absorbed in a book, or brushing up on her Python coding skills.

View other posts by Taryn

Looking for some hands-on experience with Join It? In our new video demo, our CEO Mitch will walk you through some of the basic onboarding steps, setup, and management features of the Join It platform. Here are a few of the things you can learn about in this demo. 

Onboarding 

We recommend that you make sure your currency and profile language are both correct before moving on, but if you’d like to fill out the majority of this information later, you can. You can upload an image for your organization, add a description, and ensure your URL is correct. 

Dashboard Overview 

When you view your dashboard, you’ll see prompts that will guide you through finishing your account setup. You can connect things like payment processing, or add a member. We’ll show you what a live, finished dashboard looks like in the video. 

Manually Add a Member 

Of course, members can join your organization themselves through your profile, but you can also add them manually through your admin dashboard. Navigating to Add A Member will bring up a form with all the fields necessary to add the member (or multiple members!) and is a quick way to add a member to your database. 

Communications and Email Features 

Use our Quick and Easy emails for quick communications to individual members or segments, or use automated emails where you can view and manage different emails that are sent when triggered by membership events. 

Direct Checkout Link 

Each membership type comes with its own checkout link! If you want to skip the profile completely and send members directly to the checkout page, you can do that here. It’s a quick and easy way to join an organization. 

...and more! 

Because we’re constantly working on improving the Join It platform, things might look a little different in the video compared to what you see when following along. Our customer service team is always available to answer questions and help you get back on track. 

Still have questions? Contact support@joinit.org and we’d be happy to help.