(Advanced) Membership Management & RI Integration

Hosted by Zach W. | Co-host: Robin N.

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

Length: 42 minutes