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How To Guides

Whether you're looking for tips on how to build a membership program, improve your emails, or comparing membership management products, we've got you covered.

Membership excel template

5 min read

Free Excel Template for a Member Database

Download the best free excel template for club member database that lets you easily track memberships, expiration dates, payments and keeps everything organized.

Member Referral Program

How to Set Up a Member Referral Program: Step-by-step Guide

Create a member referral program with this step-by-step guide. If you're sick of paying too much for ads, learn how to convert existing customers into advocates.

Membership Referral Software

Best Referral Software for Memberships

A guide for selecting the best referral software for memberships written for a non-tech savvy crowd.

Strategies for Membership-Based Businesses

Unlocking Brand Attraction: Strategies for Membership-Based Businesses

A simple guide for building your brand to improve your membership-based business.

Create a Membership Database in Excel

How to Create a Membership Database in Excel with Free Template [Updated for 2024]

We recommend using Excel or Google Sheets for your first member database. Read our best practices and download our Free Excel Template. Updated for 2024.

Membership Drive

9 Tips to Help You Plan a Successful Membership Drive [2024 Update!]

Based on our experience with 1800 member organizations, we go over the top 9 tips for planning a successful membership drive. Updated for 2024 and added video format!

Welcome New Members

How to Welcome New Members to Your Group (With a Free Email Template) [Updated for 2024!]

A complete guide for welcoming new members to your Organization, along with a free template! Recently summarized into a helpful video [Updated for 2024]

Membership Card Software

Membership Card Software Demo

Quickly learn how to make your own digital membership cards and seamlessly integrate them with your native wallet app on iPhone and Android via Demo Video.

Welcome Members

5 Unique Ways to Welcome Members

If you’re running a membership group, you want any introduction as positive as can be! Here are some ideas to make their welcome memorable.

Build A Membership Website

How To Build A Membership Website

Once you’ve decided that providing memberships is the best way to manage your business, chances are that you’re going to need a website.

Manage A Coworking Space

How To Manage A Coworking Space

From choosing a location to promoting amenities to managing membership, we’ve got tips on how to manage your coworking space effectively.

Grow Church Membership

How To Grow Church Membership

If membership at your place of worship is stagnating, here are some ways to increase your church membership and engagement.

Retain Members and Reduce Churn

How to Retain Members and Reduce Churn

Gathering new members is great, they need to stick around. How do you make sure that you can retain the members you have and reduce unnecessary churn?

Improve Customer Acquisition For Organization

Using Online Communities to Improve Your Customer Acquisition

Using online communities as a way to boost your customer acquisition can be a great strategy to add to your tool kit.

How to Track Membership Dues

How To Track Membership Dues with Rock-Solid Accuracy

Discover how to track membership dues effortlessly—explore manual vs. digital methods, must-have software features, and grab a free tracking template!

Start a Nonprofit

How to Start a Nonprofit

Folks are looking for ways they can help - so learn what it takes to start a nonprofit!

Offer Event Benefits

How to Offer Event Benefits to Members

We analyzed our data to answer some important questions from membership organizations that want to start, or grow, their event offerings!

More Tips For Reducing Churn

For any membership organization, you should spend your time on is accruing new members. Then, focus on getting those members to stick around.

Write Effective Emails

How to Write Effective Emails for Your Organization

Email may seem like an outmoded strategy, but it can be incredibly effective. How do you make email marketing work for your organization?

Social Media Links To Your Organization

Add Social Media Links To Your Organization Page

Make it easy for your members to find you anywhere with links to your social profiles right on your organization's page.

Sync Member Databases To Eventbrite

How To Sync Member Databases To Eventbrite

Learn more about syncing your member database to Eventbrite, so that your members can receive discounts or early access to your events.

Set Up A Membership Program

How To Set Up A Membership Program

In kicking off your membership program, it's important to make the right decisions early on.

Membership Retention Rate

How To Increase Your Membership Retention Rate

Learn about best practices for getting members to commit to your organization@

Automate Membership Management

Automate Your Membership Management: Sync With Slack

Running an organization is hard enough work without having to worry about every single administrative task, so we created a robot to do it for you.

Send Direct Invites to Prospective Members

How to Send Direct Invites to Prospective Members

Personal invites can now be an effective, easy way to grow your member base.

Buy New Software

How to Convince Your Boss to Buy New Software

It’s can be hard to get your boss to agree to buy new tools. Here are 5 ways to help make the case for adding new resources to your toolkit!

Membership Database and MailChimp

Syncing A Membership Database and MailChimp

In today's age, email is still the best tool for communication with groups. But it's only effective if the right people are on the list.

How To Connect Zoom and Join It

How To Connect Zoom and Join It

Using Zoom isn't just for the office. You can make use of Zoom for board meetings, fundraisers, member events, and more!

Win Back Lost Members

How to Win Back Lost Members

While it’s easy to feel discouraged when you lose a member, there are always strategies to try and win them back.

Choose Booster Club Software

How to Choose Booster Club Software

Looking for booster club software? Feeling overwhelmed? Let’s look at what you’ll need in the best booster club software for your organization.

Choose a Gym Management System

How to Choose a Gym Management System

If you’re looking for a system to help you save time and money, we’ve got some tips on choosing the best gym management system for your business.

Start a Cycling Club

How to Start a Cycling Club

Whether you’re looking to start a road cycling club, mountain biking club, or just some friends, you’ll need a few things to get started!

Start Your Own Sports Club

How To Start Your Own Sports Club

Sports clubs can be a great way to meet new people, find new events to attend, and of course, get your fix of your favorite sport!

Case Studies

February 15, 2024

Join It + Rebellion 99? Now, That's a Fiery Combo! 🔥

Discover how Rebellion 99 leveraged Join It for streamlined membership management, automated communications, and actionable insights in this insightful case study.

February 12, 2024

Democrats of the Red Rocks are Organizing Through Join It

Embark on a transformative journey with Democrats of the Red Rocks as they revolutionize membership management with Join It. Discover their story now!

February 7, 2024

NewFilmmakers Los Angeles Cuts Down on Outreach And Follow-up After Using Join It

Discover how Join It transformed NewFilmmakers Los Angeles' membership management, streamlining operations and enhancing member experiences. Learn more!