On the Member Portal, there is a button labeled ‘Explore Memberships’. When a Member clicks ‘Explore Memberships’, they will see a list of your Membership Categories and the corresponding application links.
Can you hide which Membership Categories appear through this button? Yes! Continue reading to learn how to hide a Membership Category from the portal.
The following steps will only work for Contacts who are Members.
Non-Members with Portal Access will always see a full list of Membership Categories upon clicking ‘Explore Memberships’.
If you do not see the ‘Explore Memberships’ button on your Portal Dashboard, contact our Support team so that you can have the feature enabled!
Access The Membership Category
For each Membership Category, you have the ability to choose which of your other Categories its Members can and cannot see upon clicking ‘Explore Memberships’ on their Portal Dashboard.
In other words, you can configure which Categories your Members will see depending on what Category they already belong to!
You cannot hide Membership Categories from Non-Members if the ‘Explore Memberships’ button is present.
1. From the Member365 Administrator Dashboard, click ‘Membership’ from the bar at the top of the screen.
2. On the page that follows, click ‘Manage’ next to ‘Membership Categories’.
3. Locate the Membership Category you are configuring, using the search bar if necessary, then click its name.
Choose which Categories are Visible
You can now configure which subset of Memberships will display to Members of this Category.
4. Click the ‘Configuration’ tab, then click the ‘Membership’ sub-tab.
5. Locate the ‘Hide Memberships’ toggle.
Toggled OFF – When Members of this Category click ‘Explore Memberships’, they will see your full list of available Memberships!
Toggled ON – A series of check-boxes will appear, each representing a Membership Category. Check the box next to any category that you wish to HIDE from view when Members of this Category click ‘Explore Memberships’.
In this example, Members of our ‘Blue Membership’ will see all Membership Categories upon clicking ‘Explore Options’ except for ‘Bronze Membership’, ‘anniversary’, and ‘Certified Member’: those three will be hidden.
6. Remember to always click ‘Publish’ at the bottom of the page to save your changes.
Congratulations, you now know how to control which Membership Categories will be visible to your Members upon exploring their Member Portals, and which will not!