Home → Membership → Value Statement → Overview
9.1. Overview
Value statements are accessible via a unique URL which can be added to renewal reminders, emails, invoices, RubiCRM templates and other locations.
These statements help your members/customers to better understand their overall activities with you and any savings/value associated with those activities.
Value statements can also be tailored to display/hide specific sections.
Once accessed, value statements enable your members/customers to:
- View current Member/Customer Status, Type, Joining and Renewal Dates
- View activity charts to see a count of sales activity (Bookings, News, Export Docs, Boosts etc)
- View their total amount of savings for the current membership year
- View a full activities table to understand where savings have been applied
- View in-depth details of Membership Boosts, Referrals and Quest Services.
- View activities and savings for organisations they are affiliated with
- View sections containing information unique to your organisation
- Renew membership via the Renew button!
This page was: Helpful |
Not Helpful
