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How do I create a membership coordinator profile?

Each membership must have a membership coordinator. The coordinator's contact information will be displayed in the confirmation email sent to new members.

You can input a specific person as coordinator or use generic language consistent with your organization's business practices.

Only one coordinator can be assigned to each membership and receive copies of confirmation emails. Since there will be times when an email does not get through, it is recommended that the coordinator access your account to view the up-to-date member reports. If other staff members require member information as members' signup, they too should login to your account to view member reports.

  1. From the Setup section of the Membership menu, choose Coordinator.
  2. Click Add Coordinator.
  3. Enter the coordinator's information into all fields:
    • First Name of the coordinator, that is shown on relevant membership pages.
    • Last Name of the coordinator, that is shown on relevant membership pages.
    • User Name. Although this field is required, login functionality is not currently available. At a future date, the coordinator will be able to use this user name to log into a restricted Admin section of your GiftTool account. (This should be different than the user name established for your main GiftTool account)
    • Password. Although this field is required, login functionality is not currently available. At a future date, the coordinator will be able to use this password to log into a restricted Admin section of your GiftTool account. (This should be different than the password established for your main GiftTool account)
    • Email Address, that is shown on relevant membership pages and displayed as the 'From' email address in your members inbox. The email address listed will receive email notifications when a member signs up/renews online.
    • Telephone Number, that is shown on relevant membership pages.
  4. Click Save.
  5. Next, select the coordinator when setting up your membership.



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