BD QUICK TIPS: Member Billing, Activity & Tags Made Simple

1) Manually Bill Members (00:00:30)

• Manually billing members allows for the creation of custom invoices, which can be one-time or recurring subscription invoices, enabling requests for money and starting subscriptions for individual members (00:00:30).
• The process of manually billing members has been simplified with recent admin dashboard updates, and can now be done through quickre functions, which involve five simple steps, including entering the member's name or email address and choosing the type of invoice (00:01:14).
• The benefits of manually billing members include processing custom payments and orders, supporting custom pricing, and adjusting the start dates of subscriptions, which can be useful for giving individual members discounts or charging them for unique items (00:01:44).
• Manually billing members can also be used to support international users who cannot use default integrated payment gateways, or for transactions that occur off-site, such as cash payments, and allows for marking invoices as paid (00:02:46).
• The new wizard for manually billing members enables starting a subscription, modifying it, and requesting money, similar to PayPal, and also allows for sending reminder emails to members or linking them directly to their member dashboard to accept payments (00:03:42).
• The manually billing members tool is particularly powerful for larger enterprises or those with many members, billings, and products, as it can help with billing new members, collecting past due fees, and managing various payments and invoices (00:04:10).

2) View Members' Activity History (00:04:26)

• The activity history of members can be viewed, showing a log of almost all activity individual members have done on the website, with the default history log going back 30 days (00:04:26).
• Having the admin activity tracking add-on or the VIP add-ons club extends the storage of member activity history to unlimited, and it works similarly to the activity tracking for the entire website, but is filtered to show only the activity of the specific member being viewed (00:04:57).
• To view a member's activity, one can go to the "my members" section, search for the specific member, open their account details, and click on the "activity" tab to see a timeline of their activity on the website (00:05:16).
• The best use case for viewing member activity history is to perform a quick audit trail for an individual member, allowing for faster troubleshooting of issues, such as seeing what activity a member has performed and identifying any accidental changes they may have made (00:05:38).
• The activity log can be filtered by date and keywords, allowing users to see if a member has filled out a specific form, for example, and there are also options to select what types of activity to view, such as email activity, lead-related activity, and finance-related activity (00:06:27).
• The activity log is a powerful feature that can help with troubleshooting and can also be used to see what members are doing on the website, with the ability to revert changes or see who made changes, and it is also helpful for support teams to troubleshoot issues (00:07:39).
• The entire activity tracker for the website can be viewed in the dashboard section, which is helpful for seeing all admin activity, troubleshooting issues, and identifying changes made over time (00:08:07).

3) Member Tags (00:08:32)

• Member tags are a powerful and customizable feature that allows labeling specific individual members with custom tags to organize and segment them outside of the member category structure or membership plans (00:08:32).
• Member tags can be managed in the "my members" section of the admin area, where there is a smart lists and tags page to create new member tags, apply those tags to individual members, and perform bulk actions (00:09:19).
• Member tags can be utilized for targeted management by grouping members with specific tags into smart lists for targeted marketing and management, and also allow for filtering and searching by tags to find specific members (00:10:08).
• Smart lists can be used in conjunction with member tags to filter members based on certain criteria, such as date range, and can be dynamically updated to add or remove members as they meet or no longer meet the criteria (00:10:46).
• Member tags can be added to smart list filters to enhance their functionality for targeted management and marketing purposes, and can also be edited or removed from individual members using the quick edit feature (00:11:12).
• Member tags can be assigned manually, through the API, or by using forms submitted on the site, and can also be used to segment members based on specific characteristics or actions (00:11:59).
• Forms submitted by members can be used to search for and categorize members, and can be used in conjunction with member tags to create targeted smart lists and manage member activity (00:12:16).
• Members who have submitted a form can be searched for on the site, and this feature is useful for internal forms in the member dashboard, while public forms on the site can be filtered through the email forms inbox (00:12:34).
• After filtering members who have submitted a form, a smart list can be created, which is dynamic and updates automatically when members meet the criteria, allowing for targeted email newsletters to be sent to the recipients (00:13:16).
• Member tags are a static way to categorize or label members, and they need to be manually added or removed, differentiating them from smart lists which are dynamically updated (00:14:20).
• When a member tag no longer applies to a member, it needs to be manually removed, highlighting the administrative nature of member tags compared to the automatic updates of smart lists (00:14:43).
• Member tags are already integrated with Zapier, allowing for the creation or update of user actions with member tags, which can be entered using the tag ID, not the tag name, and can be added or removed in a comma-separated list (00:15:12).
• The integration with Pably is also expected to be available, with the possibility of adding or removing member tags using the tag ID in a comma-separated list, similar to Zapier (00:15:59).