In Rhythm, you can set up Membership ID Card templates so that your members can generate a special Membership ID in the portal.
Create your Membership ID Card Template
- Start in the Membership & Committees app
- Click Setup
- Expand the Membership dropdown menu
- Click ID Card Templates
- Click Create Membership ID Card Template
- Add a name for your template
- Configure your ID Card using merge fields and the provided rich text editor
Helpful hint: You can filter different categories of merge fields by clicking the first box on the left; you can also select the “All” category and filter fields by typing (ie, “name” or “chapter”)
- If you’d like to check how your template looks while you work on it, you can click the Preview button and select a contact or organization to preview the card with
- Once you’re satisfied with your template, click Save Changes
Set your default Membership ID Card Template
- From Membership & Committees Setup, click Other Settings
- Scroll to the Membership ID Cards section
- If Membership ID Cards are disabled, click the toggle to Enable them
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Select your Default ID Card Template
- If you’d like members to be able to print their ID card in the portal, click the checkbox “Allow members to print their ID cards in the portal”
- Once you’re done, scroll to the bottom of the page and click Save Changes
Apply Membership ID Card Templates by Member Type (optional)
If you’d like a specific Membership ID Card Template to be used for different Member Types, you can do so with these instructions:
- From Membership & Committees Setup, expand the Membership dropdown
- Click Types
- Edit the membership type whose ID Card you’d like to update
- In the Other Info section, select your ID Card Template
- Scroll to the bottom of the page, then click Save Changes
Frequently Asked Questions
How do members get their Membership ID Card from the portal?
When Membership ID Cards are enabled and the box “Allow members to print their ID cards in the portal” is checked (see step #2), members can access their ID card by going to their Membership Overview page in the portal and clicking Print Membership ID Card.
Can I generate a Membership ID Card for someone in the console?
Yes! To generate a Membership ID Card for a member, first navigate to the member’s Membership 360 page, then click Contact Options > Print ID Card.
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