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Distributing memberships from your Church Impact Dashboard when there is no active class

Updated

You can easily distribute Ramsey Plus memberships to your church members, whether individually or in bulk, with the new Church Impact Dashboard with no specific class session coming up. This ensures that everyone has access to the valuable resources included in Ramsey Plus to keep up their learning and progress even when class is not in session.


Table of Contents: 

How to Distribute Individual Memberships

  1. Go to the "Send Memberships" tab
    • When you log in, you'll see a tab labeled "Send Memberships." Please click on this tab.
  2. Enter the email address
    • At the top of the page, there is a box where you can enter an email address to send a single membership to someone. Type the recipient's email address in this box.
  3. Send the membership
    • After entering the email address, an email with a link will be sent to the recipient if they do not already have an account with Ramsey Solutions under that email address. (EveryDollar, FPU, FCMT, etc.). The person receiving the membership will need to click the link in the email. This will take them to an activation page.
    • If they have used this email address with Ramsey Solutions before (EveryDollar, FPU, FCMT, etc.), the membership will automatically be redeemed to their account and they will not get an email, they will simply be able to go to fpu.com/member and sign in!
  4. Activation
    • On the activation page, the recipient will need to enter their email address in the provided box and click the blue "Get Started Today" button.

How to Distribute Memberships in Bulk

  1. Go to the "Send Memberships" tab
    • When you log in, you'll see a tab labeled "Send Memberships." Please click on this tab.
  2. Select the "Upload .CSV file" button
    • A new option will appear. Click on the button that says "Upload .CSV file."
  3. Choose the desired file
    • A window will open, allowing you to select the file from your computer. Find the file you want to upload and click on it.
  4. Upload the file
    • After selecting the file, click on the button to upload it.
  5. Send the membership link
    • Once the file is uploaded, click the "Send Membership Link" button. An email with a link will be sent to the recipient if they do not already have an account with Ramsey Solutions under that email address. (EveryDollar, FPU, FCMT, etc.). The person receiving the membership will need to click the link in the email. This will take them to an activation page.

    • If they have used this email address with Ramsey Solutions before (EveryDollar, FPU, FCMT, etc.), the membership will automatically be redeemed to their account and they will not get an email, they will simply be able to go to fpu.com/member and sign in!

    • Please note, that the membership/memberships are deducted from your available count as soon as you click on the "Send Membership" button, so be sure these are people who have already said "yes" to taking FPU.

How to Use the "Copy Link" Function

  1. Go to the "Send Memberships" section on the website.
  2. Find the third box in that section and click the “Copy Link” button in that box.
  3. Send this link to the person to which you want to give the membership

Important Additional Notes on "Copy Link" function:

  • The memberships will not be deducted from your available count until the recipient clicks the "Get Started Today" button.
  • Be careful with this link! If it gets shared with too many people, anyone who has the link can use it to get a membership. This could use up all your available memberships.
  • Remember, these memberships can be distributed for up to one year from the day you purchased them.

💡 Pro Tip: Watch demonstration videos made by our FPU team for the new Church Impact Dashboard by clicking HERE.

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