Contacts serve as the central hub for tracking and managing your members. The system automatically creates member contacts when visitors subscribe to any plan. Access these through the [Contacts] panel under [Lists and Segments].

Key Member Management Features:

• View all subscription plan members
• Track membership history and spending
• Add custom notes and tags
• Monitor email addresses and contact details

Viewing Member Details:

1. Open [Lists and Segments]
2. Click [Members]
3. Sort by name or email
4. Select a member to view their details
5. Click [Full Profile] for complete engagement data

Issuing Refunds:

1. Navigate to [Digital Goods] > [Orders]
2. Select the relevant order
3. Click [Refund]
4. Enter amount and confirm

Canceling Memberships:

1. Go to [Lists and Segments] > [Members]
2. Search for member
3. Select pricing plan
4. Click [Remove from Membership]
5. Confirm cancellation

Note: Cancellation immediately revokes access. Encourage members to pause instead if you want to maintain access until billing cycle ends.

Supporting Customer Accounts:

• Members use the main navigation login
• Encourage login before signup
• Cannot transfer plans between accounts
• Only members can edit payment information

Email Notifications: Creators receive alerts for:

• New signups
• Regular payments
• Failed payments
• Membership cancellations

Contacting Members:

1. Access [Lists and Segments]
2. Click [Members]
3. Select member
4. Use email address for direct contact
5. Create mailing lists for bulk communications

Transitioning Existing Members:

• Members must personally sign up
• Cannot create/import contacts manually
• Consider offering:
  • Discount codes
  • Early access periods
  • Clear communication about changes

Pro Tip: Use password-protected pages and discount codes to facilitate smooth transitions for existing members.

For bulk transitions, send clear instructions via email campaign, including:

• Signup process
• Discount codes (if applicable)
• Deadlines
• Access instructions

Maintain regular communication and support throughout the transition process to ensure member satisfaction and retention.

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