Follow the below steps to export the transaction list from the app -: Step 1: Go to Membership >> Transactions and click the Export transactions button from the top-right corner of the screen. The transaction list will be imported in the CSV format.
Introduction When managing customer data, having a streamlined process to collect and utilize additional information is key for personalized marketing and enhanced customer experiences. AiTrillion’s integration with FormBuilder and Membership ...
Introduction Membership module gives you an option to import bulk members through CSV on the membership plans. You can import the members into a free membership plan or a paid membership plan. When you import members in a paid plan. You need to add ...
Introduction Form builder gives you an option to export your customer’s submissions. You can view the submission results directly through the application. Additionally, you can also export your data to a CSV file. Here are the steps to View and ...
Watch the Quick Video below to set up the Membership module Membership Module Integration Steps Create Plan Add Short-codes in theme liquid files(Optional) Add Short-codes in theme liquid files only if using Restricted Access(Plan Rules) in ...