Admin member management

In this help article, we’ll walk through how to search for members, manage their accounts, view integration and post email statuses, review member activity, and check email history.

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Search for a member

From your dashboard homepage or the Members tab, enter a member’s name, email address, or order number in the search bar to locate their member profile. Member profiles are made up of 4 sections: Member, Integrations, Activity, and Emails.

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Manage your members

On a member’s profile, the Members tab is open by default. Use it to review key details and take action.

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Add a private note

Leave an internal note on the member’s profile (for example: context from a support conversation, preferences, or follow-ups). You can also review private notes in the Members CSV export.

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View member details

See helpful account details at a glance, like total spend and All Access Pass status.

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Review custom field answers

Access the member’s responses to any custom fields you’ve set up. You can also pull these responses in the Members CSV export.

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Update or remove a credit card

Update the payment method on file, or remove the saved card when needed.

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Manage subscriptions and plans

View which plans the member is currently subscribed to, or add a new subscription to a plan.

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View attributes and referrer data

Check member attributes (like tags/metadata used in your workflow) and see any available referrer information.

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Send your member a sign-in link or password reset email.

From the Member tab on their profile, use the Actions menu to send them either a sign-in link or a password reset email.

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Check a member’s post email status

From the Member tab in their profile, check the Subscribed to posts status to confirm they’re subscribed to receive Memberful posts. If you want to track the status for all your members, export a member CSV and check the Subscribed to posts column.

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Edit or delete a member

Click Edit member to edit the member’s name, email, address and phone number (if applicable), or to add or remove an all access pass. You can also remove a member by selecting Edit member, then clicking Delete (member name).

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View a member’s integration status

From the Integrations tab in their profile, you can view the member’s status with each of the following integrations: Campaign Monitor, Kit, Discord, Drip, Mailchimp, Mailerlite, and Sailthru.

• Subscribed (email) or username set for Discord: Successfully synced member
• Pending: Sync in progress
• There is no data for this member and the integration: Review reasons below

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Why member data might not appear for an integration

There are a few reasons we might not be able to show a member’s status:

• Invalid email: Some services (like Mailchimp) reject certain email formats, such as @example.com.
• Service-level blocks: The email might be flagged (e.g., on a hard bounce list).
• Discord-specific issues:
  • The member hasn’t connected their Discord account.
  • They connected but were removed from a private server after their subscription ended.

For newsletter integrations:

• The member unsubscribed, preventing syncing. Learn how to fix it.
• You’ve hit a service limit (e.g., Mailchimp allows a max of 60 interest groups).

If none of these apply, try adding the member’s email directly in the service. If successful, Memberful will usually start syncing automatically.

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Review a member’s activity

From the Activity tab in their profile, you can see all the member’s activities.

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View a member’s invoice history

From the Activity tab in their profile, click the Order # to access and download their invoices. If they’re subscribed to multiple plans, click a specific subscription from their member profile, scroll down to the Activity section, and click the relevant Order #.

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Access a member’s email history

From the Emails tab in their profile, you can access both their transactional email and post newsletter history. You can use these records to confirm if an email was successfully delivered or not, and what action should be taken to fix any issues. There are two kinds of failed email delivery records:

• Hard Bounce: This occurs when there’s a permanent issue with delivering your email.
• Soft Bounce: This occurs when there’s a temporary issue preventing your emails from getting delivered.

The resolution depends on what caused the bounce in the first place. Click the Processed, Delivered, or Bounced icons to see the details and next steps.