Managing Member Profile Setup and Update Requests in PushPress
Overview of Profile Setup and Update Process
Managing member profiles in PushPress involves sending and resending profile setup or update requests using features in the Core system. The current workflow replaces older email methods with a streamlined "Profile Set Up email" option. Additionally, credit card collection procedures remain distinct from the profile setup process.
What Information is Collected During Profile Setup?
When requesting profile setup or updates via PushPress, members are prompted to provide the following:
Personal details such as birthday, address, and emergency contact information.
Selection or reset of the password for the Member App.
Important: Credit card details are not requested within the profile setup process. To collect credit card information, use the “Request New Credit Card” action within the client’s profile in Core.
Sending or Resending Profile Setup Requests
The previous method of sending profile setup or update emails is deprecated. Instead, users can now use the enhanced "Profile Set Up Email " option to accomplish the same goal.
Steps to Send a New Profile Setup Request
Open the member’s profile in the Core dashboard.
Navigate to the Personal Information section.
Click on Profile Set Up Email in the personal information section, to send the setup link. This allows members to securely complete or update their profile.
Steps to Resend a Profile Setup Request
If a member needs the link resent:
Open the member’s profile in Core.
Scroll down to the Personal Info section.
Locate and click the button for "Profile Set Up email " to resend the profile setup/update link. This action prompts the same setup process members would complete upon first receiving the link.