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About Ideali
- What Is Ideali 1 min read
- Why Ideali Is Different 1 min read
- Who Can Use Ideali? 1 min read
- $0 Platform fees 1 min read
- Instant Payouts, Get Paid the Moment Your Donors Give 2 min read
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Getting started with Ideali
- Creating Your Ideali Account 1 min read
- Setting Up Your Organization Profile 1 min read
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Dashboard
- Navigating your Ideali dashboard 2 min read
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Campaign Management
- Creating a Donation Campaign 2 min read
- Using the AI description and banner generator 2 min read
- Customizing your thank you email 1 min read
- Managing your campaign after publishing 2 min read
- Share your campaign 2 min read
- Duplicating or Cloning your campaign 2 min read
- Managing Your Archived Campaigns List 2 min read
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Finances & Payments
- Setting Up Your Payment Account 1 min read
- Preset donation amounts, fixed & recurring 2 min read
- Viewing and filtering payments 2 min read
- Payment methods accepted on Ideali 1 min read
- Why payments fail and how to fix them 2 min read
- Managing Your Donors List 2 min read
- Managing Recurring Donations 2 min read
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Tap to pay
- What is Tap to Pay 2 min read
- Setting up Ideali Tap to Pay 2 min read
- Tap to Pay Trouble Shooting 3 min read
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Integration & Embeds
- Embedding Your Donation Campaign in WordPress 2 min read
- Connecting QuickBooks in Ideali 2 min read
- Connecting Constant Contact in Ideali 1 min read
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Account Management
- Sub Profiles to Manage Multiple Campaigns 2 min read
- Setting Up Roles & Users 3 min read
- Securing Your Ideali Account 2 min read
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Memberships
- Creating and Managing Membership Types 5 min read
- Managing Members Profiles 2 min read
- Reviewing Pending Membership 3 min read
- Membership Payments and Invoices 3 min read
- Building Custom Forms for Membership 3 min read
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Ideali for Donors
- Make a Donation Through Ideali 2 min read
- Optional donor tips 1 min read
- Make a Recurring Donation 1 min read
- Your Donation Receipt 2 min read
The Members page shows everyone enrolled across your membership types. From here you can search, filter, and view detailed profiles for each member.To access it, go to Membership in the left sidebar and click Members.

Filtering Members
Use the Filters panel at the top of the page to narrow down the member list:
- Search — Search by name or email.
- Membership Type — Filter by a specific membership type, or view all.
- Membership Status — Filter by status, or view all.
Click Apply Filter to update the results, or Clear to reset all filters.
Members List
The members table displays the following information for each member:
- Member — The member’s name.
- Active Membership — The membership type they are currently enrolled in.
- Membership Status — Whether the member is Active or another status.
- Email — The member’s contact email.
- Membership Expiry — The date their current membership expires or renews.
Click the three dot menu under Actions next to any member and select Detail to open their full Membership Profile.
Membership Profile
The Membership Profile page gives you a complete view of a single member, including their registration details, contact information, and membership history.
At the top of the page, you’ll see key details at a glance:
- Active Membership — The membership type the member is currently enrolled in.
- Status — The member’s current status, such as Active.
- Member Since — The date the member joined.
- Expire — The date the current membership period ends.
Each member also has a unique Member ID displayed for reference.
Profile and Contact
Displays the core contact details collected during registration, including Name, Email, and Phone.
Address
Displays the member’s address information, including Type (e.g. Home), Address Line 1, Address Line 2, City, State, Country, and Zip/Postal Code. Any fields not provided during registration will display as “Not provided.”
Membership History
Shows a record of the member’s membership types and their expiry dates, with the most recent record listed first.
Custom Questions
If the membership type included custom questions during sign-up, the member’s individual responses are displayed here.
Membership Notes
Displays internal notes attached to the member’s record, such as “New Registration.”
Click Back to Members at the top of the page to return to the full members list.


