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iMIS
iMIS 100
Documentation
Address Verification Service (AVS)
Get Started
iMIS 100 Documentation
Latest Release: October 2026 (100.3.184)
Previous Releases
Community
Account pages
Understanding and modifying account pages
Editing custom account pages
Adding alerts to account pages
Creating a panel and adding it to account pages
Contacts
Adding contacts
Editing contacts
Finding contacts
Marking a contact for deletion
Setting primary organization
Managing organizations as a group member administrator
Managing duplicate contacts
Erasing a contact's personal data
Address Verification Service (AVS)
Contacts
Address Verification Service (AVS)
Clubs
Updating the club account pages
Working with clubs
Working with Club programs
Club check-in/out
Checking into a club program session
Creating a new school
Modifying the available demographic options
Identifying a member's primary club
Club reports and business objects
Using the Workbook Converter to import clubs and members
iMIS for Clubs: Working with historical member data
Security
Overview of security throughout iMIS
Assigning security credentials and staff access
Contact security queries
Password security
Securing RiSE websites
Unlocking a user's account
Updating usernames and passwords
GDPR guidelines
Website cookies
Setting up groups
Hiding inactive groups
Administering volunteers
Membership
Batches & Invoices
Understanding an empty group renewals batch
Viewing and paying renewal invoices
Reversing past-due membership renewal invoices
Cancelling a renewal for a member
Groups
Setting up fees
Processing membership group renewals
Understanding the Group Member Detail
Joining (Join Now)
Setting up Join Now
Setting up Organization Joins
Examining the Membership dashboard: Total members
Defining prorating rules
Renewing (Renew Now)
Generating renewal for single contact
Allowing members to change roles during renewal
Membership renewal processing rules
Member website content
Configuring the itemized renewal page
Creating a wizard for membership joins
Creating member-specific content
Fundraising
Donations
Creating donation purposes
Creating donation pages using the out-of-the-box Give Now pages
Setting up a custom donation page
Associating donations with specific gift items
Configuring specific donation pages
Tribute donations
Donating as an organization
Importing donor and donation data
Permitting donors to give without logging in
Gifts
Defining gift items
Entering gifts
Finding gifts
Adjusting gift payments
Setting up In-Kind gifts
Receipting
Issuing and viewing charitable receipts
Ensuring gifts are eligible for receipting
Gift Aid
Overview: Gift Aid and iMIS
Eligible Gift Aid donations
Setting up Gift Aid
Creating the Gift Aid donation page
Gift Aid claims
Gift Aid declarations
Setting up moves management
Events
Creating an event
Defining event pricing and registration options
Adding program items to an event
Creating recurring sessions for events
Adding locations for events
Managing event templates
Adding a Zoom meeting link to an event
Setting up event pricing groups
Managing registrations
Registering for events
Finding registrations
Changing registrations after registration is complete
Overriding event pricing
Registering someone else
Checking in to an event session
Managing events
Managing individual events
Deleting an event
Deleting registration options and program items
Searching for events
Event calendar
Facilitating events
Cancellations
Cancelling an event registration
Charging a cancellation fee
Commerce
Products
Defining products
Defining a collection of items
Granting access to secure website content
Entering and reviewing order notes
Managing product classes
Ordering products
Using special pricing
Checkout configuration
Setting up the shopping cart
Clearing or deleting customer carts
Suppressing the order confirmation
Defining promotion codes
Applying promotion codes
Purchases
Using On behalf of
Overriding a price
Viewing contacts with an open cart
Marketing
Communications
Sample communication templates
Communication checklist
Sending communications to contacts
Creating a new communication template
Advanced Email
Checking authentication for SPF records
Creating a communication with an attached SSRS report
Setting up a default communication template
Attaching a Report Writer report to a communication template
Tracking email interactions with contacts
Accessing and modifying a saved communication template
Communication logs
Managing communication preferences
Using conditional functions in communication templates
Using the foreach placeholder
Maximizing deliverability
Customizing the out-of-the-box templates
Using Word Mail Merge
Campaigns
Marketing concepts and terms
Setting up campaigns
Planning a campaign
Creating a basic campaign
Basic campaign example: Professional conference
Campaign tips
Monitoring and measuring performance
Importing source codes
Assigning source codes to hyperlinks
Finance
Gateways
iMIS Pay Gateway
iMIS Pay: Getting Started Guide
iMIS Pay application process: FAQ
Setting up the iMIS Pay gateway
iMIS Pay FAQ
iMIS Pay post-implementation guide
ACH/Direct debits FAQ for iMIS Pay gateway
Stripe gateway
Invoices
Printing invoices
Paying open invoices
Adjusting invoices
Reversing an invoice
Payments
Payment methods and payment method sets
Using Pay Central Live to review payments
Entering payments
Viewing payments
Refunding payments
Recording a payment reversal
Using Pay Later
Applying prepayments
Applying an open credit
Using the 'Retrieve processed payments from Pay Central' scheduled task
Backdating cash and check transactions
Accounting
Defining the default financial accounts
Understanding the GL entries for check refunds
Exporting general ledger transactions
Viewing and posting batches
Viewing gateway transactions
Accounting for Unearned Income
Printing contact account statements
Automatic payments (AutoPay) PLUS
General AutoPay information
iMIS AutoPay FAQ
AutoPay: Region and gateway comparison chart
Configuring AutoPay
Configuring the AutoPay settings
Configuring automatic membership renewals
Configuring automatic recurring donations
Using the 'Retrieve processed payments from Pay Central' scheduled task
Allowing members and donors to cancel their own enrollments
Understanding how recurring donors are billed
Sending confirmation emails for recurring payment enrollments
Enrolling with AutoPay and managing enrollments
Enrolling a member with AutoPay
Enrolling a donor with AutoPay
Reviewing and updating AutoPay enrollments
Adjusting the amount and collection date for recurring donations
Changing the payment method for AutoPay enrollments
Automatic payments (AutoPay) PLUS
Processing recurring transactions
Automating the recurring donation process for staff users
Resubmitting failed automatic payments
Modifying an existing AutoPay payment method when using the iMIS Pay or Stripe gateway
Recurring donor is being charged every day (repeated AutoPay payments)
Direct debits PLUS
Taxation
Setting up tax information
European taxation (VAT)
Setting up Canadian taxation (GST and HST)
Reports
Reports Setup
iMIS Report Writer
iMIS Report Writer: Best Practices
Report Writer FAQs
Sample Report Writer reports
Creating an ExpressView report
Creating an Advanced Report PLUS
Creating an Advanced Report based on an imported template
Advanced Reports: Report Options
Advanced Reports: Report Viewer Options
Creating a Dashboard with Report Writer PLUS
Creating a chained report
Creating a CrossTab report PLUS
Creating barcodes PLUS
Adding reports to account pages
Printing an attached Report Writer report
Adding business objects and queries as available sources in Report Writer
Attaching a Report Writer report to a communication template
Filtering reports using URL parameter values
Displaying Report Writer reports
Formatting dates in Report Writer reports
Exporting and importing Report Writer reports
Using contact images and organizational logos in Report Writer reports
Reporting with IQA or SSRS
Reporting in IQA
SSRS reports
Provided SSRS reports
Understanding provided reports
Contact reports
Fundraising reports
Event reports
Product reports
Commerce reports
Accounting reports
Content reports
Modifying and creating SSRS reports
Setting up SQL Server Data Tools
Creating IQA-SSRS reports
Creating standalone SSRS reports
Modifying a sample SSRS report
Changing the default layout for reports
Adding or replacing a report logo
RISE
RiSE
Site Builder
Using Quick Start Sites
iMIS Dashboards Overview
Modifying out-of-the-box dashboards
Tailoring default navigation and content
Optimizing iMIS content for better search results
Managing shortcuts
Creating a site
Using sitemaps
Managing websites
Keeping users logged in while navigating through subdomains
Tailoring the homepage for logged-in users
Accessibility best practices
Using iMIS with social media
Controlling sitemap behavior
Implementing Responsive Web Design (RWD)
Using RiSE to maximize SEO results
Tracking your site with Google Analytics 4 (GA4)
Updating the iMIS time zone
Creating custom 404 and 500 pages
Page Builder
Creating content
Overview of content records
Defining and publishing content
Copying or moving content
Reverting to an earlier version of a content record
Easy Edit overview
Using the contact redirector
Using redirector ASPX pages
Creating custom layouts
Defining content folders
Enabling workflow for content authoring
Managing files and images
Purging or restoring deleted content records
Managing content set within an expiration
Choosing keywords and description text for a content record
Changing zone properties
Theme Builder
Using out-of-the-box themes
Creating RiSE-built website templates
Creating custom themes
Updating the homepage images on out-of-the-box themes
Changing Telerik skins
Customizing the colors of website icons
Using the Constellations_Classic template
Dynamic Content Items
Configuring content items
Commerce gallery
Cart Charges Display
Cart Checkout Button Link
Cart Details Display
Confirmation Display
Continue Shopping Button Link
General Product Display
Order Confirmation Display
Promotion Manager
Related Items
Shipping Method Selector
Submit Order Button Link
Contact gallery
Address Mapper
Change History Display
Change Logon Password
Communication Preferences Editor
Contact Account Creator
Contact Address Editor
Contact Attendance Editor
Contact Mini Profile
Contact Sign In
Engagement Score Display
Interaction Log
Social Profile List Creator
Content gallery
Alert Display
Big Button Panel
Content Block
Content Collection Organizer
Content File
Content Html
Content Reference
Content Tagged List
Data Showcase
Embedded Web Page
Panel Editor
Slideshow
Social Share
Video Player
Events gallery
Event Calendar
Event Check-In
Event Display
Event Program Display
Function Display
Program Item Occurrences Display
Finance gallery
Automatic Payment Enrollments
Batch Invoice Payment Processing
EFT Batch Status
Invoice Payment Link
Open Credit Display
Open Invoice List Display
Payment Creator
Payment Option Manager
Fundraising gallery
Donation Creator
Gift Aid Claim Manager
Gift Aid Declaration
Recurring Donation Creator
Tribute Gift Editor
Groups gallery
Group Full Roster
Group List Editor
Group Mini Roster
Household Editor
Owned Item List
Uniform Item Context
Utility gallery
Club check-in
Common Search
Communication Creator
Contact Us
File Importer For Web Services
File Viewer For Web Services
Log Viewer For Web Services
Progress Tracker
Query Chart Viewer
Query Menu
Query Template Display
Recent History
Report Display
Report Writer Display
SSRS Report
Summary Display
Website gallery
Content Display
Main Content Placeholder
Primary Navigation
Secondary Navigation
Utility Navigation
Tagging
Defining tagged list formats
Defining tags
Searching for tagged items
Maintenance
Defining user-defined fields
Defining content types
Defining content authority groups
Intelligent Query Architect (IQA)
Getting started with IQA queries: Business Objects
IQA Queries: Best Practices
Building IQA queries: Tutorials
Understanding IQA
Adding a query source to the default list
Defining queries
Developing filters
Adding links to IQA results
Creating Groups with IQA
Granting queries access to the REST API
Creating templates to display query data
Displaying hierarchical grids
Business Objects
Understanding business objects
Working with Business Object Designer
Business Object Designer field reference
Form Builder
Creating Forms: Tutorials
Using Form Designer and the Form Library
Understanding the form elements
Using Drag-and-Drop mode
Using multi-layouts
Using Rules
Health Check
Form groups
Approvals
Displaying a form
Reporting and viewing submitted form information
Using the Form migration tool
Accessing forms based on authentication
Working with out-of-the-box Forms
Form Builder FAQ
Post processing with Forms
Panel Designer
Configuring the Panel Editor content item
Managing panel sources
Restricting or granting REST API access to panel sources
Creating a panel and adding it to account pages
Creating standalone panels
Creating a panel that allows multiple entries
Editing a panel with an explicit value list
Creating event-based panels
Adding images to panels
Logging changes to panel data
Indexing panel properties
Process automation
Process automation FAQ
Licensing for Process automation
Understanding scheduled tasks
Overview of out-of-the-box scheduled tasks
Using out-of-the-box scheduled tasks
Creating and editing scheduled tasks PLUS
Sending scheduled communications
Sending scheduled reports
Overview of out-of-the-box alerts
Creating new alerts
Scoring
Document system
Workflow
Upgrade log
Settings
Settings Setup
About iMIS
Configuring licensing in iMIS
Resetting the website cache
Organization: Settings
Contacts: Settings
Logging in with social media
Single Sign-On (SSO)
Implementing OpenID Connect (OIDC)
Addresses: Settings
Groups: Settings
Fundraising: Settings
Events: Settings
Commerce: Settings
Finance: Settings
Advanced email: Settings
RiSE: Settings
Workbook Converter
Using the Workbook Converter
Workbook Converter FAQ
Workbook Converter tips
Pre-conversion tasks
Locating the Workbook Converter
Preparing the workbook data
Importing the workbook data
Post-conversion tasks
Importing groups
Importing standalone panels
Importing AutoPay data into the Workbook Converter
iMIS for Clubs: Working with historical member data
Additional Resources
Additional Resources Overview
Glossary
iMIS reserved words
Browser requirements
Address Verification Service (AVS)
dfh
Updated 3 months ago
Contacts
Clubs
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