Memberium Parent Child Accounts – How They Work and How to Use Them – Part 4

This is part 4 of a 4 part series covering Memberium Parent / Child or Umbrella accounts. We often get customers asking us how to reduce the amount of work required by parent member to add child accounts. If you have a handful of accounts, doing this manually is easy. However, if you have to add hundreds of child account, the job can be very time consuming.

Another scenario comes up when you are launching a new membership or online course site and you have to migrate users from another systems. Having an automated way to do that is extremely useful so the migration can be done quickly and accurately.

In this final part of the series, we show you how Memberium implements Parent / Child accounts under the covers. Understanding that you have the foundation for importing contacts into Keap / Infusionsoft and creating parent child accounts automatically. Doing this saves time and the end result is the same as if you had manually created them using the interfaces we describe in parts 1 and 2 of the series.