Send Memberships (With or Without a Class)

You can send Financial Peace memberships to individuals or groups directly from your Impact Dashboard. This can be used to add people to a class or simply give them access to FPU.

This guide walks you through:

• Sending memberships to individuals
• Sending memberships in bulk (CSV upload)
• Using a shareable link
• Adding members to a class (or not) 

Before You Start

• You must be listed as an Administrator to send memberships. 
• Memberships are deducted as soon as they are sent (except when using the shareable link - see below) 
• Each membership gives access to Financial Peace All Access, not just a class. To learn what's included: What is Financial Peace All Access?

Option 1: Send a Membership to an Individual

Steps:

1. Go to the Send Memberships tab in your Impact Dashboard
2. Enter the recipient's email address
3. (Optional) Toggle "Add them to a class" ON and select a class
4. Click Send Membership

What happens next:

• If the person does not have an account associated with Ramsey Solutions, they'll receive an email letting them know that they have been invited to set up their Financial Peace membership.
• If they already have a username and password with Ramsey Solutions, the membership is automatically applied. They can log in at fpu.com/member.

Option 2: Send Memberships in Bulk (CSV Upload) 

Steps:

1. Go to the Send Memberships tab in your Impact Dashboard
2. Click Upload .CSV file
3. Select your file and upload it
4. (Optional) Toggle "Add them to a class" ON and select a class
5. Click Send Memberships

What happens next:

• Invitations are sent to all the emails in the file.
  • If the person does not have a Ramsey account, they'll receive an email invite
  • If they already have an account, the membership is automatically applied. They can log in at fpu.com/member.
• Memberships will be deducted from your count. 

Option 3: Share a Membership Link

Steps:

1. Go to the Send Memberships tab in your Impact Dashboard
2. Find the "Send a Quick Membership Link" option and click on Copy Link
3. Share the link via email, text, or your church platform. 

Important notes:

• Memberships are NOT deducted until someone enters their email address on the registration page and clicks "Get Started Today"
• Anyone with the link can use it, so be careful where you share it. 

Adding Members to a Class

You have two ways to add someone to a class:

Option A: Add them while sending the membership

• Toggle "Add them to a class" ON when sending

Option B: Add them later after the membership has been sent and activated

• Go to My People
• Click on the three dots next to their name/email
• Click Add to a Class
• Select the class that they should be in and click on Add Member to Class.

Helpful Tips

Didn't receive an email?

• Have them check spam/junk folders
• If they already have a Ramsey account, they will receive a welcome email, and they can log in directly.

Invites expire after 5 days

• Members can still activate their account by resetting their password at login. For instructions: How Do I Reset or Change My Password?

Track your Memberships

• Go to the My People tab to see:
  • Who has activated their membership
  • Who is still pending

When Should I Use Each Option?

Still Having Trouble?

If you're running into any issues with your memberships, contact our team at fpadmin.help@ramseysolutions.com 

If you run into issues after sending a membership (like no email, pending status, or missing from your class), check out: Fix Issues After Sending a Membership (status, invites, roster)