The Member Database is the core of the system, and it lets you efficiently manage your members and track your prospects and other non-member types.
New Member Registration
Online Member Registration - allow new members to join online and pay dues via credit card.
Member Agreement - require agreement to a legal document before allowing a new member to sign up.
Welcome Message - customize an automatic welcome message for new members.
Pending Approval - optionally, pend new members for approval.
Discount Codes - offer discount codes during membership drives.
Membership Plans - offer differently priced membership plans with different terms; offer annual, quarterly, or monthly memberships.
Prospect Conversion Tool - in broadcast emails, include a link to constantly remind prospects they can join with 1-click.
Membership Card - offer your members a printable membership card as well as a digital version in a mobile app.
Dynamic Custom Fields - collect information specific to your organization; fields can include short text, long text, indicator, select, multi-select, date, integer number, and decimal number; different data can be collected for different member and non-member plans.
Admin Fields - admin fields can only be viewed by admin-level users, which allows admins to privately record notes on members and prospects.
Custom Reports - build stored queries; produce exports, postcards, mailing labels, member lists, and other custom reports via an easy-to-use tool.
Cross Reference / Sub-Members / Accounts - optionally, allow members to add additional people under their membership; this can be used to allow for additional employees to be listed, family members, or whatever suits your association.
Projects / Committees - keep track of subgroups within your organization; also includes communication tools to allow committees to communicate with one another via message boards and have their own web pages; great place for your board of directors, event committee, sponsorship committee, etc.
Broadcast Email Messages and Newsletter Lists - allows you to manage a variety of lists for email distribution or mailing of publications.
Business Categories / Product Types - for members that are businesses, assign them to multiple categories or organize them by the products and/or services they offer; this allows admins to communicate with select members; this also allows for members to be searched on by these fields in the member directory.
Address Fields - the system has an optional feature to have multiple address fields per member - main address, alternate address, billing address.
Member Photos - allow members to upload a photo of themselves or a logo; alternatively, you can grant them the ability to upload entire volumes of photos.
Member Documents - allow members to upload relevant documents (ex: licensure, certification, resume, company brochure, event flyers, etc.).
Permissions and Security Levels - there are multiple ways to grant access to your admins, board, and members; with this, you can be sure to grant access to who needs it and hide features from people who don't need access.
Member Number - allow for automatic generation of a member ID number.
Referred-By Tracking - keep records of how your prospective members found you.
Profile Field - for member directories, allow members to create rich-text content to display within a directory.
Quick Add - will show a subset of fields to allow for easy adding of members.
Data Upload - if you need to frequently add many members at a time, ask us to turn on the member-upload feature.
Member Change Tracking - reporting is available to see who last changed a given record.
Member Change Notification - if a member changes their profile info, you can (optionally) receive a notification email.
We offer a variety of standard directory types and formats to present member lists both public and private.