Membership Management

So you should be actively engaging as many members as you can while Membership Management. However, the more members we attract, the harder it is to organize, manage, and juggle all of your member data. From recording basic personal details to having accurate contact information to compiling event metrics, our team needs an effective solution to best makes sense of all this data.

How to organize Membership Management data:

Additionally, with the right CRM, we can compile reports on certain trends and engagements. This saves our team time from manually organizing member data, so they can instead focus on creating educational programs and hosting engaging events. So, we can organize our member data with these tips:

  • Store member data in one place.
  • Provide members with a dedicated place to interact.
  • Track member engagement.
  • Consistently review your competitor data.
  • Don’t forget about events!

Centralized Membership Management data:

A common mistake that we make is tracking and storing member data in multiple different tools. Our association’s member data should be centralized in our member database or constituent relationship management (CRM) system. From there, add on other tools and build out our membership management plan.

With our data centralized in CRM, we can easily oversee and manage members, and we can automate manual and tedious tasks, freeing up more time for us to work on strategic initiatives. As members continue to engage with our organization and each other, the data will flow effortlessly to our CRM system, ensuring accurate and up-to-date information always.

Member Directory

In addition to maintaining an effective, centralized database for our staff to reference, we should offer an easily accessible directory that members can access.Providing a member directory helps us to ensure that:

Member details are correct.

Allow members to log in to the directory themselves and update their own profiles. This is valuable because it gives our members autonomy and reduces the risk of mistakes in each profile. Members can conveniently edit their profiles as their lives change.

Members can showcase what they’ve accomplished.

Our association is going to offer a plethora of educational opportunities, classes, and events to provide our members with official accreditation. Make sure badges, awards, and certification is publicly displayed in member profiles.

Member profiles reflect your association and mission.

Using fields that our association team can configure, customize our member directory to our specific association. For example, if our system is for teachers and other educational figures, we can include a field describing what grade the member teaches.

Track relevant member engagement:

As we’re figuring out how to manage our member data, don’t forget about member engagement. We can’t predict when someone might change professions or move to a location our system doesn’t reach, but there's a lot you can do to keep existing members to take interest and fulfill – and keeping track of these types of engagement should be integral to our member management strategy.

Providing them with intuitive tools (like a navigable member directory!) will ensure they feel a sense of ownership in our system experience. We can also track specific metrics such as:

  • Dues payment history
  • Content downloads/subscriptions
  • Website engagement
  • Event attendance

Our members join our association because they want to take advantage of the incredible opportunities and events that we offer. Make sure we are constantly working to engage our members and that you possess the tools to track these efforts.

Reports and Review

From member management to event data, our team can carefully review what we're doing right and where we can improve. For example, it can be helpful to know if most of our members registered for an event through a specific channel, so we can adjust our next event marketing strategy accordingly.

Take a look at our member database and consider what type of reporting would be the best fit:

  • Built-in reports.
    These allow our team to view essential metrics and trends whenever they need to, without having to rely on a third-party reporting service.
  • Customizable reports.
    Depending on which part of our system’s team is trying to compile a report, we can customize each staff department to see different statistics. Event planners can access event reports, while marketing specialists might be more interested in promotional reports.
  • Intuitive drag-and-drop reports.
    With drag-and-drop report building, our team members can easily build their own reports without IT assistance.

Effective reporting gives us thousands of insights to develop smarter marketing strategies, host more successful events, and offer more compelling educational opportunities.

Events

We are likely to have some sort of event management tool to facilitate planning and so on, but it can also be used to track specific data points. Consider the following metrics to supplement our member profiles and offer a more comprehensive understanding of the member base:

Fields in the event registration form.

The fields in our registration form are going to record the data that ends up in our CRM system. Make sure we ask for the attendee information we need, as well as offer multiple registration options and provide the necessary forms. For example, you might require certain waivers if your event includes physical activity, travel, or equipment use.

Payment preferences.

We make sure that we provide a secure payment processor. Don’t force registrants to go to a third-party website when they’re inputting their card information—it’ll make our management system look unprofessional and risk making our members worry about information security.

Make sure our event data can easily flow to our member database, whether with an integration processor with a native event tool. Monitoring event metrics like these give our ideas on how to improve future events, making our staff’s lives easier and helping you grow attendance.

Contact Us

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