Membership Management Software

https://www.membercentral.com/

- Dues & Billing
- Billing can get complicated and prone to error without the right systems in place. We create reliable and flexible setups that work because they're tailored to your structure and can adapt as needs change.
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- benefits of dues and billing:
  - New and renewing members can pay dues online and add on mandatory or optional services, donations, or groups.
  - Members can sign up to have their membership auto renew each year. Their saved method of payment is used to pay each year.
  - The correct dues rate is automatically assigned based on qualifying criteria in the member profile, such as license date.
  - Offer individual, company, or combined memberships with linked benefits and optional consolidated billing statements by company.
  - Supports Anniversary and Annual dues membership with payment plans and pro-rating based on your preferred schedule.
  - Renewals pre-select each member’s previous year’s package and auto calculate new dues based on current qualifications.
  - Members that don’t renew by the end of their grace period automatically lose access to benefits and a dropped date is recorded.
  - Add ons to dues can be included at no cost up to a certain threshold or have fees associated with set amounts or within a range.

- Groups & Permissions
- Groups segment your database, monitor participation, control benefits, and auto-populate using your designated rules and criteria. They are at the heart of MemberCentral.
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- benefits of Groups & Permissions:
  - Create groups and sub-groups on the fly with a group wizard. Quickly view who qualifies for the group based on your rules.
  - Group rules can be layered and tap into just about any area of the platform to determine who to include or drop.
  - Filter reports faster by using your pre-defined groups. The underlying rules for the group are considered in the results.
  - Quickly send one-way emails to any group, making it easy to share important updates with just a few clicks.
  - Groups are commonly used to grant access to special services, pricing or content for records that meet the group’s criteria.
  - Members move in and out of groups based on their profile or engagement. This movement is tracked so you can monitor trends.
  - “Warning” groups flag records that may need staff review or action, and any group you track can serve this purpose.
  - Members of a group can be given custom badges that display on their records and directories for recognition.

- Email Marketing
- Communicate directly with members, vendors, and prospects from MemberCentral - no third-party tools needed. Use real-time data to build targeted campaigns.
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- benefits of email marketing:
  - The drag-and-drop email builder creates responsive emails without coding and shows how emails will appear on any device.
  - Build emails from scratch or customize a pre-built association-focused template. All templates are fully editable to fit your needs.
  - Easily include or exclude recipients using simple tools or an advanced query builder. Pull from multiple data sets to target your audience.
  - Members can update email preferences without logging in, selecting specific topics or channels they'd like to be included in.
  - Send unique links that skip login and record lookup, making purchases faster and boosting conversions with a smoother experience.
  - Track engagement and revenue with UTM codes and conversion reports that measure campaign, source, medium, and content performance.
  - Insert merge codes into the subject or body of an email to personalize it or provide information for the member to review for accuracy.
  - Privatize your marketing emails by sending them from your domain. A built-in wizard also detects blocked emails and helps fix delivery issues.

- Companies & Linked Records
- You can link records in the AMS through parent companies, employees, offices, history, relationships, or even notes. This improves record management and organizational tracking.
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- benefits of companies and linked records:
  - Link individual records to a parent company to view all employees, customize displayed details like membership status, and filter by assigned roles.
  - Send consolidated billing statements to companies that prefer to pay for all individual employee memberships or bill the company and extend benefits to all employees.
  - Assign roles like partner, sales rep, or accountant when linking individuals to companies, and track or query these roles across groups and reports.
  - You can automatically or manually update data fields from a main record to all or some of its linked records, such as company name or address.

- Online Directories
- Customizable online directories give members self-service access to colleagues and vendors, with flexible privacy, search settings, and control over which information is shared for better collaboration.
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- benefits of online directories:
  - Showcase members with customizable directory profiles, displaying fields in your database, groups, badge icons, and configurable views for search results and detailed profiles.
  - Directory results can be sorted by membership level, alphabetically, or other criteria, with optional randomization to vary record display order.
  - Control directory access and content by setting visibility (public or private), inclusion rules, and specialized directories for vendors, donors, members, or sub-groups.
  - Generate non-dues revenue by offering paid directory inclusion and enhanced listings with exclusive field visibility for participating members or organizations.
  - Members can connect via vCards, MapIt for addresses, multiple phone or email options, and direct website contact forms.
  - Share links to predefined directory searches, giving members instant, up-to-date results without needing to perform a search themselves.

- Dashboards and Reports
- These tools provide real-time data, visual insights, and detailed analyses, helping associations identify trends, improve performance, and enhance staff efficiency and transparency.
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- benefits of dashboard and reports:
  - Query data across multiple areas using simple or advanced filters on custom fields, demographics, addresses, membership, accounting, events, and more.
  - Export reports as on-screen, PDF, or a customizable spreadsheet, selecting, ordering, renaming, and sorting member fields before export.
  - Schedule reports with date-based filters to automatically update the dates and run on a set future schedule.
  - Reports and criteria are saved to your profile with unique URLs, allowing bookmarking, sharing, and copying to create new versions.
  - Create and organize dashboards by naming, grouping, filtering, and arranging charts to quickly access the data you need without running reports.
  - Dashboard charts display metrics over time for quick insights, using tables or graphics that can be exported for emails or presentations.