Memberships, Surveys,

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Memberships, Surveys, Donations

• Presented by
• Javier Lozano
• Client Services

This session will begin in a moment. Please turn
your cell phones and pagers to silent mode.
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Memberships

• The Membership basics
• Web-based Membership Module
• Signup, pay, renew, and update all online
• Customize the look and feel just like Events!
• Allow group memberships
• Email or Member ID Login
• Reporting capabilities
• Member profile history
• Integrate with your Event

Memberships, Surveys, Donations
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Memberships

• When members sign up
• Ask basic contact info and custom questions
• Charge one-time and/or recurring fees
• Accept donations and sell products
• Different payment options

Memberships, Surveys, Donations
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Memberships

• Other great features
• Customizable directory
• Choose which fields are displayed and to whom,
  allow members to search other members, opt-out
  option
• Promotional periods and prorated fees
• Automated renewal reminders, and newsletters
• Renewal property options
• Fixed or rolling, automatic renewal, member
  select, or no auto renewal

Memberships, Surveys, Donations
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Memberships

• Membership Demo
• Where to find this module
• How to create a form
• Basic components
• Membership directory

Memberships, Surveys, Donations
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Memberships

• What to expect for the future
• User-friendly renewal process
• Uploading utility
• Import database into RegOnline
• Membership related Reports

Memberships, Surveys, Donations
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Membership

• Whos Using Us?
• International Biogeography Society
• Over 700 members in one year!
• Contingency Planning Assoc. for the Carolinas
• Crew of Cork
• Both were some of our first Membership customers!

Memberships, Surveys, Donations
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Surveys

• Key Points and Functionality
• Gather feedback after an event
• General survey outside of event
• Host on your website
• Displayed on attendee profile
• Unlimited custom questions
• Run standard and custom reports

Memberships, Surveys, Donations
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Donations

• Key Points and Functionality
• On going donations module
• Collect funds separately
• Use as a Fundraiser
• Displayed on attendee profile
• Donor database send emails, etc.
• Different donor types

Memberships, Surveys, Donations
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