Touch Logs + Reminders (CRM)
With the introduction of social media, there is an increased focus on the individual. It is more important than ever before to make your members feel appreciated as more than just a mere number in your community. But keeping follow-up reminders and details in your head can become a challenge as your membership continues to grow.
YourMembership.com’s client relationship management (CRM) features and touch logs help you retain details essential to your member communications. You can create and manage touch logs, including a notes section, which allow you to transcribe your interactions with your members. You can create and manage reminders for future contact as well.
To keep both your touch logs and reminders in order you can assign them categories. Plus, with our customizable search of the backend member directory, you can create mass touch logs based on your search results. For instance, you can search your directory for everyone employed by Company X, then set a reminder to contact everyone employed by said company two weeks prior to your event. Creating member-specific touch logs and reminders is easy.
We also know how easy it is to forget to enter all of the valuable information into the touch logs – not to mention there are certain member activities that, unless you ran daily reports, you might miss – so we’ve created a list of certain member actions that result in the automatic creation of a touch log entry. They are: renewing membership; changing member type; joining or leaving a group; changing subscription settings for blogs, forums and the NOW! feed; adding a resume; opting not to receive email and earning a CEU award.
Spreading out the administrative workload is one of the great benefits of YourMembership.com membership management software. We do not charge a per seat license so you are free to assign touch log capabilities to however many administrators makes sense for your organization. You can even view the upcoming reminders on a per administrator basis.
Touch Logs + Reminders (CRM):
- Create and manage touch log and reminder categories
- Search backend member directory and create touch logs
- Create member specific touch logs and reminders
- View upcoming reminders on a per administrator basis
- View member touch history via backend profile snapshot
- Automated touch logs created when members perform certain actions