Make 2019 your most efficient and effective year yet with these tips.
Work smarter on the go
Cloud-based technology allows you to work from anywhere and at any time. But most legacy association management software (AMS) restricts your association staff to one version of a browser and makes it nearly impossible to access your member database through a mobile device or tablet. It’s critically important to use an AMS that provides your staff opportunities to work from anywhere on any device.
Consider this example: At one of your in-person events, members ask you questions that require you to access their account. They expect you to be able to instantly provide them with the information they’ve requested. Be sure to select and implement an AMS that gives your staff entry into the membership database on any device so they can take care of business and meet member expectations at the office or on the go.
Tech Tip: Using YourMembership, you can manage all of your operations in a single platform, and you can access it anywhere, at any time, with any device.
Be sure to select and implement an AMS that gives your staff entry into the membership database on any device
Work smarter with automated workflows
With today’s technology advances, you can simplify your association’s processes and save time by building automated workflows within your AMS. Automated workflows are a series of operations triggered by a specific action. For example, when members join your organization and pay their annual dues, they will receive an automated email confirmation for joining that includes a receipt of payment. The action that triggered this workflow is a new member joining and paying the annual membership dues.
An example of a more sophisticated workflow is when members register for your association’s annual conference. They register with their updated mailing address and check a box to update their profile information with the new contact information. The system automatically updates their profile instead of requiring a staff member to manually update it. Smart!
Tech tip: YourMembership gives you an easy-to-use interface and simple workflows to simplify and streamline day-to-day operations. You can do things such as schedule automatic email renewal reminders, offer members the option of automatic credit card renewal and even automatically upgrade or downgrade memberships based on rules you define. Learn more about YM’s AMS here.
With today’s technology advances, you can simplify your association’s processes and save time by building automated workflows within your AMS.
Work smarter with data-driven decisions
Analyzing data is critical to the success of your association. Without it, you are blindly leading your association and missing out on membership trends that may signal opportunities.
Just consider all of the data that lives within each of your platforms – your AMS, learning management system (LMS), online and offline event applications and job board software. Reports and dashboard functionality in your AMS can provide insights into this data so you can analyze member activities, community participation and your organization’s health. These reports and dashboards are particularly effective if your AMS integrates with your other systems, such as your LMS, to give you a more complete view of your membership.
For example, you may use your reports and dashboards to gain insights into how members engage with your association. Because member engagement fuels retention, you are able to better predict membership retention rates. This allows your team to make better data-driven decisions and take appropriate corrective action when necessary.
Tech tip: YourMembership AMS provides quick insights into the health of your organization with easy-to-use, configurable dashboards. You can even set up YourMembership to send you automated notifications that alert you when action is needed.
These reports and dashboards are particularly effective if your AMS integrates with your other systems, such as your LMS, to give you a more complete view of your membership.
Find out more about how YourMembership can help your association work smarter in 2019. Explore YourMembership AMS.