Membership Management

Transcription

1 Membership Management MEMNET is an Australian owned and built Membership and Event Management Solution designed to streamline your administration and to enhance member experience. MEMNET has extensive functionality covering member management, bulk mail-generation, accounts and subscription administration, events/training course management, task management, web site integration (to a new or existing website), member self-service functions and custom reporting. MEMNET enables efficient and effective administration with an intuitive and integrated interface. MEMNET enables you to easily record and search member profiles and with the ability to easily create custom fields, data collected will always be relevant to you.

2 Today, connecting with your members 24/7 is more important than ever, but no two organisations are the same. We understand the importance of having a flexible system that remains relevant to you. To this end we have developed a highly customisable system that enables you to tailor data collection to reflect your specific needs. Functionally the MEMNET System can also be customised to meet the demands of individual organisations; with functionality and system capacity able to be upgraded and grown as you grow. Key Features Fully Hosted Solution or In-House Easy Access to your Data No Upfront Licensing Costs Upgrades and Help Desk Support Record Member Details and Groups Flexible Custom Fields Unlimited Bulk Mail-Generation Member Call and Contact Logging Automated Subscriptions Integrated Accounts Receivable Website Integration Member Self-Service Manage Events/Training Powerful Reporting Tools Key Benefits Remove the worry and expense of managing servers Secure access with just an internet connection Keeps your system affordable Help is always on hand by telephone Consistent validated data Ensure you have the information you need Improve contact with your members Full history of contact with your members Generate all your renewals with just a few clicks Improve and automate your payment tracking Retain the investment in your existing website Give your members a better online experience Link your events and training records with your database including CPD/CPE history Access data you want in the format you want when you want it

3 Fully Hosted Solution or In-House Deployment An OMNI Hosted Solution eliminates the cost involved in maintaining expensive server equipment and licenses; whilst keeping your data secure. Our business grade hosting facility has daily and weekly data-backups as well as guaranteed server up-time and built-in hardware redundancy. You have piece of mind that your data is safe, secure and accessible by you 24/7. Additionally, we are able to keep you up-to-date with the latest version of MEMNET with software upgrades included in the hosting fee. We do support in-house deployments if required. Easy Access to your Data By choosing an OMNI hosted solution you can utilise your database to its full potential with just a computer and internet connection. Additionally our intuitive and easy to use interface means that you can find the information you need without any fuss. Record Member Details MEMNET supports both individual and group memberships with the ability to attach unlimited additional contact people to a member record. With a flexible and sophisticated search function, users are able to quickly find members and access all information through the Member centric profile. Flexible Custom Fields Custom fields enable you to collect all the information for a member that you require. You can also name and enable custom field tabs that allow you to easily keep your data tidy and organised. This is in addition to unlimited groupings that you can apply through Attributes and Classifications that can also be used for reporting and selection when undertaking bulk and/or print communications.

4 Mail Generation The Mail Generation Module is used for both and post communications. Use MEMNET for your regular and mail correspondence (such as Newsletters), and target these based on a range of search criteria. If your criteria is more complex you can import a CSV list of people extracted from the database. The Mail Generation Module uses mail merge so that you can send personalised documents automatically. s can be personalised and sent in either plain text or HTML to increase appeal to your members. You can also save and reuse those templates. Member Call and Contact Logging MEMNET maintains a complete log of all correspondence with your members. Any system generated communications are automatically recorded here including invoices and renewals, reminder letters, member statements etc. For other communications, such as phone calls, users are able to record contacts manually and assign tasks related to a member. This ensures a full member contact history is maintained. You can also create tasks for users and assign them as stand-alone or attach them to specific members. You can then assign these tasks to users, to give them reminders, as well as set due dates for the tasks and record task resolution.

5 No Upfront Licensing Costs MEMNET when hosted by OMNI is provided as a subscription service and as such no initial license fee is required. In addition, the MEMNET hosted solution removes the need for you to source and manage expensive server equipment and software licenses; meaning you receive a more affordable software solution. Upgrades and Help Desk Support We are able to offer a comprehensive and local technical support service to our clients. Included in the hosting service are regular upgrades to ensure you are always using the latest version of MEMNET. Combine this with our dedicated support help desk and you can ensure to always get the most out of your database. Automated Subscriptions The Subscriptions Module allows you to easily set up, record and update members subscriptions in order to ensure you are always kept up-to-date with their status. The Subscriptions Module is flexible to allow for complex models and membership structures, allowing you to run all your Subscription Renewals with just a few clicks. The Subscriptions Module also integrates with the Accounts Receivable Module to offer you a complete Subscription, Invoicing and Membership Accounts process. Integrated Accounts Receivable With the Accounts Receivable Module when an invoice is created it is automatically detailed and recorded in the individual members account. You are able to view a running account summary of past and outstanding transactions and record the details of any payments made including the production of receipts. You are also able to report extensively on invoicing and payments, effectively streamlining your membership accounting processes. We also support integration with accounting systems such as MYOB.

6 Web Integration and Member Self-Service Increase your web presence with the Member Self Service Module. This module allows your members to login via a portal directly from your website. The services include: Members only content that you can manage yourself through a CMS Members can view/update their details, pay invoices, renew subscriptions and purchase items from the Shopping Cart. The ability for members to register for events and claim CPD/CPE recognitions. Members can view the Membership Directory. This module will allow your services to be accessed 24/7 by your members. The Member Self Service Module can be integrated with your existing website or you may choose to utilise our design service for a brand new website. Events/Training This module allows you to create events and training courses with numerous registration types, options, table plans and fee structures. Bookings can automatically generate invoices via the Accounts Receivable Module as well as distribute confirmation s to the booker. Attendance can be recorded as well as the option of recording a pass/fail and the generation of certificates. For qualifying events/training courses a persons profile is automatically updated with the details and CPD/CPE points if appropriate. Report Master Report Master is a custom report building tool that allows you to construct your own reports. Reports can include summaries and graphs, be scheduled to run automatically and delivered into your inbox and are an effective means for transforming raw data into useable information. For more information please see the Report Master Brochure which can be found on the MEMNET website.