Membership associations face challenges in the face of growth and expansion. With increasing members and engagement initiatives, associations often find it difficult to manage their operations effectively. Transformation is essential to address this evolving scenario and meet member needs while driving association mission forward.
In this blog, we are specifically going to talk about how Fonteva 15 upgrade can bring that perfect change to the association landscape and deliver enhanced member experiences with the right implementation.
Without any further ado, let’s get started.
The Journey of a Membership Association and Its Call for Change
Let’s assume that United Community Advocates (UCA) is a membership association dedicated to fostering community engagement and advocacy for associations. Despite their noble mission, this association faced the following challenges as they had not updated their Fonteva platform.
- Fundraising Efforts– UCA found it difficult to maximize their fundraising efforts due to the limitations of the existing Fonteva platform. They were unable to track donations and analyze campaign performance which hindered their ability to achieve their financial goals.
- Community Engagement– Engaging community members proved to be a daunting task for UCA. They lacked the tools needed to facilitate meaningful interactions, manage member communications and foster collaboration within the community.
- Fundraising Campaign– Executing successful fundraising campaigns was a headache for UCA. Their existing platform lacked the flexibility and customization to create dynamic fundraising campaigns that are crucial for adapting to factors like donor behavior, preferences, fundraising goals.
- Refund Policy– The association needed refund enhancements as they faced difficulties in handling member enquiries regarding refunds with their present platform. This led to delays in processing refunds, and members’ dissatisfaction with the current refund policy.
Analyzing these challenges, the association identified the need to upgrade the Fonteva platform immediately to overcome operational hurdles and unlock the full potential of Fonteva in enhancing member engagement.
Fonteva 15 Upgrade- What it Means for Associations
The Fonteva Platform 15 offers a suite of features that empower associations to operate more efficiently and create a thriving member community. The upgrade aims to make operations smoother and enhance member engagement within associations using features like:
- Dynamic Fundraising Campaigns: This feature allows associations to create fundraising campaigns that adapt and change dynamically, maximizing their effectiveness.
- Refund Enhancements: Refund enhancements improve the process of issuing refunds, making it more efficient and user-friendly for associations and their members.
- Fonteva Enterprise Community:This feature provides associations with tools to strengthen member connections and foster a sense of community within their organization.
- Multi-Currency Support: Multi-currency support enables global associations to conduct transactions in different currencies, simplifying financial transactions across borders.
- Void Receipts Feature: This feature gives associations flexibility in managing their finances by allowing them to void receipts when necessary, ensuring accurate financial records.
- Schema Updates: Schema updates ensure that the platform remains robust and up to date to meet the evolving needs of associations and their members in the future.
How Fonteva 15 Upgrade Impacted the Association?
Fonteva 15 tackles the challenges faced by UCA struggling with an outdated system. Let us dive into the key features of the platform and how these address UCA’s specific needs.
1. Enhanced Fundraising Capabilities
Fonteva 15 introduces Dynamic Fundraising Campaigns feature, allowing for targeted outreach and engaging content creation. With this enhancement, UCA improves campaign tracking in turn creating strategies to increase donors.
How it Helps?
- Intuitive Interface: Fonteva 15 boasts a user-friendly design, ensuring swift adoption and staff satisfaction at UCA. With simplified menus and intuitive navigation, staff effortlessly access tools and features, eliminating the need for extensive training.
- Effortless Data Migration: Fonteva 15’s Migration Utility simplifies the transition, enabling UCA to seamlessly transfer critical data without disrupting operations. Thousands of member records, event registrations, and donation history can be migrated with ease, ensuring no loss of valuable data.
Note: Aplusify strongly recommends that associations deploy a registered Fonteva service partner for data migration from legacy systems.
- Uninterrupted Fundraising: UCA smoothly migrates existing campaigns with the Migration Utility, ensuring uninterrupted fundraising efforts. Ongoing campaigns, from annual giving to special events, continue seamlessly, maintaining momentum towards UCA’s fundraising goals.
A Dynamic Fundraising Campaign Page
2. Refund Management
The streamlined refund process in Fonteva 15 ensures a frictionless experience for both UCA and its members. Members will no longer face delays or hassles when seeking refunds, fostering greater trust and satisfaction with UCA’s policies.
How it Helps?
- Refund Defaults: Fonteva 15 simplifies refund processes with preset options for common scenarios like event or membership cancellations. For example, UCA can automate refunds for event registrations canceled within a specific timeframe, ensuring consistency and efficiency.
- Refund to Credit: Fonteva 15 enables UCA to refund members directly to their accounts as credits for future purchases or dues. For instance, if a member cancels an event registration, UCA can refund the fee as credit toward their next event attendance, boosting satisfaction and future engagement.
- Invoice Line Adjustments: UCA can make precise invoice adjustments using Fonteva 15’s feature. For example, if a member requests a partial refund for a conference registration, UCA can adjust the invoice line item accurately, ensuring transparency in financial transactions.
- Prorated Refunds: Fonteva Platform 15 helps associations calculate prorated refunds for memberships or subscriptions based on usage or remaining time in the billing cycle. For instance, if a member cancels an annual membership halfway through the year, UCA can process a prorated refund for the unused portion, ensuring fairness and transparency to members by charging them only for the time that they were active.
Creating and Processing a Prorated Refund
3. Community Engagement Boost
Fonteva 15 equips UCA with the tools they need to foster a vibrant community. A potentially revamped Fonteva Enterprise Community + significantly enhanced member interactions for UCA.
How it Helps?
- Branding: UCA can customize the community’s look and feel to align with their brand identity, ensuring a cohesive member experience.
Enabling Enterprise Community+ Feature on Fonteva 15 Platform
- Data Sharing: Fonteva Enterprise Community+ facilitates seamless sharing of relevant information among members, promoting collaboration and knowledge exchange.
- Scalability: As UCA grows, Fonteva Enterprise Community+ scales effortlessly to accommodate multiple communities, ensuring sustained engagement and satisfaction.
Community 3 Details Across Multiple Community Site Records
4. Global Reach with Multi-Currency Support
UCA has international members, and the new multi-currency support simplifies transactions across borders. This opens doors to a wider donor pool and strengthens UCA’s global impact.
How It Helps?
- Multi-Currency Enabled Business Groups: UCA can set up multiple business groups with different base currencies to accommodate diverse financial transactions. For example, if UCA operates internationally, they can have separate business groups for regions with different currencies, such as USD for the United States and GBP for UK.
Multi-Currency Support Pages for International Members
- Currency Conversion Control: Fonteva 15 provides granular control over currency conversion rates and processes. UCA can configure automatic or manual currency conversion rules based on their preferences and business requirements. For instance, UCA can set up automatic currency conversion for e-commerce transactions, ensuring accurate pricing and billing for members worldwide.
5. Financial Control with Void Receipts
The ability to void receipts offers UCA greater flexibility in managing finances, allowing for swift corrections and improved financial control.
How it Helps?
- Effortless Chargeback Processing: With Fonteva 15, UCA effortlessly rectifies mistakes like accidental double charges. By voiding duplicate receipts, they maintain accurate records and ensure a seamless member experience.
- Simplified Balance Adjustments: Fonteva 15 simplifies adjustments to member accounts, such as offering discounts. Using void receipts, UCA easily issues credit receipts to reflect discounts, maintaining precise account balances without manual calculations.
6. Future-Ready Platform with Ongoing Improvements:
The underlying platform updates ensure that Fonteva 15 remains robust and scalable. UCA is confident that their membership management system can grow alongside their association’s needs.
How it Helps?
- Simplified Global Reach: With multi-currency schema updates, Fonteva 15 effortlessly handles donations and finances in multiple currencies as UCA expands internationally, eliminating conversion hassles and accommodating global donors.
- Smoother Payment Processing: Fonteva 15’s schema updates for unapplied payments ensure seamless handling of future payment scenarios for UCA, adapting to evolving payment methods without disruptions.
Payment Processing Details for Unapplied Payments
Thriving Online Community: Schema updates for Fonteva Enterprise Community+ allow UCA to adapt to emerging member engagement needs, ensuring a vibrant and engaging online community for members.
Updates in Enterprise Community+ Structure
To Sum Up
United Community Advocates transformed its operations with Fonteva Platform 15 implementation. They witnessed a surge in donor acquisition through dynamic fundraising campaigns, created a vibrant online community with Fonteva Enterprise Community + feature and gained greater financial control with features like Void Receipts. Furthermore, Fonteva 15 Upgrade’s future-proof design ensures that UCA’s membership management can grow alongside the association’s needs and unlock new levels of success in member engagement.
How to Seamlessly Upgrade to Fonteva 15?
Get started with Fonteva 15 Upgrade and elevate your association’s capabilities with Aplusify’s seamless implementation services. We are a Fonteva Services Partner and will help you association with implementation and ongoing managed services. Our certified consultants work as an extension of your team and will ensure a seamless transition to Fonteva 15. Trust Aplusify to guide you through every step of the process, from planning and configuration to training and ongoing support and your Fonteva 15 platform will be up and running in no time.
Conclusion
Fonteva 15 isn’t just an update—it’s a transformative opportunity for associations to enhance their operations and member experiences. With its array of powerful features and seamless integration, Fonteva 15 empowers associations to navigate the evolving landscape with confidence and efficiency.
Ready to elevate your association’s operations with Fonteva 15 Upgrade? Let’s embark on this transformative journey together!
FAQs - Fonteva 15 Upgrade
What is the difference between Fonteva patch release and a major release?
However, a major Fonteva release involves introducing significant new features and enhancements to the Fonteva products. These releases often bring substantial updates to the software, including the addition of new functionalities, improvements to existing features, and sometimes even changes to the overall user interface or architecture.
