Ever wondered how associations can enhance member experiences through data-driven decisions? In this blog, we walk you through the transformative journey of an association facing challenges with traditional methods of member engagement that led to member attrition. You will learn how implementing a member engagement dashboard simplifies their approach in enhancing member engagement and experiences.
Let’s assume that HealUnity is a membership association committed to improving health and wellness among individuals. The association engages in various activities to improve the physical, mental, and social health of its members. To fuel its mission, HealUnity organizes events like health education workshops, fitness programs and wellness events to address the diverse needs of its member pool.
- Marketing Automation- Used for streamlining communication with members and automating outreach efforts.
- Member Portal– The members access resources, participate in discussions and engage with the community.
- E-Commerce and Payments– This system is used for seamless transactions of membership fees, and payment for association activities.
- Forms and Lead Generation– The Advanced forms and lead generation tools are used to capture information on prospects.
- Subscriptions and Memberships– The association used this system for automated subscriptions for membership renewal.
- Donations and Pledges-Integrated donation management systems that facilitated easy donation management.
- Learning Management Systems– A comprehensive LMS platform for creating educational content and encouraging professional development of members.
- Event Management Systems– HealUnity used this event management software to hold virtual and in-person events.
- BI and Analytics– Using this the association gains valuable insights into member behavior and engagement.
The association was witnessing a decline in member engagement with legacy member engagement initiatives. Owing to the lack of a centralized system, HealUnity could not track their member activities and optimize their outreach efforts accordingly.
Traditional Member Engagement Tracking Methods Used by the Association
HealUnity relied on the old school processes for tracking member engagement. This includes different systems for the different association activities like an events app, new member onboarding, or a Learning Management System, and more. These technologies operated independently leading to fragmented data and inefficient tracking of member activities.
The absence of integration meant that HealUnity was unable to access a single source of truth for member engagement. As a result, they faced challenges in understanding member behavior and optimizing their member engagement strategies.
The Challenge:
- Limited Visibility: HealUnity could not obtain a comprehensive view of member engagement due to traditional methods that rely on multiple technologies and disparate systems.
- Generic Communication: Without access to member interests, the association failed to personalize communication, relying on one-size-fits-all messages that did not resonate with individual members.
- Difficult ROI Measurement: The association found it challenging to measure the return on investment (ROI) of engagement initiatives, affecting their ability to justify spending on such efforts.
- Limited Understanding of Needs: Using traditional approaches, HealUnity struggled to tailor offerings effectively as they lacked real-time insights into member needs and preferences.
Seeing a decline in member engagement due to silo systems, HealUnity decided to implement a Member Engagement Dashboard to bring data from multiple systems and get a unified view of member engagement metrics in the form of a dashboard in Salesforce. With this initiative they could gain a complete view of member engagement and activities and tailor their outreach strategies to maximize engagement.
5 Ways A Member Engagement Dashboard Empowers HealUnity
1. Make Informed Decisions:
With the member engagement dashboard in place, HealUnity gained complete visibility into member activities and interactions. Real-time data and analytics provided insights into member engagement across various channels, including event attendance, email interactions, and participation in programs and other initiatives. This enabled them to understand member behavior more accurately making informed decisions to enhance engagement strategies.
2. Understand Member Interests:
The Member Engagement Dashboard provided a complete visibility into member needs and preferences. With this comprehensive view of member interests, HealUnity can tailor outreach efforts that resonate with each member. This personalized approach helped the association in fostering stronger connection with members thereby providing unique member experiences.
3. Calculate the ROI of Marketing Campaigns:
Measuring ROI of engagement initiatives, which was a pressing challenge with HealUnity became streamlined by leveraging a member engagement dashboard. The association can track the effectiveness of different engagement activities real-time, allowing them to allocate resources more efficiently and justify their spending on engagement efforts.
4. Drive Association Growth:
The member engagement dashboard provided insights using which HealUnity can identify target member demographics. This approach allowed them to target engagement efforts for members who align with their missions and values. Additionally, by analyzing member engagement data, the association can identify opportunities for upselling and boosting revenue growth.
5. Ensure Continuous Improvement:
The member engagement dashboard provided a real-time analysis of the effectiveness of the engagement strategies. HealUnity can monitor the key metrics of member engagement like member satisfaction levels, member retention, event participation, etc. With valuable insights, the association can take proactive steps to address member concerns. This focus on continuous improvement helped HealUnity increase member retention, foster loyalty and boost overall satisfaction.
Benefits of Member Engagement Dashboard for Association Success
The implementation of a Member Engagement Dashboard proved to be a game-changer for the association. This dashboard addresses these challenges head-on, transforming the association’s approach to member engagement by getting a unified view of the member engagement activities.
Key Metrics of Member Engagement Dashboard for Improving HealUnity’s Insights
HealUnity can track and monitor their member engagement real-time providing valuable insights and creating targeted strategies to boost engagement. Here are some of the key metrics that the association tracked using a member engagement dashboard.
1. Event Attendance:
The association can track the total number of members attending events, thereby providing insights into member interests in the different activities.
2. Email Engagement:
By monitoring email open rates, click through rates and member responses, the association can measure the effectiveness of email campaigns and identify engagement trends.
3. Membership Renewals:
By tracking the membership renewal trends, the association can gauge member satisfaction levels and effectiveness of engagement initiatives.
4. Website Engagement:
Leveraging a member engagement dashboard, HealUnity can track website visits, page views, and user interactions helping them to optimize website content.
5. Social Media Engagement:
The association can track and monitor social media engagement metrics including likes, shares, comments providing insights into member interaction with the association’s social media content.
6. Donations and Contributions:
HealUnity can track donation amounts, frequency and trends thus getting insights into fundraising initiatives.
7. Payments and Transactions:
Using a dashboard, the association can monitor their payment trends for the different association activities.
8. Volunteer Participation:
The dashboard facilitated the tracking of volunteer hours, participation rates, and sign ups allowing HealUnity to allocate volunteer resources effectively.
Using a member engagement dashboard, HealUnity could effectively track and monitor member engagement real-time enabling them to overcome challenges and enhance member experience and drive engagement.
How HealUnity Overcame Challenges with Member Engagement Dashboard Implementation?
HealUnity implemented a complete dashboard solution to address member engagement concerns. They can get a unified view of their member engagement activities, monitor member preferences real-time, and offer personalized communication tailored to each member’s needs and preferences. Additionally, leveraging insights from a dashboard, the association can allocate resources, optimize spending and calculate their ROI effectively. Using the Member Engagement Dashboard’s data-driven methodology, HealUnity achieved maximum member engagement and boosted association success.
Ready to Implement a Member Engagement Dashboard to Drive Association Success?
Aplusify empowers associations to gain a deep understanding of member needs and preferences with meticulously designed member engagement dashboards. With our expertise, we help associations make strong data-driven, informed decisions.
By utilizing our proficiency in data integration, modification, and KPI creation, we work together with your team to develop and execute customized solutions that minimize risks and maximize efficacy. We take care of the technical details while you focus on your primary goal of serving members thanks to our mission-focused strategies. When Aplusify is your partner, you can easily manage the intricacies of member engagement dashboards enabling you to enhance the development and impact of your association.
To Sum Up
The user story is a testimony to the innumerable benefits of a member engagement dashboard implementation for associations. The dashboard provides real-time data insights into the key metrics for member engagement line event attendance, email engagement, social media engagement, and more. By leveraging these insights, associations can provide personalized interactions and foster maximum engagement and unlock member loyalty for continued growth and success.
Ready to level up your association’s member engagement game with member engagement dashboard? Contact our experts now!
