Make the most out your AMS regardless of how long you have had your association management system (AMS). Here’s a checklist of activities we recommend to improve your data hygiene, increase efficiency, and obtain greater insights into your members, donors and supporters.
Here’s a checklist recommended by experts to optimize your AMS…
Data Hygiene
Third-party Integrations
Simplify Join/Renew Membership Path
Use Modern Membership Management Software for Enhanced Experience
Data Hygiene
- Expand and refresh your database continuously for the consistent pool of fresh members/memberships.
- Perform regular data cleaning activities such as updating current membership, deleting outdated data, taking care of double data entry, etc.
- Use tools in your database to prevent duplicate entries and to merge data.
- Automating this process will save time and cost and will also help you to stay organized.
- Automatically sync your member portal information with the internal org to reduce the workload on your staff.
Third-party Integrations
Marketing, fundraising, and other software within your organization can integrate into Salesforce. API integrations can eliminate data silos and help streamline your organization’s activities.
- Offer a learning management system (LMS) to your members for continued learning opportunities.
- Embed your social media feeds to the AMS to boost member engagement.
- If you have an email automation software in hand, connect them too. This will enable you to get updated with the most updated list of your members and current contact information.
- Know your existing workflows and identify how integration will help them improve.
Simplify Join/Renew Membership Path
Members should have an easy and streamlined joining process to join or renew their memberships. Consider the following…
- Will the first time visitors be able to easily figure out your join process?
- Can the prospects be sure they are at the right place?
- Is it easy to figure out the join process?
- Is there a scope of second-guess situations for the members?
- Are your membership plans budget-friendly?
Use Modern Membership Management Software for Enhanced Experience
Take advantage of modern membership software such as Fonteva to enable the following:
- Collect and analyze data of your existing members to discover their needs and preferences.
- Utilize Fonteva’s all-in-one build features to manage workflows, automate business processes and manage day-to-day activities.
- Enable online community capabilities for modern membership experience.
- Configure data, generate reports, and create dashboards to make sure your org is healthy and in good condition.
- Promote member engagement through online collaboration tools, member directories, and community portals.
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