member365 feature presentation
TRANSCRIPT
All-in-One Membership Management Platform
Today’s Agenda:
1. Company Profile
2. Member365 Platform 3. Development Roadmap
4. Budget5. Questions & Next Steps
Company Profile
19 Years in business
Working with non-profits since
1997 Transformed to Software-as-a-Service
(SaaS) company in
2015
Member365development started
2013
Contact Record &
Demographics
MembershipHistory
eMarketingPreferences
Event History
Member Engagement
Purchase History
Fundraising, Surveys, Forms,
Education & More
Contact Record - 360 Degree View
All-In-One Membership Management Platform
Contact Record
Complete 360 degree view eliminates
administration time spent digging for
information
Full History
Quick access to all touchpoints through the left hand menu
Contact Record
Access primary and secondary contact
channels
Membership Summary
Quick access to key membership details
Demographics
Demographics help track all of
your relationships
Extended Profile
Tagging, committee history, email consent, sales
funnel - track any status required
Communication & File Log
Track all communication in one
central location
Membership Management
Member Applications
Supports individual and organization memberships
Display custom application forms on
your website, process payment and trigger approval workflow
Automate the process and eliminate
administration time
Application for Membership
Want to become a member? Once you join our family, you will receive financial benefits, up-to-date industry information, recognition and prestige. Submit your application today!
Membership Renewals
Reduce member churn by simplifying your renewal
process
Member365 automatically sends reminders enabling
members to renew – no login required!
Member Reports
Stop digging for data with centralized, real-time
member reporting
Member Engagement
Member Engagement
Understand what drives member engagement
Use this data to repeat events &
activities designed to improve member
satisfaction
10,192 9,965 125
Average Engagement
View the average engagement score across all members
9,965 12510,192
Median Engagement
View the median engagement score across all members
10,192 1259,965
Attention Required!
Put an end to Member churn by
identifying members who are not engaged
10,192 9,965 125
Contact Engagement
Each contact record provides a snapshot of the individual’s
engagement
Contact Engagement
A report of the contact’s
engagement over time
Contact Engagement
A breakdown of all touch points that
make up the engagement score
Email Marketing
eMarketing
Stay connected & improve engagement
Target distribution by member category,
demographics and more
Adhere to anti-spam legislation
eMarketing Reports
Real-time stats provide you with a
snapshot of campaign
performance
eMarketing Reports
Summary of total number of recipients
eMarketing Reports
Total number of unique opens
eMarketing Reports
Total number of click-throughs
eMarketing Reports
Total number of unsubscribes
Event Management
Event Management
Simple to complex events
Tiered Pricing for members, non-members
and other contacts
Email Marketing Integration
Public Event Landing Pages
Drive traffic to auto-generated public landing
pages
Member & non-member registration
Stop manually processing event withdrawals…
Member365 automates everything
Financial Management
Financial Management
Everything you need to handle financial
payments…Reporting, Ad-hoc invoices, accounts
receivable, accounting export
Member Portal
Member Portal
Improve engagement by connecting members
together, building community and fostering
collaboration
Member Portal
Members can login using Facebook, Google, LinkedIn, Pinterest
Member Portal Dashboard
The dashboard welcomes and centralizes key areas for the member to explore
Renewal Time!
It’s time to renew your membership
Renew Now
Member Survey
We would love to receive your
feedback
Take the Survey
Member Portal Dashboard
Easy navigation through the top level menu system
Renewal Time!
It’s time to renew your membership
Renew Now
Member Survey
We would love to receive your
feedback
Take the Survey
Member Portal Dashboard
Greet members and provide updates about
your organization, events and other
announcements
Renewal Time!
It’s time to renew your membership
Renew Now
Member Survey
We would love to receive your
feedback
Take the Survey
Member Portal Dashboard
Prompt members to complete surveys, renew membership and more
Create custom alerts to promote key messages
Renewal Time!
It’s time to renew your membership
Renew Now
Member Survey
We would love to receive your feedback
Take the Survey
Member Portal Dashboard
Promote upcoming events that are open for
registration
Renewal Time!
It’s time to renew your membership
Renew Now
Member Survey
We would love to receive your
feedback
Take the Survey
Member Portal Dashboard
Drive traffic to other portal areas such as the
job bank and online store
Renewal Time!
It’s time to renew your membership
Renew Now
Member Survey
We would love to receive your
feedback
Take the Survey
Account Management
Everything your members need to manage their
account, print invoices, subscribe to eMarketing,
manage privacy settings and more
Directory
Feature individuals, organizations, sponsors, suppliers, speakers and
more!
Public and private view directories
Committees & Workspaces
The place to connect everyone together in one
central location
Committees & Workspaces
Stop using email to share files by centralizing them
in one place
Committees & Workspaces
Members stay engaged with the built-in
discussion forums
Other Features
•Continuing Education•Form Builder•Fundraising•Inquiry Management•Job Database•Learning Management System•List Builder
•Member Benefits List•Online Store•Quizzes•Surveys & Votes•Tests•Video Library
Stay on top of new and upcoming development, suggest a feature or improvement to the platform. We
want to hear from you!
Development Roadmap
Monthly Fees
Note: Learning Management & Continuing Education are sold separately as premium modules
One-Time Onboarding Fee
Starter Plan
One-time fee
MembershipSetup$2,500
Data Analysis& Import Public Website
Integration2 Hours of
System Training30 Days ofTelephoneSupport
All-in-One Membership Management Platform