Download - Member365 Feature Presentation
![Page 1: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/1.jpg)
All-in-One Membership Management Platform
![Page 3: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/3.jpg)
Today’s Agenda:
1. Company Profile
2. Member365 Platform 3. Development Roadmap
4. Budget5. Questions & Next Steps
![Page 4: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/4.jpg)
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
![Page 5: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/5.jpg)
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
![Page 6: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/6.jpg)
Contact Record
Complete 360 degree view eliminates
administration time spent digging for
information
![Page 7: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/7.jpg)
Full History
Quick access to all touchpoints through the left hand menu
![Page 8: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/8.jpg)
Contact Record
Access primary and secondary contact
channels
![Page 9: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/9.jpg)
Membership Summary
Quick access to key membership details
![Page 10: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/10.jpg)
Demographics
Demographics help track all of
your relationships
![Page 11: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/11.jpg)
Extended Profile
Tagging, committee history, email consent, sales
funnel - track any status required
![Page 12: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/12.jpg)
Communication & File Log
Track all communication in one
central location
![Page 13: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/13.jpg)
Membership Management
![Page 14: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/14.jpg)
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!
![Page 15: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/15.jpg)
Membership Renewals
Reduce member churn by simplifying your renewal
process
Member365 automatically sends reminders enabling
members to renew – no login required!
![Page 16: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/16.jpg)
Member Reports
Stop digging for data with centralized, real-time
member reporting
![Page 17: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/17.jpg)
Member Engagement
![Page 18: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/18.jpg)
Member Engagement
Understand what drives member engagement
Use this data to repeat events &
activities designed to improve member
satisfaction
10,192 9,965 125
![Page 19: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/19.jpg)
Average Engagement
View the average engagement score across all members
9,965 12510,192
![Page 20: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/20.jpg)
Median Engagement
View the median engagement score across all members
10,192 1259,965
![Page 21: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/21.jpg)
Attention Required!
Put an end to Member churn by
identifying members who are not engaged
10,192 9,965 125
![Page 22: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/22.jpg)
Contact Engagement
Each contact record provides a snapshot of the individual’s
engagement
![Page 23: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/23.jpg)
Contact Engagement
A report of the contact’s
engagement over time
![Page 24: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/24.jpg)
Contact Engagement
A breakdown of all touch points that
make up the engagement score
![Page 25: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/25.jpg)
Email Marketing
![Page 26: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/26.jpg)
eMarketing
Stay connected & improve engagement
Target distribution by member category,
demographics and more
Adhere to anti-spam legislation
![Page 27: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/27.jpg)
eMarketing Reports
Real-time stats provide you with a
snapshot of campaign
performance
![Page 28: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/28.jpg)
eMarketing Reports
Summary of total number of recipients
![Page 29: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/29.jpg)
eMarketing Reports
Total number of unique opens
![Page 30: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/30.jpg)
eMarketing Reports
Total number of click-throughs
![Page 31: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/31.jpg)
eMarketing Reports
Total number of unsubscribes
![Page 32: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/32.jpg)
Event Management
![Page 33: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/33.jpg)
Event Management
Simple to complex events
Tiered Pricing for members, non-members
and other contacts
Email Marketing Integration
![Page 34: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/34.jpg)
Public Event Landing Pages
Drive traffic to auto-generated public landing
pages
Member & non-member registration
Stop manually processing event withdrawals…
Member365 automates everything
![Page 35: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/35.jpg)
Financial Management
![Page 36: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/36.jpg)
Financial Management
Everything you need to handle financial
payments…Reporting, Ad-hoc invoices, accounts
receivable, accounting export
![Page 37: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/37.jpg)
Member Portal
![Page 38: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/38.jpg)
Member Portal
Improve engagement by connecting members
together, building community and fostering
collaboration
![Page 39: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/39.jpg)
Member Portal
Members can login using Facebook, Google, LinkedIn, Pinterest
![Page 40: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/40.jpg)
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
![Page 41: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/41.jpg)
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
![Page 42: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/42.jpg)
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
![Page 43: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/43.jpg)
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
![Page 44: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/44.jpg)
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
![Page 45: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/45.jpg)
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
![Page 46: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/46.jpg)
Account Management
Everything your members need to manage their
account, print invoices, subscribe to eMarketing,
manage privacy settings and more
![Page 47: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/47.jpg)
Directory
Feature individuals, organizations, sponsors, suppliers, speakers and
more!
Public and private view directories
![Page 48: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/48.jpg)
Committees & Workspaces
The place to connect everyone together in one
central location
![Page 49: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/49.jpg)
Committees & Workspaces
Stop using email to share files by centralizing them
in one place
![Page 50: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/50.jpg)
Committees & Workspaces
Members stay engaged with the built-in
discussion forums
![Page 51: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/51.jpg)
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
![Page 52: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/52.jpg)
Stay on top of new and upcoming development, suggest a feature or improvement to the platform. We
want to hear from you!
Development Roadmap
![Page 53: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/53.jpg)
Monthly Fees
Note: Learning Management & Continuing Education are sold separately as premium modules
![Page 54: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/54.jpg)
One-Time Onboarding Fee
Starter Plan
One-time fee
MembershipSetup$2,500
Data Analysis& Import Public Website
Integration2 Hours of
System Training30 Days ofTelephoneSupport
![Page 55: Member365 Feature Presentation](https://reader031.vdocuments.net/reader031/viewer/2022013004/58e5e2131a28ab38148b4925/html5/thumbnails/55.jpg)
All-in-One Membership Management Platform