hello@chorus.co 01275 398 900 www.chorus.co

Self-service is a powerful benefit that gives your members control over their data and relationship with you. Providing this self-service on your website gives your members the tools they need to quickly and easily control and manage their data – building member trust, advocacy and loyalty.

Our self-service portal works with Rhythm, our bespoke membership management solution that is built on Microsoft Dynamics 365 and can integrate with any website CMS.

Why Portals?

Great member convenience

Give your supporters the tools they need to do what they want for greater convenience, allowing users to quickly and effectively make changes that they need without calling or emailing you

Build member loyalty

Deliver a great digital experience and improve your overall membership experience to help create loyal members & supporters

Reduce staff admin

Help save your staff time by reducing admin tasks with seamless CRM integration – any data edited or added in the portal syncs automatically with your CRM

Strengthen GDPR Compliancy

Support your GDPR compliancy with a clear communication portal and the ability for supporters to view and edit data you hold on them

Single sign-on (SSO)

Great user experience (UX) for your members with Single Sign-on (SSO) so they do not have to worry about passwords

WHAT’S INCLUDED

The self-service portal includes:

• Membership Management

• Personal Profile

• Communication Preferences

P R O D U C T S H E E T

Portals: Empower yourmembers with self-service

STATISTICS

of people said they preferred self-service over speaking to an organisation

TESTIMONIAL

“Chorus presented a solution, built on Microsoft Dynamics 365 and it was quickly clear just how flexible Dynamics 365 was. It wasn’t just the platform though, we also loved Chorus and their down to earth and innovative approach. Ultimately, we chose Chorus because they were a friendly and compassionate team who clearly loved the product they were working with.”

67%

3

hello@chorus.co 01275 398 900 www.chorus.co

S E R V I C E S H E E T

The Membership area allows your members to have control of their membership and gain complete visibility of their relationship with you. This empowerment gives your supporters peace of mind, valuable transparency and makes managing their membership simple. Improving the sign up and renewal process encourages membership adoption and retention, while simplifying administration.

All membership information entered into the portal is automatically synced back into your CRM system, so you never have to handle data twice.

The Member area gives your members the ability to:

• Review their membership status and history for a clear breakdown and insight

• View membership alerts, such as upcoming expiry to increase renewal success

• Renew or edit membership subscriptions easily with a streamlined UX

• Create a new membership or add family members to encourage sign-ups

• View their payment schedules for visibility

• Edit their payment information and schedules, which automatically updates their Direct Debit plans

• Edit their personal details, which syncs with CRM

• View what information you hold on them for peace of mind

Membership Management

Main Membership area

Adding a new Membership (Step 1 of 3)Editing payment information

hello@chorus.co 01275 398 900 www.chorus.co

S E R V I C E S H E E T

Communication Preferences

In a post-GDPR world, all organisations need to be respectful of clear consent and strive to build transparent and trusting relationships with their supporters. By having a communication preference area in your portal, you are giving your supporters control and visibility over their communications and the power to personalise and manage this. As well as supporting your GDPR compliancy, this transparent relationship allows members to tailor their communications, so your marketing and updates are more effective, and members are more receptive. Members can:

• View a clear breakdown of their communication preferences for trust and visibility

• Edit their communication preferences easily, so they are in control of their consent

• State which method of comms delivery is preferred, so they get the method that works best for them

• Check and edit their communication/personal details so any communications go to the right place

Personal Details

Personal data is extremely valuable and organisations have an increased onus to protect the personal data that they hold. Having a transparent and clear portal for members to view and edit all their personal information, shows your commitment to personal data and helps to build transparency and trust. Allowing users to edit this information also means your data is more likely to be accurate and reduces strains on staff for fulfilling admin tasks; edits are automatically synced to your CRM system. Members can:

• View what information you hold on them for complete transparency

• Edit their personal details so they can ensure their information is correct

Communication Preferences & Profile

Communication preferences area

Area to view and edit personal details

hello@chorus.co 01275 398 900 www.chorus.co

S E R V I C E S H E E T

Can these portals work with our website CMS?

Yes, our portals can be integrated with any website CMS, such as Umbraco, WordPress, Drupal etc.

What CRM system do I need? The communication preferences area can be integrated with Microsoft Dynamics 365. The profile and membership areas are built to integrate with Rhythm, our bespoke membership management solution that is built on Dynamics 365.

Can the portal be branded? We will ensure the accent colours match your branding based on your brand guidelines and input. We can also provide completely bespoke branding if required.

Is this portal the same as the Dynamics 365 portals?

No, Dynamics 365 Portals are aimed at B2B audiences and have limited customisation (you receive one free with your Dynamics 365 instance). This portal is aimed at B2C audience and built using React, which allows complete visual customisation and a better user experience.

What if I just want one or two of the tabs?

We can disable any portal areas, such as Personal Details, if required or preferred.

What Next?

If you would like more information, a demo of the portal or have any questions, please speak to our Sales team by calling 01275 398 900 or emailing hello@chorus.co

Portals FAQs

New Membership Step 3: Payment & GiftAid

Example of different accent colour