Consider this: If you simplify and streamline your association’s day-to-day operations, it frees valuable staff time so they can focus more on attracting new members and creating a great member experience.
When you work on member acquisition and retention plans for your association, do you think about improving your staff’s efficiency? Consider this: If you simplify and streamline your association’s day-to-day operations, it frees valuable staff time so they can focus more on attracting new members and creating a great member experience.
With modern membership software, you can use workflows to automate previously manual processes, making your staff more efficient. Automated workflows are a series of automated operations triggered by a specific action.
Here are six examples of processes you can automate to make your association staff more efficient and ultimately improve member acquisition and retention:
You can use workflows to automate previously manual processes, making your staff more efficient
1. Email communications to members
Automate email communications to members based on members’ actions, such as registering for an event or paying membership dues. For example, when members join your organization and pay their annual dues, they can receive an automated email confirmation for joining that includes a receipt of payment. The action that triggers this workflow is a new member joining and paying the annual membership dues.
2. Membership renewal
From the Community Brands Member Loyalty Study, we found that 13 percent of lapsed members simply forgot to renew. One of the best ways to address this issue is to offer an option to automatically renew membership, with the membership fee charged to the member’s credit card. Your AMS should allow you to set up this option, with corresponding automated emails that notify members when their membership has been renewed.
13 percent of lapsed members simply forgot to renew.
3. Email renewal reminders
For members who aren’t set up for auto-renewal, give them an extra nudge via automated push notifications through your mobile app to remind them that their membership is up for renewal. Make sure your association management system (AMS) offers this mobile option so you can take advantage of this approach.
4. Member address updates
An example of a more sophisticated workflow is when members register for your association’s annual conference. They can register with their updated mailing address and check a box to update their profile information with the new contact information. The automated workflow in the AMS can then update their profile instead of requiring a staff member to manually update it.
Schedule important, timely membership reports to send automatically via email to yourself or executive management. For example, set up workflow in your AMS to automatically send a monthly membership summary to your executive director and board of directors chairman.
Set up your AMS to send automated notifications that alert you when action is needed. For example, send an automated alert to your membership director when a new member joins or a member renews.
YourMembership gives you an easy-to-use interface and simple workflows to simplify and streamline your association’s day-to-day operations. Find out more about how YourMembership can help you automate your association’s processes to increase efficiency and ultimately improve member acquisition and retention: Explore YourMembership Member Management Software