Member Management Features
All The Features You’ll Ever Need For Member Management
COMMITTEES
Effortlessly Organize and Empower your Committees
Optimize Committee Collaboration for Success
Efficient Committee Organization
Track committee members participation history, roles and dates.
Committee Collaboration
Provide dedicated, secure spaces for committee collaboration.
File Library
Centralize documents and files for easy access and sharing.
CERTIFICATES
Automate Certificate Management and Delivery
Celebrate Member Achievements and Milestones
Automated Certificate Creation
Generate certificates effortlessly, saving time and resources for your organization.
Certificate Types
Offer certificates for events, continuing education credits, memberships, and learning management courses, all accessible inside the member portal.
Effortless Access
Empower members to download and print certificates at their convenience, promoting engagement and satisfaction.
COMMUNICATION
Email Communication Designed for Memberships
Full-Featured Drag-And-Drop Email Editor Anyone On Your Team Can Use
Templates
Use ready-to-use templates or create a custom one from scratch.
Audience Segmentation
Easily segment your audience for personalized communication.
Choose to Subscribe
Members can choose to subscribe to specific email lists or newsletters.
CONTINUING EDUCATION UNIT TRACKER
Effortless CEU Program Management
Reduce Your Workload, Improve Member Satisfaction
CE Unit Reporting
Empower your members: Track credits effortlessly inside the member portal.
Automated Workflow
Automate credit collection, email reminders, approval process and more.
Reporting & Certificates
Simplify administrative tasks: Harness automated certificate and transcript generation with comprehensive reporting tools
CRM
Purpose Built CRM for Memberships
Drive Growth with Actionable Member Data
360-Degree Member View
Gain holistic insights into member interactions, preferences, and engagement history.
Contact Management
Centralize and organize member and contact information.
Champion & Churn Analysis
Identify loyal champions who advocate for your organization’s mission and detect potential churners early to proactively address retention challenges.
DISCUSSION FORUMS
Connected Community
Engage, Share, and Learn Together.
Topic Organization
Organize discussions for efficient knowledge sharing and collaboration.
Post Notifications
Keep members engaged with real-time notifications for new posts and replies.
Moderation Tools
Manage discussions effectively with moderation tools embedded in our membership management software, promoting a positive community environment.
EVENTS
One Place To Create And
Manage All Of Your Events
Events Made Easy: Simplify Member Registration And Boost Attendance
Easy Event Registration
Simplify registration: No login required, customizable forms, and open to non-members.
Automate Withdraws
Streamline refund processes with automation, freeing up valuable administrative time.
Real-time Reports
Gain insights into event performance with real-time reporting and access attendance rosters effortlessly.
FILE LIBRARY
Drive Collaboration and Productivity
Streamline Document Access and Retrieval
Centralized File Storage
Store all documents and files in one secure location for easy access.
User Permissions
Control access to files with customizable user permissions and security settings.
Customizable Folder Structure
Organize files with a customizable folder structure to suit your organization’s needs.
FINANCIAL
PCI Compliance For Secure Transactions
Effortlessly Manage Your E-commerce Operations
Data Security
Protect sensitive financial data and ensure compliance with industry standards and regulations.
Integrated Payment Gateways
Integrate with Worldline, Stripe and Authorize.net payment gateways for seamless and secure payment processing.
Reporting
Gain actionable insights into financial performance and growth with real-time analytics and reporting.
FORM BUILDER
Empower Your Team with
Drag and Drop Form Creation Tools
Collect and Manage Member Data Efficiently and Securely
Drag-and-Drop Interface
Easily create and customize forms with a user-friendly drag-and-drop interface, no coding required.
Submission Management
View and manage form submissions easily with built-in submission management features.
Form Types
Create a variety of forms tailored to your organization’s needs, including membership registration forms, event registration forms, and CRM contact forms.
FUNDRAISING
Where Membership Meets Fundraising
Harness the Power of Membership Engagement to Drive Fundraising Success
Donor Management
Manage donor relationships and track donations received.
Recurring Donations
Enable donors to set up recurring donations for ongoing support and sustainability.
Campaign Tracking
Monitor the performance of fundraising campaigns with real-time analytics and reporting.
JOB BOARD
Empower Member Organizations with
Easy-to-Use Job Posting Tools
Increase Job Visibility and Reach Across Member Organizations
Job Posting Tools
Member organizations can create and customize job listings to attract top talent and promote their unique organizational culture.
Social Sharing
Share job openings from member organizations on social media to reach a wider audience and attract more qualified candidates.
Non-Dues Revenue
Generate new revenue streams by monetizing your job board postings.
LEARNING MANAGEMENT SYSTEM
Connected Education: LMS
Elevate Your Member Experience: Foster Learning, Connections and Purpose
Optimize Your Learning Management Program
Manage, track and deliver your online courses and documents using one single platform.
Add Member Value
Deliver career-advancing training that drives engagement and value for members.
Non-Dues Revenue
Generate new revenue streams by monetizing your learning content.
MEMBERSHIP
Automate Your Entire
Membership Workflow
Delight members with your easy application and renewal process
Application Forms
Quick application, smooth new member experience and simplified data collection.
Automated Renewals
Automate member renewals, reduce member churn all while eliminating your admin workload.
Integrated Payments
Easily integrate PCI-compliant payment processors including Worldline, Stripe or Authorize.net.
MEMBER INQUIRIES
Streamline Your Member Inquiry
Tracking and Management
Build stronger relationships with members
Member Portal Integration
Allow members to access inquiry forms and track their inquiries directly through the member portal.
Automation Tools
Automate inquiry routing and response processes to streamline communication and resolution.
FAQs
Enhance response efficiency by adding pre-defined response templates for frequently asked questions.
Member Portal
Self-Service Member Portal
Drive member engagement with your very own customized self-service member portal
Drive Member Engagement
Publish member-only content, videos, training courses, directories, discussion forums and more.
Member Self-Service
Eliminate admin time by empowering members to manage their account inside the member portal.
Community Health
Spot potential churn risks and recognize leaders among members, optimizing engagement strategies.
STORE
Drive Sales and Growth With Your Online Store
Streamline Order Tracking and Management
Product Catalog
Manage your product inventory efficiently with tools for easy organization and updates.
Shopping Cart and Checkout
Provide a seamless shopping experience with a user-friendly shopping cart and secure checkout process.
Order Management
Track orders, manage inventory, and fulfill customer requests.
SURVEYS & VOTING
Grow Member Satisfaction and Engagement
Enhance Your Data Collection Processes for Improved Insights
Member Segmentation
Target surveys and polls to specific member groups or demographics for more relevant and targeted feedback.
Real-time Reporting
View survey and poll results in real-time, with customizable reporting features for data analysis and insights.
Anonymous Responses
Allow members to provide feedback anonymously to encourage honest and candid responses.
VIDEO LIBRARY
Engage Your Community with Video
Boost Member Participation and Knowledge Retention
Customizable Video Categories
Organize video content into categories for easy navigation and access.
Searchable Video Library
Enable members to search and discover videos based on keywords, topics, or tags.
Access Permissions
Create access permissions for video content based on membership levels.
INTEGRATIONS
100+ Integrations To Make
Member365 (Even) More Powerful
Access a World of Possibilities: Over 100 Integrations to Transform Your Membership.