Frequently Asked Questions
- Association Management Software
- CE Tracking
- Email Marketing
- Events
- LMS
- Member CRM
- Membership CRM
- Online Community Platform
Yes! Our Membership CRM is designed to seamlessly integrate with your existing membership website. We provide all the support and guidance you need to make the integration process smooth and hassle-free. Whether you’re managing member directories, event registrations, or payment processing on your website, our CRM will work effortlessly with your current setup.
In today’s digital world, having the right tools to keep your members engaged isn’t just a bonus–it’s essential. With paid membership subscriptions, members expect more: seamless value, effortless convenience, and genuine connection.
When processes like membership renewal require sending an email or jumping through hoops, it creates unnecessary barriers and detracts from the overall experience.
Member365 eliminates these hurdles, helping you foster engagement effortlessly, no matter where your members are. Member365’s online community platform allows course creators to setup virtual spaces where professional networks thrive, enabling meaningful collaboration and growth across time zones. It’s the smart, modern way to keep members connected and engaged.
While social media platforms like LinkedIn and Facebook are a great option for generating discussions on common interests, they lack the best features like CRM integration, event management tools, continuing education tracking, eCommerce and more.
It’s more than a tool–it’s a partnership in engagement.
You get more than just a member portal. You get a membership community platform that’s:
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Purpose-built for associations and nonprofits to support your business model
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Flexible enough to support committees, certifications, and fundraising
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Designed for real-time data, not disconnected apps
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Equipped to handle recurring payments for dues, online courses, donations, events, and other subscription plans
- Backed by a team that understands the membership journey
Whether you’re upgrading from spreadsheets or switching from another provider, our team makes your membership setup smooth and your data clean.
The platform is ideal for professional and trade associations, chambers of commerce, nonprofit organizations, and other member-based organizations.
You can send:
- Newsletters
- Event invitations and reminders
- Fundraising appeals
- Renewal notices
- Receipts and confirmations
- Forum or portal notifications
- Targeted campaigns based on CRM data
Unlike generic email platforms, Member365 is tailored to nonprofit workflows. You get CRM-driven segmentation, automation built around your events and renewals, and compliance baked in. Plus, you’ll get responsive support from real people who understand nonprofit needs.
Member365 provides expert services and hands-on support to help you succeed–not just use the software. From setting up your first campaign to crafting compelling messaging and exploring creative ways to engage your audience, our team is here to guide you every step of the way. We’re not just tech support–we’re your strategic partner in making every email campaign count.
A variety of support and training options are available for your membership CRM, including:
- Onboarding Assistance: Initial setup guidance to help you configure the CRM to meet your organization’s needs.
- Training Sessions: Webinars and one-on-one training sessions to ensure your team understands how to use the CRM effectively.
- Documentation and Tutorials: Access to detailed manuals, how-to guides, and video tutorials.
- Customer Support: Ongoing support through support desk and chat o address any issues or questions.
These resources help ensure that you can maximize the benefits of your membership CRM.
An online community platform–sometimes called a member lounge or member community–is a virtual space where your members can connect, engage and grow. It’s more than a virtual meeting space; it’s a strategic tool that streamlines routine tasks, facilitates collaboration, and empowers members with self-service features.
By centralizing member activity and communication, this platform allows your administrative team to shift focus from manual tasks to strategic initiatives, creating a stronger, more engaged community.
An email marketing platform is an essential tool that helps nonprofits and associations stay connected with their members through professional, targeted emails. These platforms make it easy to send marketing emails, event invitations and updates to your entire membership or specific groups within your target audience. With features like customized messages, list management and performance tracking, email marketing becomes a powerful way to keep members informed, engaged and feeling connected.
Member365 takes this to the next level. Build better relationships through targeted email campaigns and save time with advanced automation features that handle welcome emails for new subscribers, renewal notifications, event confirmations, credit card receipts and more. With Member365, your team can focus on projects that add even more value to your members.
And the best part? Every message you send and every email list update is saved in real time so you’re always in sync.
With practical use cases ranging from membership renewal reminders to newsletters to automated email campaigns, Member365 makes it easy to roll out your email marketing strategy and connect with your member–all while ensuring you stay compliant with regulations like CASL and CAN-SPAM.
Association Management Software (AMS) is a powerful platform designed to help associations and membership organizations run their operations efficiently. It centralizes essential functions–like membership data management, event planning, financial tracking, communications, and more–into a single, integrated system.
An AMS lets you automate repetitive tasks, personalize member engagement and streamline workflows. The result? A more productive staff and improved member experience with tools like self-service portals, continuing education monitoring, and secure payment processing.
With an AMS, your association can operate smarter, grow faster and deliver more value to your members.
A QR code (Quick Response code) is a scannable, two-dimensional barcode that can store information such as attendee details. For events, QR codes are often used to streamline the check-in process and enhance attendee convenience.
When attendees register for an event, they receive a unique QR code via email, which can be scanned at the venue for quick and secure check-in. This eliminates the need for manual attendee verification and reduces wait times.
A membership CRM (Customer Relationship Management) system is a software solution designed to manage interactions and relationships with members. It centralizes member data, tracks engagement, and automates administrative tasks, making it easier to manage memberships effectively.
Benefits for Your Organization:
- Centralized Member Data: Store all member information in one place for easy access and management.
- Enhanced Member Engagement: Track interactions and tailor communications to improve member satisfaction.
- Automated Processes: Streamline tasks like renewals, payments, and event registrations, saving time and reducing errors.
- Improved Reporting: Generate detailed reports and analytics to understand member behavior and make informed decisions.
- Data Security: Protect member data with robust security features, ensuring privacy and compliance.
By leveraging a membership CRM, your organization can enhance operational efficiency, boost member engagement, and make data-driven decisions to grow and retain your membership base.
A Learning Management System (LMS) enables organizations to deliver professional development, educational courses and training programs.
It securely hosts learning content in a secure, password-protected environment, enabling organizations to offer live (synchronous) or self-paced (asynchronous) courses.
This versatile software application first gained traction among educational institutions. In recent years, it has been adopted by membership organizations and nonprofits, and is also widely used for corporate training programs.
While popular LMS vendors like Moodle LMS, Absorb LMS or Canvas LMS are well-regarded solutions in the broader LMS market, Member365’s LMS is purpose-built for membership organizations. It integrates seamlessly with your membership management platform, making it an all-in-one solution tailored for the sector.
At its core, a Contact Record Management (CRM) is a membership database that stores important information about your members. When someone makes a change to a profile—say a member updates their job title or you add a new address–it’s automatically updated so anyone with access to the process has the same information.
Your CRM is more than a database–it’s the backbone of your organization.
Member365’s record management software allows you to develop and nurture meaningful member relationships. It tracks activities across the member lifecycle–including membership status, renewals, event participation, email engagement, continuing education, membership community engagement and more. With one glance, you’ll be able to identify your most active members–and those who aren’t engaged–and create custom outreach campaigns to boost satisfaction and retention.
With this powerful tool at your fingertips, you’ll be able to make data-driven decisions that benefit your organization and enhance your members’ experience.
Event organizers at membership organization use Member365 to plan everything from small private events to large-scale events. This event tool will streamline your event planning process, whether you are putting on a live event, a virtual event or a hybrid event.
In today’s fast-paced digital world, membership businesses face increasing challenges in attracting and retaining members. Using disconnected tools like spreadsheets and multiple apps often leads to lack of customization options, inefficiencies and missed opportunities.
Enter Member365: your all-in-one member engagement platform. Designed specifically for associations, this centralized solution fosters collaboration, simplifies administrative processes, and creates a seamless member experience.
Fully integrated with Member365’s membership management tools, our online community platform ensures real-time updates across your systems, keeping operations efficient and organized.
Managing training courses for your membership organization can be overwhelming. Your team might juggle different tools for continuing education tracking, payment processing, event management and email communication. When spreadsheets, apps and inboxes pile up, managing training becomes more time-consuming, with errors and duplicate efforts often adding to the frustration.
The CRM is a key part of Member365’s membership management tool, enabling you to customize member profiles to meet your organization’s specific needs. Your team will be able to track everything from engagement scores, membership status and membership payments to committee memberships.
The best email marketing platforms for nonprofits combine powerful features with simplicity and compliance. Member365 is purpose-built for mission-driven organizations and associations, offering automation, segmentation, built-in CASL and CAN-SPAM compliance, and full CRM integration–all in one affordable platform.
Member365’s Learning Management System (LMS) eliminates the need to switch between platforms by putting every tool you need in one place. It simplifies processes, saves time and reduces errors, allowing you to focus on what matters most: providing value to your members.
Email marketing should do more than hit inboxes–it should move your mission forward. Here’s how mission-driven organizations and associations use Member365 every day:
Promote Event Registrations with Email Marketing Campaigns
- Send personalized invites based on past attendance or interests
- Trigger reminders automatically as the event date approaches
- Follow up with attendees and no-shows separately after the event
- Track RSVPs, clicks, and registrations from every email
All event data lives in your CRM–so segmentation is always accurate and up to date. This makes Member365 an ideal email marketing platform for promoting member events.
Deliver Email Newsletters That Get Read
- Build beautiful, mobile-friendly newsletters using our drag-and-drop editor
- Pull in dynamic member data to personalize content and boost the user experience
- Schedule regular sends and manage topic-based preferences
- Track open rates, click-through rates, and unsubscribes in real-time
If you’re looking for a email newsletter tool for associations, Member365 makes professional communication effortless.
Run Fundraising Email Campaigns That Drive Donor Retention
- Bolster your fundraising efforts and donor management by segmenting appeals based on giving history, membership type, or engagement level
- Identify potential donors using the integrated CRM
- Track your open rates
- Automate thank-you messages and tax receipts to your donor base
From Giving Tuesday to end-of-year appeals, Member365 supports email marketers and their fundraising campaigns.
Stop hunting for data and use your time for other tasks:
| Manual CRM | Member365’s CRM |
|---|---|
| Data spread across apps, tools and platforms | Centralized membership database that’s easy to access |
| One-size-fits-all communications and marketing strategy | Tag and segment members for personalized messaging to boost engagement |
| Needing 10 tools to accomplish 10 tasks | Integration across Member365 features from events to membership status–and more–ensures seamless data flow |
| Losing access to information when an employee leaves | Data is stored in centralized database that updates automatically after any change |
Membership organizations across industries rely on LMS platforms to deliver impactful training programs and workplace learning opportunities that enhance member skills and provide valuable certifications. Common use cases include:
- Certification programs for healthcare professionals: Track continuing education credits and ensure compliance with regulatory requirements.
- Professional development for engineers and technical staff: Offer specialized skills training and industry-recognized certifications to maintain technical expertise.
- Compliance training for financial services professionals: Provide mandatory courses to ensure adherence to industry standards and regulations.
- New member onboarding: Help members get acquainted with your organization’s values, goals and resources.
- Board member training: Deliver essential leadership training to ensure a productive and effective governing body.
With Member365, you can customize these programs to meet the specific needs of your industry and audience.
When it comes to email marketing, permission is everything. Member365 makes managing consent simple and stress-free. Easily handle both express consent–where users explicitly agree to receive email–and implied consent, which applies when members make a purchase or interact with your organization via their email address.
No matter where your organization is based, Member365 ensures compliance with local legislation, including Canada’s Anti-Spam Legislation (CASL) and the CAN-SPAM Act in the United States.
With these tools, the content creators on your team can focus on crafting meaningful emails that boost member engagement, while staying compliant.
Yes, this LMS is designed to meet the unique needs of nonprofit organizations, offering tools for employee onboarding, training programs and compliance management. Many membership organizations are nonprofits, making this platform an ideal choice for simplifying training and supporting your mission-driven goals.
Building on 25 years of experience with member-based organizations, this tool is specifically designed as an LMS for non-profits, associations and membership organizations. It gives members 24/7 access to online courses and certifications, supporting professional development, compliance training and onboarding programs. More than a learning platform, this is a powerful tool for driving member engagement and organizational growth.
While Member365 doesn’t use a traditional WordPress plugin, we offer a single sign-on feature that seamlessly connects your member portal to password-protected pages on your WordPress website. Members can log in once and access both systems–no duplicate logins required.
Member365 is competitively priced and designed specifically for association budgets. There are no hidden costs for email tools???it’s all part of your subscription. It’s one of the most affordable email marketing tools for nonprofits that still delivers premium features.
Yes. Member365 is platform-agnostic and easy to integrate with your existing website design–whether you use WordPress, Wix, Squarespace, or any other website builder. You can embed forms, portals, and payment links directly into your site to create a seamless experience for your website visitors without needing custom software development.
Mighty Networks focuses on building social communities, while Member365 is designed specifically for associations and nonprofits. We offer integrated tools for membership management, renewals, online payments, professional development, and reporting–so you can run your entire organization from one platform, not just a community space.
While traditional email platforms focus only on sending messages, Member365 is the engine behind your entire membership strategy. It combines email marketing with your CRM, events, renewals, and reporting–so every message is powered by real-time member data.
No exporting lists. No jumping between tools. Just one integrated platform built for mission-driven organizations.
Staying compliant with CASL, CAN-SPAM, and DMARC shouldn’t require legal reviews or IT tickets. With Member365, it’s all built-in–and always visible.
Email Consent Management for Nonprofit Email Marketing
Track express and implied consent directly in each member’s profile. Whether someone signs up through a form, attends an event, or renews their membership, consent status updates automatically.
Automated Unsubscribe Handling for Email Campaign Compliance
Give members full control over their preferences. They can opt out of newsletters but still receive receipts, event updates, or other essential emails–on their terms.
Bounce Tracking and Email Deliverability Tools for Nonprofits
Your campaign monitor automatically tracks bounced emails and flags outdated addresses, keeping your lists clean and your sender reputation strong. It’s email deliverability for nonprofits, made simple.
DMARC Email Compliance for Nonprofit Organizations
Protect your organization’s domain from spoofing and phishing attacks. Member365 supports authenticated sending that meets DMARC standards–so your emails are more likely to reach inboxes, not spam folders.
With email marketing tools, audience engagement tracking, real-time updates and push notifications to mobile devices, Member365 helps you keep attendees connected and engaged throughout the entire event lifecycle.
Member365 is designed with email marketing compliance in mind. The system automatically tracks consent, manages unsubscribes, monitors bounce rates, and authenticates your emails using DMARC. It???s fully CASL- and CAN-SPAM-compliant, so you don’t need to worry about violations.
Member365 takes compliance seriously. Our platform includes built-in tools for managing consent, tracking unsubscribes, and adhering to regulations like Canada’s Anti-Spam Legislation (CASL), and the CAN-SPAM Act in the United States.
The best online community platforms fosters connections with tools like discussion boards, personalized communication features, content libraries and more. Members feel empowered to participate while your team saves time with automated workflows.
Membership organizations use an LMS for a variety of purposes, including welcome programs for new members, compliance training, product training, professional development, board member onboarding, new employee training and employee development, and more.
Your members can earn CE credits in a variety of different ways. They can participate in events and workshops, complete surveys, attend webinars, take courses through the LMS or even self-report extra credits.
With our CE tracking software, you have the flexibility to assign different credit values based on the type of activity. For example, attending a two-day conference may earn a member five credits, while completing a quiz may earn one credit.
This flexibility allows your organization to design a CE program that meets the unique needs of your industry and members.
Building a successful online community starts with a thoughtful approach:
- Define Your Purpose: Tailor your community’s focus to meet members’ needs, whether that’s networking, professional development, or resource sharing.
- Encourage Participation in Different Ways: Foster engagement with user-generated content, polls and discussion forums.
- Provide Value: Offer exclusive materials on specific topics that your members can’t find elsewhere.
- Personalize the Experience: Use advanced analytics to deliver relevant content and communications.
- Promote the Community: Use email campaigns and onboarding materials to showcase the benefits of joining.
With these best practices, your organization will boost online community engagement.
CRM integration can be complex but Member365’s dedicated onboarding experts will help you every step of the way. If you run into any difficulties importing contact records and setting up workflows, the customer support team is standing by to give you a hand. You can also consult our knowledge base for instructional videos and blogs with helpful use cases and best practices.
Setting up a CE tracker through Member365 is a straightforward process. Our dedicated onboarding specialists will work with your team to import historical data and configure the system according to your organization’s specific needs.
Our team will guide you through every step of the process, ensuring a smooth transition from your current tracking system to our automated system. Once live, you’ll have a powerful tool to manage CE credits, freeing your team to focus on high-value tasks. And if you have any questions or need more information, our support team is always happy to help!
Setting up your next event is simple. Whether you’re hosting a smaller event (like a webinar) or a complex event (like a multi-day conference), Member365 provides step-by-step guidance through the Help Centre, complete with videos and how-to articles. Need technical support? Our support team can help you set up tickets, automate reminders and manage attendees to ensure your event runs smoothly.
Deploying your online community platform is simpler than you think. Our onboarding specialists provide hands-on guidance, from data migration to configuring essential features like job boards and member directories. Whether you’re importing historical records, setting up workflows or enabling the mobile app, you’ll have support every step of the way.
Once live, you’ll have an all-in-one system that saves time, enhances member engagement and aligns with your strategic goals.
Getting started is easy with Member365. Our onboarding specialists will guide you through every step–from importing historical records to configuring workflows and enabling the mobile app.
Once live, you’ll have a powerful tool that saves administrative time, boosts member engagement and generates reliable revenue for your organization.
The right LMS solution balances your organization’s unique needs with your budget. Look for an online learning platform that combines a course builder and ecommerce capabilities with essential features like content management, event planning and email marketing tools. To evaluate ease of use and customer experience, book a free demo for new customers–it’s an excellent way to gauge the platform’s customer support.
Finding the perfect platform means balancing your needs with your budget. Take a close look at a platform’s feature set. Evaluate the core features, additional features and premium features, and don’t forget to check out the pricing plans. With respect to gauging user experience, it’s always a good idea to book a demonstration so you can assess the platform’s ease of use and the provider’s customer service.
Choose a new AMS platform that balances your association’s needs with your budget. Ensure it supports key areas like event planning, membership management, and email communication. Check user reviews and case studies, and book a demo so you can assess the platform’s ease of use and the provider’ customer support team.
Managing your email marketing campaigns has never been easier. Whether you’re sending a simple newsletter or writing scheduled membership renewal reminders, Member365’s Help Centre provides step-by-step guidance for email marketers, including videos and how-to articles.
Need a little extra help? Our support team is here to help you set up your email lists, automate reminders and track engagement so you can be sure your campaigns will succeed every time.
The right platform balances your organization’s needs and your vision for your own community with your budget. The most effective solutions work as a community builder and integrate seamlessly with essential functions like content management, event planning and email marketing tools. The best community platforms will allow you to gauge the customer experience by booking a free demo. This is a great way to evaluate the platform’s ease of use and the provider’s customer service team.
A membership CRM can significantly enhance member engagement–an increasingly important trend for associations and organizations, as highlighted by Membership Bespoke. This powerful tool achieves this through several key features:
- Personalized Communication: Tailor emails and messages based on member preferences and behaviours, ensuring relevant and engaging interactions.
- Automated Follow-ups: Schedule and automate follow-up emails and reminders for events, renewals, and important updates.
- Member Segmentation: Segment members into different groups based on interests, demographics, and engagement levels, allowing for targeted communication and programs.
- Event Management: Easily organize and promote events, track attendance, and gather feedback to improve future events.
- Member Portals: Provide a self-service portal where members can update their information, register for events, and access exclusive content.
By leveraging these features, a membership management system helps create more meaningful and timely interactions, fostering stronger relationships and higher member satisfaction.
Most platforms just send email. Member365 connects every campaign to your member database???so you’re always working with real-time, accurate data.
- Segment by member status, activity, or history
- Schedule email based on actual behavior (like event attendance or renewals)
- View a complete timeline of each member???s email interactions
You???ll never ask “Did they get the message?”??? again.
Yes. Member365 offers secure event payment processing, including credit card payments, refunds and discount codes.
Yes, the CE Tracker integrates with the membership renewal process. If members are required to earn a certain number of continuing education credits, Member365 can be configured to restrict renewals for those who do not meet the required threshold. This ensures that only members in good standing with completed CE requirements can renew, aligning compliance with membership policies.
Yes, the CE Tracker allows members to upload proof of attendance or certificates directly through the member portal. This feature ensures that members can easily document their continuing education activities and keep their records up to date. Administrators can review and approve these submissions, streamlining the compliance process and ensuring that all required documentation is properly stored and accessible for future reference. This capability supports both transparency and efficiency in managing CE requirements.
Yes. Member365 is built for associations and other membership-based, mission-driven organizations. It is a powerful platform that includes deep integration between email tools and your membership CRM, making it one of the best email marketing tools for associations who are looking to build a solid email marketing strategy.
Yes, it does! Our robust conversion tracking tools let you monitor key metrics like open rates, click-throughs and email deliverability, helping you optimize every campaign for maximum impact.
Yes! Member365 offers a free trial so you can explore the platform firsthand & in real-time. You’ll get access to key features like email marketing tools, membership CRM, online store, and event management–giving you a great opportunity and a clear picture of how it can support your organization before you commit. Get in touch with us to discuss your specific needs.
Absolutely. Member365 supports email automation for nonprofits, including welcome emails, renewal reminders, post-event follow-ups, receipt confirmations, and more. These automations save your team hours of manual work each week.
The benefits of an LMS extend beyond delivering valuable learning experiences. Member365’s LMS is also a powerful revenue-generating tool that enables your organization to:
- Create specialized training or certification programs that members and non-members are willing to pay for.
- Bundle exclusive training content with membership packages, encouraging new sign-ups and renewals.
- Host an online storefront where courses can be purchased and accessed instantly, streamlining the payment and enrollment process.
By transforming your educational offerings into a source of income, you can expand your resources and reinvest in the services that matter most to your members.
Yes! Member365 is the ideal email newsletter tool for associations and fundraising campaign platform. Build beautiful emails, personalize your message, track performance, and automate follow-ups–all from one place.
Yes. Member365 functions as a complete mass email software for associations solution. You can send newsletters, fundraising campaigns, event reminders, and system notifications–all from a single platform connected to your member data.
Yes. You can add a custom domain to match your brand–so your member portal feels like a seamless extension of your website and reinforces trust with your audience.
This platform doesn’t just boost engagement–it’s also a revenue generator. Leverage monetization options like:
- Charging fees for premium job postings.
- Offering paid training courses or exclusive online courses to build a strong learning community.
- Selling premium resources like toolkits, guides or access to recorded webinars.
Absolutely. Advanced analytics provide insights into member activity, from forum contributions to event attendance, so you can tailor outreach and retention efforts. You can identify community leaders and those who may need re-engagement efforts by tracking contributions to forums and event participation. With these insights, you can tailor your outreach strategies, engage high-value members in leadership roles and boost retention rates.
Yes. Member365 offers full email campaign for associations tracking–open rates, click-through rates, unsubscribes, and bounce monitoring are all included. You’ll know what???s working and how to improve your campaigns.
Absolutely! With intuitive scheduling tools, you can make sure to send the right email at the right time to the right people–whether it’s Friday morning or any other time your members are most likely to engage.
Yes, you can create promote codes and discount codes using this event management system.
Yes, you can. Many Member365 clients use the CE tracker feature, which allows their members to monitor their continuing education and generate reports to send to their accreditation body.
Yes, you can create tickets with different price points, early bird discounts and withdrawal dates for both members and non-members.
Yes, you can. Member365’s advanced segmentation tools allow you to created targeted campaigns that speak directly to specific member groups, delivering personalized messages that resonate.
Yes! With your LMS, you can sell courses directly and set up secure payment and online enrollment for a seamless experience.
You sure can! Member365’s email marketing solution makes it simple to set up automated workflows for everything from welcome emails to renewal reminders, transactional emails and more. It’s like having a personal assistant for your email campaigns.
Absolutely. Association management companies and professionals use Member365 to efficiently manage client organizations, saving time and improving results.
Yes, once members reach the required number of credits, an automated email is triggered to notify them of their completion. This ensures members are promptly informed of their compliance status and can take any necessary next steps, such as renewing their membership. The automated notification adds convenience for members and helps maintain transparency in tracking CE progress.