Zapier Introduction for Nonprofit Membership Management

Nonprofit organizations rely on robust membership management software to streamline operations and effectively engage their members. While these platforms offer a range of features, from membership application and renewal automation and event registration to communication tools and online payments, their true potential these days lies in their ability to seamlessly integrate with other essential tools.

Zapier, a powerful no-code automation platform, empowers nonprofits to unlock this potential by connecting their membership software to a wider ecosystem of applications.

Imagine a world where new member data automatically flows to your email marketing platform, ticket purchases trigger webinar registrations, attendance to those webinars triggers automatically generated certificates, and donations are seamlessly recorded in your accounting software.

Zapier makes this a reality, enabling nonprofits to create customized workflows that perfectly align with their unique needs and enhance the overall efficiency of their membership management operations.

By integrating these tools using Zapier, nonprofits can:

Zap: The core unit of automation in Zapier. It’s like a recipe that defines a specific workflow between two or more apps. For example, “When a new contact is added to Member365, create a new deal in Salesforce.”

Triggers: The starting point of a Zap. It’s the event that initiates the automation (e.g., “New member joins”).

Actions: The tasks performed by Zapier after the trigger event (e.g., “Add member to email list”)

Apps: The software applications that Zapier can connect (e.g., Member365, Mailchimp, Google Sheets, Zoom).

Workflows: The automated sequences of actions created within Zapier.

Streamlined Event Management

Trigger: Member registers for an event in Member365.

Action: Automatically add the registrant to a Google Calendar event and add them as a Zoom Webinar registrant.

Improved Communication

Trigger: Member updates their contact information in Member365.

Action: Automatically update their profile in your association’s Facebook group.

Streamlined Certification and Continued Education Tracking

Trigger: Member attends Zoom Webinar

Action: Automatically mark as attended in Member365, email the participant a certificate, and add a CEU to their personal tracker.

Follow these three simple steps to get started testing Zapier today.

• Create a Free Account: Sign up for a free Zapier account to start exploring.
• Explore the Zapier App Directory: Discover the vast library of apps that can be integrated with Zapier.
• Build Your First Zap: Use the Zapier interface to connect two apps and create a simple workflow.

When selecting a membership management software solution, consider factors such as ease of use (and onboarding), scalability, integration capabilities, reporting features, and customer support. In today’s competitive marketplace, your MMS needs to have the ability to integrate with a tool like Zapier.

By leveraging the power of automation tools like Zapier, nonprofits can connect their tech stack, streamline their membership management processes, and ultimately achieve greater impact. Zapier empowers associations to free up valuable resources, improve efficiency, and focus on their mission.

If you’re ready to make your work more efficient and serve your members better, now’s the time for your nonprofit to consider a membership management software that can replace many of your existing tools and easily integrate with the rest.