Save Your Association Staff’s Time Through Automation

If you want to deliver a great experience for your members, there’s always more to do. Doesn’t it make sense, then, to automate as many routine manual tasks as possible? That way, you can save association staff time and effort that can be directed to higher value work.

Associations are beginning to see the value and potential of this approach. According to the Community Brands Digital Evolution Study, those working at professional member organizations indicate that workflow automation is an emerging area for technology investment at the associations where they work. In fact, 24 percent say they plan to invest in workflow automation.

NetForum Enterprise association management software (AMS) can help you simplify and streamline your day-to-day processes by automating common tasks using a graphical workflow builder. You can define the automation as a response to an activity, such as sending a welcome email when someone joins, or by building a combination of action items to create a complete set of actions, such as processing a product return.

So, let’s take a look at some specific things your association could be automating today:

Member communications
Automate email communications to engage with members more efficiently. Here are two examples of member communications you can automate:

  • Welcome/onboarding emails – Create a welcome campaign that’s automatically triggered when a new member joins. The campaign can familiarize the new member with your organization and encourage the new member to immediately take advantage of benefits offered by your association.

  • Renewal email series – As members get closer to their renewal dates, send them an automated, personalized renewal email series to remind them of benefits they have taken advantage of, remind them of benefits that they haven’t taken advantage of (but still have time to do so), and let them know about upcoming events and opportunities they’ll miss if they do not renew.

Membership auto-renewal
Speaking of membership renewal, the Community Brands Member Loyalty Study found that 13 percent of lapsed members simply forgot to renew. A great way to address this issue is to offer an option to automatically renew membership, with the membership fee charged to the member’s credit card. Set up this option, with corresponding automated emails that notify members when their membership has been renewed.

Member engagement scoring
Delivering a great member experience requires the ability to measure the engagement levels of each of your members so you can understand how to get members more involved. Use technology that allows you to automatically score member behavior.

For example, NetForum Enterprise includes proprietary A-Score technology that automatically measures the engagement level of your members – individuals and organizations – based on your organization’s unique requirements. Using A-Score, you can easily determine the interactions most meaningful to your organization – such as renewals, donations, products purchased, events attended, committee and advocacy activity, and social behavior – and weight their value. A-Score then automatically scores member behavior on an ongoing basis to show you which individuals are most (and least) engaged. Then, most importantly, you have the insights you need to take action and get members more involved.

Gift processing
Processing gifts might not be the most exciting part of your fundraising campaigns. But making sure you have the right methods and tools in place to simplify gift processing can help you save time.

For example, NetForum Enterprise includes configurable templates that allow you to send acknowledgements and tax receipts to donors automatically via email. It also includes easy-to-use visual workflows that make it simple to automate other common, manual tasks associated with gift processing, such as recurring gifts.

Take the next step.
These are just a few of the ways that automation can help your association. With the right technology, your organization can become more efficient and deliver a better member experience.

Learn more about how your association can work more efficiently and effectively. Explore NetForum Enterprise

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