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Association Technology Solutions
WEBINAR SERIES
Enhancing Your Member Journey with Process
Automation
Presented by:Association Technology Solutions
Association Technology Solutions
ABOUT ATS
• Serving iMIS community since 1995
• Full-service Authorized iMIS Solutions Provider (AiSP)
• Application development to extend the functionality of iMIS
• 2015 & 2016 Authorized iMIS Solution Provider (AiSP) of the Year
Association Technology Solutions
Moderator:Richard BanksSales MangerAssociation Technology SolutionsDirect: 571-213-4785Email: [email protected]
Presenter:Aaron MilliganiMIS ConsultantAssociation Technology SolutionsDirect: 206-618-0570Email: [email protected]
HOSTED BY
Association Technology Solutions
USING GOTOWEBINAR
• Attendees are muted to reduce background noise
• Remember to ask questions via the Questions panel
• Questions will be answered during Q&A after presentation is complete
Association Technology Solutions
WHAT IS A MEMBER JOURNEY?
Membership
Events
Fundraising
Marketing
Engagement
Association Technology Solutions
PROCESS AUTOMATION
• Instant communications
• Dynamic alerts
• Automated reports
• Run custom scripts
Association Technology Solutions
MAP YOUR MEMBER JOURNEY
Recruitment• Identify potential members
Sign Up• The first interaction with your website
Onboarding• Welcome members to your organization
Engagement• Keep members involved
Association Technology Solutions
MAP YOUR MEMBER JOURNEY
Recruitment• Identify potential members
Sign Up• The first interaction with your website
Onboarding• Welcome members to your organization
Engagement• Keep members involved
Association Technology Solutions
MAP YOUR MEMBER JOURNEY
Recruitment• Identify potential members
Sign Up• The first interaction with your website
Onboarding• Welcome members to your organization
Engagement• Keep members involved
Association Technology Solutions
MAP YOUR MEMBER JOURNEY
Recruitment• Identify potential members
Sign Up• The first interaction with your website
Onboarding• Welcome members to your organization
Engagement• Keep members involved
Association Technology Solutions
AUTOMATE YOUR MEMBER JOURNEY
Recruitment
• Contact people who have interacted with your organization in the past
• Re-enlist former members
• Contact people who created an account but did not join
Sign Up
• Run a script to apply custom business rules
• Collect relevant information
Onboarding
• Schedule orientation emails every week for the first month
• Show alerts on profiles pages to prompt for missing information
Engagement
• Join a community or chapter
• Suggest upcoming events
• Subscribe to mailing lists
• Email a reminder for abandoned cart items
Association Technology Solutions
AUTOMATE YOUR MEMBER JOURNEY
Recruitment
• Contact people who have interacted with your organization in the past
• Re-enlist former members
• Contact people who created an account but did not join
Sign Up
• Run a script to apply custom business rules
• Collect relevant information
Onboarding
• Schedule orientation emails every week for the first month
• Show alerts on profiles pages to prompt for missing information
Engagement
• Join a community or chapter
• Suggest upcoming events
• Subscribe to mailing lists
• Email a reminder for abandoned cart items
Association Technology Solutions
AUTOMATE YOUR MEMBER JOURNEY
Recruitment
• Contact people who have interacted with your organization in the past
• Re-enlist former members
• Contact people who created an account but did not join
Sign Up
• Run a script to apply custom business rules
• Collect relevant information
Onboarding
• Schedule orientation emails every week for the first month
• Show alerts on profiles pages to prompt for missing information
Engagement
• Join a community or chapter
• Suggest upcoming events
• Subscribe to mailing lists
• Email a reminder for abandoned cart items
Association Technology Solutions
AUTOMATE YOUR MEMBER JOURNEY
Recruitment
• Contact people who have interacted with your organization in the past
• Re-enlist former members
• Contact people who created an account but did not join
Sign Up
• Run a script to apply custom business rules
• Collect relevant information
Onboarding
• Schedule orientation emails every week for the first month
• Show alerts on profiles pages to prompt for missing information
Engagement
• Join a community or chapter
• Suggest upcoming events
• Subscribe to mailing lists
• Email a reminder for abandoned cart items
Association Technology Solutions
WHERE IS PA+ USED?
Association Technology Solutions
WHERE IS PA+ USED?
Why don’t you update!?!?!
Association Technology Solutions
WHERE IS PA+ USED?
Association Technology Solutions
TYPES OF PROCESS AUTOMATION
Alert Display
• Runs an IQA
• Displays an alert on a page
• Location of alerts is determined by ”Alert Sets”
Scheduled Task
• Triggered by a fixed or recurring date or a database change
• Performs an action
Association Technology Solutions
ALERT DISPLAY
Association Technology Solutions
ALERT DISPLAY
Association Technology Solutions
ALERT DISPLAY
Association Technology Solutions
ALERT DISPLAY
Association Technology Solutions
ALERT DISPLAY
Association Technology Solutions
ALERT DISPLAY
• Collect missing data
• Alert that your credit card is about to expire
• Prompt to join a community
• Prompt to change communication preferences
Association Technology Solutions
ALERT DISPLAY
Association Technology Solutions
ALERT DISPLAY
Association Technology Solutions
ALERT DISPLAY
Association Technology Solutions
ALERT DISPLAY
Association Technology Solutions
ALERT DISPLAY
Association Technology Solutions
ALERT DISPLAY
Association Technology Solutions
ALERT DISPLAY
Association Technology Solutions
ALERT DISPLAY
Association Technology Solutions
ALERT DISPLAY
Association Technology Solutions
ALERT DISPLAY
Association Technology Solutions
ALERT DISPLAY
• Collect missing data
• Alert that your credit card is about to expire
• Prompt to join a community
• Prompt to change communication preferences
Association Technology Solutions
SCHEDULED TASK
Association Technology Solutions
SCHEDULED TASK
Association Technology Solutions
SCHEDULED TASK
Association Technology Solutions
SCHEDULED TASK
Association Technology Solutions
SCHEDULED TASK
Association Technology Solutions
SCHEDULED TASK
Association Technology Solutions
SCHEDULED TASK
Association Technology Solutions
SCHEDULED TASK
Association Technology Solutions
SCHEDULED TASK
Association Technology Solutions
SCHEDULED TASK
Association Technology Solutions
SCHEDULED TASK
Association Technology Solutions
SCHEDULED TASK
Association Technology Solutions
SCHEDULED TASK
Association Technology Solutions
SCHEDULED TASK OTHER IDEAS
• Email an Event badge the week before an event
• Look for abandoned cart items and send a “Continue Checkout” email.
• Query seminars purchase and send a “You might enjoy this upcoming seminar” email
• Membership Expiration
• Continuing Education reminders
Association Technology Solutions
TRIGGERED TASK
• Can be used the same as a scheduled task, but on a database change
• Immediate results
• Responds to user input
Association Technology Solutions
TRIGGERED TASK
Association Technology Solutions
TRIGGERED TASK
Association Technology Solutions
TRIGGERED TASK
Association Technology Solutions
TRIGGERED TASK
Association Technology Solutions
TRIGGERED TASK
Association Technology Solutions
QUESTIONS & ANSWERS
Association Technology Solutions
MORE FROM ATS
Looking for more from the experts at ATS?
Other Questions?Email: [email protected]
Online: http://www.atsol.org
Phone: (720) 945-7252
Upcoming Webinars Past Webinarshttp://atsol.org/Webinars
schedule of upcoming webinarshttp://atsol.org/PastWebinars
video recordings and downloadable presentation slides
