Enhancing Your Member Journey with Process Automation

Transcription

1 WEBINAR SERIES Enhancing Your Member Journey with Process Automation Presented by:

2 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

3 HOSTED BY Presenter: Aaron Milligan imis Consultant Direct: Moderator: Richard Banks Sales Manger Direct:

4 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

5 WHAT IS A MEMBER JOURNEY? Fundraising Events Membership Marketing Engagement

6 PROCESS AUTOMATION Instant communications Dynamic alerts Automated reports Run custom scripts

7 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

8 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

9 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

10 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

11 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 s 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 a reminder for abandoned cart items

12 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 s 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 a reminder for abandoned cart items

13 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 s 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 a reminder for abandoned cart items

14 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 s 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 a reminder for abandoned cart items

15 WHERE IS PA+ USED?

16 WHERE IS PA+ USED? Why don t you update!?!?!

17 WHERE IS PA+ USED?

18 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

19 ALERT DISPLAY

20 ALERT DISPLAY

21 ALERT DISPLAY

22 ALERT DISPLAY

23 ALERT DISPLAY

24 ALERT DISPLAY Collect missing data Alert that your credit card is about to expire Prompt to join a community Prompt to change communication preferences

25 ALERT DISPLAY

26 ALERT DISPLAY

27 ALERT DISPLAY

28 ALERT DISPLAY

29 ALERT DISPLAY

30 ALERT DISPLAY

31 ALERT DISPLAY

32 ALERT DISPLAY

33 ALERT DISPLAY

34 ALERT DISPLAY

35 ALERT DISPLAY Collect missing data Alert that your credit card is about to expire Prompt to join a community Prompt to change communication preferences

36 SCHEDULED TASK

37 SCHEDULED TASK

38 SCHEDULED TASK

39 SCHEDULED TASK

40 SCHEDULED TASK

41 SCHEDULED TASK

42 SCHEDULED TASK

43 SCHEDULED TASK

44 SCHEDULED TASK

45 SCHEDULED TASK

46 SCHEDULED TASK

47 SCHEDULED TASK

48 SCHEDULED TASK

49 SCHEDULED TASK OTHER IDEAS an Event badge the week before an event Look for abandoned cart items and send a Continue Checkout . Query seminars purchase and send a You might enjoy this upcoming seminar Membership Expiration Continuing Education reminders

50 TRIGGERED TASK Can be used the same as a scheduled task, but on a database change Immediate results Responds to user input

51 TRIGGERED TASK

52 TRIGGERED TASK

53 TRIGGERED TASK

54 TRIGGERED TASK

55 TRIGGERED TASK

56 QUESTIONS & ANSWERS

57 MORE FROM ATS Looking for more from the experts at ATS? Upcoming Webinars schedule of upcoming webinars Past Webinars video recordings and downloadable presentation slides Other Questions? Online: Phone: (720)