Latest Innovations for Online Join and Renew with imis

Transcription

1 Latest Innovations for Online Join and Renew with imis Presented by: Association Technology Solutions, LLC

2 About ATS Serving imis community since 1996 Award-winning, full-service Authorized imis Solutions Provider (AiSP) Specialization in imis investment maximization

3 Hosted by Presenter: Lisa Brown Senior imis Consultant Association Technology Solutions, LLC Direct: (443) Presenter: Laura Tidquist Technical Support Manager Association Technology Solutions, LLC Direct: (720) Moderator: Richard Banks Sales Manager Association Technology Solutions, LLC Direct: (571)

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 Anatomy of Dues Proceses Member Types Categories Rules for determining pricing Special Pricing based on demographic data Additional fees on joins Optional Chapters and Sections Voluntary items like donations

6 Comparison RiSE vs. Online Marketplace Join/Renew RiSE Online Marketplace Coupons Accepted No Not for Dues Yes Change Member Type Yes Yes Change Category Yes - limitations Yes Cart Prices Change When Dues are Added/Removed No Yes Join/Renew Other People Join/Renew company dues Yes must have company administrator role Available in 2015 Q4 release Yes Yes

7 Comparison RiSE vs. Online Marketplace Join/Renew Non-dues Item Purchases Add a Section/Chapter mid-year and synch with annual dues First N chapters/sections free RiSE Yes as long as you dues item No No Online Marketplace Yes Yes Yes

8 RiSE Options for Online Joins Can join as an individual with or without optional subscription items Can join as an organization (available in Q4 release) Ability to bill record based on user defined field for pricing Can have optional subscriptions outside of the join process

9 RiSE Online Join

10 Create an Account

11 Itemized Billing Options

12 Itemized Billing Options

13 Itemized Billing Options

14 Itemized Billing Options

15 Itemized Billing Options

16 Billing Cycle Setup

17 Billing Cycle Setup

18 Billing Cycle Setup

19 Online Join with CCO (content collection organizer)

20 Create an Account

21 Demographic Fields

22 Optional Chapter Selections

23 Setup of CCO (content collection organizer)

24 Defining Which Billing Cycle for Join to Use

25 Organization Join

26 Organization Demographics (using name_all for pricing)

27 Pricing for Organization

28 Creates Parent and Child Record

29 Adds Company Administrator Role

30 Sets Parent Member Type (does not set the child member type)

31 Ability to Purchase Optional Non-Dues Items

32 Need to Check This Option Within RiSE Settings

33 Set Up Separate Billing Cycle

34 Set Up Separate Billing Cycle

35 Detailed Item Gotcha for Renewals amount for ALL Subscriptions records and the current balance are the same if they are not, then the user is taken directly to the Cart. There's no way around this other than to delete the product that was previously paid and has no balance.

36 RiSE Renewal Features If set as a company administrator, I can pay for others dues Ability to change membership options

37 Renewing Others Within Company

38 Changing from Student to Regular Membership

39

40 Questions & Answers Presenter: Lisa Brown Senior imis Consultant Association Technology Solutions, LLC Direct: (443) Question 1: Presenter: Laura Tidquist Technical Support Manager Association Technology Solutions, LLC Direct: (720) If the contact is already connected to a non-member company, does the join process make you create a new record?

41 ATS Online Marketplace Dues Differences Cart prices change when dues are added Sync subscriptions with dues Can restrict access to a join or renewal based on a SQL view (i.e. missing data in their record) Can create kits of dues products Can rollup products to display as one on receipts Can require selection of items Can give free items (i.e. 2 free sections with your dues)

42 Navigation Can create links to drive people to join/renew, purchase a subscription or donate

43 Setup in imis Billing Cycles ATS_DUES UD Table

44 Join Example Wizard approach Walkthrough each dues product type DUES, CHAPT, SEC, SUB, MISC, VOL

45 Join Example Subscriptions Donations

46 Add to Cart & Checkout

47 Renew Can select to join/renew yourself or someone else. Then process is the same as a join.

48 Subscriptions and Other Optional Items Subscriptions, Sections and Chapters can be purchased separately

49 Which One is Right for Me? Review what your needs are for your joins and renewals Do you need special pricing? Do people need to purchase items outside of paying dues? Do you accept coupons for dues?

50 Questions & Answers Presenter: Lisa Brown Senior imis Consultant Association Technology Solutions, LLC Direct: (443) Presenter: Laura Tidquist Technical Support Manager Association Technology Solutions, LLC Direct: (720) Moderator: Richard Banks Sales Manager Association Technology Solutions, LLC Direct: (571)

51 Questions & Answers Presenter: Lisa Brown Senior imis Consultant Association Technology Solutions, LLC Direct: (443) Presenter: Laura Tidquist Technical Support Manager Association Technology Solutions, LLC Direct: (720) Question 2: Can a member pay for another member? For example, can a husband pay for his wife in the same transaction?

52 Questions & Answers Presenter: Lisa Brown Senior imis Consultant Association Technology Solutions, LLC Direct: (443) Presenter: Laura Tidquist Technical Support Manager Association Technology Solutions, LLC Direct: (720) Question 3: Can you use this for multi-year dues?

53 Questions & Answers Presenter: Lisa Brown Senior imis Consultant Association Technology Solutions, LLC Direct: (443) Presenter: Laura Tidquist Technical Support Manager Association Technology Solutions, LLC Direct: (720) Question 4: Is there an easy way to set the series of questions to determine member type before final join?

54 Questions & Answers Presenter: Lisa Brown Senior imis Consultant Association Technology Solutions, LLC Direct: (443) Presenter: Laura Tidquist Technical Support Manager Association Technology Solutions, LLC Direct: (720) Question 5: Can you create an auto-renewal to charge next years dues? What other modules might you need to do this?

55 Questions & Answers Presenter: Lisa Brown Senior imis Consultant Association Technology Solutions, LLC Direct: (443) Question 6: Presenter: Laura Tidquist Technical Support Manager Association Technology Solutions, LLC Direct: (720) Can either RiSE or the Online Marketplace accommodate logic to start different cycles on different start dates as opposed to the anniversary date?

56 Questions & Answers Presenter: Lisa Brown Senior imis Consultant Association Technology Solutions, LLC Direct: (443) Question 7: Presenter: Laura Tidquist Technical Support Manager Association Technology Solutions, LLC Direct: (720) Can you have a member go through as a complimentary renewal and update their subscription with a $0 amount?

57 Questions & Answers Presenter: Lisa Brown Senior imis Consultant Association Technology Solutions, LLC Direct: (443) Presenter: Laura Tidquist Technical Support Manager Association Technology Solutions, LLC Direct: (720) Question 8: Does the online join allow for uploading of documentation needed to prove member category?

58 Questions & Answers Presenter: Lisa Brown Senior imis Consultant Association Technology Solutions, LLC Direct: (443) Presenter: Laura Tidquist Technical Support Manager Association Technology Solutions, LLC Direct: (720) Question 9: online will those members be billed for renewal dues when other members are or will they need to be invoiced separately?

59 More from ATS Looking for more from the experts at ATS? Upcoming Webinars Past Webinars including video recordings, and downloadable presentation slides