CMS Modules

Membership

The Membership Module was created to meet the challenges faced by membership-based organizations. This module allows users to enhance member relations, grow sales, track member activity and streamline management. Every aspect of member relations is streamlined, using predefined criteria for profiling, allowing for controlling and restricting access to various sections of the website, automating form completion, streamlining processes and creating special membership groups. These features make it easy for an organization to manage its membership base and financial resources.

With the Membership module, it's possible to create and set website access levels and groups based on member profiles. With the defined profile, authorized members and staff can log in to view or access restricted areas of the site. Different levels of access rights determine access to specific web pages, forms, products, offers or other modules or categories. These features allow administrators to offer different levels of value to different membership levels.

Collecting and maintaining customer information is a critical but time-consuming part of day-to-day operations for many companies. The Membership module makes this process much easier by managing member's contract, account and billing information, as well as other personal information, or metadata, such as name, address, personal information, email, documents and date- and time-stamped notes. Additionally, members can log into the site and update the profiles linked to their accounts along with contact and billing information. This keeps profiles up-to-date and improves understanding of a member base, allowing an organization to better serve its members and target offers and personalized communications.

To streamline management and enhance member service, members can be granted their own MyAccount accounts—access to a personalized backroom where they can log in and update personal information like address, credit card and ecommerce order history. Members can view and modify information displayed on the live website, including event listings and job proposals. This feature makes entering and updating personal information quicker and easier for members, ensuring more up-to-date member data.

To request membership, non-members can simply complete a registration form to set up and account via the website. These members can be set to be added to a special group or require approval. By making it easy and automatic to recruit new members, an organization can increase its membership revenues while retaining control over who becomes a member.

Membership has its privileges, and when it comes to organizing events, this feature lets an organization reward its members with members-only pricing. Websites offering tickets for an event can set different prices for members and non-members. This feature not only improves member retention and loyalty, it helps drive attendance to events and track this attendance for future event planning and logistics.

One of the premiere advantages of Accrisoft Freedom membership management is being able to send out email communications to membership groups based on customized criteria. Information can be sent out to a combination of a newsletter distribution list, email and member addresses, leveraging customer data to target programs, promotions and offers based on knowledge of members’ personal preferences.

With an interface to Accrisoft e-commerce capabilities, an organization can set up a website to require visitors to log in before making purchases. Once logged in, data collection fields are automatically populated with members’ personal information when placing orders. This not only makes it fast and easy for members to complete and submit orders, it eliminates the need to reenter data each time an order is placed, providing another way to increase revenue beyond membership dues. To track activity, members can log into their accounts to view a history of all orders placed. An option is available that allows site visitors to use the virtual shopping cart but requires a login for placing an order, which allows visitors to sign up for an account at this stage in the checkout process.

Keeping track of member actions has never been so easy. Organizations can track members’ form submissions and e-commerce activity that have taken place while logged into the site. Analyzing these statistics enables organizations to quantify the value of the membership module to the website, track program success and optimize the outcome of future programs, promotions and pricing models.

A seamless interface with the Accrisoft Freedom billing module allows members to log into their accounts to view statements and balances and make online payments, automating the billing and collection process. This allows for faster revenue collection.