Membership
Terminating Unpaid (Organization) Members
Trade associations tend to be very forgiving in accepting late dues payments, but eventually everyone faces the necessity of deactivating/terminating members who have lapsed in their dues for too long. If you want to zero-out their most recent application/renewal(s), the easiest way to do this is to ‘cancel’ the application/renewal. You can actually do this…
Membership Renewal Pregeneration and Bulk Emailer with PDF-On-Demand
If your MatrixMaxx implementation includes the Membership Renewal Application Pregenerator upgrade — or if you’re interested in learning more about it before purchasing it — this article will show you how this workflow operates. This article also illustrates how the Pregenerator may be seamlessly connected to the PDF-on-demand/bulk-emailer upgrade. NOTE: you can see a video…
Strategic Change History and Data Searches for Individuals
Keeping data clean is critical. Here are some popular searches and data tools to identify potential issues in individual data. For organization data, see the related article. Duplicate or Missing Email Addresses Staff should make it a recurring task to periodically check the duplicate email report: Contacts -> Reports -> ‘Individuals with the same Email…
Tracking Membership Conversions using parameterized URLs and the marketing code source field
Generating interest in your organization, and converting new members, is a top priority for any association or professional society. Getting visitors to your site is the first step, and when they join or renew as a member you want to know which marketing campaign was successful. You can easily track these conversion sources by using…
Strategic Change History and Data Searches for Organizations
Data is the bread and butter for organizations in every realm of business, and the same rings true for associations. Did you know that MatrixMaxx has robust reporting tools at your disposal to help you stay on top of changes that occur in your membership, and to help you keep your data as clean as…