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CRM Proposal For Bowles Hall Alumni and Foundation

Membership Contact & Servicing

[Prepared by Bill Ragsdale, comments to bill@billragsdale.cc]

[Download from bowleshallalumni.net/newsevents/bhaa-newsletters/]

O ur objective is to add Customer Relationship Management CRM to our pre-sent BowlesHallAlumni.net web-site. A second need is to better integrate our present alumni, member and friends data-base with the web-site. This will

allows these participants to maintain their own membership records. Our staff and select volunteers would have access to that data-base for members support, fund rais-ing, event management, etc.

We have two alternatives: 1) Use an add-in on the present WordPress site to add the desired functionality, 2) Migrate to a vendor supported, integrated CRM site.

I have examined about eight alternative suppliers, from a universe of several hundred. The two under current consideration are: MemberFindMe, a WordPress add-in and iModules, an integrated, very rich organization management system.

My current preference is MemberFindMe.

The MemberFindMe Pros are:

It can be added to our current site in a matter of days.

It can be maintained by semi-skilled help—me.

The cost is $950 to $2,280 per year, depending on our member count. Spreading the cost over the 185 Hall residents this is $5.14 to $12.32 per resident per year.

They will host our WordPress site for an added $10.00 a month!

The Cons are:

Limited vendor support.

A fixed, prewritten set of modules.

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The iModule Pros are:

A very rich array of components.

Built-in (i.e. priced in) vendor support and training.

A history serving profile users: Haas Business School, etc.

They would provide web-hosting.

The Cons are:

The cost is $27,750 the first year or $17,900 a year over three years. Spreading this cost over 185 residents this is $96 per resident per year.

Would require a migration to their web-site and reconfiguring all our present pages.

Our Requirements

These functions are essential:

Individual registration and user data maintenance.

Data management by our staff

Event calendar

Member activity tracking or timeline

Donation support

Donor history.

Levels of membership, or donor groups.

Support for email, individual or group.

These functions are desirable:

Interface to our expanded member database or incorporate its fields.

Report writer and labels from an expanded data-base.

Map based member locator

Committee signups.

Event management and ticketing.

Product sales.

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iModules Feature Set

i Modules integrates all of your online engagement activities in one place. With En-compass, you can easily manage your website, email communication, donation and fee collection, events, networking, and databases. With a user-friendly interface,

Encompass is simple enough for the non-web-savvy, but still offers all the features an expert would expect.

In summary, Encompass provides you with the ability to:

Easily update and manage website content

Deliver dynamic emails and track results

Collect fees and handle campaigns and donations online

Promote and manage events online

Manage and automate your memberships, renewals, and reminders

Connect members with innovative networking

Collect and manage data

Details of the iModules feature sets from their sales proposal.

Web Page Creation and Management

Organize your site map and manage pages with an easy-to-use interface

Add new pages, text, and images as needed

Apply different page designs to different areas of your site

Edit your site content in an HTML or design view

Assign custom URLs to pages for easy promotion

Create news listings featuring RSS

Use settings to make content or pages available only to logged-in members

Personalize your audience’s experience with role-based communication

Use RSS functionality to pull in content from other sites to yours

Add schedules and calendars with Outlook integration

Upload Flash, audio, and video files

Provide search functionality, making it easier to find information on your site

Optimized Viral and Search Marketing

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RSS functionality lets you and your site visitors pull content from your website to other places online

Send-to-a-friend feature makes it easy for your site guests to share information with others

Meta and alt tags and descriptions increase your search engine optimization

Ability to integrate Google Analytics helps you monitor your site activity

Targeting with Email List Management

Simple or complex queries

Saved queries and lists

Saved criteria templates

Database export list append

Blind Carbon Copy (BCC) support

Individual address appends and exclusions

Email Creation

Template builder with easy-to-use interface and customization options

Do-it-yourself content editor for adding text and images in design or HTML view

RSS feeds and drag-and-drop content import website content such as news articles, donation campaigns, events, and other content from your site

Personalized messages through the use of your database fields

Workflow

Email checklist wizard for easy process management

Recurring emails and saved drafts for increased efficiency

Email previews that can be sent to any email address for review

Estimated recipient count helps ensure your list queries are correct

Results Tracking and Reporting

Deliverability

Open rates

Click-through rates

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Actions such as event registrations, money transactions, and more

Opt-outs

Forwarded emails

Bounce backs

Most popular links

Top people who clicked

Campaign Options

Support for multiple, concurrent campaigns

Do-it-yourself, customizable online giving forms

One-time or recurring scheduled payments

Support for giving on behalf or in memoriam, designating gifts to specific causes, and customizing giving levels

Opportunity to integrate with HEP Development

Targeted, Personalized Messaging and Consistent Branding

Ability to add text and graphics to brand appeals

Targeted campaigns with personalized messaging through the use of your database fields

Personalized and automated confirmations and thank you letters

Administrative and Tracking Processes

Automatic site administrator notification of gift transaction

Notification for matching gifts

Downloadable reports to track campaign data

Integration of campaign data into your offline database

Easy end-of-year and tax paperwork preparation

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Flexible, Automated Registration Forms

Do-it-yourself, customizable, online registration forms

Ability to offer different prices based on date ranges or types of constituents

Support for ticketing and other event-related sales

Registration for multiple activities within one event

Targeted, Personalized Messaging and Consistent Branding

Event Web page with do-it-yourself content editor for adding text and images in de-sign or HTML view

Targeted events with personalized messaging through the use of your database fields

Personalized and automated event confirmation page and emails Promotional Fea-tures

Event photo albums and message boards

Custom Web addresses per event

Event attendee list with opt-out option

Calendars that can be placed throughout website

RSS feeds to promote calendar listings

Automated Membership Forms

Do-it-yourself, customizable online forms for easy online joins and renewals

Option to automate membership renewal payment

Membership renewals based on purchase dates or calendar year

Optional scheduled payments on memberships

Prorated or fixed dues for calendar year or anniversary-based memberships

Support for different types of memberships, including lifetime membership

Targeted, Personalized Messaging and Consistent Branding

Ability to add text and graphics to brand membership campaigns

Targeted campaigns with personalized messaging through the use of your database fields

Personalized and automated renewal reminders, confirmations and thank you let-ters

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Promotional Features

Custom Web addresses per form

Promo codes to allow, test, and track special campaign offers

Administrative and Tracking Processes

Automatic site administrator notification of membership transaction

Downloadable reports to track membership data

Integration of membership data into your offline database

End-of-year and tax paperwork preparation

Integration with Social Media

RSS functionality expands your site’s integration with social media

Member profile pages integrate social media

iModules Connect allows members to:

Connect their favorite web account, such as Facebook®, LinkedIn℠, Twitter®, Gmail℠, Yahoo®, or OpenID™, with their account on your iModules website for a seamless, simplified login

Publish their activity on your website to their Facebook® newsfeed

Feature-Rich, Self-Sustaining Groups

Join an existing group or start their own

Invite friends to join a group

Share links, videos, photos, events, and comments within a group

RSVP to group events and view the attendee lists

Subscribe to updates about other group members

View group member locations on Google Maps

Receive group emails from the group owner

Administrators can:

Create groups based on your data fields

Assign people to groups or invite them to opt-in

Use the community billboard to communicate to all groups

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Display groups and suggested groups in emails

Create Private Groups

More Member-Benefiting Networking Features

Discussion boards

Career center

Professional and class notes

Email forwarding/Webmail

Continuous Data Collection

Event registration

Online giving

Surveys

Updated contact information and account preferences

Other information collection

Fully Integrated with Encompass Features

Data queries, tokens, and roles allow you to use your data for personalized and tar-geted messaging through website management, email marketing, forms, and other content delivery

Reporting on events, online giving, and other forms tie data to member accounts

Site tracking actions enable you to see what your members are doing on your site

Complete Access and Structure of Your Data

Encompass provides direct access to your data, so you can update your Encompass da-tabase at any time and export data as needed for any reason, including synchroniza-tion with your offline database. With Encompass, you can:

Create new fields and data values at any time

Manually import your data updates

Manually export selected data, including the ability to select only data fields up-dated over a specific time period

Schedule automatic exports delivered through email

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Automate data import and export with SSH File Transfer Protocol

Customize your data management with added data synchronization services from iModules

Web Services

Web Services allow the automated and recurring exchange and integration of your off-line database and your Encompass database on a secure server.

Automatic retrieval and updating of data between the two databases without hav-ing to do manual exports and imports between systems

The capability to set up recurring data exchanges, so you don’t have to do any re-peat work

Speedy data updates and added data integrity assurance

Methods that are fully compatible with all common request types

Consolidated and simplified methods and parameters (making them more intui-tive)

Campaign contribution data, event registration data, and profile data

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MemberFindMe Feature List

M emberFindMe is a comprehensive membership management, donor man-agement, event calendar, event ticketing, and member directory platform for chambers of commerce, professional groups, associations and other membership groups.

This plug-in integrates MemberFindMe membership, event and directory platform to your WordPress site. MemberFindMe is fully responsive and works with any theme. A MemberFindMe account is required, MemberFindMe is free for small groups and also free to try with our 50 member/account plan.

The following summary lists the basic feature set of MemberFindMe from their web-site. A set of demonstration screens illustrate these function, starting on Page Fifteen:

Registration

Data management

Donation page

Map based member locator

Event calendar

Member activity timeline

Committee signups

Product sales

Membership and Subscription Management

Collect membership subscriptions and dues with Stripe, Paypal or Authorize.net

Unlimited membership levels

Allow multiple billing options for each membership level - including automatic re-curring billing, online billing, pay by check and lifetime billing

Setup tax rates for membership levels by city, state, zip or country

Allow members to upgrade and downgrade between membership levels at any time

Create membership add-ons

Allow members to change membership add-ons at any time

Sophisticated pro-rating calculations when switching between billing options, membership levels or membership add-ons

Automatically send upcoming renewal and past-due notices to members, customized

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for each membership level

Members can sign-in to manage their membership billing and directory profile from your website

Labels let you find members by committees, categories and more

Member Timeline (CRM) allows you to see a member's history at a glance

Group memberships for families, businesses or organizations

Allow multiple contacts under a membership account, every contact can sign in independently

Dashboard lets you to see membership metrics, member signups, member renew-als, expired memberships, and event sales in one place

Financial dashboard charts your membership, donation, event and tax revenue

Daily membership report email

Export membership payments, invoices, and fees to QuickBooks or a spreadsheet

Export membership data to a spreadsheet

Group email members

Advanced custom fields and customizable membership forms

Show or hide different areas of the membership form based on membership level or label

Restrict Access for Members

Restrict access to members only on any page or post with a shortcode

Restrict access by membership level or label

Event Calendar

Infinitely scrolling event calendar promotes discovery and reduces friction

Event list view

Color coded events on event calendar

Event categories

Allow members to add or edit events with advanced permissions

SEO optimized with Rich Snippets

Upcoming events widget

Event Ticketing and Registration

Pay for event tickets on-page through Stripe, Paypal or Authorize.net

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Automatic event registration confirmation email with iCalendar attachment let at-tendees add your event to their calendars (works with Outlook, gmail, etc)

Create custom event registration questions

Create multiple event tickets

Create free or paid event tickets

Setup tax rates for events by city, state, zip or country, override tax settings by event or ticket

Limit event ticket quantity, event capacity, event tickets per registration, and more

Member only event tickets

Limit event tickets to specific membership levels

Discount codes for event tickets

Group email event attendees

Cancel and refund a single event registration, or the entire event

Edit event registrations and issue partial refunds

Export event invoices, event payments and fees to QuickBooks or a spreadsheet

Export registration data to a spreadsheet

Event registration and event check-in linked to membership Timeline for members

Member Directory and Deals

Smart keyword search delivers more relevant search results

Search directory by geographic area

Search directory by labels/categories

Interactive map view for directory

Multiple locations for a business or organization

Business card motif allows your members to express their identity

Rich member profiles with logos, pictures, map, social media links and more

Generate leads with user recommendations

Create member deals or offers

Comply with CAN-SPAM act and protect member emails from spam with our messaging system

SEO optimized with Rich Snippets

Member slideshow widget

Create multiple directory pages by keywords, geographic area, labels/categories

Create multiple membership directories using folders

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Customizable profile template

Limit access to profile information by membership level or label

Limit what members can publish in their profiles by membership level or label

Forms, Shopping Cart and Donations

Create forms for committee or volunteer signup, contact forms, and more

Sell items or solicit donations

Collect fixed or flexible donations

Combine shopping cart and donations on one form

One page checkout for higher conversions

Collect payments or donations with Stripe, Paypal or Authorize.net

Create custom questions for each item

Setup item quantities and checkout limits

Setup tax rates by city, state, zip or country, override tax settings by form or by item

Create custom email receipts by form, item or donation

Automated notifications by item, donation or form

Form activity linked to membership Timelines

Setup actions to add or remove labels, or create new accounts in specific folders

Combine shopping cart, form actions and member only access to sell access to online content

Track donations and item sales for financial analysis or for export to QuickBooks or spreadsheet.

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MemberFindMe Sample Screens

Registration

Account Management

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Donations

Site Activity

Product Sales

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Calendar

Event List

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Member Locator

Activity Support

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How To Install MemberFindMe

1. Install the MemberFindMe plug-in via the WordPress.org plug-in directory or up-load it to your plug-in directory.

2. Activate the plug-in

3. Sign in with your MemberFindMe account

4. Create pages for your membership sign up form, member sign-in form, member directory, member deals page, event calendar using our shortcodes

5. Create your membership levels, and setup Stripe, PayPal or Authorize.net for membership billing

6. Setup your membership and event tax rates as needed

7. Import your members with a csv file

8. To restrict access to pages or posts for members, also install the MemberFindMe Login Connector plug-in

9. For help, videos and documentation, see the Help section in the plug-in

Can I email my members directly from the system?

You can email any group of members directly from the system, including:

Individual member or individual contact under member account

Members who signed-up in any date range

Members who renewed in any date range

Members with upcoming membership renewals for any date range

Members with past-due memberships for any date range

Members with a specific membership level

Members with a specific label

Members in any folder

Appendix

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