Overview of ISBOA’s New Website

All-in-one Economical pricing Centralized records On-demand software Ease of use

Administration automationOnline member engagement and self serviceData safety and securityTech support About the vendor

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All-in-one

Replaces 7 separate systems by combining:1. Membership management2. Webpage editing software3. Website hosting4. Event calendar and registration5. Online fundraising and payments6. Emailing tool7. Discussion forums

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Economical pricing Flat monthly fee from $25/month (max. $200/month) No other surcharges (per-transaction, per-record, per-module, per-user) 10% discount for annual subscriptions No long-term contracts, no cancellation fees Free updates included (new features added every 2-3 months) Free tech support Full details online: www.wildapricot.com/pricing.aspx

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Centralized records

Information flows automatically from website to member database to online member directory to event registration system

Centralized data storage shared between all components Saves time spent on keeping records in sync between different functions Up-to-date records are accessible online at any moment Secure remote access by authorized board members, staff & volunteers Can be used from home or office – only needs browser and Internet

connection

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On-demand software

Instant availability – runs in the web browser No software to install No special hardware required, just an Internet connection Typical time to go live: from a few days to 2-3 weeks

(customizing settings, importing database records, copying content)

All client accounts are automatically upgraded when new releases are published

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Ease of Use

Designed for non-techies Makes it easy to involve volunteers, board members or others

If they can use Microsoft Word, they can use Wild Apricot

Saves money on training

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Administration Automation

Replaces time-consuming manual tasks with automated routines Online application process, including approval workflow, automatic invoices and

receipts for membership applications Sending renewal reminders Processing lapsed memberships Automatically emailing event announcements and reminders

Puts members in charge of updating their own data and processing renewals via self-service web portal

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Online member engagement and self-service

Website comes with built-in tools for online member community: Member directory (public or member-only) Discussion forum Blog Email newsletter tool

Saves staff and volunteer time & increases member satisfaction with online instant self-service for members: New applications Contact information and profile updates Event registrations Renewals Online payments

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Data safety and security

Automatic daily backups ensure data safety Member list, event registration, etc. can be exported into Excel at any

moment Vendor security team monitors security bulletins and updates servers as

necessary Product tested and certified on Microsoft Platform

http://www.wildapricot.com/blogs/newsblog/archive/2007/09/12/wa-certification.aspx

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Tech support

Free tech support Email support Online support portal http://Support.wildapricot.com

– Response time 1 business day Toll-free telephone support

Extensive online help database http://Help.wildapricot.com

User community (discussion forums)http://www.wildapricot.com/forums/default.aspx?GroupID=10

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About the vendor - Bonasource Inc.

Reliable vendor: est. 2001, references from Fortune 500 companies.See www.bonasource.com

Microsoft Gold Certified Partner (top designation)

Safe choice: Over 15,000 organizations signed up as of February 2009 (probably #1 by number of clients for small associations and non-profits market)

Regular and frequent product updates based on customer feedback - on average every 2 months. see http://help.wildapricot.com/display/DOC/0.+Release+history

Current clientele survey results positive (details in the following sections)

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Key Functionality Summary

Membership management Customizable database fields Automation of application workflow and

renewals Online payments Member history, search and reports Individual and corporate memberships

Member self-service portal Online application for new members Renewals Update own profile Event registration at special member price Access member-only web pages

Online community tools Blog Discussion forum Member directory E-newsletters Member Groups (e.g. board, committees)

WebsiteSelection of starting templatesCustomization tools to personalize look and feelUnlimited numbers of pages, pictures and documents Able to integrate video, photo albumsInteractive pages (e.g. online member directory)

Event registrationOnline event calendarCustomizable event registration formEvent registration reportSends notices, reminders and confirmations automatically

Online fundraisingDonation form and online paymentDonor database, donations reportCustomizable donation email receipt

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Website Content Management

Unlimited web pages, document and picture attachments Easy to update web pages – no tech skills needed

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Website Security

Unlimited number of website administrators Individual logins for each administrator and each member Granular access control: full / website / membership / events /

fundraising

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Website Security – Member-only Content Example

General public can only see webpage designed for public access.

And now member-only pages can be accessed.

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Membership Management – Online Payment Options

– Authorize.Net – PayPal Pro– Paypal Standard– Google Checkout

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Membership Management

Multiple membership levels Unlimited custom membership database fields Automated application workflow: from online sign-up to online payment

to adding a record to your member database to sending a receipt and welcome email

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Membership Management – Online Application Example

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Member Self-Service

Saves staff and volunteer time by letting members use online self service: Online application Profile updates Renewals Accessing secure member-only content Event registration Online community participation – discussion forums and blog

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Member Self-Service – Member Profile Example

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Automate Membership Renewals

Automatically send reminders Let members renew with online self-service and pay online See up-to-date picture of membership at any time

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Online Member Directory

Point and click to add searchable member directory to your website Directory is automatically updated with new member records and updates

of existing records in the member database

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Online Member Directory – Presenting members to the public

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Engage Members Online

Point and click to add a blog page or a discussion forum Send out email newsletters to all contacts – or a specific subset of records Let members interact online to energize your community

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Engage Members Online – Blog Example

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Event Management

Add unlimited events to event database Events automatically appear on your online calendar page Past events are automatically archived Send event announcements automatically

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Event Management – Event Calendar Example

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Event Registration

Customize each event registration form Automatically send event confirmations Instant online access to current list of registrations

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Over 15,000 nonprofit and association clients

Professional and business associations

Nonprofit and charitable organizations

Clubs

Wild Apricot Clients

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