The Contact Record Management systems in Member365 is central to almost all of its functions. Continue reading for an outline of some of the core techniques and features you’ll use in the course of maintaining your contacts.
Adding Contacts
Any time an email address is added to a membership application form, an event, or a signup form- or other module within the system- a contact record is automatically created. Each contact record goes towards your total count within the Member365 system.
Adding a Contact To Member365
Adding Organizations
An organization record stores information about an organization, including it's name, address, and other relevant data. You can add organizations to your system and assign users to those organizations; doing so makes it easier to sort your users in several other parts of Member365.
How To Add An Organization To Member365
Adding Tags
Tags are a great way to further segment your members, and contacts, alike. Tags are one way Member365 categorizes and groups information about contacts based on specific criteria.
How to Create and Manage Contact Tags
Adding Contact Demographics
Contact Demographics are another, more in depth way to segment members. Unlike tags, Contact Demographics can have an associated form to gather relevant information about the contact.
How to Create a New Contact Demographic
How to Associate a Contact with a Contact Demographic
Adding Organization Demographics
Organization Demographics further segment Organizations. Organization Demographics refer to specific characteristics associated with each Organization, similar to Contact Demographics.
How to Access and Create Organization Demographics
How to Associate an Organization with an Organization Demographic
Managing Contacts
After adding contacts, you may wish to enroll users in memberships, set other administrators, or build lists of those contacts. The tasks listed below are just a few things you can do in Member365.
Enrolling Members
Contact Records also reflect Membership Categories. Now that you’ve added some contacts, you’ll want to update their profiles to show any membership they hold within your organization:
How to Enroll a Member Manually
Setting Administrators
Administrators can hold a variety of permissions, from all access to specific modules within the system. If you’re not the only administrator in your organization, here’s how you can provide those privileges to others:
Adding an Administrator to Member365
Building Lists
Lists are a dynamic way to group contacts together, for things like events, email lists, or access to certain areas of the site. Building contact lists are useful for controlling access to site features, including online courses, and is also a great way to optimize your email campaigns:
How to Use the List Builder
Tracking Email Consent
Always be sure that your communication is in line with anti-spam legislation: follow this guide to learn how to track who has opted in and opted out of being contacted.
How to Manage Email Consent Settings
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