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Here are five examples of processes you can easily automate to help your association’s small staff work more efficiently while reducing stress.
Your association’s staff is likely focused on member acquisition and retention. But how often do you think about improving your staff’s efficiency? Consider this: When you simplify and streamline your association’s day-to-day operations, it frees valuable staff time so they can focus on attracting new members and creating a great member experience.
With modern, all-in-one association management software (AMS) like YourMembership, you can easily automate previously manual processes, making your staff more efficient and reducing the workload. YourMembership AMS gives you an easy-to-use interface and simple workflows to streamline day-to-day operations so your small staff can get more done.
Five processes your association can automate to improve efficiency
Here are five examples of processes you can easily automate with YourMembership AMS to make your association’s staff more efficient and ultimately improve member acquisition and retention:
1. Email communications to members
Automate email communications to members based on members’ actions, such as registering for an event or paying membership dues. For example, you can easily set up YourMembership so that when members join your organization and pay their annual dues, they can receive an automated email confirmation for joining that includes a receipt of payment.
2. Membership renewal
Some of your lapsed members will have simply forgotten to renew. One of the best ways to address this issue is to offer an option to automatically renew membership, with the membership fee charged to the member’s credit card. YourMembership AMS allows you to set up this option, with corresponding automated emails that notify members when their membership has been renewed.
3. Event waitlist process
By eliminating manual steps from your event waitlist process, you can boost the efficiency of your event management and help to ensure you fill every attendee spot for your events. Waitlist functionality in YourMembership helps you remove manual steps in the waitlist process by allowing you to set attendee limits, let potential attendees add themselves to the waitlist once the limit is reached, and automatically invite the next person on your waitlist when a space opens.
4. Member address updates
When members register for your association’s events, they can register with their updated mailing address and check a box to update their profile information with the new contact information. The automated workflow in YourMembership AMS can then update their profile instead of requiring one of your staff members to manually update it.
5. Report sharing
Schedule important, timely membership reports to automatically send via email to yourself or executive management. For example, set up a workflow in YourMembership to automatically send a monthly membership summary to your executive director and board of directors chairman.
