Business Strategies for Content Management Part 4 of 4 Integrating Your Member Database

Our Team Today Who Background Mark Boisvert Account Executive 10+ years in technology, sales, marketing, & professional services Particular focus on web and integrated Content Management and Master Data Management Solutions TJ O’Connor Principal Consultant Extensive experience in the development of advanced web content management solutions Expert in Web 2.0 technology and solution integration Speaker at technology events and trade shows

10+ years in technology, sales, marketing, & professional services

Particular focus on web and integrated Content Management and Master Data Management Solutions

Extensive experience in the development of advanced web content management solutions

Expert in Web 2.0 technology and solution integration

Speaker at technology events and trade shows

CrossTech Partners Overview Second Circle Technology Solutions and Services Company Serving digital innovators in the non-profit, mid-market and global 5000 Three roles in service delivery: Expert Advisor – second circle innovation Solution Integrator – differentiated solutions Delivery Partner – platform technology and service provider Highly experienced leadership team in digital business, social media, event marketing, and new marketing strategies Exgenex ™ - leading SaaS platform for digital marketing, social networking, event technology, data management

Second Circle Technology Solutions and Services Company

Serving digital innovators in the non-profit, mid-market and global 5000

Three roles in service delivery:

Expert Advisor – second circle innovation

Solution Integrator – differentiated solutions

Delivery Partner – platform technology and service provider

Highly experienced leadership team in digital business, social media, event marketing, and new marketing strategies

Exgenex ™ - leading SaaS platform for digital marketing, social networking, event technology, data management

Our Conversation Today Membership organizations lack the appropriate tools and resources to manage critical member information A large number of membership organizations are managing member information using a paper filing system, text documents or a spreadsheets A number of platforms exist from software vendors, but at high costs with unwanted feature sets The key is to align your business requirements with the appropriate platform

Membership organizations lack the appropriate tools and resources to manage critical member information

A large number of membership organizations are managing member information using a paper filing system, text documents or a spreadsheets

A number of platforms exist from software vendors, but at high costs with unwanted feature sets

The key is to align your business requirements with the appropriate platform

Member Management Overview Contact Information Track standard and customized information for all contacts Demographic Questions Add tables and fields for collecting and tracking demographic data Committee and Groups Organize committee members into subgroups based on participation Transactions Track and process automated credit card payments using recurring billing and real-time credit card processing Activity Tracking System-generated activities (such as committee participation, meetings attended, or payments) are linked to the corresponding contact record Advanced Search Build customized lists through text-based search, filters, and ad-hoc queries List Management Create dynamic lists based on search filters, and export to Excel, create email distributions, or print mailing labels Email Communications Create personalized email communications using merge fields, custom filters, and targeted lists

Contact Information

Track standard and customized information for all contacts

Demographic Questions

Add tables and fields for collecting and tracking demographic data

Committee and Groups

Organize committee members into subgroups based on participation

Transactions

Track and process automated credit card payments using recurring billing and real-time credit card processing

Activity Tracking

System-generated activities (such as committee participation, meetings attended, or payments) are linked to the corresponding contact record

Advanced Search

Build customized lists through text-based search, filters, and ad-hoc queries

List Management

Create dynamic lists based on search filters, and export to Excel, create email distributions, or print mailing labels

Email Communications

Create personalized email communications using merge fields, custom filters, and targeted lists

Today’s Agenda Overview Static Architecture Dynamic Architecture Management Features CMS Integration Takeaways Q & A

Overview

Static Architecture

Dynamic Architecture

Management Features

CMS Integration

Takeaways

Q & A

Email Lists E-Mail API Committees Manual Static Membership Architecture Legacy Applications Event Registration System Member Data Static Websites

Member Management Application Membership Application Programming Interface (API) Content Management System Legacy Applications Event Registration System Email Lists E-Mail API Dynamic Membership Architecture Membership Database

Features: Contact Info Update all member information in a centralized repository Contact registration form should be flexible in terms of labels, required fields, etc.. Contact database should be extensible without additional development Email information can automatically be updated in third party email systems

Update all member information in a centralized repository

Contact registration form should be flexible in terms of labels, required fields, etc..

Contact database should be extensible without additional development

Email information can automatically be updated in third party email systems

Features: Demographics Demographic questions can be used to gather additional information about your members Use demographics to drive membership types and pricing Use demographics to personalize web content Create targeted lists for more effective email marketing campaigns

Demographic questions can be used to gather additional information about your members

Use demographics to drive membership types and pricing

Use demographics to personalize web content

Create targeted lists for more effective email marketing campaigns

Features: Committees Manage committees, meetings, events, and other groups through the software Committees lists tie back to centralized database Send email to committee members Self-service allows members to update their own committee information

Manage committees, meetings, events, and other groups through the software

Committees lists tie back to centralized database

Send email to committee members

Self-service allows members to update their own committee information

Features: Transactions Setup recurring payments using real-time credit card processor Setup reminder emails and alerts for manual payments Members who do not pay dues become “inactive” members Allow new registrations to pay online

Setup recurring payments using real-time credit card processor

Setup reminder emails and alerts for manual payments

Members who do not pay dues become “inactive” members

Allow new registrations to pay online

Features: Activity Tracking Maintain a single view of your members including all related activities (events, committees, etc…) Integrate with existing event registration systems to track legacy data Segment users based on activities: event attendees, magazine subscribers, email newsletter recipients, etc…

Maintain a single view of your members including all related activities (events, committees, etc…)

Integrate with existing event registration systems to track legacy data

Segment users based on activities: event attendees, magazine subscribers, email newsletter recipients, etc…

Features: Advanced Search Member data should be easily searchable using all available database fields Filter by zip code, state, etc… allows you to easily find regional member information Search results can easily be exported to PDF, Excel, or Email Distribution

Member data should be easily searchable using all available database fields

Filter by zip code, state, etc… allows you to easily find regional member information

Search results can easily be exported to PDF, Excel, or Email Distribution

Features: List Management Create custom list segments based on search filters, ad-hoc queries, and other indicators List segments are dynamically pulled each time data is needed, not a static list Integrate with third party email providers to keep lists up to date

Create custom list segments based on search filters, ad-hoc queries, and other indicators

List segments are dynamically pulled each time data is needed, not a static list

Integrate with third party email providers to keep lists up to date

Features: Email Communications Send out personalized emails that include contact info, transaction details, and other database driven fields Setup auto-generated emails for new members, transaction receipts, etc.. Create base email templates to keep look/feel consistent

Send out personalized emails that include contact info, transaction details, and other database driven fields

Setup auto-generated emails for new members, transaction receipts, etc..

Create base email templates to keep look/feel consistent

CMS Integration: Members Area Integrate with a Web Content Management solution to create members-only sections within your site Multiple levels of access allow you to create incentives for membership upgrades Self-service areas allow members to manage contact info, committees, and transactions

Integrate with a Web Content Management solution to create members-only sections within your site

Multiple levels of access allow you to create incentives for membership upgrades

Self-service areas allow members to manage contact info, committees, and transactions

CMS Integration: Member Directory Member directories and vendor lists allow members to locate the resources they need easily Keeping member directories in members-only area keeps email addresses secure from spammers Additional social networking features can be implemented to allow members to collaborate and contribute content

Member directories and vendor lists allow members to locate the resources they need easily

Keeping member directories in members-only area keeps email addresses secure from spammers

Additional social networking features can be implemented to allow members to collaborate and contribute content

CMS Integration: Personalization Highlight specific content and conversion points for each members segment Personalized homepage allow users to customize their homepage with prebuilt widgets and RSS feeds from external sources Members should not have to re-enter their contact information when registering for an event

Highlight specific content and conversion points for each members segment

Personalized homepage allow users to customize their homepage with prebuilt widgets and RSS feeds from external sources

Members should not have to re-enter their contact information when registering for an event

Digital Marketing Event Marketing Business Intelligence Web Content Management Member Management Content Syndication Social Media & Online Communities Mobile Delivery Digital Video, Podcasts, Webcasts SEO & PPC Management Online Registration and Housing Targeted Attendance Marketing Onsite Registration Agenda Builder Speaker Management Lead Retrieval CEU/CME Tracking RFID Tracking Events Portals Customer Service Business Intelligence Analytics Data Warehousing Data Movement Data Mining Data Quality Assurance Metadata Management

Web Content Management

Member Management

Content Syndication

Social Media & Online Communities

Mobile Delivery

Digital Video, Podcasts, Webcasts

SEO & PPC Management

Online Registration and Housing

Targeted Attendance Marketing

Onsite Registration

Agenda Builder

Speaker Management

Lead Retrieval

CEU/CME Tracking

RFID Tracking

Events Portals

Customer Service

Business Intelligence Analytics

Data Warehousing

Data Movement

Data Mining

Data Quality Assurance

Metadata Management

Today’s Takeaways Many organizations still relying on hard copies, flat files, and legacy systems that require constant monitoring Moving to a centralized membership database will ensure your member data is consistent across applications Most existing databases (even those in Excel, Access) can be easily migrated to a dynamic system Member data, websites, events, and publications are connected, and your technology platform needs to reflect that

Many organizations still relying on hard copies, flat files, and legacy systems that require constant monitoring

Moving to a centralized membership database will ensure your member data is consistent across applications

Most existing databases (even those in Excel, Access) can be easily migrated to a dynamic system

Member data, websites, events, and publications are connected, and your technology platform needs to reflect that

Contact Information Request a demonstration: http://www.crosstechpartners.com/demo Remaining questions will be answered here: http://crosstechpartners.com/blog.html A replay of this webinar will be archived and available for download here: http://crosstechpartners.com/events.html For additional questions, please contact: Mark Boisvert [email_address] 781-821-6615 Confidential - CrossTech Partners

Request a demonstration: http://www.crosstechpartners.com/demo

Remaining questions will be answered here: http://crosstechpartners.com/blog.html

A replay of this webinar will be archived and available for download here: http://crosstechpartners.com/events.html

For additional questions, please contact: Mark Boisvert [email_address] 781-821-6615