CRM Comparisons for KFDW

1. KFDW
Membership
Platform Options
Kat Hooley-Lickteig, KFDW Board Intern

2. Agenda
Features of ClubExpress
Features of MemberPress
Features of MembershipWorks
Comparison of Requested Features
Summary
April 22, 2023 KFDW Membership Platform Options 2

3. ClubExpress
“ClubExpress has powerful features for many types of membership-
based organizations. And we can handle groups of almost any size,
from newly-formed organizations up to those with tens of thousands
of members. ”
Website operation: ClubExpress
April 22, 2023 KFDW Membership Platform Options 3

4. Features
Separated by function

5. Memberships
April 22, 2023 KFDW Membership Platform Options 5
• Define any number of member types, including multi-
person memberships
• Online member signup
• Configure memberships requiring approval
• Handle renewals and expirations automatically
• Optional virtual membership cards (one-time fee applies)

6. Non-Member Mailing List
April 22, 2023 KFDW Membership Platform Options 6
• Track everyone who is not a member, such as press and
government officials
• Organize non-members into categories
• Send blast emails to non-members
• Track their event registrations, donations, etc.

7. Event Calendar
April 22, 2023 KFDW Membership Platform Options 7
• Define different types of events, including multi-day, multi-
track conferences
• Online registration and payment
• Different pricing for members, non-members, and guests
• Print registration lists and name tags
• Track attendance
• Optional questions for each member
• Capacity limits and price changes

8. Blast Emailings
April 22, 2023 KFDW Membership Platform Options 8
• Completely replaces 3rd party services
• Fully integrates with the member database and non-
member mailing list
• Create and manage complex distribution lists
• Create and manage email templates that can be used
over and over again
• Personalization
• Track opens and bad email addresses

9. Built-in Modules of Special
Interest
April 22, 2023 KFDW Membership Platform Options 9
• Document Library
• Committees
• Member Interest Groups
• Discussion Forums and Listservers
• Surveys
• Ad Hoc Forms
• Photo Albums

10. Cost - ClubExpress
April 22, 2023 KFDW Membership Platform Options 10
$1,321.92 annually for ClubExpress, varying based on membership, plus an additional $43
annually for web hosting.

11. MemberPress
“With MemberPress you can monetize your WordPress site, build a
perfect membership site, control who sees your content, sell online
courses and digital downloads, and accept credit cards and digital
wallets securely... all with easy setup.”
Website operation: WordPress
April 22, 2023 KFDW Membership Platform Options 11

12. Features
Separated by Function & Plan

13. Membership Functions
April 22, 2023 KFDW Membership Platform Options 13
Pro Plus Basic
Unlimited Members Y Y Y
Unlimited Memberships Y Y Y
Unlimited Restricted Content Y Y Y
Create Unlimited Courses Y Y Y
Create Unlimited Quizzes & Certificates Y Y Y
Self-Serve Member Dashboard Y Y Y
Customizable Registration Form Y Y Y
Multiple Memberships Per Member Y Y Y

14. Payment & Locking Features
April 22, 2023 KFDW Membership Platform Options 14
Pro Plus Basic
Unlimited Upgrade Paths Y Y Y
Automatic Upgrade / Downgrade Prorations Y Y Y
Full Subscription Management Y Y Y
Full Transaction Management Y Y Y
Discount Coupons Y Y Y
Custom Trial Coupons Y Y Y
Unlimited Access Rules Y Y Y
Lock Specific Pages, Posts and Custom Post Types Y Y Y
Lock Children of Pages and Hierarchal Custom Post Types Y Y Y
Lock Content by Post Type, Tag, Category, Taxonomy and
URI Y Y Y
Lock Standalone Files Y Y Y
Lock Specific Content with WordPress Shortcodes Y Y Y
Content Access Dripping Y Y Y
Content Access Expiration Y Y Y
Simple Payment Setup Y Y Y
Complete Tax Handling Y Y Y
Automatic VAT Tax Handling Y Y Y

15. Tools & Options
April 22, 2023 KFDW Membership Platform Options 15
Pro Plus Basic
Force SSL on Registration Pages Y Y Y
WordPress API (hooks, functions and more) Y Y Y
Automated Reminder Emails Y Y Y
Comprehensive Reporting Y Y Y
Multiple Unauthorized Access Methods Y Y Y
Sell on Day 1 with ReadyLaunch™ Y Y Y
Password Strength Meter Y Y Y
Terms of Service on Checkout Y Y Y
Advanced User Flow Options Y Y Y
Custom Registration and Account Fields Y Y Y
Advanced Paywall Options Y Y Y
Full Spanish Translations Y Y Y
Fully Translatable to Other Languages Y Y Y
Works with Easy Affiliate Y Y Y

16. Built-in Integrations
April 22, 2023 KFDW Membership Platform Options 16
Pro Plus Basic
If Menu Y Y Y
BuddyPress Y Y N
Google reCAPTCHA Y Y Y
User Roles & Capabilities Y Y Y
Blubrry PowerPress Y Y Y
TaxJar Y N N
Two-Factor Authentication Y Y Y

17. Add-on Integrations
April 22, 2023 KFDW Membership Platform Options 17
Pro Plus Basic
Aweber Y Y Y
Constant Contact Y Y Y
GetResponse Y Y Y
MailChimp Y Y Y
MailPoet Y Y Y
Mailster Y Y Y
Math Captcha Y Y Y
MemberPress Importer Y Y Y
Active Campaign Y Y N

18. Add-on Integrations
April 22, 2023 KFDW Membership Platform Options 18
Pro Plus Basic
Amazon Web Services Y Y N
BuddyPress Y Y N
ConvertKit Y Y N
Developer Tools Y Y N
Drip Y Y N
HelpScout Y Y N
Zapier Y Y N
Corporate Accounts Y N N

19. Payment Integrations
April 22, 2023 KFDW Membership Platform Options 19
Pro Plus Basic
Stripe Y Y Y
PayPal Y Y Y
Authorize.net Y N N

20. Cost
April 22, 2023 KFDW Membership Platform Options 20
These prices do not include web hosting, which is an additional $43 annually, or WordPress
Premium, which is an additional $300 annually. These promotional costs are only available
for
the first year.

21. MembershipWorks
“Our membership management software helps streamline your
workflow and integrates easily with your website. More than 10,000
membership organizations have chosen MembershipWorks over other
membership software.”
Website operation: WordPress, Squarespace, Weebly, Without Code,
Duda, Wix, HTML5
April 22, 2023 KFDW Membership Platform Options 21

22. Cost
April 22, 2023 KFDW Membership Platform Options 22
These prices do not include web
hosting, which is an additional $43
annually, or WordPress
Premium, which is an additional
$300 annually.
Additionally, MembershipWorks
would require each chapter to have
their own account in order to allow
purchased memberships to deposit
funds into the correct bank
accounts. Bearing that in mind, all
chapter with less than 50 active
member would be free to manage.

23. Features KFDW members need &
want
NEEDS
Accept credit cards
Accept checks & cash
Need to have chapter sorting availability
Need membership levels (Reg/admin)
Needs to have different bank accounts per chapter
April 22, 2023 KFDW Membership Platform Options 23

24. Necessary features for KFDW
Planning
Synergize scalable
e-commerce
Marketing
Disseminate
standardized metrics
Design
Coordinate
e-business
applications
Strategy
Foster holistically
superior
methodologies
Launch
Deploy strategic
networks with
compelling e-
business needs
1 2 3 4 5
April 22, 2023 KFDW Membership Platform Options 24

25. Features KFDW members want
Auto-renewal as an OPTION
Money goes to their CHAPTER
Renewal reminders for those not on auto renewal
CANNOT OPT OUT
Event calendar
Chapter and State crossover integration
Users can log in & manage their own memberships
Allow admin to import members to add
READABLE EXPORTABLE REPORTS
Have chapter website subsections
Newsletter / mailing compatibility
Subsections of newsletter (i.e. by chapter)
Opt out of newsletter option
Mobile app?
Photo sharing connected to event?
Contact Us Page
Dedicated support
April 22, 2023 KFDW Membership Platform Options 25

26. Thank you
Kat Hooley-Lickteig​
khl@ku.edu
JoCo South Vice-President of
Membership
KFDW 3rd Congressional District
Secretary

27. KFDW
Membership
Platform Options
Kat Hooley-Lickteig, KFDW Board Intern

28. Agenda
Features of ClubExpress
Features of MemberPress
Features of MembershipWorks
Comparison of Requested Features
Summary
April 22, 2023 KFDW Membership Platform Options 28

29. ClubExpress
“ClubExpress has powerful features for many types of membership-
based organizations. And we can handle groups of almost any size,
from newly-formed organizations up to those with tens of thousands
of members. ”
Website operation: ClubExpress
April 22, 2023 KFDW Membership Platform Options 29

30. Features
Separated by function

31. Memberships
April 22, 2023 KFDW Membership Platform Options 31
• Define any number of member types, including multi-
person memberships
• Online member signup
• Configure memberships requiring approval
• Handle renewals and expirations automatically
• Optional virtual membership cards (one-time fee applies)

32. Non-Member Mailing List
April 22, 2023 KFDW Membership Platform Options 32
• Track everyone who is not a member, such as press and
government officials
• Organize non-members into categories
• Send blast emails to non-members
• Track their event registrations, donations, etc.

33. Event Calendar
April 22, 2023 KFDW Membership Platform Options 33
• Define different types of events, including multi-day, multi-
track conferences
• Online registration and payment
• Different pricing for members, non-members, and guests
• Print registration lists and name tags
• Track attendance
• Optional questions for each member
• Capacity limits and price changes

34. Blast Emailings
April 22, 2023 KFDW Membership Platform Options 34
• Completely replaces 3rd party services
• Fully integrates with the member database and non-
member mailing list
• Create and manage complex distribution lists
• Create and manage email templates that can be used
over and over again
• Personalization
• Track opens and bad email addresses

35. Built-in Modules of Special
Interest
April 22, 2023 KFDW Membership Platform Options 35
• Document Library
• Committees
• Member Interest Groups
• Discussion Forums and Listservers
• Surveys
• Ad Hoc Forms
• Photo Albums

36. Cost - ClubExpress
April 22, 2023 KFDW Membership Platform Options 36
$1,321.92 annually for ClubExpress, varying based on membership, plus an additional $43
annually for web hosting.

37. MemberPress
“With MemberPress you can monetize your WordPress site, build a
perfect membership site, control who sees your content, sell online
courses and digital downloads, and accept credit cards and digital
wallets securely... all with easy setup.”
Website operation: WordPress
April 22, 2023 KFDW Membership Platform Options 37

38. Features
Separated by Function & Plan

39. Membership Functions
April 22, 2023 KFDW Membership Platform Options 39
Pro Plus Basic
Unlimited Members Y Y Y
Unlimited Memberships Y Y Y
Unlimited Restricted Content Y Y Y
Create Unlimited Courses Y Y Y
Create Unlimited Quizzes & Certificates Y Y Y
Self-Serve Member Dashboard Y Y Y
Customizable Registration Form Y Y Y
Multiple Memberships Per Member Y Y Y

40. Payment & Locking Features
April 22, 2023 KFDW Membership Platform Options 40
Pro Plus Basic
Unlimited Upgrade Paths Y Y Y
Automatic Upgrade / Downgrade Prorations Y Y Y
Full Subscription Management Y Y Y
Full Transaction Management Y Y Y
Discount Coupons Y Y Y
Custom Trial Coupons Y Y Y
Unlimited Access Rules Y Y Y
Lock Specific Pages, Posts and Custom Post Types Y Y Y
Lock Children of Pages and Hierarchal Custom Post Types Y Y Y
Lock Content by Post Type, Tag, Category, Taxonomy and
URI Y Y Y
Lock Standalone Files Y Y Y
Lock Specific Content with WordPress Shortcodes Y Y Y
Content Access Dripping Y Y Y
Content Access Expiration Y Y Y
Simple Payment Setup Y Y Y
Complete Tax Handling Y Y Y
Automatic VAT Tax Handling Y Y Y

41. Tools & Options
April 22, 2023 KFDW Membership Platform Options 41
Pro Plus Basic
Force SSL on Registration Pages Y Y Y
WordPress API (hooks, functions and more) Y Y Y
Automated Reminder Emails Y Y Y
Comprehensive Reporting Y Y Y
Multiple Unauthorized Access Methods Y Y Y
Sell on Day 1 with ReadyLaunch™ Y Y Y
Password Strength Meter Y Y Y
Terms of Service on Checkout Y Y Y
Advanced User Flow Options Y Y Y
Custom Registration and Account Fields Y Y Y
Advanced Paywall Options Y Y Y
Full Spanish Translations Y Y Y
Fully Translatable to Other Languages Y Y Y
Works with Easy Affiliate Y Y Y

42. Built-in Integrations
April 22, 2023 KFDW Membership Platform Options 42
Pro Plus Basic
If Menu Y Y Y
BuddyPress Y Y N
Google reCAPTCHA Y Y Y
User Roles & Capabilities Y Y Y
Blubrry PowerPress Y Y Y
TaxJar Y N N
Two-Factor Authentication Y Y Y

43. Add-on Integrations
April 22, 2023 KFDW Membership Platform Options 43
Pro Plus Basic
Aweber Y Y Y
Constant Contact Y Y Y
GetResponse Y Y Y
MailChimp Y Y Y
MailPoet Y Y Y
Mailster Y Y Y
Math Captcha Y Y Y
MemberPress Importer Y Y Y
Active Campaign Y Y N

44. Add-on Integrations
April 22, 2023 KFDW Membership Platform Options 44
Pro Plus Basic
Amazon Web Services Y Y N
BuddyPress Y Y N
ConvertKit Y Y N
Developer Tools Y Y N
Drip Y Y N
HelpScout Y Y N
Zapier Y Y N
Corporate Accounts Y N N

45. Payment Integrations
April 22, 2023 KFDW Membership Platform Options 45
Pro Plus Basic
Stripe Y Y Y
PayPal Y Y Y
Authorize.net Y N N

46. Cost
April 22, 2023 KFDW Membership Platform Options 46
These prices do not include web hosting, which is an additional $43 annually, or WordPress
Premium, which is an additional $300 annually. These promotional costs are only available
for
the first year.

47. MembershipWorks
“Our membership management software helps streamline your
workflow and integrates easily with your website. More than 10,000
membership organizations have chosen MembershipWorks over other
membership software.”
Website operation: WordPress, Squarespace, Weebly, Without Code,
Duda, Wix, HTML5
April 22, 2023 KFDW Membership Platform Options 47

48. Cost
April 22, 2023 KFDW Membership Platform Options 48
These prices do not include web
hosting, which is an additional $43
annually, or WordPress
Premium, which is an additional
$300 annually.
Additionally, MembershipWorks
would require each chapter to have
their own account in order to allow
purchased memberships to deposit
funds into the correct bank
accounts. Bearing that in mind, all
chapter with less than 50 active
member would be free to manage.

49. Features KFDW members need &
want
NEEDS
Accept credit cards
Accept checks & cash
Need to have chapter sorting availability
Need membership levels (Reg/admin)
Needs to have different bank accounts per chapter
April 22, 2023 KFDW Membership Platform Options 49

50. Necessary features for KFDW
Planning
Synergize scalable
e-commerce
Marketing
Disseminate
standardized metrics
Design
Coordinate
e-business
applications
Strategy
Foster holistically
superior
methodologies
Launch
Deploy strategic
networks with
compelling e-
business needs
1 2 3 4 5
April 22, 2023 KFDW Membership Platform Options 50

51. Features KFDW members want
Auto-renewal as an OPTION
Money goes to their CHAPTER
Renewal reminders for those not on auto renewal
CANNOT OPT OUT
Event calendar
Chapter and State crossover integration
Users can log in & manage their own memberships
Allow admin to import members to add
READABLE EXPORTABLE REPORTS
Have chapter website subsections
Newsletter / mailing compatibility
Subsections of newsletter (i.e. by chapter)
Opt out of newsletter option
Mobile app?
Photo sharing connected to event?
Contact Us Page
Dedicated support
April 22, 2023 KFDW Membership Platform Options 51

52. Thank you
Kat Hooley-Lickteig​
khl@ku.edu
JoCo South Vice-President of
Membership
KFDW 3rd Congressional District
Secretary