Managing Your
Members Using a
Membership Portal
Kyle Barkins & Julian Gerace
Tapp Network
11.19.2024
Copyright ©2023 TechSoup Global. All Rights Reserved.
2
Closed captioning is available.
Turn on with the CC button
located in your Zoom menu.
This session will be recorded
How to Participate
Agenda
➔ Introduction to Tapp Network
➔ What is a Membership Portal?
➔ The Benefits of a Member Portal
➔ Conclusion & Next Steps
4 © TechSoup Global. All Rights Reserved.
Introductions
Kyle Barkins
Co-Founder
Tapp Network
Kyle is the co-founder of Tapp Network, has a background of more
than 20 years in marketing and application development. His
experience includes launching more than 250 websites and
automating the online lead generation process for over 1000
professionals. His previous projects have also included the
syndication of clip-able, shareable, searchable broadcast videos to
more than 40 million viewers per month, as well as the development
and deployment of a number of educational and communication
platforms for nonprofits in 8 different languages and in over 200
countries.
Julian Gerace is the Digital Solutions Manager at Tapp
Network. With over 8 years of experience in digital
marketing, Julian is an expert in developing and
executing data-driven marketing strategies that
increase his client’s efficiency and effectiveness. He is
skilled in various digital marketing disciplines, including
search engine optimization, web development and
integration, social media marketing, and email
automation. Julian is passionate about using digital
marketing to make a positive impact in the nonprofit
sector, and he has worked with dozens of nonprofits to
help them achieve their fundraising and engagement
goals.
Julian Gerace
Digital Solutions Manager
Tapp Network
5 © TechSoup Global. All Rights Reserved.
Empowering Organizations for Good
Problem We Solve
Our Why
How We Innovate and Impact
We transform your visionary goals into digital
realities, empowering nonprofits and
government agencies to thrive in today's
dynamic world.
In the new Age of Acceleration, many nonprofits and government
agencies are challenged by a lack of digital infrastructure. This gap
inhibits their ability to keep pace and effectively support the most
vulnerable populations.
Tapp’s mission is more than just business growth; it's about driving
digital innovation across rapidly expanding sectors. We strive to
transfer our knowledge, tools, and technology to government
agencies and nonprofits that are tackling society's most pressing
challenges.
We achieve this by harnessing the power of artificial intelligence,
developing high-impact websites, software, and data-driven
campaigns. Our AI-enabled digital transformation strategies
enhance the positive impact of the organizations we serve and
amplify their engagement with the communities they support.
www.tappnetwork.com
6 © TechSoup Global. All Rights Reserved.
Global Innovation Leaders
7 © TechSoup Global. All Rights Reserved.
Community-driven Impact
8 © TechSoup Global. All Rights Reserved.
How We Can Help You - Learn More Here
Strategy
Start with a technology audit and
digital marketing game-plan to
accelerate your growth and market
share within your sector.
Integration & Migration
Build bridges and knock down silos
with simple and painless CRM
integrations and migrations that are
seamless to your team.
E- Commerce
We deploy the transactional services
and software you need to increase
sales across all your audience touch
points.
SEO and Content
Marketing
Build bridges and knock down silos
with simple and painless CRM
integrations and migrations that are
seamless to your team.
HubSpot
Implementation
Ensure a smooth and successful
transition from an alternative solution
to HubSpot, without all the
headaches.
Creative and Branding
Make your brand stand out from your
competitors to reach the right
customers with the right message.
Web and APP
Development
With our 20+ years of experience, we
know your 24/7 salesperson must be
beautiful, functional, and optimized
for your goals.
Sales Enablement
We can help you close the loop
between your marketing and sales
teams—and more desirable deals.
Inbound Marketing
We provide the complete solution to
increasing leads, revenue, and brand
authority as a Platinum Hubspot
Partner
Social Media Marketing
One of the most effective ways to
engage influencers, customers and
prospects to drive brand awareness,
followers, and sales
Paid Media
TAPP makes your budget go further
with a targeted approach to reaching
your buyer personas in search and
social.
Public Relations
Defining the right audience and
media channels to build regional and
national brand recognition as well as
thought leadership.
What is a membership portal?
Portal vs Website
● A website provides information
and drives users to convert on
program, event, or donation
pages.
● A portal is a part of your website
that requires a registration to
access extra content, discounts &
benefits, and community.
11 © TechSoup Global. All Rights Reserved.
Member Experience
Portals provide secure and private online spaces for members who
desire a more interactive and personalized experience.
Revenue
Member portals are an opportunity for a new source of funding. This
follows the trend towards subscription-based revenue models.
Control
You have no control over external platforms choices in design or
functionality. Often organizations can’t get all the their necessary
features on one existing platform.
The growing importance of online community and
engagement for nonprofits?
5 Key Benefits of a Membership Portal
1. Enhancing Member
Engagement
Tending to your existing audience is just as
important as growing with new supporters.
14 © TechSoup Global. All Rights Reserved.
Engagement Benefits
• Facilitates deeper connections between members
- Member portals allow people in highly specific niches build
community. Don’t discount proximity!
• Enables members to collaborate, connect, and
support each other
- Generalness isn’t a benefit in portal, you want it to be focused
on your organization and the work it does (or the work the
people interested in your organization do).
• Provides personalized, gated content and experiences
- Add value to the information you provide and work you do
while building your mailing lists and engaged audiences.
15 © TechSoup Global. All Rights Reserved.
2. Streamlining Member Management
• Centralize member data, registrations, and payments
• Automate routine tasks like renewals, notifications, and access control
• Gain valuable insights into member behavior and engagement
Save time,
Automate!
16 © TechSoup Global. All Rights Reserved.
3. Diversified Revenue
Streams
• Offer tiered membership levels with unique
benefits
For example, if you have 4 big events a year, a
membership benefit can be reduced price or free access
to tickets. Special events, information, and more can all
be great additions to members.
• Offer premium content, courses, or event
access to members
You no longer need to rely just on donations and grants.
This provides flexibility in how your supporters want to
engage with your organization.
17 © TechSoup Global. All Rights Reserved.
Developing &
Sharing
Knowledge
Continuous
Engagement
Turning
individuals
into groups
What makes an organization authoritative?
4. Improved Brand
Authority
• The important resources you share in a
portal aren’t lost in the mix of other content or
brands.
• An active and engaging space means
people will look to you as a source of quality
and up-to-date information.
• Making your organization a place where
people can come together, you increase your
advocacy power.
19 © TechSoup Global. All Rights Reserved.
5. Enhanced Member
Retention
• Provide ongoing value to members
Members will stay engaged longer when compared to
organizations with static sites and opportunities.
• Make it easy for members to renew and
continue their support
Access and payment are managed instantly, rather than
relying on a staff member to respond.
• Ability for members to directly connect with
the organization beyond filling out forms
No more email! No more forms! Communicate directly
with members privately and publicly.
Tech & Case Studies
BuddyBoss
• Profiles
• Member connections
• Groups
• Forums
• LMS integration
Memberpress
• Paid Accounts and Subscriptions
• Tiered and Team Memberships
• Gated Content
• Virtual Storefront
• Product and physical item support
• Tiered and Team Memberships
• Gated Content
WooCommerce
24 © TechSoup Global. All Rights Reserved.
Caregiving Organization
Users can purchase training materials and access a member
community.
- WooCommerce, WooCommerce Teams, BuddyBoss.
Search and Rescue Organization
Member organizations use their email to log into the website for extra
resources.
- Single-sign-on (SSO).
Literacy Organization
Professionals sign up to collaborate on documents, share events with
the community, and connect with each other in groups and forums.
- Buddyboss, Memberpress.
Tech and Integration Possibilities
Any Questions?
Member Portal & Website Services
For TechSoup Members
27 © TechSoup Global. All Rights Reserved.
Webinar Special: Custom Member
Portal
Let Tapp Network empower your NPO by helping you establish a
centralized community hub to foster a collective impact!
● Connect, engage, and empower members by providing them
access to resources and the ability to collaborate remotely
● Control of the conversation with confidence, knowing you fully
own the dialogue and the data!
● Customize and Brand the experience to match your mission
● Includes features like, Member directory, Events Calendar,
Resource Center, Activity Feeds, Community forums, and
more...
Intended Audience
Nonprofits who have or want to launch a membership portal to
support community, volunteers, groups, or other membership
functions.
Starting at
$5,000
Schedule a Consultation
*Contact us before Friday, November 22, 2024
28 © TechSoup Global. All Rights Reserved.
Growth Driven Custom
Website Development
Utilizing the Growth Driven Design methodology, we
partner with nonprofits to develop a website strategy,
design and build a custom WordPress website, and
optimize a long-term approach tailored to your
organization’s goals.
Intended Audience
Nonprofits who have outgrown their current CMS, would
like to redesign an existing WordPress site, or are
seeking systems integrations such as member portals,
ecommerce, or donor management.
Starting at
$15,000
29 © TechSoup Global. All Rights Reserved.
Website Maintenance Services
Starting at
$899/mo
Keeping a website running smoothly is not an easy job! Our
website maintenance services are designed to ensure your site
is always performing at its best. From broken links to building
new pages for your fundraising event, you’ll have access to the
technical experts and can submit requests to make those
repairs or turn that creative website idea into a reality.
Your dedicated Account Manager will ensure the successful
delivery of requests. Requests are managed through our
ticketing system and timelines will be provided within 48 hours
of receiving any request.
Dedicated
Account Manager
Available
9am–8pm EST
No Contract.
Cancel Anytime.
Essentials Package PLUS
Creating new website graphics, tweaking website templates fixing
web design errors, updating website fonts for better design and
readability or website speed optimization.
Access to our design and UX team to build out custom web pages,
landing pages, or setting up your donation intake or payment
provider.
NONPROFIT UPGRADE PACKAGE
$899/month
starting at
Upgrade Package PLUS
Custom applications, custom integrations, plugin development,
integrations with automation systems, UI/UX designed for highly
customized pages.
NONPROFIT PREMIUM PACKAGE
$1,299
starting at
Hosting & Security
for WordPress Websites
32 © TechSoup Global. All Rights Reserved.
Hosting & Security
Starting at
$124/mo
Website Security and Hosting is a TechSoup subscription
service for hosting and securing your organization's
website on the WordPress platform.
What’s Included:
● Let's Encrypt SSL (Secure Sockets Layer) certificate
installation
● Nightly website backups
● Website patches and updates
● Managed PHP version updates
● Cloudflare CDN (content delivery network)
● DNS setup and management
● Caching tools
● Security monitoring, malware scanning, and firewall to
keep websites from being compromised or attacked
33 © TechSoup Global. All Rights Reserved.
34 © TechSoup Global. All Rights Reserved.
Ready to Get Started?
Book a Consultation!
Get Started
35 Copyright © TechSoup Global. All Rights Reserved.
FREE DOWNLOAD –
High-Converting Homepage
Checklist for Webinar Attendees!
DOWNLOAD CHECKLIST
Thank You!
Tapp Network
info@tappnetwork.com
tappnetwork.com

Managing Your Members Using a Membership Portal.pdf

  • 1.
    Managing Your Members Usinga Membership Portal Kyle Barkins & Julian Gerace Tapp Network 11.19.2024
  • 2.
    Copyright ©2023 TechSoupGlobal. All Rights Reserved. 2 Closed captioning is available. Turn on with the CC button located in your Zoom menu. This session will be recorded How to Participate
  • 3.
    Agenda ➔ Introduction toTapp Network ➔ What is a Membership Portal? ➔ The Benefits of a Member Portal ➔ Conclusion & Next Steps
  • 4.
    4 © TechSoupGlobal. All Rights Reserved. Introductions Kyle Barkins Co-Founder Tapp Network Kyle is the co-founder of Tapp Network, has a background of more than 20 years in marketing and application development. His experience includes launching more than 250 websites and automating the online lead generation process for over 1000 professionals. His previous projects have also included the syndication of clip-able, shareable, searchable broadcast videos to more than 40 million viewers per month, as well as the development and deployment of a number of educational and communication platforms for nonprofits in 8 different languages and in over 200 countries. Julian Gerace is the Digital Solutions Manager at Tapp Network. With over 8 years of experience in digital marketing, Julian is an expert in developing and executing data-driven marketing strategies that increase his client’s efficiency and effectiveness. He is skilled in various digital marketing disciplines, including search engine optimization, web development and integration, social media marketing, and email automation. Julian is passionate about using digital marketing to make a positive impact in the nonprofit sector, and he has worked with dozens of nonprofits to help them achieve their fundraising and engagement goals. Julian Gerace Digital Solutions Manager Tapp Network
  • 5.
    5 © TechSoupGlobal. All Rights Reserved. Empowering Organizations for Good Problem We Solve Our Why How We Innovate and Impact We transform your visionary goals into digital realities, empowering nonprofits and government agencies to thrive in today's dynamic world. In the new Age of Acceleration, many nonprofits and government agencies are challenged by a lack of digital infrastructure. This gap inhibits their ability to keep pace and effectively support the most vulnerable populations. Tapp’s mission is more than just business growth; it's about driving digital innovation across rapidly expanding sectors. We strive to transfer our knowledge, tools, and technology to government agencies and nonprofits that are tackling society's most pressing challenges. We achieve this by harnessing the power of artificial intelligence, developing high-impact websites, software, and data-driven campaigns. Our AI-enabled digital transformation strategies enhance the positive impact of the organizations we serve and amplify their engagement with the communities they support. www.tappnetwork.com
  • 6.
    6 © TechSoupGlobal. All Rights Reserved. Global Innovation Leaders
  • 7.
    7 © TechSoupGlobal. All Rights Reserved. Community-driven Impact
  • 8.
    8 © TechSoupGlobal. All Rights Reserved. How We Can Help You - Learn More Here Strategy Start with a technology audit and digital marketing game-plan to accelerate your growth and market share within your sector. Integration & Migration Build bridges and knock down silos with simple and painless CRM integrations and migrations that are seamless to your team. E- Commerce We deploy the transactional services and software you need to increase sales across all your audience touch points. SEO and Content Marketing Build bridges and knock down silos with simple and painless CRM integrations and migrations that are seamless to your team. HubSpot Implementation Ensure a smooth and successful transition from an alternative solution to HubSpot, without all the headaches. Creative and Branding Make your brand stand out from your competitors to reach the right customers with the right message. Web and APP Development With our 20+ years of experience, we know your 24/7 salesperson must be beautiful, functional, and optimized for your goals. Sales Enablement We can help you close the loop between your marketing and sales teams—and more desirable deals. Inbound Marketing We provide the complete solution to increasing leads, revenue, and brand authority as a Platinum Hubspot Partner Social Media Marketing One of the most effective ways to engage influencers, customers and prospects to drive brand awareness, followers, and sales Paid Media TAPP makes your budget go further with a targeted approach to reaching your buyer personas in search and social. Public Relations Defining the right audience and media channels to build regional and national brand recognition as well as thought leadership.
  • 9.
    What is amembership portal?
  • 10.
    Portal vs Website ●A website provides information and drives users to convert on program, event, or donation pages. ● A portal is a part of your website that requires a registration to access extra content, discounts & benefits, and community.
  • 11.
    11 © TechSoupGlobal. All Rights Reserved. Member Experience Portals provide secure and private online spaces for members who desire a more interactive and personalized experience. Revenue Member portals are an opportunity for a new source of funding. This follows the trend towards subscription-based revenue models. Control You have no control over external platforms choices in design or functionality. Often organizations can’t get all the their necessary features on one existing platform. The growing importance of online community and engagement for nonprofits?
  • 12.
    5 Key Benefitsof a Membership Portal
  • 13.
    1. Enhancing Member Engagement Tendingto your existing audience is just as important as growing with new supporters.
  • 14.
    14 © TechSoupGlobal. All Rights Reserved. Engagement Benefits • Facilitates deeper connections between members - Member portals allow people in highly specific niches build community. Don’t discount proximity! • Enables members to collaborate, connect, and support each other - Generalness isn’t a benefit in portal, you want it to be focused on your organization and the work it does (or the work the people interested in your organization do). • Provides personalized, gated content and experiences - Add value to the information you provide and work you do while building your mailing lists and engaged audiences.
  • 15.
    15 © TechSoupGlobal. All Rights Reserved. 2. Streamlining Member Management • Centralize member data, registrations, and payments • Automate routine tasks like renewals, notifications, and access control • Gain valuable insights into member behavior and engagement Save time, Automate!
  • 16.
    16 © TechSoupGlobal. All Rights Reserved. 3. Diversified Revenue Streams • Offer tiered membership levels with unique benefits For example, if you have 4 big events a year, a membership benefit can be reduced price or free access to tickets. Special events, information, and more can all be great additions to members. • Offer premium content, courses, or event access to members You no longer need to rely just on donations and grants. This provides flexibility in how your supporters want to engage with your organization.
  • 17.
    17 © TechSoupGlobal. All Rights Reserved. Developing & Sharing Knowledge Continuous Engagement Turning individuals into groups What makes an organization authoritative?
  • 18.
    4. Improved Brand Authority •The important resources you share in a portal aren’t lost in the mix of other content or brands. • An active and engaging space means people will look to you as a source of quality and up-to-date information. • Making your organization a place where people can come together, you increase your advocacy power.
  • 19.
    19 © TechSoupGlobal. All Rights Reserved. 5. Enhanced Member Retention • Provide ongoing value to members Members will stay engaged longer when compared to organizations with static sites and opportunities. • Make it easy for members to renew and continue their support Access and payment are managed instantly, rather than relying on a staff member to respond. • Ability for members to directly connect with the organization beyond filling out forms No more email! No more forms! Communicate directly with members privately and publicly.
  • 20.
    Tech & CaseStudies
  • 21.
    BuddyBoss • Profiles • Memberconnections • Groups • Forums • LMS integration
  • 22.
    Memberpress • Paid Accountsand Subscriptions • Tiered and Team Memberships • Gated Content
  • 23.
    • Virtual Storefront •Product and physical item support • Tiered and Team Memberships • Gated Content WooCommerce
  • 24.
    24 © TechSoupGlobal. All Rights Reserved. Caregiving Organization Users can purchase training materials and access a member community. - WooCommerce, WooCommerce Teams, BuddyBoss. Search and Rescue Organization Member organizations use their email to log into the website for extra resources. - Single-sign-on (SSO). Literacy Organization Professionals sign up to collaborate on documents, share events with the community, and connect with each other in groups and forums. - Buddyboss, Memberpress. Tech and Integration Possibilities
  • 25.
  • 26.
    Member Portal &Website Services For TechSoup Members
  • 27.
    27 © TechSoupGlobal. All Rights Reserved. Webinar Special: Custom Member Portal Let Tapp Network empower your NPO by helping you establish a centralized community hub to foster a collective impact! ● Connect, engage, and empower members by providing them access to resources and the ability to collaborate remotely ● Control of the conversation with confidence, knowing you fully own the dialogue and the data! ● Customize and Brand the experience to match your mission ● Includes features like, Member directory, Events Calendar, Resource Center, Activity Feeds, Community forums, and more... Intended Audience Nonprofits who have or want to launch a membership portal to support community, volunteers, groups, or other membership functions. Starting at $5,000 Schedule a Consultation *Contact us before Friday, November 22, 2024
  • 28.
    28 © TechSoupGlobal. All Rights Reserved. Growth Driven Custom Website Development Utilizing the Growth Driven Design methodology, we partner with nonprofits to develop a website strategy, design and build a custom WordPress website, and optimize a long-term approach tailored to your organization’s goals. Intended Audience Nonprofits who have outgrown their current CMS, would like to redesign an existing WordPress site, or are seeking systems integrations such as member portals, ecommerce, or donor management. Starting at $15,000
  • 29.
    29 © TechSoupGlobal. All Rights Reserved. Website Maintenance Services Starting at $899/mo Keeping a website running smoothly is not an easy job! Our website maintenance services are designed to ensure your site is always performing at its best. From broken links to building new pages for your fundraising event, you’ll have access to the technical experts and can submit requests to make those repairs or turn that creative website idea into a reality. Your dedicated Account Manager will ensure the successful delivery of requests. Requests are managed through our ticketing system and timelines will be provided within 48 hours of receiving any request. Dedicated Account Manager Available 9am–8pm EST No Contract. Cancel Anytime.
  • 30.
    Essentials Package PLUS Creatingnew website graphics, tweaking website templates fixing web design errors, updating website fonts for better design and readability or website speed optimization. Access to our design and UX team to build out custom web pages, landing pages, or setting up your donation intake or payment provider. NONPROFIT UPGRADE PACKAGE $899/month starting at Upgrade Package PLUS Custom applications, custom integrations, plugin development, integrations with automation systems, UI/UX designed for highly customized pages. NONPROFIT PREMIUM PACKAGE $1,299 starting at
  • 31.
    Hosting & Security forWordPress Websites
  • 32.
    32 © TechSoupGlobal. All Rights Reserved. Hosting & Security Starting at $124/mo Website Security and Hosting is a TechSoup subscription service for hosting and securing your organization's website on the WordPress platform. What’s Included: ● Let's Encrypt SSL (Secure Sockets Layer) certificate installation ● Nightly website backups ● Website patches and updates ● Managed PHP version updates ● Cloudflare CDN (content delivery network) ● DNS setup and management ● Caching tools ● Security monitoring, malware scanning, and firewall to keep websites from being compromised or attacked
  • 33.
    33 © TechSoupGlobal. All Rights Reserved.
  • 34.
    34 © TechSoupGlobal. All Rights Reserved. Ready to Get Started? Book a Consultation! Get Started
  • 35.
    35 Copyright ©TechSoup Global. All Rights Reserved. FREE DOWNLOAD – High-Converting Homepage Checklist for Webinar Attendees! DOWNLOAD CHECKLIST
  • 36.