New memberships are the lifeblood of an organisation and X-En provides a host of effective tools to streamline these processes
Capturing information about prospective members is an all-important exercise as it provides the basis for effective online service provision. However, capturing a complete dataset at time of first application may not be appropriate or feasible. To ensure that gaps in a member's profile may be continually revisited X-En uses a case management style approach; for example, new membership applications, regraded or re-instatements. These tools aid staff in effectively maintaining data in a state of constant refreshment. Combined with X-En's member self-service capabilities a X-En membership database represents the most dynamic member platform.
Automated Welcome Pack Processing
Via your website X-En has captured the prospective member details and processed the joining fee; it would a nice touch if your organisation's immediate response was more personal than just a tax invoice. X-En's Automated Welcome Pack capability can issue a personalised welcome letter, chosen from an unlimited number of stylised templates and selected based on data submitted, including an update of the membership application.
Member Contact Management
Periodic and meaningful communication with the member base is easily achieved with the X-En Platform. Tools include complete contact management features like note recording, automatic letter creation (based on Microsoft Word letter templates and mail merge functionality) and follow up date and assigned to tracking. for effective ongoing management.
Integrated Sent Email and SMS Functionality
A further toolset capability in X-En's effective member communication portfolio is the system's ability to record all sent email and text messaging against individual member records. The functionality includes use of templates as well as manually created messaging.
With X-En's single-version-of-the-truth database recording all activities against the relevant individual member record, any event or course bookings undertaken by a member will be noted in their record. Further, when booking an Event or Course online the member will not have to repeat their details, requiring only their membership id to complete a booking.
Contact Event Alerts
As would be expected of a platform highly reactive to the new member application process X-En is capable of triggered action requests. The internal user working on a membership application or generic member enquiry may create a follow-up for the next internal staff member to open the application/enquiry. As soon as the application/enquiry is next opened a warning message appears alerting the internal staff member that a specific attention is required.
Prospect to Membership
As new membership is the lifeblood of an organisation, so the cycle of prospect to membership is an ever-repeating essential activity. As such the processes involved require clear management oversight and effective user tools. X-En provides tracking of all phases of the prospecting process in a single CRM style contact event.