The ability to track engagement metrics like event attendance, email open rates, and other membership activities will help you improve your future outreach efforts. Your software should include a portal where members can access exclusive features, pay renewals, register for events, and connect with other community members.Īnalytics and reporting are central to improvement. Self-service options for members are very important. Your association management software should make that easy with tools for email management, event reminders, workflow, registrations, and member contacts. You need to keep in regular contact with your members so they’ll stay engaged with your organization. An integrated member database will allow you to use all of the features effectively. Here are some things to look for: FeatureĪssociation management software needs data to work. With the right association management features, you can control all parts of member engagement and improve your processes and communications with the information you gain. Key Engagement Features of Association Management Software The simplest explanation is that association management software should take on the burden of administrative tasks so you can concentrate on growing your organization. There are a lot of options out there and a lot of conflicting information on what these platforms should do for you. The right platforms make it easier to communicate with and engage your members so you can stay on top of renewals and recruiting. For The process starts when, select A platform event occurs.Association management software suites can lift a really heavy load for your organization. Let's create a new process that posts to Chatter when an order is created/updated.Īdd a Process Name. Learn more about Process Builder in this Trailhead trail: Automate Simple Business Processes with Process Builder. So you'll need permission to manage Process Builder, and you should also have a solid understanding of using Process Builder before proceeding. Custom: Reserved for complex criteria that is custom built.īusiness events are always used in the context of Process Builder.With this option, a date/time field on the object is referenced and a nightly job fires when the value in that field has elapsed. Time Based: Includes any date/time based triggers.DML can reference an Evaluation directly on the business event, or it can reference an Evaluation Apex Class. DML: Stands for Data Manipulation Language, and includes triggers like record creation, updates, or deletes. Triggers specify if the business event was a data change, a time change, or something else: Uses the MembershipCancelledEvaluation class. Uses the PaymentAppliedToOrderItemEvaluation class.Įvaluates if a membership has been cancelled. Using this is an elegant way to have a process do something after an order is created or edited.Įvaluates if an order had a balance and is now paid in full (i.e., the Balance is now $0.) Uses the OrderPaidInFullEvaluation class.Įvaluates if payment line is an insert and not an update. This fires at the very end of the entire cart submission process, after everything else (memberships, registrations, etc.) have been successfully created/updated. Uses the MembershipTypeChangedEvaluation class.Ī lot happens in the system when an order is inserted or updated. Uses the MembershipReinstatedEvaluation class.Įvaluates if a member's type was A (and A is not null) and has changed to B. When the account's Lapsed On date field matches today's date, this business event fires.Įvaluates if a membership has been reinstated, which fires if the account's Join On date is updated to be after their Lapsed On date. As with all time-based business events, it is evaluated as part of a nightly job. Uses the MemberJoinEvaluation class.Įvaluates if a membership has lapsed today. Uses the CommunityUserCreatedEvaluation class.ĮndDate_c != null & EndDateOverride_c != null & EndDateOverride_c < EndDate_cĮvaluates if a member is joining for the first time, based on the membership's stage ( Join means it's a new member). Evaluates whether a user is a newly created community user, based on UserType.
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