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Home » Solving Your Challenge » Manage Memberships

Manage Memberships

March 10, 2016 by admin

manage memberships

To manage memberships well can be quite challenging! There are so many aspects to address.

Payments2Us enables you to

  • Manage the complete life cycle of members or subscribers from the initial sign up to automated renewals and reminders.
  • Easily see membership and subscriber details, such as type of membership/subscription, if they are current/lapsed, first joined date, all renewals transactions and more.

Manage Memberships The Smart Way

Account Level

Membership/ Subscription is at the account/organisation level where any person belonging to that organisation has access to the membership.

Contact Level

For memberships/ subscriptions that are related to a specific person.

Family Level

Where details of all household people are captured at time of signup/renewal and linked together as a common group.

Renewals Management

Automated email alerts and follow up reminders.
An encrypted link to an online form pre-populates members details, enabling quick processing.

Instalments

Subscriptions/ memberships with multiple payments (eg. quarterly..).
This option leverages the Recurring Payments module functionality.

Voting Rights

Automatically assign and manage allocation of voting rights based on membership levels and types of members.

Member Quick Entry

Members can use their membership number and surname to provide quick entry for online payments.

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Filed Under: Solving Your Challenge

AAkonsult is a Salesforce Regisered ISV Partner specialising in Salesforce CRM & Force.com Administration, Support and Development

Why You Will Love Payments2Us

5 benefits valued by users

  • Eliminates common administration headaches of NFPs and corporates
  • Simplifies all payments by customers, donors, members, ...
  • Helps grow donations and memberships
  • Increases awareness of campaigns effectiveness and financial results
  • Supports new fundraising and sales opportunities

Discover Payments2Us

Note: Payments2Us was formerly known as AAkonsultPayments. Functionality keeps improving with new releases under the new name.

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