What can you do with a membership portal?
Many large organisations that need membership portals usually have numerous other systems such as data Integration and monitoring, customer relationship management software and other business tools. Using our web portal, you can streamline many
of those processes into one central system with Dynamics 365 which can handle all of this for you. Our solution provides quote management, membership fee calculations and accepts payments by integrating SAGE Pay, PayPal, WorldPay seamlessly.
Each event that members attend is different, so we’ve recognised this by enabling administrative users to create sub-events, which can each be at different venues, dates and sell tiered ticket prices for full and non-members.
Administrative users can produce reports so they can check who’s coming, view dietary requirements and manage seat allocation. This could be used on the day so they can ensure their event is organised and running smoothly. Additionally, discount
codes for groups or individual members can be created to help promote an event or training programme so you can increase sales whilst members reap the benefits of paying a full membership subscription.
Members with the correct access rights can also book other members on their behalf so companies can arrange to go to events together which can then be organised efficiently.
With the contact database stored in Dynamics 365, your organisation can write your own e-mails and newsletters or choose from a range of professionally designed templates. You can also manage your contact database so you can attach users to smaller
lists, allowing you to send out highly targeted e-mail campaigns, leading to higher membership engagement.