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Overview of ISBOA’s New Website  All-in-one  Economical pricing  Centralized records  On-demand software  Ease of use  Administration automation.

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Presentation on theme: "Overview of ISBOA’s New Website  All-in-one  Economical pricing  Centralized records  On-demand software  Ease of use  Administration automation."— Presentation transcript:

1 Overview of ISBOA’s New Website  All-in-one  Economical pricing  Centralized records  On-demand software  Ease of use  Administration automation  Online member engagement and self service  Data safety and security  Tech support  About the vendor 1

2 All-in-one  Replaces 7 separate systems by combining: 1.Membership management 2.Webpage editing software 3.Website hosting 4.Event calendar and registration 5.Online fundraising and payments 6.Emailing tool 7.Discussion forums 2

3 Economical pricing  Flat monthly fee from $25/month (max. $200/month)  No other surcharges (per-transaction, per-record, per-module, per-user)  10% discount for annual subscriptions  No long-term contracts, no cancellation fees  Free updates included (new features added every 2-3 months)  Free tech support  Full details online: www.wildapricot.com/pricing.aspx www.wildapricot.com/pricing.aspx 3

4 Centralized records  Information flows automatically from website to member database to online member directory to event registration system  Centralized data storage shared between all components  Saves time spent on keeping records in sync between different functions  Up-to-date records are accessible online at any moment  Secure remote access by authorized board members, staff & volunteers  Can be used from home or office – only needs browser and Internet connection 4

5 On-demand software  Instant availability – runs in the web browser  No software to install  No special hardware required, just an Internet connection  Typical time to go live: from a few days to 2-3 weeks (customizing settings, importing database records, copying content)  All client accounts are automatically upgraded when new releases are published 5

6 Ease of Use  Designed for non-techies  Makes it easy to involve volunteers, board members or others  If they can use Microsoft Word, they can use Wild Apricot  Saves money on training 6

7 Administration Automation  Replaces time-consuming manual tasks with automated routines  Online application process, including approval workflow, automatic invoices and receipts for membership applications  Sending renewal reminders  Processing lapsed memberships  Automatically emailing event announcements and reminders  Puts members in charge of updating their own data and processing renewals via self-service web portal 7

8 Online member engagement and self-service  Website comes with built-in tools for online member community:  Member directory (public or member-only)  Discussion forum  Blog  Email newsletter tool  Saves staff and volunteer time & increases member satisfaction with online instant self-service for members:  New applications  Contact information and profile updates  Event registrations  Renewals  Online payments 8

9 Data safety and security  Automatic daily backups ensure data safety  Member list, event registration, etc. can be exported into Excel at any moment  Vendor security team monitors security bulletins and updates servers as necessary  Product tested and certified on Microsoft Platform http://www.wildapricot.com/blogs/newsblog/archive/2007/09/12/wa-certification.aspx http://www.wildapricot.com/blogs/newsblog/archive/2007/09/12/wa-certification.aspx 9

10 Tech support  Free tech support  Email support  Online support portal http://Support.wildapricot.com http://Support.wildapricot.com –Response time 1 business day  Toll-free telephone support  Extensive online help database http://Help.wildapricot.com http://Help.wildapricot.com  User community (discussion forums) http://www.wildapricot.com/forums/default.aspx?GroupID=10 http://www.wildapricot.com/forums/default.aspx?GroupID=10 10

11 About the vendor - Bonasource Inc.  Reliable vendor: est. 2001, references from Fortune 500 companies. See www.bonasource.comwww.bonasource.com  Microsoft Gold Certified Partner (top designation)  Safe choice: Over 15,000 organizations signed up as of February 2009 (probably #1 by number of clients for small associations and non-profits market)  Regular and frequent product updates based on customer feedback - on average every 2 months. see http://help.wildapricot.com/display/DOC/0.+Release+history http://help.wildapricot.com/display/DOC/0.+Release+history  Current clientele survey results positive (details in the following sections) 11

12 Key Functionality Summary Membership management  Customizable database fields  Automation of application workflow and renewals  Online payments  Member history, search and reports  Individual and corporate memberships Member self-service portal  Online application for new members  Renewals  Update own profile  Event registration at special member price  Access member-only web pages Online community tools  Blog  Discussion forum  Member directory  E-newsletters  Member Groups (e.g. board, committees) Website  Selection of starting templates  Customization tools to personalize look and feel  Unlimited numbers of pages, pictures and documents  Able to integrate video, photo albums  Interactive pages (e.g. online member directory) Event registration  Online event calendar  Customizable event registration form  Event registration report  Sends notices, reminders and confirmations automatically Online fundraising  Donation form and online payment  Donor database, donations report  Customizable donation email receipt 12

13 Website Content Management  Unlimited web pages, document and picture attachments  Easy to update web pages – no tech skills needed 13

14 Website Security  Unlimited number of website administrators  Individual logins for each administrator and each member  Granular access control: full / website / membership / events / fundraising 14

15 Website Security – Member-only Content Example General public can only see webpage designed for public access. And now member- only pages can be accessed. 15

16 Membership Management – Online Payment Options –Authorize.Net –PayPal Pro –Paypal Standard –Google Checkout 16

17 Membership Management  Multiple membership levels  Unlimited custom membership database fields  Automated application workflow: from online sign-up to online payment to adding a record to your member database to sending a receipt and welcome email 17

18 Membership Management – Online Application Example 18

19 Member Self-Service  Saves staff and volunteer time by letting members use online self service:  Online application  Profile updates  Renewals  Accessing secure member-only content  Event registration  Online community participation – discussion forums and blog 19

20 Member Self-Service – Member Profile Example 20

21 Automate Membership Renewals  Automatically send reminders  Let members renew with online self-service and pay online  See up-to-date picture of membership at any time 21

22 Online Member Directory  Point and click to add searchable member directory to your website  Directory is automatically updated with new member records and updates of existing records in the member database 22

23 Online Member Directory – Presenting members to the public 23

24 Engage Members Online  Point and click to add a blog page or a discussion forum  Send out email newsletters to all contacts – or a specific subset of records  Let members interact online to energize your community 24

25 Engage Members Online – Blog Example 25

26 Event Management  Add unlimited events to event database  Events automatically appear on your online calendar page  Past events are automatically archived  Send event announcements automatically 26

27 Event Management – Event Calendar Example 27

28 Event Registration  Customize each event registration form  Automatically send event confirmations  Instant online access to current list of registrations 28

29 Over 15,000 nonprofit and association clients  Professional and business associations  Nonprofit and charitable organizations  Clubs Wild Apricot Clients 29


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