Automated Membership Workflows

Unlock Efficiency: Transform Your Membership Tasks with Automation

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Membership organisations often face time-consuming manual processes when completing routine tasks, such as sending renewal reminders and emails to their members. This traditional approach can result in delays, errors, and other operational inefficiencies posing a potential risk to member retention and satisfaction.  

With automation as part of our Bespoke Membership CRM, your organisation can easily transition from manual to automated member workflows. This transformation allows your business to optimise resource allocation and operate efficiently, all while providing the best possible service to your members.

Increase productivity with automated renewal reminders

Managing member renewals involves various responsibilities, such as identifying expiring memberships, issuing renewal reminders, updating member statuses etc. This process, especially when dealing with a substantial member base, can consume a significant amount of time when performed manually, diverting employees’ focus from other critical tasks.

Significantly boosts your organisation’s productivity by automatically sending renewal reminders to your members, the content and timing of these reminders can be configured in advance. For example, reminders can be automatically dispatched when a member’s renewal date is coming up.

With this automation in place, reminders are delivered at precisely the right moment, reducing the time employees spend on this task and potentially boosting renewal rates.

Example of renewal reminder in dynamics 365

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Save time with email automation

Email communications serve as a crucial means of engaging with your members. Therefore, it is essential that these messages are sent consistently and contain relevant content. However, in today’s landscape, members increasingly seek personalised interactions that are tailored to their preferences. Manually creating such individualised messages can pose difficulties and consume significant time and effort. 

Our solution offers an efficient way to automate and streamline this process, facilitating quicker and more effective communication between your organisation and its members. For example, when a new member is added to the system, a welcome email can be automatically generated. This email can be tailored to include personalised elements like the member’s name, subscription details, next steps, and more.  

By automating this personalisation process, your organisation can maintain engagement with members while saving time and effort otherwise spent on manual customisation. 

marketing automation in membership CRM

Frequently Asked Questions

Streamline your membership management processes with Power Automate 

Interested in automating other processes within your membership organisation? Our Membership Software seamlessly integrates with Power Automate, Microsoft’s tool for automating repetitive tasks and processes. Through this integration, you can automate tasks such as invoicing, bookings, approvals, status changes and more. 

Our team are experts in implementing Power Automate and would be more than happy to help you understand how it can be implemented to work for you. Please feel free to get in touch with us for further information.

At Pragmatiq, every solution we build is tailored made to fit around the requirements of our client. Because of this, the features that can be added and altered are endless. Below are a few common requirements that we have come across within the membership sector:

Yes, our software is designed at a bespoke level and can be seamlessly applied to organisations of many sizes. Whether you are a small or a large membership organisation, our software can be tailored to fit your specific requirements. 

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