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Deploy new Membership Management platform for non profit

10 Feb 2019 5:38 PM | Anonymous

Worked with a small non-profit to deploy a new member-facing Membership Management system (Wild Apricot) with an integrated payment gateway (AffiniPay - Wild Apricot Payments).

Key tasks included:

  • Configured Wild Apricot to align with the nonprofit's membership types, messaging, and renewal periods.
  • Integrated a "join" form to the public website for new members
  • Completed data conversion for existing members
  • Defined administrative processes for maintaining consistency in membership information across systems
  • Trained nonprofit staff and supported initial member renewal campaigns

When complete, a significant portion of the membership management activities were automated and made self-service for members.  The project also set a baseline for future projects to automatically maintain data between Membership, CRM, and Financial systems.

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