Member Management

Lead Member

For each organisation a Lead Member can be assigned. The Lead Member can add other members of their team to Memb@CRM and receive notifications and reports on their organisational activities, such as event attendence. For more information, follow the link below to our online manual to learn about access permissions for members and administrators.
Member Management

Member Dashboard

The dashboard brings everything into clear focus for all members and admins. The main dashboard view combines news, discussions and events.
Event Management

Create Events

Create online or in-person events and set a date, time and location. Include a photo, description and send invites to all members or members of a specific organisation or smart group. For more information about event creation, management and reporting, use the link below to our online user manual.
Marketing

Mailchimp Integration

Memba allows you to integrates with MailChimp, which makes syncing your members with your mailing list a cinch! For more information on integrations and mailings, following the link below to our online user manual.
Member Management

Member Preferences

In order to provide members with a personalised experience, you can tag members with dietary preferences and assign them to specific Smart Groups, so that they see tailored content, such as news, forum discussions or receive invites to specific events.
Marketing

Publishing News

Create and publish news articles and blogs that appear on your member's dashboard. When setting up the news article, the administrator can choose where to display the article. For example, you can restrict the article to members of a specific smart groups or members from a specific organisation.
Member Management

Admin dashboard

The administrator dashboard can be configured to show real-time reports, including users, tasks due, upcoming event attendees, forum engagement, news and documents. Each report can be downloaded and the charts offer quick links to each data set for further analysis and action.
Member Management

Smart Groups

Memba gives you the ability to create Smart Groups. These are ways to add members from different organisations into groups that share common interests. Use Smart Groups to send targeted messages. For more information on Smart Groups follow the link below to our online user manual.
Member Management

Settings

The admin settings area of the application is where you can configure Memba to best fit the needs of your organisation. For example, you can choose which features to enable for members and which notifications they should receive.
Event Management

Zoom or Teams

When setting up an event, the administrator can choose whether to add a physical location for the event or add a link to a scheduled online Zoom or Teams meeting.
Member Management

Document management

Administrators can upload files for their members to view and download. Various file types are supported, such as Microsoft Word, Excel, PowerPoint and PDF.
Member Management

Member Reports

Memba CRM has 17 built-in reports of which nine can be displayed as charts on the administrator dashboard. The charts give you a dynamic snapshot of membership activity and cover all key aspects of member management, such as member acquisition, expiries and renewals, events, forum engagement, news, documents and more. An admin user can also request a custom report (additional paid service). For more information on reports, follow the link below to our online user manual.
Member Management

Member Notes

Administrators can log notes against any member or company record and share these notes with other administrators. The notes are private and cannot be seen by any members.
Marketing

Push Notifications

Built-in notifications keep you and your members informed of marketing activity.
Event Management

CPD Points

Events can be given CPD points for attendance. The CPD total for events attended can then be shown in a member's profile.

Donor Management

Track supporter interactions from one place – donor notes, donation history, event attendance, smart group interests and much more. Download donation reports and send automated messages to your supporters.
Member Management

Task Management

Keep all member management tasks within the CRM and have these display on your dashboard. Tasks can be assigned by you to another admin and you can set a due date for each task. Tasks can also be viewed on the Task Calendar, so at a glance you can see what needs to be done each day.
Member Management

Member Note

Admin users can create member notes which are stored against the member record. These notes are private and cannot be seen by the member.
Marketing

Google Analytics

Google Analytics is the de-facto tool for monitoring activity on your website. We provide the option for you to add your Google Tag to your public-facing Memba website so that you can track activity and report on user demographics and behaviour.

Member Directory

Members and the companies they work for are organised into a searchable directory, which has two types of views: card view and listing. As a site administrator you can choose whether or not to make you members or their companies visible to other members. You can learn more about members and permissions by following the link below to our online user manual.
Member Management

Member Profiles

Member profiles allow you to build out a complete picture of your members, including a bio, special interests, dietary preferences, colleagues and contact details. Up to six custom fields can be added to record information specific to your organisation.
Marketing

Promotional Banner

Publish an announcement that displays as a highlighted banner at the top of your member's screen. Customise the message for different member types or smart group members.
Member Management

Member Surveys

Our easy to use survey tool allows you to quickly create and publish a members' survey and view the results in your reports dashboard.
Event Management

Target Members

Send targeted email event invitations to specific members, companies or members of smart groups. View dynamic data on the number of confirmed or declined invitations on your administrator dashboard. For more information, visit our online user manual.
Member Management

Messages

If enabled in admin settings, members can message other members within the safety and security of the application. Admins can send messages to individual members or an entire company or members of a smart group.

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