Membership: Flexible, Efficient, and Member-Centric
xCatalyst Membership Management offers a complete platform for efficiently handling individual and organizational memberships. It streamlines enrollment, renewals, and payments, while providing customizable profiles and self-service updates to enhance member engagement. Additionally, Groups empower organizations to efficiently manage committees and member groups. Chapters provide a streamlined solution for managing chapter memberships and leadership roles, while Subscriptions allow for a customizable offering of add-on subscriptions.
Key Benefits & Features:
Comprehensive Membership Profiles
✓ Flexible membership structures: Manage multiple types for individuals and organizations.
✓ Customizable profiles: Administrators can easily update member details.
✓ Self-service profile updates: Members can manage their own information.
✓ Role-based access control: Assign permissions within organizational memberships.
✓ Targeted sub-communities: Foster networking and engagement with public or private groups based on membership type.
Streamlined Enrollment & Renewals
✓ Online & back-office enrollment: Support both digital and manual registration processes.
✓ Email notifications: Keep members and administrators informed throughout the enrollment and renewal process.
✓ Admin review & editing: Adjust membership applications, prorate dues, or offer complimentary memberships as needed.
✓ Customizable renewal reminders: Set notification frequency to ensure timely renewals.
✓ Grace periods & expiration rules: Manage membership status and website access.
✓ Retention-focused reporting: Identify upcoming expirations and track renewal trends.
✓ Subscription-based services: Link additional services, sub-communities, and fees directly to memberships.
Flexible Dues & Secure Payment Processing
✓ Customizable dues structures: Configure different fee types for individuals and organizations.
✓ Transparent fee management: Control how fees are displayed on the website.
✓ Multiple payment options: Accept PO, credit card, and online check payments.
✓ Secure transactions: Process payments safely through PayPal Payflow Pro.
✓ Admin financial management: Issue invoices, process payments, handle refunds, and manage transactions.
✓ Automated payment notifications: Ensure timely follow-ups on outstanding payments.
Dynamic Membership Directory
✓ Searchable online directory: Members can browse with user-defined search parameters.
✓ Automated directory updates: Expired members are removed to maintain accuracy.
✓ Customizable profile fields: Administrators can control which details appear in search results.
✓ Printable, exportable reports: Generate directories in Excel or Word formats for offline use.
✓ Self-service updates: Members can keep their own profiles up to date.
✓ Member-to-member discounts: Promote engagement and additional value for members.
✓ Custom profile templates: Maintain a professional and consistent member profile.
Comprehensive Contact Management
✓ Centralized contact database: Manage contact information for both members and non-members with detailed individual and organizational profiles.
✓ Opportunity tracking: Monitor and manage opportunities tied to company contacts, including scheduling activities and maintaining engagement history.
✓ Non-member engagement: Enable non-members to submit profiles, integrating them into the contact database for potential future involvement.
✓ Advanced search & filtering: Easily locate and track non-member contacts to improve outreach and engagement strategies.
Chapter Management
xCatalyst's Chapter Management module streamlines the administration of regional chapters, industry groups, or special interest sections by providing tools for:
✓ Seamless Chapter Membership Management: Facilitates individual enrollment and renewals, ensuring chapter participation aligns with overall member status.
✓ Structured Governance & Leadership: Allows for the assignment of custom chapter roles, maintaining clear role visibility and structured governance.
Group Management
With xCatalyst's Group Management, organizations can:
✓ Comprehensive Committee Management: Easily establish and manage multiple committees, track member involvement, assign custom roles, and export rosters for record-keeping.
✓ Dynamic Group Management: Organize groups based on shared interests, allow self-service group membership, display active group members on web pages, and deliver group-related content to the website.
Subscription Management
The Subscription Management module enables organizations to offer customizable add-on subscriptions, providing members and companies with enhanced engagement opportunities through:
✓ Customizable Subscription Options: Offer flexible add-ons that can be integrated with membership renewals or function independently.
✓ Individual & Company Subscription Support: Provide personalized access for both individuals and organizations, linking subscriptions to the broader membership lifecycle.
✓ Adaptable Billing & Renewal Management: Configure custom billing cycles and ensure structured renewals to optimize value for members and companies.
