Association Software Archives | MemberClicks Wed, 08 Oct 2025 21:17:06 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://memberclicks.com/wp-content/uploads/2021/11/PersonifyProductLogos_MC-Professional-Mark.svg Association Software Archives | MemberClicks 32 32 Event Marketing Guide: Strategies for Associations https://memberclicks.com/blog/event-marketing-guide-strategies-for-associations/ Fri, 19 Sep 2025 22:58:48 +0000 https://memberclicks.com/?p=22093 For associations, marketing for events isn’t just about filling seats. It’s about strengthening member engagement, building visibility and generating non-dues revenue. Events are a powerful way to connect members and show leadership in your field, but none of that happens without a clear marketing plan. In practice, event marketing means reaching the right people, reminding […]

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For associations, marketing for events isn’t just about filling seats. It’s about strengthening member engagement, building visibility and generating non-dues revenue. Events are a powerful way to connect members and show leadership in your field, but none of that happens without a clear marketing plan.

In practice, event marketing means reaching the right people, reminding them of your organization’s value and giving them reasons to return year after year. When it’s done well, it leads to higher attendance, stronger engagement and new revenue streams that support your mission.

In this guide, we’ll look at what event marketing really means for associations, why it matters and the strategies you can use to get results, from branding and promotion to storytelling and partnerships.

What Is Event Marketing?

Event marketing is the process of promoting an event to the right audience and motivating them to attend. For companies, this might mean using big ad budgets to push a product launch or trade show. For associations, the purpose is different: building community, strengthening connections and driving value for members.

In the association context, event marketing focuses on more than attendance numbers. Every message, email or social post should tie back to the mission of the organization. Whether it’s a large annual conference or a smaller workshop, the marketing effort is really about reminding members why the event matters to them and their careers.

Association event marketing also plays a financial role. Because dues alone often don’t cover all expenses, events become a major source of non-dues revenue. This is where a well-planned campaign makes the difference, helping to boost registrations, attract sponsors and create experiences that support the association’s long-term goals.

That’s what separates it from corporate marketing for events: it’s less about short-term profit and more about sustained member engagement and organizational growth.

The Role of Event Marketing for Associations

Event marketing is one of the main ways associations stay visible and relevant to their members. A well-planned campaign doesn’t just boost attendance for a single conference or meeting. It builds awareness of the association’s work and strengthens the overall value members see in belonging.

Strong marketing for events helps fill the room, but it also encourages participation before and after. Members who see consistent messaging and reminders are more likely to register early, share the event with peers and stay engaged during sessions. That momentum often carries forward into higher involvement in committees, renewals and other programs.

There’s also the financial side. Events are one of the largest sources of non-dues revenue for associations. Ticket sales, sponsorships and exhibitor fees all depend on how well the event is promoted. Without marketing, those streams dry up quickly. With it, they can fund new member benefits, cover operating costs and support future growth. Event marketing is also a critical part of any non-dues revenue strategy, something we explore further in our Ultimate Guide to Non-Dues Revenue.

For long-term sustainability, associations need more than a strong event once a year. They need a marketing approach that ties events to their mission, connects with members and creates consistent revenue. That’s why event marketing is such a central piece of association strategy.

Key Strategies in Marketing for Events

Build a Strong Event Brand

Every successful event starts with a clear identity. Members and potential attendees should be able to recognize your event at a glance, whether they see it in an email, on social media or on your website. That’s where branding comes in.

For associations, branding an event means tying it back to the organization’s mission and values. A conference logo, color scheme or tagline should remind people why the association exists and how the event supports their professional goals. Consistency matters: the same visuals and tone across all channels build trust and make the event easier to remember.

You could take this further by offering customized digital experiences, like branded event apps, where members can view schedules, connect with peers and receive updates. This kind of branding helps create a cohesive, memorable event that people want to return to. For example, the CUE case study shows how one association used a conference app to strengthen branding and improve the overall attendee experience.

Use Multi-Channel Promotion

No single marketing channel can reach all of your members and potential attendees. That’s why it’s important to spread the word across several platforms. Email is often the most reliable, but it works best when paired with social media, website updates and partner promotions.

The message should be tailored for different audiences. Members generally respond well to reminders about networking or continuing education credits, while non-members might be more interested in industry access or discounted first-time attendance. For example, a chamber of commerce might lean on Facebook to promote local networking events while using LinkedIn to attract sponsors or industry partners.

Associations can also tap into word-of-mouth promotion by equipping ambassadors, volunteers or committees with content to share. These personal recommendations carry weight and expand reach without extra cost. By blending official campaigns with member-driven promotion, your association can maximize visibility while staying within budget.

Leverage Storytelling and Member Voices

Facts and schedules don’t always convince people to register. Stories do. When members share how past events helped them build skills, make connections or advance their careers, those stories become powerful marketing tools. You can highlight testimonials on event pages, in email campaigns or through short videos. For example, featuring member testimonials in post-conference emails or newsletters can encourage earlier registrations for future events.

Social media also gives members a space to share experiences in real time. Encouraging posts, photos or short clips helps spread authentic excitement. By weaving member voices into promotions, your association can show that events are real opportunities that make a difference.

Optimize Registration and Ticketing Campaigns

Registration is the first step in the attendee’s event experience, and the way it’s marketed can influence how many people sign up. Offering early-bird discounts encourages quick decisions, while tiered pricing, such as member vs. non-member rates or VIP packages, gives attendees clear choices that fit their needs. Associations can also highlight benefits tied directly to professional growth, such as:

  • VIP upgrades that include exclusive networking or receptions
  • Access to continuing education (CEU) credits
  • Discounted member-only workshops

Once the value of each option is clear, the next step is motivating members to act. That’s where urgency comes in. A reminder that deadlines create urgency and discounted pricing ends soon or that limited packages are available can push people to register sooner. Clear communication about what each ticket level includes is equally important. Members should know exactly what value they’ll receive for their money.

These strategies expand accessibility and increase non-dues revenue, giving associations the flexibility to serve members and fund future initiatives.

Incorporate Digital Marketing for Events

Digital marketing makes it easier for associations to reach both members and non-members where they already spend time online. Paid ads, search engine optimization and retargeting campaigns can keep your event visible to the right audiences. Even a small ad budget can extend reach when paired with strong organic efforts.

Social media adds another layer. Use event hashtags, share behind-the-scenes content and post short videos to build excitement before the event starts. During the event, live posts and streams keep attendees engaged and allow non-attendees to follow along. Afterward, highlights and recaps keep the conversation going.

By extending promotion across the entire event cycle, associations can stay top of mind, drive more registrations and keep their community connected year-round.

Sponsorships and Partnerships

Sponsorships are a core part of marketing for events because they add both financial support and promotional reach. When associations work with sponsors, they’re creating opportunities for visibility that bring value to both the sponsor and the audience.

Tiered packages make this easier. A gold, silver or bronze model, for example, gives sponsors clear options that fit different budgets and levels of exposure. Some may want to sponsor a keynote session, while others prefer branding on lanyards, lounges or digital materials.

Partnerships go beyond money. Sponsors often share event content with their own networks, extending the reach of your marketing efforts without extra cost. That added exposure helps attract attendees who may not be on your regular lists.

With the right mix of packages and communication, sponsorships will strengthen relationships and help the event reach a wider, more diverse audience.

Tools to Support Event Marketing for Associations

Running a successful event takes more than good ideas and promotion. The right tools help you manage the process, reach attendees and keep everything on track. Event registration platforms are one of the most important. They streamline sign-ups, collect payment and give attendees a simple way to confirm their spot. A smooth registration process sets a positive tone from the start.

Automation tools are also valuable. Scheduled reminders, confirmation emails and post-event follow-ups save staff time while keeping attendees informed. For small-staff associations especially, automation reduces the burden on teams who are often juggling membership management, advocacy and events at the same time. Event apps can take it further, offering attendees agendas, speaker details and networking features right in their hands.

Feedback tools are another piece of the puzzle. Quick surveys during or after the event provide data that can guide future planning. By combining these tools, associations can deliver a better attendee experience while easing staff workloads. The most common tools include:

  • Feedback surveys to guide future planning
  • Event registration platforms for streamlined sign-ups
  • Automation tools for reminders, confirmations and follow-ups
  • Event apps for agendas, speaker info and networking

Common Challenges in Marketing for Events

Even with strong strategies, associations face real obstacles when promoting events. These challenges often come down to resources, competition and balance — factors that can make or break how well an event performs. Recognizing these hurdles up front makes it easier to plan realistic campaigns and set expectations.

  • Limited staff and budgets: Many associations run on small teams, making it hard to manage campaigns across multiple channels. Without big marketing dollars, every decision has to stretch further.
  • Competition for attention: Members receive dozens of invitations weekly, not just from associations but also from companies, vendors and online events. Standing out in this crowded space takes planning and persistence.
  • Balancing promotion with value: A flashy campaign won’t work if the event itself doesn’t deliver. Marketing efforts must align with programming and member needs. Planning early and setting clear goals helps manage these challenges without overwhelming staff or resources.

Addressing these challenges takes planning and prioritization, but with the right strategies, associations can keep their events both effective and sustainable.

Measuring Success: Event Marketing Metrics That Matter

Marketing for events isn’t finished when the conference or workshop ends. You’ll need to measure results to understand what worked and what didn’t. Tracking registrations is a starting point, but it only tells part of the story. Attendance rates show how many registrants actually showed up, and engagement levels during the event reveal how involved participants were.

Then there’s the financial results. Sponsorship conversions and non-dues revenue growth give a clear picture of whether the event supported the association’s bottom line. These numbers help leaders see the value of marketing efforts in real terms.

Feedback adds another layer. Post-event surveys and session ratings capture what attendees liked and where improvements are needed. Combined with hard data, this information can shape future campaigns. The goal is to use these numbers to refine strategies and keep events aligned with member needs.

The Future of Event Marketing for Associations

Event marketing is changing quickly, and associations need to keep pace. One of the biggest shifts is the rise of hybrid events. Members want flexibility. Some prefer in-person networking; others value the convenience of online access. Marketing has to reflect both, showing that the event experience is valuable, no matter how someone participates.

Personalization will also shape the future. With better access to member data, associations can send targeted messages that match specific interests or career stages. A younger professional may care about skill-building sessions, while a senior leader may focus on high-level networking. Tailoring outreach makes each message feel more relevant and helps boost response rates.

Digital tools will continue to play a bigger role. From social campaigns to live streaming, associations can extend the life of an event far beyond the closing session. We’re also likely to see AI-powered tools supporting event marketing, such as automated member segmentation, predictive attendance forecasting and smarter follow-up campaigns that reduce workload for small teams.

The organizations that adapt to these trends will attract more attendees and build sustainable marketing practices that keep members engaged year after year.

Why Strong Event Marketing Sets Associations Apart

Event marketing for associations is about building lasting connections, generating non-dues revenue and showing members the value of their membership. A clear strategy, from branding and promotion to digital outreach and sponsorships, turns events into engines of engagement and growth.

Strong marketing for events also supports the long game. Each successful campaign builds trust, strengthens the association’s reputation and sets the stage for future programs. And when revenue from events funds new initiatives, members see the benefits in tangible ways.

The associations that invest in smart, consistent event marketing will be the ones that thrive. By planning ahead, measuring results and adapting to new trends, your organization can create events that matter today and lay the groundwork for long-term success.

Want to learn more about funding growth? Download the Non-Dues Revenue Guide to see how event marketing fits into your broader revenue strategy.

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Affiliate Marketing for Associations: Boost Revenue and Member Value https://memberclicks.com/blog/affiliate-marketing-for-associations-boost-revenue-and-member-value/ Tue, 19 Aug 2025 14:45:53 +0000 https://memberclicks.com/?p=21838 Associations succeed when they provide members with resources that make a difference. Affiliate marketing helps you do just that while also creating new revenue opportunities. By recommending relevant products or services to your audience your association earns a commission each time members make a purchase through your referral. It’s a low-effort high-impact strategy that fits […]

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Associations succeed when they provide members with resources that make a difference. Affiliate marketing helps you do just that while also creating new revenue opportunities. By recommending relevant products or services to your audience your association earns a commission each time members make a purchase through your referral.

It’s a low-effort high-impact strategy that fits naturally into newsletters, websites, email campaigns and social media. This blog explores how affiliate marketing works, why it benefits associations and how to use it to increase revenue and deliver more value.

What Is Affiliate Marketing?

A Simple Definition for Associations

Affiliate marketing is a partnership where your association shares products or services from a company and earns a commission when members purchase through your link.

It works well for associations because members already see you as a trusted source. Recommending solutions that align with their professional or personal needs feels natural and builds credibility.

In simple terms, it is word of mouth with a digital trail. Your referral link tracks sales back to your association so you benefit each time a purchase is made.

Why It Fits the Association Model

Affiliate marketing works through partnerships with companies that provide products or services your members already want or need. Rather than creating and selling your own products, your association promotes a trusted partner. When members purchase using your referral link, your organization receives a commission.

The key is in choosing partners that align with your mission and members’ interests. Done right, affiliate marketing feels like a helpful recommendation rather than a sales pitch. That balance helps maintain trust while adding a new stream of revenue without requiring heavy investment.

How Affiliate Marketing Generates Non-Dues Revenue

The Revenue Mechanism

Affiliate marketing for associations uses a simple commission model. You share an affiliate link with your members. When they click that link and complete a specific action, most often a purchase, your association earns a commission. Payments may be a flat fee per sale, a percentage of the sale price or a fee per sign-up.

Tracking runs through unique link codes. Your affiliate partner supplies the links and records clicks, conversions and payouts in their system. Most programs pay monthly, although some pay more often. Once links are published the process is largely hands-off.

Why Associations Have a Built-In Advantage

Most organizations spend months building the right audience. Associations already have one. Your members are pre-qualified, industry specific and engaged.

You also have multiple communication channels in place, including newsletters, member portals, social media groups and events. These channels already support your membership funnel from awareness to engagement to long-term retention. That lets you promote affiliate products in ways that feel natural and aligned with your mission rather than interruptive or sales focused.

When you match relevant products to member needs, affiliate marketing becomes more than another revenue stream. It reinforces your value to members and strengthens your position as a trusted resource.

Best Channels for Promoting Affiliate Links

Not every channel performs the same for every audience. The goal is to place relevant offers where members already pay attention and to present them as useful resources, not ads. Use the mix below, then track what converts so you can double down on what works.

Association Newsletter

Your newsletter is a trusted space, which makes it ideal for affiliate offers that feel like member perks. Add a small, consistent module that readers come to expect.

  • Create a “Featured tool” or “Member resource” slot with one clear benefit and one clear action.
  • Rotate offers by theme, like compliance month or productivity week, to keep content fresh.
  • If you can negotiate a member-only discount, call it out in the headline to lift clicks.

Pair the module with short success blurbs. A two-sentence testimonial from a member can outperform a longer product pitch and keeps focus on value.

Website

Give affiliate content a durable home and several natural touchpoints.

  • Build a “Recommended resources” page that lists vetted tools by category.
  • Add contextual links in relevant blog posts, guides and FAQs where the product solves a clear problem.
  • Use light visuals like badges or small banners near related content, not intrusive pop-ups.

Keep the resources page updated. Retire low performers, keep high performers near the top, and show last updated dates so the page feels current.

Email Campaigns

Targeted email reaches members who are most likely to act.

  • Segment by role, region or interest so each offer is relevant.
  • Send short product spotlights tied to a real use case, not a feature list.
  • Test one variable at a time like subject line, call to action, or placement.

Blend promotions with education. A three-part tip series that teaches a workflow, then closes with a related affiliate link, often drives higher trust and better click rates.

Social Media

Social lets you show quick wins and invite conversation.

  • Share short posts that highlight one benefit and one action, then link in bio where needed.
  • Use carousels to explain a mini process, with the product as step two or three.
  • Tap hashtags your industry follows to widen reach without chasing vanity clicks.

Reply to questions in comments with simple answers and link back to a helpful page on your site. Keep disclosures clear and consistent.

Events and Webinars

Events give you a chance to demonstrate value in context.

  • Feature relevant tools in session slides where they solve a pain point.
  • Include links in agendas, handouts and follow-up emails so attendees can act later.
  • Offer a limited-time deal for attendees to encourage quick decisions.

For virtual events, place the link in the chat and in the recap. For in-person events, add a short URL on slides and on a small card at the door so the offer is easy to find.

Best Practices for Success

The key to making affiliate marketing work for your association is to treat it as a service to members, not just a revenue stream. That means choosing your promotions carefully and keeping trust at the center of your approach.

Choose Relevant Products

Select products that solve clear member problems and fit your mission and overall membership benefits. Prioritize tools your audience already asks about or that align with programs you run. Score options against simple criteria like relevance, quality and support. If a product saves time or improves outcomes, it earns a place. If it feels off brand, skip it.

Be Transparent About Partnerships

Disclose affiliate relationships clearly and consistently. Place a short note near the link or at the top or bottom of the page and include it in emails. Example: “We may earn a commission if you purchase through our link at no cost to you.” Clear disclosure meets legal expectations and builds trust with members.

Track and Test Performance

Measure what matters so you can improve. Track click-through rate, conversion rate and earnings per click by channel. Use tagged links so you know which page, section or post drove the action. Test one thing at a time like headline, placement or call to action. Keep a simple dashboard so you can see winners quickly and retire low performers.

Keep Promotions Fresh

Rotate offers so members do not tune them out. Tie promotions to seasons, programs or events. Refresh copy and visuals and bring back proven offers a few times each year. Set channel caps so promotions do not crowd out education or news. This keeps engagement steady and protects your brand voice and ultimately help with membership churn.

Common Mistakes to Avoid

Affiliate marketing can be simple to set up, but it’s easy to lose momentum (or even member trust!) if you approach it the wrong way. A few common missteps are worth watching out for.

Promoting Irrelevant Products

One misstep is promoting products that have little or no connection to your members’ needs. Even if the commission rate looks attractive, irrelevant offers can make your communications feel cluttered or unfocused. Over time, members may start tuning out your recommendations entirely.

Sending Too Many Promotions

Another mistake is overloading members with too many promotions. If every newsletter, email or social post contains an affiliate link, your content can start to feel like advertising rather than valuable information. Keep a balance between promotional and educational content so members stay engaged.

Ignoring disclosure requirements

Skipping disclosure is also a risk. Many countries require organizations to clearly state when a link is an affiliate link. Beyond compliance, it’s a trust issue. Being transparent about the relationship helps maintain credibility.

Relying on One Channel

Relying on just one promotional channel limits your reach. An affiliate marketing effort that lives only in the newsletter might miss members who engage more through social media, events or your website. Spreading promotions across multiple channels gives you more chances to connect with your audience.

Putting Affiliate Marketing Into Action

Affiliate marketing for associations is a straightforward way to bring in more non-dues revenue while offering members resources they actually value. By sharing relevant products through channels you already use, like newsletters, your website, email, social media and events, you can create a steady income stream without adding significant costs or workload.

The key is to start small and stay focused. Choose one or two affiliate promotions that align closely with your members’ needs, and place them in the channels where you get the most engagement. Track results, see what resonates and expand from there.

If done with care, affiliate partnerships can strengthen your role as a trusted resource, help members find useful tools and boost your organization’s revenue in a way that feels both natural and sustainable.

Ready to explore more ways to grow your income? Download The Ultimate Guide to Non-Dues Revenue for Associations for proven strategies to build stronger, more resilient revenue streams!

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Member Satisfaction Score: What It Is, How to Measure It and Improve Results https://memberclicks.com/blog/member-satisfaction-score-what-it-is-how-to-measure-it-and-improve-results/ Mon, 09 Jun 2025 15:24:36 +0000 https://memberclicks.com/?p=21190 As a member-based organization or association, member satisfaction is one of the most important indicators of your continued success. While many types of businesses acknowledge the importance of customer satisfaction scores (CSAT), this guide focuses on more specific member satisfaction scores. Thankfully, you can apply similar principles utilized in CSAT metrics to make the right decisions […]

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As a member-based organization or association, member satisfaction is one of the most important indicators of your continued success. While many types of businesses acknowledge the importance of customer satisfaction scores (CSAT), this guide focuses on more specific member satisfaction scores. Thankfully, you can apply similar principles utilized in CSAT metrics to make the right decisions for your organization. Read on to learn more about the member satisfaction score, what it is and how to measure it to then improve your results:

What is a Member Satisfaction Score?

In its simplest form, a member satisfaction score is a measurement of the satisfaction level of your members. This score can be adapted through similar principles used as part of obtaining and quantifying CSAT metrics. In other words, ideally, you can use CSAT standards and measuring options as your overall framework, but not the core focus on your studies. Customer satisfaction score considers the contentment a buyer has with a business’s services or products.

This is similar to member satisfaction, but not exactly the same measurement as member satisfaction. This more specific measurement considers factors that impact members of member-based organizations instead of the opinion on a product or service from a traditional business. Keep in mind, just as wanting a high CSAT score should be a goal of any customer-focused business, having a good member satisfaction score should be your goal as a member-based organization, as this means your members are better engaged, more likely to renew and your organization will tend to enjoy more long-term growth.

Why Member Satisfaction Scores Matter

Member satisfaction scores positively enhance the following elements that are key towards maintaining success as a member-based organization:

  • Member renewals and retention rates.
  • Member engagement and participation.
  • Event attendance.
  • Volunteer involvement.
  • Non-dues revenue opportunities.

Since member satisfaction scores are immensely important and directly correlate with your success as a member-based organization, it’s vital to track this metric consistently and accurately. This is key information, giving you valuable guidance that will allow you to make needed changes or continue to invest in successful strategies. It helps guide your organization towards success and continued membership growth.

How to Measure Member Satisfaction

Now that we have considered the importance of a good member satisfaction score, it’s helpful to consider how to measure this metric in the first place. Again, as mentioned above, you can alter standard CSAT stats or metrics. However, having an accurate member satisfaction score can be successfully obtained by the following:

Post-Event Surveys

After events, like training, webinars and conferences that are attended by members, offer a post-event survey. Ask key questions about the experience of members throughout these events.

Membership Renewal Surveys

Another great way to measure member satisfaction is during the membership renewal process. Make an effort during this time to get feedback as part of the renewal procedure. This marks a clear time to gain feedback and many members are more than willing to offer their opinions or offer suggestions at this time.

NPS Adaptations Net Promoter Score

Adapt Net Promoter Score (NPS) style questions to your member-based organization. Generally, NPS questions are single questions that measure the loyalty and willingness of customers to recommend a service or product to others on a scale. In terms of member-based satisfaction questions, they can be adapted to properly reflect how likely a member is to recommend the organization or membership service provided to others. An example of this type of question could include:

How likely are you to recommend membership in our organization to others?

This would then be answered by members responding on a scale from 0 to 10, or 0 to 5, with 0 very unlikely and the highest numbers being more likely to occur. Obviously, the higher scores you get here, the more loyal this indicates your members are to your organization.

Regular Poll Surveys

While having surveys or polls at specific times, like yearly or bi-yearly renewal is wise, you can also poll your members at various points throughout the year. Just keep the surveys short and sweet and consider offering benefits for feedback. This can give you a better idea of how your members are feeling throughout their entire membership, not just at specific times in the calendar year, like renewal times.

Direct Feedback Channels

In order to make it as easy as possible for your members to give feedback, opt for direct feedback channels. For example, you can have surveys posted on member portals, or on community platforms. You can also have it be part of your customer service interactions when members call in with concerns or questions.

When Should You Measure Member Satisfaction?

As outlined above, there are various points in time applicable to measuring member satisfaction. To get the most return on that information, though, aim for these key times to measure feedback and overall member satisfaction:

  • During renewal cycles: This is prime time to get feedback, especially if members don’t want to renew their membership. You need to know why, so you can address their concerns and make the membership more valuable to them.
  • After major events: If your organization hosts a major event, such as a conference, this is another key point in time to gauge member satisfaction. For many members, these events can be the pay-off of having their membership in the first place. Now is the time to find out if the payoff is considered worthwhile.
  • Post-program or service delivery: Another important time to measure member satisfaction is after a service or program delivery. You want to know if your members feel what they got in return was valuable enough to merit ongoing membership.
  • Quarterly or bi-annually for ongoing feedback: If you want general feedback and not the type necessarily tied to just one specific program, service or an event, then having regular quarterly or bi-annual member surveys can be a good idea. This gives you general and ongoing feedback that can be immensely valuable to your group.
  • After key support or onboarding interactions: Last but certainly not least, another vital time to check member feedback is immediately after a member has been given support, went through an onboarding or had another type of interaction with your organization. This will highlight areas you might need to address to make these processes better or showcase what you are doing right.

How to Improve Member Satisfaction

Now that we have considered what a member satisfaction score is and looked at when it’s best to measure it, it’s helpful to consider some actionable ways your member-based organization can improve this all-important member satisfaction score. The following are some key ways to improve your overall member satisfaction:

Strengthen Your Onboarding Process

To ensure that members feel valued from their very earliest interaction with your organization, pay special attention to your onboarding process. Make sure your new members feel welcome and understand how to access and utilize all available resources. While simply giving them information is part of it, proper onboarding involves more than information overload. It is a step-by-step, intuitive process that helps your members instantly become experts about your organization.

Personalize Member Experiences

We all want to feel unique and special. This is no less true for the valued members of your group. Therefore, it’s important to pay attention to personalization. This means segmenting content to appeal to specific members based on their engagement history, proven interests and type of membership.

Increase Member Engagement Opportunities

Provide ways for members to engage as much as possible. This includes peer networking, volunteer roles and committees. Open these up for members to enjoy and participate in for them to offer not only their opinions but actual solutions to issues they might have noticed.

Close the Feedback Loop

Feedback is important, but getting feedback merely for the sake of feedback alone doesn’t do anything. Therefore, it’s helpful to show members how their feedback has led to improvement. Communicate with your members when you have made changes based primarily on their survey answers or other poll results. This will show members that the surveys you send out aren’t just busy work. They really do matter. This knowledge will increase the chance they will make surveys a priority going forward.

Simplify Member Support

When members need help, answers to questions or require assistance, make sure this process is as simple as possible. The process of getting help or guidance should not require an advanced degree or deep understanding of how your organization works from the inside out. Make all member support easy-to-access and user-friendly.

Why You Need to Measure Member Satisfaction Scores

Measuring member satisfaction is a key component of continued success as a member-based organization or association. You simply cannot enjoy continued success without a focus on this metric and an understanding of why it matters. Keep in mind that continuous measurement plus consequential action will equal stronger member loyalty and greater membership retention overall.

Member Satisfaction FAQ

What is a good member satisfaction score? Generally, you will want to receive more positive feedback or survey results. This means that the bulk of member answers will sway towards being either satisfied or very satisfied. If you notice many responses that aren’t positive, this is an indicator that you might need to work on some key areas of your membership service.

How do you calculate member satisfaction? You will average the member satisfaction results to get an overall view of how pleased your members are with your membership-based organization or service. Generally, these are tabulated on a percentage scale, taking into account a broader look at your membership instead of considering each one as an individual.

How often should you measure member satisfaction? This depends on your own membership-based organization. Times of membership renewal are great natural opportunities to prompt members for feedback. However, this is far from the only time you can seek feedback from members. Just don’t overwhelm members by asking for feedback constantly as this can cause them to ignore such requests.

Start Listening to Your Members

Want to know about the best way to improve member satisfaction? Start by asking your members what matters most to them. It seems simple enough, and thankfully, with MemberClicks your organization can effortlessly gather feedback, track satisfaction, and keep your members engaged. See how our AMS can help and book a demo to learn more!

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“We Don’t Make Data-Driven Decisions (Because We’re Drowning in It)” – Real Talk from the ASAE MMC+Tech Booth https://memberclicks.com/blog/we-dont-make-data-driven-decisions-because-were-drowning-in-it-real-talk-from-the-asae-mmctech-booth/ Tue, 20 May 2025 13:26:56 +0000 https://memberclicks.com/?p=21036 What happens when you set up a booth at ASAE’s MMC+Tech and ask association professionals candid questions about their data, digital tactics and department pain points? You get honesty. Brutal honesty. The kind that doesn’t show up in board reports or annual reviews but should. This past week in Washington, D.C., we had conversations that […]

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What happens when you set up a booth at ASAE’s MMC+Tech and ask association professionals candid questions about their data, digital tactics and department pain points?

You get honesty. Brutal honesty. The kind that doesn’t show up in board reports or annual reviews but should.

This past week in Washington, D.C., we had conversations that reminded us why this event matters: it’s where association professionals take off their game faces and talk shop about the real challenges under the surface. And spoiler alert: it’s not just about AI or shiny new martech tools. It’s about access, alignment and actually doing something with all the data we hoard.

Let’s unpack it.

Logging In Shouldn’t Feel Like a Tech Support Call

One theme hit us over and over: logging in is still a barrier.

It wasn’t just one person. It wasn’t even just a few. Attendees shared how members struggle to access association websites—sometimes because the login process is clunky, sometimes because passwords are forgotten and often because the UX feels like a time capsule from 2004.

“You have to give them the instructions on how they login again and again and again.”

And let’s be real. How many of us have not heard that exact line in a member support email? It’s a design problem, a user experience problem and ultimately a trust problem. If your digital front door is locked—or worse, rusted shut—people will stop trying to walk through it.

Clean Data Is Still a Dirty Word

When asked about their biggest data headaches, people didn’t flinch:

“We don’t collect the cleanest data.”
“Pulling all your data from all these disparate sources is nearly impossible.”
“We don’t make data-driven decisions because we don’t have time, the tools or the cleanest data.”

It’s a vicious cycle. We’re all sitting on goldmines of potential insight: member behavior, event analytics, advocacy engagement. But those mines are cluttered with bad formatting, inconsistent entry practices and tech stacks that don’t talk to each other. And let’s be honest, half of what we collect never even gets used.

“It’s the amount of data we collect and why we collect it, because half of it doesn’t get used.”

That alone could be a keynote session. What if instead of chasing more data, we focused on better data and built processes (and staffing structures) to do something with it?

“Secretly Obsessed With…”

We had some fun with this question: What tool or tactic are you secretly obsessed with right now?

Answers ranged from practical to delightful:

  • Time management tools. Because let’s face it—many of us are in survival mode.
  • Adobe Fonts. Yes, seriously. Fonts. Because the creative folks need joy too.
  • Jasper AI and Future proof your business with GTM AI — AI tools that are actually getting traction in comms and content workflows.

And that’s the thread here. The real wins are small but powerful. No one said “our new CRM changed everything” or “we just implemented a 14-system integration.” Instead, they shared the daily tactics that chip away at chaos.

What Members Really Value (And Boards Still Don’t Get)

We asked: If your association disappeared tomorrow, what would members miss most? The answer?

Community. And surprisingly? The print magazine.

Yes, in a world of TikTok and ChatGPT, members still value a tangible, curated experience that shows up in their mailbox. Associations that lean into that kind of emotional connection—not just transactional engagement—are winning.

But some frustrations still linger where it matters most: the boardroom.

“Our board doesn’t understand that the future of sponsorship revenue is in sessions and lead gen. They’re scared of letting for-profit companies speak to our members.”

This isn’t a new conversation, but it’s becoming a louder one. If you’re still selling logos on lanyards, the runway is short. The next-gen sponsor wants thought leadership and pipeline impact. And members? They want relevance, not just another tote bag.

Final Thought: We’re Not Alone—But We’re Not Aligned

The most refreshing part of the booth conversations wasn’t just what was said. It’s how consistently people said it. Different associations, different titles, same pain points:

  • Data fatigue
  • Member friction
  • Lack of alignment with leadership
  • Burnout from being expected to do it all

We might not all have solutions yet, but we’re clearly not alone. And maybe that’s the point of MMC+Tech—to remind us that the real work is messy, the answers aren’t easy and progress often starts with saying the quiet part out loud.

“If someone solved data cleanup, we’d all be on a beach right now.”

Maybe next year, we’ll meet you there—with cleaner data, faster logins and leadership who finally gets it!

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Trial Memberships: Pros and Cons for Associations   https://memberclicks.com/blog/trial-memberships-pros-and-cons/ Tue, 22 Apr 2025 15:20:24 +0000 https://memberclicks.com/?p=20554 Trying to grow your association’s membership? A trial membership can be a smart way to get prospects in the door. It lowers the barrier to entry, lets people explore your value and gives you data on what works. But it also comes with risks: extra admin work, the chance of low conversions and the potential for […]

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Trying to grow your association’s membership? A trial membership can be a smart way to get prospects in the door. It lowers the barrier to entry, lets people explore your value and gives you data on what works. But it also comes with risks: extra admin work, the chance of low conversions and the potential for misuse if you’re not careful.

In this article, we’ll walk through what trial memberships are, the benefits and drawbacks, how to structure them and whether they’re the right move for your association. You’ll also get practical tips for making them work, and a few alternatives if you’re on the fence.

What Are Trial Memberships?

Trial memberships can look different depending on how your association operates. Before weighing the pros and cons, it helps to understand what they are, how they typically work and the main types you’ll see in the membership world.

Definition and How They Work in Associations

A trial membership is a limited-time offer that gives prospective members access to some or all of an association’s benefits without the full cost or commitment. It’s meant to give people a taste of what membership includes, whether that’s exclusive content, community access, events or services.

In trade and professional associations, trial memberships often serve as a recruitment tool. They can be part of a campaign to convert leads, warm up cold contacts or reactivate lapsed members. Some trials are fully open, while others are invite-only. Either way, the goal is the same: show value early and convert users into full, paying members.

Associations handle trial access in different ways. Some require users to sign up through a form. Others use email invites, codes, or CRM-triggered workflows. The structure depends on the tech you use and how tightly you want to control access.

Common Trial Types: Free, Paid, Limited Access

Not all trial memberships are created equal. The most common types include:

  • Free trials: These offer either full or partial access at no cost for a short period, usually between 7 and 30 days. They’re low friction but can, unfortunately, attract non-serious users.
  • Paid trials: These charge a small fee (usually something like $1 or $5) to weed out unqualified leads. They often result in higher conversion rates.
  • Limited-access trials: These give access to only certain content or features, like a sample webinar or resource library, rather than the full experience.

Choosing the right format depends on your audience, your goals and how much you’re willing to give away during the trial period.

The Pros of Trial Memberships

Trial memberships can be a powerful recruitment tool when done right. They lower barriers, show off your value and help you learn what moves people to join. Here’s a closer look at the benefits.

Low-Commitment Entry Point for New Members

One of the biggest benefits of a trial membership is that it reduces friction. People may be curious about your association, but they are hesitant to pay upfront. A trial gives them a way in. No big decision, no pressure. It’s especially useful for early-career professionals or those comparing multiple associations.

A Chance to Show Real Value

It’s one thing to explain what your association offers. It’s another to let people experience it. Trials give prospects direct access to your content, community and support. This lets your value speak for itself. If your programming and benefits are strong, that exposure can do more than any sales pitch could.

Higher Engagement Early On

Trial members are usually more active during the trial period. They’re exploring what you offer and deciding whether or not it’s worth paying for. That window, often just a few weeks, is your best shot to show relevance. If you have strong onboarding and touchpoints in place, you can turn that short-term interest into long-term loyalty.

Better Conversion Insights and Feedback

With the right tracking in place, you can learn a lot from trial behavior. What do people engage with? What’s ignored? Where do they drop off? This kind of feedback helps you refine your membership offer. It also gives you better data on which leads are warm and worth following up with.

Growth Opportunity With Smart Follow-Up

A trial membership eventually ends, but it should lead somewhere. If you build a smart follow-up sequence, you can move many trial users into full membership. That might mean a limited-time discount, a personal email or a nudge with testimonials from current members. If done well, this kind of transition turns curiosity into commitment.

The Cons of Trial Memberships

Trial memberships aren’t a magic fix. Without a clear plan, they can add work, expose your content to misuse, or disappoint both prospects and existing members. Here’s where things can go wrong.

Increased Admin and Resource Load

Even short trials take time to set up and manage. You’ll need a way to register users, grant access, monitor activity and follow up. If your systems aren’t automated, this can quickly become a drain on your team. And if you’re running multiple campaigns, things can get messy without clear workflows.

Risk of Content Misuse or Repeat Signups

Some users may join only to download resources, attend an event, or collect email contacts and then disappear. Or worse, they might try signing up again with a different email. Without the right controls, you risk giving away too much to people who never intended to become members.

Lower Conversions Without a Strategy

A trial membership by itself doesn’t guarantee growth. If you’re not showing the right value at the right time—or if your follow-up is weak—most users will leave when the trial ends. That means time and resources spent with no return. You need a clear strategy for moving people from trial to full member.

Potential Pushback from Current Members

If trial users get access to content or perks that paying members see as exclusive, it can cause friction. Long-time members might feel the value of their dues is being undercut. To avoid that, be clear about what trial members can access and why the full membership still matters.

Are Trial Memberships Right for Your Association?

Trial memberships aren’t one-size-fits-all. They can work well for some associations and fall flat for others. Before launching one, take a step back and look at your goals, resources and audience.

Evaluate Your Goals, Resources and Capacity

Start with what you’re trying to accomplish. Do you want to grow overall membership? Increase awareness in a specific segment? Re-engage lapsed members? A trial can help with all of those, but only if you have the staff, tools, and time to run it well. If your team is already stretched thin, it might create more problems than it solves.

Consider Your Audience and Offer Type

Think about who you’re trying to reach. A trial membership may appeal to younger professionals, freelancers or those exploring a new industry. But it might not work for senior-level execs or long-time members of another association. Also consider whether a free, paid or limited-access trial fits best with their expectations and your capacity.

Know What You’ll Include—and What You’ll Hold Back

You don’t have to give away everything. In fact, holding back some member-only perks can help reinforce the value of upgrading. Maybe trial users can view webinars but not download slides. Or they can access community forums but not vote in board elections. Decide in advance what’s fair and what’s off-limits.

How To Structure a Trial Membership Program

Once you’ve decided to offer a trial membership, the next step is figuring out how to set it up. The details, like how long it lasts, what it includes, and how people move from trial to paid, can make or break its success.

Choose the Right Duration

Short trials (3-7 days) create urgency but may not give enough time to explore your offerings. Longer trials (30 days or more) offer a better experience but risk losing momentum. Somewhere in the 7-14 day range often works best for associations, as it gives trial users time to engage without dragging things out.

Free vs. Paid Trials: What’s the Difference?

Free trials are easier to promote and remove friction completely, but they also attract more casual users. Paid trials, usually at a small fee, can help qualify leads. People who are willing to pay even a little are more likely to convert. Some associations test both to see which brings in more committed members.

Set Expectations Up Front

Make it clear what users get during the trial. Be transparent about how long it lasts, what content or features they can access and what happens when it ends. If people feel misled or confused, it damages trust, which in turn hurts conversions.

Build a Clear Path from Trial to Full Member

Don’t leave trial users hanging. Plan your follow-up while the trial is still active. Send reminders as the end date approaches, highlight benefits they haven’t tried yet and explain what’s waiting for them as full members. Make upgrading easy, with a clear call to action and a simple payment process.

Alternatives to Trial Memberships

Trial memberships aren’t the only way to give potential members a preview of what you offer. If you’re not ready to commit to a full trial program or want other ways to test interest, these options can help.

“Behind-the-Scenes” Preview Videos

Show what membership looks like without giving access. Record short videos of your member portal, an event in action or interviews with active members. This gives prospects a feel for your community and content without opening the doors.

Limited-Time Guest Passes

Instead of offering full trials, you could try guest passes to specific events or webinars. This approach keeps your broader benefits exclusive but still offers a taste. It’s especially useful for conferences, networking events or online meetups.

Free Content or Intro-Level Access

Offer a curated selection of resources, like one downloadable guide, an article series or a short course. Make it useful enough to show value, but limited enough to leave them wanting more. This works well as a lead magnet tied to a broader marketing funnel.

Consultation or Discovery Calls

For smaller, more targeted groups, a short call can be more effective than a generic trial. It’s personal, lets you tailor your pitch, and helps build a real connection. This works best for associations with high-ticket memberships or more specialized audiences.

Is a Trial Membership the Right Move?

Trial memberships can be a great way to attract new members, but only if they’re done with a clear goal and strategy. They lower the entry barrier, give people a real taste of what you offer and help you learn what drives conversions. But they also come with trade-offs: more admin work, potential misuse and the risk of low return without a plan.

If your association has the resources to run a structured trial—with onboarding, clear boundaries and smart follow-up—it can pay off. If not, you might want to start with one of the alternatives and test interest that way.

Thinking about launching a trial membership or wondering if it’s the right strategy for your association? MemberClicks helps associations like yours onboard new members, track engagement and turn interest into long-term retention. Let’s talk about how we can support your growth!

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How to Build a Successful Executive Committee https://memberclicks.com/blog/how-to-build-a-successful-executive-committee/ Tue, 15 Apr 2025 15:43:32 +0000 https://memberclicks.com/?p=20453 A strong executive committee can make or break your association’s leadership. This group handles key decisions between board meetings, keeps things moving and helps the full board stay focused. To build one that works, you need more than titles on paper. You need the right people, clear structure and habits supporting good decision-making. In this […]

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A strong executive committee can make or break your association’s leadership. This group handles key decisions between board meetings, keeps things moving and helps the full board stay focused.

To build one that works, you need more than titles on paper. You need the right people, clear structure and habits supporting good decision-making. In this post, we’ll explain how to build an executive committee that truly helps your board do its job. We’ll also break down differences between a board of directors vs executive committee so you know exactly where each fits. If you’re improving or restructuring your leadership team, this guide is for you.

What Is an Executive Committee (and Why Does It Matter for Associations)?

An executive committee is a small group of board members authorized to act on behalf of the full board between meetings. They don’t replace the board—they support it. For trade and professional associations, especially those with large boards or limited staff, this group can help things run smoothly.

Think of the executive committee as the board’s working arm. It handles time-sensitive matters, supports the executive director and prepares issues for full board discussion. When used well, it saves time, keeps things moving and reduces risk of burnout for the full board.

However, if not clearly defined, an executive committee can create confusion or tension. That’s why it’s important to be intentional about its setup and purpose.

Common Roles and Responsibilities

Executive committees often handle tasks such as:

  • Reviewing and approving urgent decisions between board meetings
  • Supporting the executive director or CEO
  • Setting board meeting agendas
  • Providing financial oversight in collaboration with the treasurer
  • Conducting evaluations (for the executive director, for instance)
  • Responding quickly during crisis situations

Their job isn’t to control the board—it’s to keep things on track when the full board isn’t in session. They may also make board meetings more efficient by doing advance background work.

Executive Committee vs. Board of Directors

So, what’s the difference between a board of directors vs executive committee?

The board of directors is the governing body. It holds legal responsibility for the organization, approves budgets, sets policies and steers long-term strategies. The executive committee operates under that board’s authority. It only has the powers the board assigns.

In most associations, an executive committee consists of board officers, typically a chair, vice chair, treasurer, and secretary. While these individuals play a leadership role, they don’t outrank the full board.

It’s important to keep the executive committee focused on support, not control. When that balance is off, it can lead to board disengagement or frustration. Clear boundaries and regular communication can help avoid that.

Who Should Serve on an Executive Committee?

The strength of your executive committee depends on who’s on it. You need people who understand the organization, work well together and are committed to the board’s overall goals—not just their own opinions.

This group doesn’t need to be big. In fact, smaller usually works better, but the mix of roles and perspectives matters.

Key Roles to Include

Most executive committees are made up of board officers, including:

  • Board chair or president: Leads the committee and often acts as spokesperson for the board
  • Vice chair or vice president: Steps in when the chair is unavailable and may lead special projects
  • Treasurer: Offers financial insight, especially between full board reviews
  • Secretary: Handles documentation and keeps records clear and organized

Some associations also include past chairs, executive directors (in non-voting roles), or members-at-large. It’s critical not to overload the group—keep it tight, and ensure each member has clear reason to be there.

Balancing Experience, Diversity, and Organizational Knowledge

These should not just be people with titles. They should be people who know how to lead, listen and work toward a common goal. That means looking at a few things:

  • Experience: Members should understand governance and know how boards function but should not only include long-time insiders.
  • Diversity: Different backgrounds, perspectives and identities help avoid groupthink and lead to better decisions.
  • Organizational knowledge: At least some members should have a strong grasp of the association’s mission, history and member needs.

When you build a committee with a thoughtful mix, you get a group that works with purpose, not just by habit.

How to Structure an Effective Executive Committee

Even the most capable people can’t make up for a weak structure. If the executive committee isn’t set up correctly, it can drift into bad habits—either doing too much or not enough. Clear structure helps avoid that and keeps everyone on the same page.

Ideal Committee Size

Most executive committees work best with four to six members. That’s small enough for quick decisions but big enough for discussion and oversight. The goal isn’t to represent every viewpoint but to act efficiently while remaining accountable to the full board.

If your committee is too large, it can start to feel like a second board, which isn’t helpful. If it’s too small, you risk groupthink or burnout.

Term Limits and Succession Planning

Like the board itself, the executive committee needs a steady flow of new leadership. Term limits help prevent stagnation and make space for fresh ideas.

Succession planning also matters. If someone steps down, you can avoid a scramble. Plan ahead by identifying potential future officers early. Offer leadership training or mentoring to prepare them for the role.

Once someone’s term is up, respect that. Even high performers need to move on, so others can step in.

Reporting and Communication With the Full Board

This is where many executive committees go wrong—they don’t report back clearly or regularly. That creates distrust, even if intentions are good.

To stay in sync with the full board:

  • Keep written minutes of executive committee meetings
  • Include summaries in board packets
  • Be upfront about decisions made between board meetings
  • Invite questions and discussion at full board meetings

The executive committee should never feel like a separate power center. Again, its role is to support, not override.

Key Practices for a High-Functioning Executive Committee

Having the right people and structure is a good start, but day-to-day habits are what shape how an executive committee performs. The most effective ones are focused, disciplined and transparent in how they work.

Clear Meeting Agendas and Objectives

Executive committee meetings shouldn’t feel like a repeat of full board meetings. These should be shorter, focused and tied to a clear purpose. Circulated before each meeting, the agenda contains specific items needing attention—ideally, decisions, not just updates.

The executive committee must stick to that agenda. If something comes up that belongs with the full board, they flag it and move on. This keeps the committee from drifting into areas they shouldn’t be handling alone.

Decision-Making Authority and Boundaries

Define what the executive committee can decide (and what it can’t). That might include spending limits, contract approvals, or emergency actions. Whatever the scope is, it should be in writing and board-approved.

When boundaries are clear, committee members know when to act and when to wait. This also protects against overreach, wherein the committee starts making decisions that belong to the full board.

Transparency and Accountability

Trust breaks down fast if the executive committee seems secretive. Even if no one’s doing anything wrong, a lack of communication can create suspicion.

Good habits here include sharing regular reports with the board, being open about what was discussed and why, documenting key decisions in writing, and welcoming questions or pushback.

Accountability is about keeping trust with the people you represent.

Common Challenges (and How to Avoid Them)

Even well-structured executive committees run into problems. Most issues come down to unclear roles, poor communication, or uneven workloads. Here’s how to spot the warning signs and fix them early.

Overreach or Lack of Clarity in Authority

This happens when an executive committee starts making decisions it shouldn’t or when no one knows exactly what the committee is allowed to do. It can frustrate board members and weaken overall governance.

To avoid this, define the committee’s authority in writing. Ensure everyone—committee members, board members and staff—knows what the executive committee handles and what must go to the full board. When in doubt, defer to the board.

Poor Communication With the Full Board

When the full board feels out of the loop, trust drops. Even if the executive committee is acting in good faith, silence can come off as secrecy.

Fix this by making communication routine. Share meeting notes, give quick updates at board meetings and create space for questions. If the board doesn’t know what the executive committee is doing, that’s a problem you can’t afford to ignore.

Underutilized or Overburdened Members

Some executive committees run into uneven participation. A few people take on everything while others check out. In some cases, the group doesn’t meet often enough to stay effective.

Make expectations clear. Every member should have a defined role and know what’s expected between meetings. Rotate responsibilities whenever possible, and check in regularly to assess the workload. Signs of burnout and disengagement usually show up early.

Executive Committees in Trade & Professional Associations

Executive committees can be especially useful in trade and professional associations. These organizations often rely on volunteer leaders, have complex member needs, and need to move quickly between full board meetings. A well-run executive committee makes that possible without overstepping its role.

Strategic Use in Membership-Based Organizations

In associations, an executive committee can handle urgent decisions that can’t wait for a full board vote, such as approving contracts, responding to member concerns, or supporting the executive director during a crisis.

They can also plan agendas for upcoming board meetings, review financial reports and keep key projects moving. This is especially helpful when board members are spread across regions or meet infrequently.

In membership-based settings, trust is everything. If an executive committee starts making big moves without transparency, members may feel shut out. That’s why communication and accountability are even more important in such organizations.

Real-World Examples and Scenarios

Here are a few examples of how executive committees function in associations:

  • A state medical association’s executive committee reviews urgent policy changes before the full board can meet. They prep the board with background and options, speeding up decisions.
  • A trade group for small businesses uses its executive committee to support the executive director between quarterly board meetings, helping with vendor contracts and staffing needs.
  • A national professional society has its executive committee meet monthly for 30 minutes, mainly to check progress on board-approved goals and flag anything needing attention.

These aren’t flashy roles, but in all three cases, the executive committee helps the organization stay focused, responsive and grounded.

Make Your Executive Committee Count

If your executive committee is running on autopilot or hasn’t been set up with clear intent, it might be time for a reset. The goal isn’t to create another layer of leadership. It’s to support the board, improve decision-making and keep the organization moving between meetings.

That only happens when you have the best people, structure and habits. Whether you’re starting from scratch or tweaking what you already have, it’s worth taking a closer look.

Ask yourself: Is your executive committee helping or holding things back? Are roles clear? Is the full board kept in the loop? If not, now’s a good time to tighten things up.

For tools to support your board and committee, MemberClicks offers solutions designed for associations like yours.

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30+ Essential Membership Survey Questions https://memberclicks.com/blog/membership-survey-questions/ Thu, 13 Feb 2025 14:29:55 +0000 https://memberclicks.com/30-questions-to-ask-in-your-next-member-needs-assessment/ Understanding your members’ needs, interests, and challenges is essential for building a strong, engaged community. A well-designed membership survey does more than gather data—it provides actionable insights that can drive program development, improve member benefits, and guide your association’s strategic priorities. By asking the right questions, you can uncover key motivators, discover areas for improvement, […]

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Understanding your members’ needs, interests, and challenges is essential for building a strong, engaged community. A well-designed membership survey does more than gather data—it provides actionable insights that can drive program development, improve member benefits, and guide your association’s strategic priorities.

By asking the right questions, you can uncover key motivators, discover areas for improvement, and even anticipate future needs, helping you tailor your offerings to better serve your members.

To help you get started, we’ve compiled a list of essential survey questions that cover everything from member demographics to engagement preferences. In this blog, we’ll cover the questions you should include in your next member needs assessment, based on eight different categories:

  1. Occupational
  2. Benefit Offerings
  3. Education and Training Interest
  4. Committee and Volunteer Interest
  5. Communication Preferences
  6. Availability
  7. Satisfaction
  8. Advocacy

Category by category, you’ll learn why each of these sections are crucial to your membership survey and how the information you glean from them can improve your members’ experiences. 

Occupational Survey Questions

Occupational questions often include typical survey questions about demographics, like age, race, gender, region, and education level. These data points can help you evaluate how you’re meeting the needs of your members across many identities and lived experiences.

In what industry do you work?

This question is valuable because it helps your association understand the diverse professional backgrounds of its members. By identifying the industries members are involved in, your association can tailor its programs, resources, and networking opportunities to better align with the specific needs and challenges of different sectors.

What is your role in your organization?

This question is valuable because it helps your association understand the range of job functions and responsibilities among your members. By knowing their roles, you can create more relevant content, professional development opportunities, and resources that cater to their specific job needs and career aspirations.

What are your professional goals?

Understanding your members’ professional goals allows your association to align its offerings, such as training, resources, and networking opportunities, with what members need to advance in their careers.

What are the goals of your company?

Knowing the goals of members’ companies helps your association provide services and content that not only support individual members but also resonate with the broader business objectives of their organizations, increasing the value of membership.

What do you need to grow professionally and make an impact?

This question helps your association identify specific resources, tools, or support that members need to achieve personal growth and effectiveness in their roles, allowing you to directly address and fill these gaps.

Survey Questions about Member Benefit Offerings

Questions about the benefits you currently offer, and those your members would like to see you offer are critical for your member needs assessment. 

Which benefits are the most useful to your members? Which ones drew them to your organization? Knowing the answers to these questions can help you determine which benefits to continue offering and learn which aren’t as useful to your audience. This is an opportunity to dig deep on which benefits are the most likely to prompt membership renewals.

What benefits are you using the most? Why?

This question helps your association identify which benefits are most valuable and why they resonate with your members, allowing you to prioritize and enhance the offerings that are truly making an impact.

How often do you use X? (with X being a specific benefit, you want to learn more about)

By asking this, you can gauge the frequency of usage for specific benefits, which helps in understanding member engagement and the relevance of those benefits in their daily or professional lives.

What would motivate you to use X more?

This question provides insights into potential barriers or improvements needed for specific benefits, helping your association make adjustments that increase member engagement and satisfaction with the offerings.

What benefits should we add?

Asking this allows your association to uncover unmet needs or emerging trends among your members, helping you stay relevant and continuously improve the value you provide by introducing new, desired benefits.

What benefits do you not find valuable and why?

This question helps your association identify benefits that are underutilized or no longer relevant, allowing you to streamline offerings and reallocate resources to benefits that provide more value to your members.

Education and Training Interest Survey Questions

Your members likely connected with your organization so they could network with and learn from other professionals within their field. By offering both formally organized and organic peer-to-peer learning, you can help your members stay current on new developments within their industry and maintain a competitive edge.

This section of your survey can be used to gauge interest in online learning opportunities as well as any in-person seminars or classes you may already offer. Online and on demand programs make it easier for your busy members to fit learning into their schedule—that means they’re more likely to engage and find value in your programs.

On a scale of 1-10, how interested are you in our current education offerings?

This question helps your association measure the overall interest level in your current education programs, providing a quick gauge of their appeal and potential areas for improvement.

What topics do you want to see covered?

Asking this helps your association identify gaps in your current educational content and tailor future programs to better meet the specific interests and needs of your members.

How can we help you be better at your job?

This question uncovers practical needs and challenges your members face in their roles, allowing your association to develop targeted training and resources that directly enhance their job performance.

What will help you the most in your overall career?

This question provides insights into the broader career aspirations of your members, helping your association offer education and support that aligns with long-term professional development goals.

What modalities do you prefer for education and training (e.g., in-person, virtual, hybrid)?

Understanding preferred learning modalities helps your association deliver education and training in formats that are most accessible and engaging for your members, increasing participation and satisfaction.

Committee and Volunteer Interest Survey Questions

When members take on leadership positions, it demonstrates increased engagement among your members and an opportunity for peer-to-peer recruitment of new members. Plus, it takes the pressure off your membership organization’s staff.

Use your member needs assessment to see if members are interested in joining a committee or taking on other volunteer roles within your organization. At the end of your survey, you can include contact information members can use to learn more about opportunities to get involved, in case the questions inspire them to follow-up.

You’ll also want to learn how and why members choose to volunteer, so you can shape your volunteer and committee offerings into the future.

What opportunities are you already taking advantage of? If none, why?

This question helps your association understand current engagement levels and barriers to participation, allowing you to identify and address obstacles that prevent members from getting involved.

What would make this kind of commitment easier for you?

By asking this, your association can uncover specific challenges members face in committing to volunteer roles or committees, enabling you to make adjustments that lower barriers and encourage greater involvement.

What do you enjoy the most and least about these commitments?

This question provides insights into the positive aspects of member involvement as well as areas for improvement, helping your association enhance the volunteer experience and retain engaged members.

Why do you volunteer/participate on a committee?

Understanding members’ motivations for volunteering or committee participation allows your association to better communicate the value of these opportunities and align them with members’ personal or professional goals.

Which local philanthropic organizations would you like to see our organization partner with?

This question helps your association identify potential partnership opportunities that resonate with your members’ values and interests, strengthening your community presence and offering meaningful engagement options.

Communication Preferences Questions

As you know, different members prefer different communication styles. Some might love email, while others might head towards “unsubscribe” if they get overwhelmed by messages. You might have members who prefer updates on social media, but others may not use it.

Asking your members what type of communication they like can help you:

  • Show your members that you care about their preferences and can cater to their needs, building a relationship that encourages membership loyalty.
  • Get the right information to your members at the right time, leading to higher engagement with your content and meetings.
  • Give your members a chance to share communication concerns with you before they become a problem or cause them to stop their membership.

How do you prefer to stay updated about meeting times and dates?

This question helps your association identify the most effective communication channels for delivering meeting information, ensuring members receive updates in a way that fits their preferences and maximizes attendance.

How do you prefer to stay updated about changes in meeting times and dates?

By asking this, your association can understand the best methods for quickly and reliably communicating changes, reducing the risk of missed meetings or confusion among members.

On which platforms do you follow our organization? (based on which digital communication platforms you’re using—these could include Facebook, Twitter, Instagram, LinkedIn, YouTube, email, etc.)

Knowing which platforms your members use to follow your association allows you to optimize your communication strategy by focusing efforts on the most popular channels, enhancing member engagement and reach.

Availability Survey Questions

Every member has a different schedule, and no one likes herding cats. Ask your members about the days and times they’re more likely to be available so you can schedule your communications and events at the times that work for them.

Your member needs assessment can also gauge whether current meeting times and locations are working for your members. Evaluate whether a call-in option would help those unable to make it in-person or whether your organization should offer services like childcare during your meetings and events.

Some questions to include in this category are:

How often do you think meetings should occur?

This question helps your association gauge the preferred meeting frequency, allowing you to align your scheduling with member preferences to maintain engagement without overburdening them.

What day of the week is best to meet?

Understanding the preferred days for meetings helps your association schedule sessions at times when members are most likely to attend, increasing participation rates.

What is the best time to meet? 

Identifying the best meeting times allows your association to plan sessions that fit into members’ schedules, enhancing convenience and attendance.

Do you feel that meetings are too long? Too short?

This question provides feedback on meeting length, helping your association adjust the duration to better suit member preferences and keep meetings productive and engaging.

What prevents you from attending?

By asking this, your association can uncover barriers to attendance, such as scheduling conflicts or accessibility issues, and take steps to address these challenges.

Would you come more often if childcare were available? If food was served?

This question helps identify additional supports that could increase attendance, allowing your association to provide resources like childcare or refreshments to make participation more feasible.

Are you interested in offsite meetings (for example, at a coffee shop, restaurant, park, etc.)?

Exploring interest in offsite meetings helps your association assess whether alternative venues could increase engagement and offer a more enjoyable or convenient meeting experience.

Would you prefer if we rotated meeting days to include some weekends?

Rotating meeting days, including weekends, can provide more flexible options for members with varying schedules, potentially boosting overall participation and accessibility.

Member Needs and Satisfaction Survey Questions

Make sure to cut to the chase: are your members actually happy? Ask some straightforward questions about their overall satisfaction. 

After all, high satisfaction is what increases the likelihood of membership renewals. With these questions, you can identify which members are currently dissatisfied, learn why, and make changes you think could improve both their experiences as well as the greater membership’s satisfaction as a whole.

Leave these questions open-ended so members can speak openly about whatever they want to say. It’s important they feel like they can be honest and direct with their feedback. This helps everyone in the end by identifying what’s working and what is not.

What makes you happy to be a member?

This question helps your association identify the key elements that contribute to member satisfaction, allowing you to continue to build on these strengths and promote them to retain and attract members.

What would you change?

By asking this, your association can gather constructive feedback on areas for improvement, enabling you to make changes that better align with member needs and enhance the overall membership experience.

How would you rate your overall satisfaction with your membership on a scale of 1-10?

This question provides a quantifiable measure of member satisfaction, allowing you to track changes over time and identify trends in member sentiment.

What was your primary reason for joining, and has that expectation been met?

Understanding the initial motivation for joining and whether expectations are met helps your association assess the effectiveness of your value proposition and make necessary adjustments.

What do you value most about your membership?

This question identifies the most appreciated aspects of membership, helping your association highlight and strengthen these areas to maintain member loyalty.

How likely are you to recommend membership to a colleague or peer?

This question acts as a measure of member advocacy and satisfaction, providing insights into how well your association meets the needs of its members.

Have you encountered any challenges as a member that we could help resolve?

Asking this helps your association identify pain points that members may face, providing an opportunity to address these issues and improve the member experience.

What additional resources or support would enhance your membership experience?

This question allows members to suggest new services or enhancements that could add value, helping your association stay responsive and relevant to member needs.

Make sure your questions are specific enough to identify what could be causing lower satisfaction levels. For example, the previous question asked specifically about satisfaction levels with the membership benefits rather than simply: Are you satisfied?

You can also include text boxes alongside quantitative measures to encourage respondents to explain their reasonings for these scores.

Advocacy Survey Questions

Advocacy efforts can be a key piece of an association’s value to its members. Marketing General Incorporated’s 2018 Membership Marketing Benchmarking Report showed that 21% of survey respondents chose “supporting advocacy” as one of the top three reasons they join an organization’s membership. 

If your association or chamber participates in advocacy or lobbying activities, there are a few additional questions you should ask to see how you can support your members in this area.

Some questions to include within this category are:

Do you participate in our advocacy efforts? 

This question helps your association understand the level of member engagement in advocacy initiatives, allowing you to assess the effectiveness of your outreach and identify areas for increased involvement.

What is your preferred method of participation?

Understanding preferred methods of participation helps your association tailor advocacy opportunities to match member preferences, making it easier and more appealing for members to get involved.

What issues are most important to you?

This question identifies the key issues that resonate with your members, enabling your association to focus its advocacy efforts on topics that matter most to your community.

Which issues do you think will impact the industry the most within the next five years?

By asking this, your association can gain insights into members’ perspectives on future challenges and opportunities, helping you to proactively shape your advocacy agenda.

How do you think these issues will impact the industry?

This question helps your association understand members’ views on the potential effects of key issues, providing valuable context for shaping your advocacy strategies and communications.

Ensure Member Satisfaction Through a Member Needs Assessment

Want a faster, easier way to send and gather data for your member needs assessment surveys? Check out the MemberClicks demo, which can streamline the process.

Happy members are more likely to renew their memberships, and membership retention makes for a sustainable membership organization. We hope you’re able to create a member needs assessment survey to learn all you can about your supporters to keep them happy, encourage membership renewals, and continue to thrive as an organization!

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How to Reduce Membership Churn https://memberclicks.com/blog/membership-churn/ https://memberclicks.com/blog/membership-churn/#respond Thu, 23 Jan 2025 19:43:00 +0000 https://memberclicks.com/?p=17116 Navigating through membership churn is like trying to sail a leaking boat—it’s a daunting yet common challenge for any organization. While some churn is expected, identifying when it becomes a critical threat is crucial for survival. In this article, we will take a closer look at membership churn and its common causes. We’ll provide insights […]

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Navigating through membership churn is like trying to sail a leaking boat—it’s a daunting yet common challenge for any organization. While some churn is expected, identifying when it becomes a critical threat is crucial for survival.

In this article, we will take a closer look at membership churn and its common causes. We’ll provide insights into how to improve retention rates and how to keep members engaged. Increasing member numbers for any membership-based organization is far too difficult to allow churn to cause an organization to slow down. Here’s a more proactive approach to maintaining your membership roster:

What is Membership Churn?

Membership churn is the number of an organization’s members who do not renew or cancel over a certain period. Some suggest membership churn is the opposite of membership retention. It is usually expressed as a percentage. A simple example would be if you had 100 members and 10 canceled or failed to renew, your customer churn rate would then be 10%.

Membership churn can also be called turnover or customer churn.

A high member churn rate usually results when members are not engaged, don’t recognize value, or are even ignored. Thankfully, these can all be addressed. It will result in reducing membership churn.

How Do You Calculate Churn Rate?

Churn rate can be determined for any period, whether it’s a week, month, year, or season.

To calculate the membership churn rate, you will need to know the number of members you had at the beginning of the period. You divide the number of members lost by the total number at the start of the period to calculate the member churn rate.

Churn Rate Formula

If an organization had 500 members at the start of a month and had 450 members at the end of the month, it lost 50 members, or .10.

The formula could be expressed as:

Lost members (50) divided by total members at the start of the period (500) x 100.

What is a Good Churn Rate For Membership Sites?

Churn rates can vary widely between products and services and industries. This can make it a bit of an unexact science to determine what is a “good” churn rate.

A 5-7% churn rate is often considered acceptable for a subscription-based membership site. Those operating at a membership churn rate of 4% or below are generally considered exceptional.

Organizations with an 8-10% churn need to monitor turnover carefully. Those with a churn rate above 10% are bailing water and are likely to have issues that need to be addressed. Thankfully, there are proven steps that can be taken to better manage these numbers.

Figure Out Why Churn is Happening

Even when churn rates are acceptable, it can be beneficial to proactively determine why any churn is occurring. While churn rates may be acceptable or even good, there are signs that you may be heading into choppy seas. Here is a look at some common symptoms.

Low Engagement

When member engagement wanes, it is often a sign that disinterest is growing, which can lead to churn. This is why keeping your members engaged in your organization is crucial.

Remember, disinterest can lead to a lack of member engagement, which can result in higher membership churn rates. Look for ways to keep members involved and engaged. This can be anything from polls and surveys to contests and referral campaigns. There are probably a number of wasted member engagement opportunities you may not be fully taking advantage of. Take an inventory of these opportunities and how you can better employ them.

Missing or Late Dues

Unpaid and late dues are a red flag when it comes to member churn. When dues are late or unpaid, it frequently means there is a lack of interest, and membership is no longer a priority.

It is important to monitor dues and subscription payments, giving members plenty of notice, reasons to renew, and perhaps even incentives. Even when members cancel, they may be able to be restored at some future time.

Diminishing Contributions

Another sign of growing member churn is when a nonprofit begins to see its overall and average donations shrink. This could be a sign that some members have discovered a new nonprofit to champion or have simply lost faith in your organization.

If you are at a loss for why contributions may be dwindling, ask your members with a “How are we doing?” survey. If members aren’t thinking about you, you may be losing their support. Member management software can help you track shrinking donations from individuals, providing an opportunity to proactively address them.

Not Taking Advantage of Membership Benefits

One of the reasons they offer member benefits is to attract members initially and to retain them. When members no longer take advantage of these benefits, they may not perceive them as having value. They also may not simply be aware of them.

Getting members to take advantage of benefits available to them should be a part of your member engagement strategy. Remember, when it comes time for renewal, members will weigh costs vs the perceived value they get in return. Keep member benefits pertinent and appealing, and take steps to make sure they are being utilized.

If you haven’t recently conducted a member survey regarding what benefits they would like to see more of, now may be a good time to ask. It also serves as yet another way you can engage them.

Best Ways to Reduce Membership Churn

So, you may realize your member churn rate may be higher than you would like, and you may even recognize some of the symptoms. What, then, are some of the best ways to reduce membership churn?

Have a Solid Member Onboarding Sequence

Minimizing churn in any organization starts by ensuring you have a well crafted, member onboarding process.

This starts with a warm and sincere welcome and extends through a complete explanation of member benefits. Detail what your organization does and why. Encourage them to be involved and demonstrate ways they can make a difference. Make them aware that if they have any questions and concerns, you are there to help.

Be Accessible to Your Members

Knowing how your members prefer to be contacted and making your organization accessible are key components in limiting churn. The lines of communication must be kept as seamless as possible, and a prompt response to any inquiries is crucial.

Provide Alternatives to Canceling

Too often, an organization and its members view cancellations as a black and white issue. In fact, there are alternatives to accepting a cancelation that should be offered to reduce churn.

A reduced or special rate may be an option. Perhaps a lower support level could help maintain support, at least at some level. There are value-added features you may be able to offer. Ideally, you want to say to a member, “Rather than canceling your membership, how about….?” If you can finish the sentence with an attractive alternative, you may have just reduced member churn.

Keep Creating Engaging Content

One of the reasons members are driven to an organization or association is to stay connected and in contact. This is frequently done through news and industry updates. Keeping the content available to your members up-to-date, accurate, and pertinent to them is vital.

Provide examples of how national or world events impact them and your organization. Offer them tips and human interest stories. The fresher and more actionable your content is, the more value you are delivering to your audience.

Educational opportunities are perceived as having great value to members of an association. Keep members on top of trends and technology.

Pre-qualify Your Offering And Your Leads

Another factor that can lead to high turnover or churn is that it is likely that some of those in your organization may not belong in the first place. They may be joining just for a particular benefit. They may not have a real interest in the organization or a reason to maintain membership.

You can reduce member churn by pre-qualifying candidates for membership to ensure they are quality leads. Like customers, no two members are created the same. Ideally, you want an organization of active, involved, and supportive members.

Pre-qualifying leads can make your organization stronger and minimize membership churn.

Don’t Over-hype or Mis-sell Your Membership

Sure, you want to increase members and supporters. Of course, you would like to increase your ranks and income. Just be aware that activities used to increase membership can lead to higher member turnover rates. If you oversell your organization, ove-rhype its activities, and over-promote your benefits, it can lead to disappointment and cancellations.

Organizations can sometimes be distracted by the lure of a shiny new member so that they forget that an uninvolved, uninterested, and unengaged one has little value. They may, in fact, be a cost to the organization. To reduce member churn, focus on increasing the quality of your membership. Maintain the integrity of your sales/recruiting process. It will pay off in a lower membership churn.

Key Points

In review, the key points in managing and reducing membership churn include:

  • Know Your Churn Rate

If you are not tracking your churn rate, start now. Measure and track it by the month or year. Organizations that have churn rates affected seasonally can benefit from tracking them quarterly. The higher your churn rate, the more effort it will take to reduce it.

  • Look for Symptoms

Higher churn rates have symptoms. They could include late payments or missing payments. Contributions may be down. Member engagement may be lagging. Interest and energy could be lacking.

  • Reduce Membership Churn by Addressing Symptoms

Knowing the symptoms of a high churn rate is one thing, addressing and correcting them is another.

If members aren’t engaged, purposely and intentionally engage them. If contributions are down, determine why. Stay on top of renewal payments and monitor them closely. Improve and upgrade content and educational opportunities.

  • Review Your Onboarding Process

Are candidates qualified? Review your membership benefits to make sure they appeal to members and are being taken advantage of. Ensure communications are seamless, and member contact is handled through the member’s preferred methods. Provide members with easy-to-understand details of what the organization does, how it does it, and statistical data to back up its effectiveness.

  • Think Quality, Not Just Quantity

There is a cost to membership churn. It wastes energy, time, and resources. Churn can stall momentum and impact morale.

When you raise your standards and seek to improve the quality of your membership roster, you are building an organization of long-term supporters. You are building a community of people who are easier to keep engaged and who will take advantage of member benefits. Not only will support improve and membership strengthen, but you will also reduce membership churn.

  • Factors Beyond Your Control

While there are certainly are steps you can take to manage membership churn, the reality is some factors remain out of your control.

These can include: the economy, employment data, and inflation. There may even be factors locally that may impact membership churn. A large lay-off at a local or regional employer, for example. You may want to make note of these when tracking churn rate.

Conclusion

Even though membership churn and customer turnover are a normal aspect of organizations, associations, and businesses, they can still be a source of frustration. Even organizations with acceptable or low membership churn rates can view them as wasteful or even as a sign of failure.

The good news is, as we have learned, there are steps your organization can take in reducing membership churn. It is also important to note that there is technology available to assist in membership management and membership churn.

We encourage you to learn more at MemberClicks. Let’s connect members to your mission!

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16 Volunteer Recruitment Ideas for Year-Round Support https://memberclicks.com/blog/volunteer-recruitment-ideas/ Fri, 10 Jan 2025 15:13:30 +0000 https://memberclicks.com/12-volunteer-recruitment-ideas-for-year-round-support/ Volunteers are critical for all types of organizations, from nonprofits to schools to membership organizations. They can help organizations fill staffing gaps, build excitement around an event, give hours toward supporting your mission, and so much more. There’s a good chance you’ve already benefited from the help of volunteers, but you might still have some […]

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Volunteers are critical for all types of organizations, from nonprofits to schools to membership organizations. They can help organizations fill staffing gaps, build excitement around an event, give hours toward supporting your mission, and so much more.

There’s a good chance you’ve already benefited from the help of volunteers, but you might still have some questions on how to recruit more to your organization. It can be daunting to recruit and maintain the number of volunteers you need, but we have some tips to help you out below!

We’ll cover a bit more on why volunteer recruitment is so important when the best time is to recruit volunteers and 15 creative volunteer recruitment ideas you can try.

Why is volunteer recruitment so important?

You already know the value volunteers bring to your organization, but what makes the recruitment stage of volunteer management so important? Volunteer recruitment is crucial because it allows your organization the opportunity to maintain needed volunteer levels and skills throughout the year.

Not all volunteers will be able to make a long-term commitment to your organization. They might move away, have a change in their work schedule, or several other life events that limit their ability to help. Volunteer recruitment anticipates these changes by always filling in volunteer slots with fresh faces as there’s turnover.

Volunteer recruitment strategies also let your organization actively seek out people with varied skillsets who can support your work in various ways. By having a volunteer recruitment strategy, you’ll identify organizational needs and the best volunteers to fill those.

When is the best time to recruit volunteers?

Successful volunteer recruitment campaigns often occur leading up to major projects or campaigns.

Let’s say your organization is going to host a fundraising fun run, for example. Leading up to the event, you’ll want to start reaching out to supporters to see who can fill volunteer roles like running the packet pickup table, cleaning up after the event, or even assisting with the event’s marketing.

Having a specific event or campaign offers momentum for volunteer recruitment efforts.

However, before a significant event isn’t the only good time to recruit volunteers. A good strategy is to always be recruiting volunteers. By having a proactive volunteer recruitment plan in place, you won’t find yourself in a bind when you need extra help.

What are the best volunteer recruitment strategies?

Ok, so you know you need volunteers, and you know that it’s always a good time to be recruiting them, but you may still be wondering how to recruit volunteers. The volunteer recruitment ideas in this section will help you figure out how to get people to volunteer with your organization.

1. What Do You Need Help With? Identifying Volunteer Roles

Getting your volunteer recruitment right hinges on knowing exactly what roles you need to fill. This is where a deep dive into your organizational needs comes into play. Take a look at the various areas within your operations – perhaps: administrative tasks, event management, or even specialized roles like graphic design or tutoring. Each of these roles is a vital piece of the puzzle, contributing to the smooth running of your organization.

Once you have a clear idea of these roles, the next step is to create compelling job descriptions. Think about what makes each role unique and appealing. Post these descriptions on your volunteer webpage, making sure they’re not just informative but also engaging. Tailor these roles to attract specific demographics, like retirees for mentoring roles or college students for event planning.

2. Your Volunteers Can Help Recruit: Here’s How

One of the most effective ways to find passionate and engaged volunteers is through your existing volunteer base. People who have already dedicated their time to your mission are often your best advocates. Encourage them to spread the word and invite their friends, family, and colleagues to join them in volunteering.

How to Engage Current Volunteers in Recruitment:

  • Create a Referral Program: Offer small incentives or public recognition for volunteers who successfully refer new recruits. This could be something as simple as a shout-out in your newsletter, a special badge, or an exclusive event for top referrers.
  • Encourage Social Media Sharing: Ask volunteers to post about their experiences on social media. Provide them with shareable graphics, hashtags, or pre-written posts to make it easy.
  • Host “Bring-a-Friend” Events: Organize volunteer sessions where current volunteers are encouraged to bring a friend. This creates a welcoming, low-pressure introduction to your organization.
  • Share Volunteer Stories: Feature testimonials from volunteers in emails, social media, and on your website. Personal stories help potential volunteers see the real impact they can make.
  • Recognize and Appreciate Advocates: When volunteers actively bring in new recruits, celebrate their efforts. A simple thank-you or an appreciation event can reinforce their enthusiasm.

By turning your volunteers into recruiters, you tap into their networks, making your recruitment efforts more authentic and organic. Volunteers who come through referrals are also more likely to be committed, as they already have a personal connection to your mission.

3. Catch Up with Former Volunteers: They Might Come Back!

Former volunteers are often an untapped resource when it comes to recruitment. They have firsthand experience with your organization and may only need a gentle nudge to rejoin or assist in other ways. Understanding why they left and addressing those reasons can be key to re-engaging them.

Consider these scenarios when reaching out:

  • Some volunteers might have needed a break and could be ready to return. A thoughtful follow-up acknowledging their past contributions can reignite their interest.
  • For those who left due to issues with previous programs, use their feedback as a valuable learning opportunity to improve and then highlight these changes in your outreach.
  • Update those who left due to COVID-19 concerns about your current safety protocols and virtual volunteering options, offering them flexible ways to get involved again.
  • Even if some are unable to commit as before, they could still act as advocates for your program, sharing their positive experiences with potential new volunteers.

4. Get Your Board in on the Action: They’re Key to Finding Volunteers

Board members are not just for governance; they can play a significant role in volunteer recruitment. Their networks and connections can be a rich source of new volunteers. Encourage them to tap into these networks, offering a unique opportunity for community engagement and support.

Board members can:

  • Provide recommendations from their personal and professional contacts.
  • Assist in coordinating corporate volunteering days or special events.
  • Help connect with local clubs or groups looking for volunteering opportunities.
  • Volunteer themselves in various capacities, setting an example and deepening their connection to your cause.

5. Local Businesses = New Volunteers: Let’s Partner Up!

Forming partnerships with local businesses can significantly enhance your volunteer recruitment efforts. Many companies are eager to contribute to community initiatives, aligning their corporate social responsibility goals with your needs. This collaboration can open up avenues for employee involvement in volunteering.

To engage local businesses:

  • Reach out to businesses with established volunteer programs or those offering Volunteer Time Off (VTO).
  • Propose joint volunteering events or projects that align with their corporate values.
  • Utilize corporate sponsorships not just for financial support but also to tap into their employee base for volunteers.
  • Engage with HR departments, particularly for connecting with retirees who might be looking for volunteer opportunities.
  • Highlight volunteer grant programs that incentivize employees to volunteer regularly, benefiting both your organization and their employer.

6. Sponsors Aren’t Just for Money: Involve Them in Events!

Involving sponsors in your event committees can be a win-win situation. It allows them to have a more hands-on role in your events, fostering a deeper sense of involvement and commitment. This can also encourage them to mobilize their employees as volunteers, enhancing their contribution beyond financial support.

Consider the following approaches:

  • Invite sponsors to take active roles in planning and executing events.
  • Offer additional recognition or benefits for sponsors who contribute volunteers or take on significant roles in event committees.
  • Collaborate with sponsors to create volunteer opportunities that align with their corporate goals and values.

7. Civic Groups Are Full of Potential: Let’s Connect with Them

Local civic groups are often key players in community development and can be a valuable source of dedicated volunteers. These groups, such as Rotary Clubs, local charities, and religious organizations, are deeply invested in improving their communities and often seek meaningful volunteer opportunities for their members.

To engage with these groups:

  • Participate in local networking events and invite well-connected board members or volunteers to join you.
  • Join local civic organizations and actively participate in their meetings and events.
  • Offer to speak at their gatherings about your organization’s mission and impact.
  • Explore partnerships with local churches, schools, and other community organizations that align with your cause.

8. Info Sessions: A Fun Way to Introduce Your Work to Newbies

Information sessions can be an effective way to attract potential volunteers who want to learn more about your organization before committing. These sessions provide a platform for you to showcase your mission, values, and the various volunteer opportunities available.

In these sessions, be sure to cover:

  • A comprehensive overview of your organization’s mission and the impact of volunteer work.
  • Detailed information about volunteer roles, responsibilities, and the support provided by your organization.
  • Upcoming volunteer opportunities, both in-person and virtual, catering to different interests and availability.
  • A segment for Q&A, allowing potential volunteers to have their queries addressed.
  • Consider having current volunteers share their experiences, adding a personal touch to the session.

9. Got Skills? Find Pros Who Want to Give Back

Engaging with professional organizations can be a strategic move to attract volunteers with specific skill sets. These organizations often have members who are looking for opportunities to apply their professional expertise in a volunteering capacity.

Strategies for recruitment through professional organizations:

  • Identify and reach out to local chapters of professional organizations relevant to the skills you need.
  • Present volunteering as an opportunity for professionals to utilize their skills for a noble cause.
  • Highlight how volunteering can offer professional development and networking opportunities.

10. Making Noise on Social Media: Let’s Get Seen!

Social media platforms are powerful tools for reaching a wide audience and can be effectively used to promote your volunteer opportunities. Regular and engaging posts about your volunteering needs can attract attention and encourage participation.

To maximize social media for volunteer recruitment:

  • Consistently post updates about your volunteer opportunities and share success stories.
  • Use visually appealing graphics and engaging content to draw attention.
  • Consider paid advertisements or boosting posts to reach a broader audience.
  • Engage with your audience through comments and direct messages to create a sense of community.

11. Local Media Magic: Spreading the Word Far and Wide

Forming alliances with local media outlets can significantly enhance the visibility of your volunteer opportunities. Newspapers, radio stations, and online platforms can reach different segments of your community, spreading the word about your cause.

Effective strategies for media partnership:

  • Develop compelling stories that highlight the impact of your volunteers and pitch them to local media.
  • Explore opportunities for paid advertisements, especially in outlets that offer special rates for non-profits.
  • Maintain consistent messaging across all media platforms to strengthen your brand and appeal.

12. Ads That Work: Finding Volunteers Online

In the digital age, paid online advertising can be an effective strategy to reach potential volunteers. Platforms like Google AdWords and social media channels offer targeted advertising options to help you reach the right audience.

Tips for effective online advertising:

  • Carefully select keywords that are relevant to your volunteer opportunities and audience.
  • Utilize pay-per-click advertising to maximize your budget and reach.
  • Explore programs like Google Ad Grants, which offer financial support to non-profits for online advertising.

13. City Officials Have Friends Too: Network for New Volunteers

City officials, with their extensive networks and knowledge of community needs, can be invaluable allies in your volunteer recruitment efforts. They can connect you with potential volunteer groups and other resources within the community.

How to leverage city official networks:

  • Request introductions from your board members to city officials.
  • Discuss your volunteer needs with city officials and explore potential collaborations.
  • Utilize their insights and connections to identify new volunteer sources and community partners.

14. A One-Stop Shop: Your Website’s Volunteer Corner

A well-organized and informative volunteer page on your website can significantly enhance your recruitment efforts. This page serves as the central hub for all information related to volunteering with your organization.

Essentials for your volunteer webpage:

  • Include a comprehensive volunteer program calendar and detailed descriptions of current volunteer needs.
  • Provide an easy-to-use sign-up form for prospective volunteers.
  • Offer virtual training resources and a portal for managing volunteer shifts.
  • Regularly update the page with announcements, volunteer highlights, and contact information for your volunteer coordinator.

15. Hosting Virtual Open Houses: A Digital Door to Volunteering

Embrace the power of digital platforms by hosting virtual open houses. This innovative approach lets you showcase your organization’s work, culture, and volunteer opportunities to a wide audience. Imagine giving potential volunteers a tour of your mission and projects, all from their screens at home. It’s a fantastic way to connect, especially with those who prefer online engagement or live farther away.

Making It Interactive and Engaging:

During these virtual events, engage participants with interactive elements like Q&A sessions, volunteer testimonials, and live chats with team members. It’s about creating a welcoming and informative space where people can feel the community spirit and get excited about joining your cause. The goal is to make them feel part of your organization even before they’ve started volunteering.

16. Make Volunteering Work for Everyone with Flexible Opportunities

One of the biggest barriers to volunteering is time. Many potential volunteers want to contribute but struggle to find opportunities that fit their schedules. By offering flexible options, you can attract a diverse range of volunteers—including busy professionals, students, parents, and retirees—who might not otherwise be able to participate.

Ways to Make Volunteering More Flexible:

  • Offer Micro-Volunteering Opportunities: Not everyone can commit to long-term projects. Create short-term or one-time opportunities that require just an hour or two of time, such as event setup, social media advocacy, or data entry.
  • Provide Virtual Volunteer Roles: Many tasks can be done remotely, including graphic design, content writing, mentorship, or administrative support. Virtual volunteering allows people to contribute from anywhere.
  • Create Weekend and Evening Shifts: Offering volunteer opportunities outside of traditional 9-to-5 hours can accommodate those who work full-time but still want to give back.
  • Allow Volunteers to Choose Their Roles: Give people options based on their skills, availability, and interests. A flexible sign-up system lets volunteers participate in ways that work best for them.
  • Implement a ‘Volunteer on Your Own Time’ Model: Some activities, such as delivering meals, making phone calls to supporters, or assembling care packages, can be done at a time that fits the volunteer’s schedule.
  • Make It Family-Friendly: Offer opportunities where parents can bring their children, making it easier for families to get involved together.

By prioritizing flexibility, you remove common obstacles that prevent people from signing up. The more accessible and adaptable your volunteer program is, the more likely you are to attract and retain dedicated individuals who want to support your mission.

Conclusion

No matter which volunteer recruitment ideas you decide to try, a membership management system makes it easy to identify and reach out to former volunteers, existing volunteers, prospective volunteers, and donors.

When you’re ready to maximize your membership management software for volunteer recruitment, make sure to also check out our Ultimate Guide to Volunteer Management for more tips and tricks!

The post 16 Volunteer Recruitment Ideas for Year-Round Support appeared first on MemberClicks.

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Tracking Membership Dues: A How-To Guide https://memberclicks.com/blog/tracking-membership-dues/ Wed, 09 Oct 2024 23:07:33 +0000 https://memberclicks.com/tracking-membership-dues-a-how-to-guide/ Membership dues are more than just a source of income—they’re a vital measure of your association’s health and growth potential. Effectively tracking dues gives you insight into member retention, engagement, and your organization’s financial standing. Yet, many associations struggle with inefficient or outdated systems that don’t provide the full picture. In this article, we’ll explore […]

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Membership dues are more than just a source of income—they’re a vital measure of your association’s health and growth potential. Effectively tracking dues gives you insight into member retention, engagement, and your organization’s financial standing. Yet, many associations struggle with inefficient or outdated systems that don’t provide the full picture.

In this article, we’ll explore how a streamlined approach to tracking membership dues can help you maintain a steady revenue stream, improve member relations, and set your organization up for long-term success.

Ready to optimize how you manage dues and keep your membership engaged? Let’s dive in!

Why Is It Important to Track Membership Dues?

Tracking membership dues isn’t just about staying on top of payments; it’s essential for your organization’s decision-making and strategic growth. Here’s how dues tracking can directly support your goals:

Assess Membership Trends

By analyzing dues trends over time, you can quickly identify patterns in growth or decline. For example, if you notice a drop in annual renewals, this may indicate a need to revisit your engagement strategy or member benefits.

An association that noticed a 10% decline in dues payments acted fast, launching a new member feedback program that helped boost renewals by 15% the following year.

Understand Payment Preferences

Some members prefer to pay annually, while others need installment options to stay on track. Tracking these preferences can help you shape policies that meet members where they are, leading to higher renewal rates and member satisfaction.

For instance, a chamber of commerce introduced flexible payment plans after tracking data showed 40% of members wanted quarterly billing, resulting in a notable reduction in payment delays.

Ensure Timely Follow-Ups

Automated dues tracking lets you send reminders right before renewal dates, reducing missed payments. For example, a nonprofit organization saw a 20% decrease in lapsed memberships by implementing automated reminders. Even in cases of failed autopayments, tracking allows quick follow-ups, so members don’t unintentionally lose their benefits due to something as simple as an expired credit card.

By tracking dues data, your association can make well-informed decisions, enhance member satisfaction, and secure the steady revenue needed to grow and thrive.

How Do Organizations Track Membership Dues?

Organizations track membership dues differently depending on their services and characteristics.

For example, a small, local softball club’s needs are likely different from those of an international professional development association. The membership size, benefits, fees, and structure impact what the organization needs to track and how simple that process is.

Some of the approaches different associations take to track membership data include:

Ad Hoc or Honor System

Best for: Small clubs or informal groups.

Pros: This method can work for very small organizations with limited budgets and a manageable number of members. It’s cost-effective and easy to set up with simple email follow-ups or group reminders.

Cons: However, as membership grows, it can become challenging to keep track of who has paid and who hasn’t. Without a structured approach, there’s a higher risk of missed payments, lack of accountability, and time-consuming follow-ups.

Spreadsheets

Best for: Small to medium-sized organizations looking for low-cost solutions.

Pros: Spreadsheets are affordable and provide customizable templates for tracking dues, giving staff flexibility over data entry. For organizations just starting out or with limited resources, this is a great intermediate step.

Cons: Manually entering data is time-consuming and can lead to errors, especially as membership grows. Updates and reminders must also be managed separately, which can stretch staff time and resources.

Membership Management Software

Best for: Larger organizations or those aiming to grow quickly.

Pros: Association management software automates dues tracking, allowing for scheduled reminders, integrated payment processing, and comprehensive reporting features. This all-in-one approach saves time and reduces errors, allowing staff to focus on member engagement rather than admin tasks.

Cons: While highly effective, the cost of membership management software can be prohibitive for smaller organizations, and there’s a learning curve involved in setup and maintenance.

Selecting the right dues tracking approach depends on your organization’s current size, growth plans, and budget. As your association grows, it may be worth considering a transition to more robust tools to avoid costly tracking errors or administrative overload.

How to Set Up and Monitor an Effective Dues Tracking System

Setting up a reliable dues tracking system and regularly monitoring it can transform your association’s efficiency and member experience. Here are some actionable steps to help you get started and stay on track:

  1. Choose Your Tracking Method: Based on your organization’s size, budget, and goals, decide on the tracking approach that suits your needs best, whether it’s a simple spreadsheet or an all-in-one AMS platform.
  2. Establish a Tracking Schedule: Regularly update your dues records, ideally on a monthly basis. Consistency in tracking prevents backlogs and ensures your data remains accurate and up-to-date.
  3. Set Automated Reminders: If using an AMS, configure automated dues reminders to go out before and after the due date. For manual tracking, designate a staff member to send reminders regularly and ensure they are timely and consistent.
  4. Monitor Key Metrics: Track important metrics like renewal rates, overdue payments, and payment method preferences. By monitoring these, you can identify trends, such as peak renewal times or common delays, which helps you refine your dues management over time.
  5. Conduct Regular Audits: Every quarter, review your dues tracking records to identify any discrepancies, missing payments, or opportunities for improvement. This could involve cross-checking data in your AMS or ensuring spreadsheet entries are up-to-date and accurate.
  6. Gather Feedback from Members: Periodically ask for feedback from members about their experience with your dues process. This can help you understand if there are any pain points, such as limited payment options or timing issues with reminders, and make adjustments accordingly.

These steps create a structured dues tracking system that supports your financial goals and helps maintain positive relationships with members.

Benefits of Using Association Management Software to Track Membership Dues

Association management software (AMS) provides a comprehensive solution to streamline the dues tracking process, freeing your team from manual tracking and allowing them to focus on member engagement and retention. Here’s how an AMS can transform your dues management:

  • Automated Renewals and Reminders: AMS platforms automate the renewal process by sending timely, customized reminders before dues are due, minimizing the chances of lapsed memberships. For example, automated reminders can reduce missed payments by up to 25%, according to recent studies from associations using AMS platforms.
  • Customizable Payment Options: AMS platforms can accommodate various payment preferences, from one-time payments to monthly or quarterly installments. This flexibility can improve retention, as members are more likely to stay when payment options align with their financial needs.
  • Integrated Payment Processing and Security: AMS software integrates payment processors that handle credit cards, ACH, and other payment methods, offering members a smooth payment experience while ensuring data security. Built-in security features protect against fraud and help maintain member trust.
  • Comprehensive Reporting and Analytics: Dues tracking through an AMS provides your organization with valuable data on member engagement and payment trends. Leaders can use this data to identify peak renewal periods, the success of payment reminders, and areas for improvement, supporting strategic planning and financial forecasting.

For example, with a platform like MemberClicks, you can automate the entire dues management cycle, from invoicing to follow-up reminders. MemberClicks also enables leaders to analyze trends in real-time, empowering them to make data-backed decisions that improve member retention and overall satisfaction.

Wrapping Up

Tracking membership dues is critical for maintaining your organization’s budget and assessing membership engagement over time. While there are different ways to go about tracking membership dues, using an association management software like MemberClicks helps keep this task organized, quick, and simple.

Not having to spend so much time on tracking membership dues lets your team expand into other efforts to make your association the best it can be for its members. Level up your overall membership management process by checking out some of our additional resources, including:

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