Member and alumni management involves capturing registrations, donations, and event attendance across multiple channels, then manually deduplicating records and syncing data across systems.
Automation deduplicates incoming submissions in real time, updates member records across all systems simultaneously, and continuously monitors engagement to flag inactive members. the team spends less time on data entry and more time on meaningful member relationships.
The full workflow, from trigger to completion.
A member submits their contact details, event registration, or donation via a web form. The submission is captured and sent to the automation platform.
The automation searches for existing records by email, phone, or name. If a match is found, the automation merges the new data with the existing record; if not, it creates a new contact.
The automation writes the member's contact details, engagement history, and event attendance, ensuring all fields are current.
The automation syncs the member's email and segment, placing them on the correct mailing list based on their membership tier or engagement level.
If the submission includes event registration, the automation records the attendance date and event name and appends it to the event tracking sheet.
The automation reviews the member's engagement history (last event, last donation, last email open) and flags inactive members (no activity in 12 months) for re-engagement.
If the member is inactive or a new high-value donor is identified, the automation sends a notification to the membership team with the member's details and recommended next steps.
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