Enhanced Communication and Engagement

• Scrolling and Popup Broadcast Messages ensure important announcements and updates reach constituents effectively.
• Empower constituents to manage their email subscriptions, fostering more personalized interactions.
  
  

Convenient Financial Management

• Allow constituents to:
• securely update payment information
  
• view and export their transaction history
  
• easily access payment pages to pay invoices
  
• download documents such as end-of-year tax statements at their convenience.
  
  

Comprehensive CRM Capabilities:

• Collect and update essential contact information.
  
• Manage company contacts
  
• Choose which default and custom profile fields are displayed.
  
• Securely collect sensitive profile information.
  
• Allow constituents to upload profile images.

Efficient Time Tracking:

• Empower volunteers to track their hours directly through the portal, streamlining your time-tracking processes.
  
  

Convenient Document Management:

• Display saved constituent mail merge letters and internally uploaded documents, ensuring easy access to what your constituents need without adding to your administrative workload.
• Allow for export and download of saved documents.
  
  

Streamlined Event & Auction Management:

• Display and export event transaction details.
• Download event tickets and edit attendee information.
• View the Event Calendar to keep track of upcoming events.
• Display and export a list of the auction items the bidder has won as well as the items for which they are the current high bidder.
• Verify and update payment methods, ensuring a secure and frictionless auction experience.
  
  

Empowering Peer-to-Peer Fundraising:

• Build and customize Peer-to-Peer fundraising pages, empowering supporters to raise funds on behalf of your organization.
• Track individual and team fundraising totals, facilitating friendly competition.
• Allow participants to send solicitation and acknowledgment emails from the portal.

Membership Management and Directory:

• Display and export membership transactions.
• Quickly purchase or renew existing memberships without reentering contact information.
• Provide access to a Membership Directory, filterable by category or committee.
• Allow active members to communicate with each other directly via email for enhanced networking and collaboration.
• Create a library of documents and links based on active membership level.

Constituent Portal Cost is based on the number of portal users. You can find the number of portal users for your account at
https://app.associationsphere.com/AA/Account/ManagePortalUsers.

Outlook/Gmail Integration

• Emails sent and received through your Gmail or Outlook 360 accounts can be synced creating Interactions under the sender or recipient’s record.

Schedule View Reports

• Use your saved Views from your various Grids to schedule one-time or recurring excel reports delivered via email to your desired contacts.

Geo Location Filter

• Filter grids to display Constituents based on the geo location of their default address by placing a pin on a map and selecting a desired radius of inclusion.
  

Email Preview/Spam Test

• Preview your email templates on 100 different devices and email clients to ensure every recipient sees your template correctly.
• Run an analysis of your email template on 17 different Spam Filters to see if it passes and is likely to be delivered to your recipient's inbox.

Visualize your data

• Aggregate, filter, sort and group data to focus on specific subsets. Drill up and down to see your data from different points and bring data trends into the spotlight.
• Export to PDF, Excel, HTML, CSV, or PNG in one click.

Interested? Contact our Support Team today!
support@associationsphere.com