Member Center Blog, grow and retain your membership using HubSpot

Webwho? Webhooks and when to use them

1/21/2024

What is a Webhook?, Why should I use a Webhook? Should I use Webhoooks?

We have to apologize now.. In this article we are going to geek out a bit and answer all of your webhook questions. We will also look at a specific example of how one of our customers is using webhooks to automate their form system with HubSpot.

Webhooks typically are used to connect two different apps.

Wait isn't that an API?
Not quite. Webhooks typically are used to connect two different applications. When an event is triggered in a application that supports Webhooks, the app will "serialize" data about that event and send it to Webhook URL. The application on the other end will usually upload or download data for a given event, but not necessarily both. Meanwhile, an API is designed specifically to manage communication and maintain state between applications. As a result, Webhooks can't handle complicated data streams or complex processes in the same way that APIs can.

Sounds like webhooks are awful and I should use an API... RIGHT...
Although we would usually recommend using API for something complex and custom, sometimes it's not an option, or an API is overkill. Webhooks really flow in one direction, and can simplify tasks that don't depend on complex responses. That makes Webhooks faster and more efficient in terms of communication and data efficiency. So it's great if you want to use the push model to immediately push updates or if you need an alternative to API.

an example: using webhooks with jotform and zapier to pass information to hubspot

One of our clients recently mentioned a problem they were having, that got us thinking.... this may be best solved by a Webhook.

The problem: How do we link Jotform to HubSpot using Zapier?
Our client was using Jotform as a registration system and they wanted to keep their registrant information in their HubSpot customer relationship management software. There is a native integration in the HubSpot marketplace, but it was barely helpful. So we had an idea! We could make a hidden form in HubSpot and pass all of the Jotform information to the HubSpot form. Read more about that here. However, that meant we had to create a new Zap for each form - that was not effective of efficient - this is where the Webhook comes into play! You can make one link that shares all Jotform submissions through Zapier to HubSpot. Let's take a look how we made that happen!

JotForm: The Big BANG

First off, thankfully Jotform lets us configure a Webhook (Read more here). Basically, anytime someone submits the a form, the Webhook fires off a copy of the form data! We are going to setup a Zap in Zapier to catch the Webhook.

Zapier: Evolutionary Data

Now, we can go into Zapier and create a new Zap. Zapier has a ton of pre-made Zaps, but we are going roll up our sleeves and do some custom stuff! Look for "Webhooks by Zapier", then for the event, "Catch Raw Hook". Ok, so what the Space Balls is going on here? Well, when we publish this Zap, Zapier is going to give us a URL that this Zap is listening on. Then, when a Webhook request comes in (a Jotform submission), Zapier is going to accept the request and copy the RAW data from the request. ... hang in there, it will make sense soon!

Next we are going to set an action, this time look for "Code by Zapier". For the event, select "Run Python". Why Python instead of Javascript? Please watch the Wisdom of James Mickens and all will be revealed.

Finally, add one last step, and select "HubSpot". For the event, use "Create Form Submission". You will need to link your HubSpot account with Zapier, which can be done here. Finally, you will need to go into HubSpot and create a form with the fields you want to collect from your Jotforms.

This is the overall flow of the Zap, when a user submits a Jotform, the Webhook will send data to Zapier. Zapier will take the data, run it through some Python code, and then send it to HubSpot. Sounds pretty nifty huh?! Now, lets fill in the missing pieces!

Coloring in the lines

Click on the trigger in Zapier and expand the Test pane. It will give you your Webhook URL. Copy and paste this URL in Jotform Webhook Integration setting. This is where Jotform needs to send the form data to Zapier.

Next, click on Python code action. Expand the Action pane, and paste the following Python code in to the *Code textbox.

Then, in the HubSpot step, and after you have connected you HubSpot account, select the Action pane. Here, select the HubSpot form you want the data sent to.

Testing: Can you hear me now?

Now, we need to submit a Jotform, so the Webhook fires and sends data to Zapier. After you click submit on your Jotform, go over to Zapier, in the first step, click the Test pane. Click "Test Trigger". It should capture the request that Jotform sent!

Then click on the Python step and expand the Test pane. Here the Python code will run, and parse out the request from Jotform into fields that Zapier and HubSpot can make use of.

Finally, if we click on the last step, HubSpot, and expand the Action pane. We can take the parsed fields from the Python code and map them to the HubSpot form fields we want to submit. If you click on Test, you should be able to test the submission to the HubSpot form!

There are many ways to customize this, such as adding products, and calculating a total to pass on to HubSpot. Depending on how creative you need to be, you may need to crack open the Python code and break out separate dictionary key value pairs for your HubSpot form. Don't worry if that didn't make sense, if you need help, drop us a line with the Contact Us link below!

The Power of Email Preview Text: Unlocking Engagement and Conversion

1/3/2024

In the world of digital marketing, email marketing continues to reign as one of the most effective channels to engage with your audience. However, with inboxes flooded with numerous messages, it's crucial to grab the recipient's attention quickly.

This is where email preview text comes into play, offering a powerful tool to enhance the effectiveness of your email campaigns. In this blog post, we will explore the benefits of email preview text, how it can help drive engagement and conversion rates, and how to use it in Member Center!

Grab Attention and Increase Open Rates: Email preview text appears alongside the subject line in the recipient's inbox, giving you an opportunity to provide a glimpse of the email's content. By crafting a compelling and relevant preview text, you can entice recipients to open your email, increasing open rates and improving the overall success of your campaigns.
Enhance Email Personalization: Email preview text allows you to add a personalized touch to your messages, addressing recipients by name or leveraging dynamic content. This personalization not only grabs attention but also creates a sense of relevance and connection with your audience. By tailoring the preview text to align with the recipient's interests or preferences, you can significantly improve engagement and conversion rates.
Amplify Message Clarity and CTA Visibility: A concise and well-crafted email preview text can provide recipients with a clear idea of the email's content. It serves as a sneak peek, setting expectations and enticing the reader to explore further. Additionally, by strategically placing your call-to-action (CTA) within the preview text, you can make it more visible and increase the chances of click-throughs and conversions.

Optimize Mobile Experience: With the majority of people accessing emails on mobile devices, email preview text becomes even more crucial. Mobile screens often display limited subject line characters, making the preview text an essential element to convey the email's purpose effectively. By utilizing engaging preview text, you ensure that your message is delivered comprehensively, even on smaller screens, maximizing the impact of your campaigns.

In a competitive digital landscape, email preview text has emerged as a valuable asset to captivate recipients and drive engagement. By leveraging this powerful tool, you can increase open rates, personalize messages, enhance clarity, and optimize the mobile experience. Take advantage of email preview text to stand out in crowded inboxes and unlock the true potential of your email marketing campaigns. Remember, the preview text is your gateway to capturing attention and driving conversions, so make every character count.

Member Center now supports email preview text in all of our email notifications! Simply replace the all CAPS text in the example below with the text you desire and paste in the Source Code section of the Member Center Notification:

HOW TO CULTIVATE NEW MEMBERS

12/4/2023

We are not talking about cultivating acres of new crops but we are talking about taking time to care and give attention. Cultivation refers to the methods you will use to build a relationship with a donor. How to contact new donors? How to inform prospects about your projects and encourage them to give? Who should reach out to cultivate new donors? How to court and sustain donors? These are some of the many questions you may be asking yourself.

First and foremost, you should have already gone through the extensional crisis of whether what you are offering has value. Once you have gotten through that, you are ready to cultivate your membership. The phases of the cultivation process can easily be remembered as the '4Rs' but not all parts of the process need the same attention. Below are how experienced development directors divide their time:

Research, 25%
Romance, 60%
Request, 5%
Recognition, 10%

Research

Cultivation strategies are based on the information that is gathered in the identification phase.

Define your target market: Who is your ideal member? Consider the activities of that person and how you can get in front of them.

Connecting: Carefully consider where your new members are and how you can connect with them where they are. This could cover a range of activities from direct mail, telephone, email contact, to events, personal visits, and peer-to-peer networking.

ReAD "finding new members"

ROMANCING

Romancing should be called stewardship but we couldn't turn down an easy 4R rule. Stewardship is all about maintaining and evolving long-term relationships with members. Effective stewardship will ensure that the donor knows their membership is being valued and put to good use, will appropriately recognize the membership, and will ideally engage the member to feel even more positive about your organization. This part of the process will take up most of your time, but we have written an article with tips and tricks to automate some of these interactions here.

READ "10 WAYS TO AUTOMATE ENGAGEMENT WITH YOUR MEMBERS"

REQUEST

Solicitation is the phase where you will make the ‘ask’. There are several ways to achieve this – direct mail, telephone fundraising, face-to-face solicitations, peer asking, as part of a legacies campaign, or through online communication. Long story short, "Just do it".

RECOGNITION

You must be prepared to act quickly to accept a membership and thank a donor. For major commitments, this can be an involved process with a requirement for due diligence, agreements, and other red tape. It is important to have the appropriate mechanisms already in place. For smaller and regular commitments like membership, it is important to have a system (like Member Center + HubSpot) that can reassure donors that their donations are being handled professionally. Traits of professionalism, making your membership sign-up painless, easy, and instantly sending a personalized thank you email.

By investing wisely in stewardship activities, you can keep donors engaged in a donating cycle and encourage them toward regular repeat giving and giving in increasing amounts, ultimately increasing your overall pool of donors and prospects, and boosting your fundraising income.

The stewardship phase should feed back into cultivating the donor for a future ask. However, fundraisers should be extremely cautious that stewardship and cultivation phases are not just about preparing to make the ask. These phases are about engaging the prospect/donor in the institution. Donors who only hear from the institution with financial requests disengage quickly.

You should invest time and effort in research, cultivation, and stewardship activities to have the best response rate. Be sure to remember to record details and notes every phase. HubSpot is especially well-suited to support all of these efforts. Why? Well, the commercial sales process called "the sales pipeline" is very similar to the donor cycle. We wrote an excellent article here outlining that process, similarities, and how to benefit from using HubSpot and the decades of sales technology to improve your fundraising.

member center

Member Center is a plug-in built on one of the most powerful customer relationship managements (CRMs) tools on the market, HubSpot. HubSpot is a free CRM software used to organize, track, and nurture your leads and customers, making it easy for your whole team to track the status of every customer relationship. By pairing with HubSpot, Member Center is able to help you focus on building a meaningful relationships with each member.

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New Member Experiences: Unlocking the Power of Membership Organizations

11/14/2023

Membership organizations play a significant role in bringing individuals together, fostering a sense of belonging, and providing valuable resources and opportunities. In today's fast-paced world, with choices abound, organizations must stand out and create a magical new member experience. By doing so, they attract new members and cultivate a lasting connection that drives engagement, loyalty, and long-term success. In this blog post, we will explore why an excellent new member experience is essential and how it can benefit both the membership organization and its members.

The Power of First Impression

As the saying goes, "You never get a second chance to make a first impression." When a potential member first encounters a membership organization, the initial experience can shape their perception and willingness to engage further. A new member experience leaves a lasting impression that resonates positively, building anticipation, excitement, and a sense of belonging from the start.

Creating a Sense of Belonging

Humans are social creatures, and a sense of belonging is deeply ingrained in our nature. By fostering an inclusive and welcoming environment right from the beginning, membership organizations can create a strong foundation for members to connect, collaborate, and form meaningful relationships. A new member experience facilitates this process by making individuals feel valued, understood, and part of a larger community.

Enhancing Engagement and ParticipatioN

An exceptional new member experience encourages active engagement and participation within the organization. When individuals feel personally invested, they are more likely to contribute their time, skills, and resources. By integrating interactive elements, personalized communication, and opportunities for involvement, membership organizations can unleash the potential of their new members, fueling innovation, and driving collective growth.

Fostering Member Loyalty and RetentioN

A new member experience strengthens the bond between the organization and its members, enhancing loyalty and retention. When members feel genuinely appreciated and supported, they are more likely to renew their memberships, advocate for the organization, and encourage others to join. This virtuous cycle creates a sustainable and thriving community that can weather challenges and sustain long-term success.

Technology and Personalization

In today's digital age, technology plays a vital role in shaping experiences. Membership organizations can leverage technology to create personalized interactions that cater to individual interests, preferences, and needs. From tailored onboarding processes and digital platforms for collaboration to targeted communications and exclusive content, technology empowers organizations to deliver a new member experience at scale.

Continual Improvement and AdaptatioN

Creating an engaging new member experience is an ongoing journey that requires a commitment to continuous improvement and adaptation. Organizations must actively seek feedback, listen to their members, and evolve their offerings accordingly. By staying attuned to changing needs and aspirations, membership organizations can ensure their new member experiences remain relevant, engaging, and aligned with their members' evolving expectations.

A new member experience is an indispensable ingredient for the success of membership organizations. By prioritizing the creation of a welcoming, inclusive, and personalized experience, these organizations can forge deep connections with their members, cultivate a sense of belonging, and drive engagement, loyalty, and long-term sustainability. Embracing technology, seeking feedback, and adapting to changing needs are essential elements of the journey to consistently deliver a remarkable new member experience. Together, let's unlock the power of membership organizations and create magical moments that inspire, connect, and transform lives.

The Perfect Recipe to Building an Online Membership System

7/15/2023

Every membership organization, association, and VIP customer loyalty program needs its own perfect recipe. It should include a pinch of community involvement, a splash of member benefits, and a balanced base of automation. As we know, building a strong online presence is crucial for the success of your membership organization. It allows you to reach a wider audience, engage with potential and existing members, and promote your organization's mission and benefits effectively. This guide will walk you through each step and share every ingredient to help you be the next Gordon Ramsay of membership using the power of HubSpot and our secret sauce - Member Center.

YOUR RECIPE:
Every aspiring chef, or membership organizer needs to find their own way around the kitchen, but there are some basic steps to know:

1. Create an Appetizing Website:
a. Pick the main ingredients with a user-friendly platform or content management system (CMS) to build your website. HubSpot, WordPress, Wix, or Squarespace all come highly recommended.
b. Delectable design must not only be visually stunning but also it should align perfectly with your branding, mission and goals.
c. Make sure to clearly communicate your organization's value proposition, benefits, and membership details right on the homepage.
d. Create dedicated pages for different membership tiers, events, resources, and all those exclusive goodies that'll make your members feel like VIPs.
e. Optimize your website for search engines (SEO) by sprinkling relevant keywords, meta tags, and high-quality content all over the place.

2. Use HubSpot for your Membership database, Membership Relationship Management and Marketing Automation:
Sign up for HubSpot for free. It comes filled with a ton of automation tools that'll make your life a whole lot easier. Whip up some lead capture forms on your website to gather visitor information and build your ultimate contact database. Then, use HubSpot's email marketing features to send out personalized and targeted communications to all those potential and existing members. Oh, and don't forget to make use of HubSpot's lead nurturing workflows to automate follow-up emails and guide leads through the membership conversion process. And the best part? HubSpot's analytics will help you track website performance, email open rates, and member engagement like a boss.

3. Make Membership Management a Piece of Cake with Member Center:
Member Center is like your favorite meal at your favorite go-to restaurant. It's a membership management plugin for HubSpot, used to streamline your membership processes and be your favorite go-to place to find out all the information you need about your members. Set up Member Center to handle membership registration, renewal, payment processing, gated content and membership directory. Customize the membership application and renewal forms to collect relevant member data. Utilize Member Center's communication tools to customize membership emails and notifications. Provide a gated content and/or a member database.

4. Implement Content Marketing Strategies for your Members:
a. Cook up a content marketing plan to provide value to your target audience and attract potential members.
b. Create a blog section on your website where you can share your best articles (or recipes), industry insights, and your note-worthy member success stories.
c. Produce high-quality content like ebooks, whitepapers, or video tutorials that'll have your members asking for seconds.
d. Spread your content through all the channels, from social media to email newsletters to guest posting on those totally relevant platforms.
e. And don't forget to use HubSpot's content management tools to schedule and automate the distribution of your content, track all that juicy engagement, and gather feedback that'll make your content even better

5. Leverage Social Media Channels:
Think of social media like post or pre-content. It's like the cocktail lounge your members hang out after dinner.
a. Identify the social media platforms most popular among your target audience and establish a presence there.
b. Create dedicated profiles/pages for your organization on platforms like Facebook, Twitter, LinkedIn, and Instagram.
c. Share engaging and relevant content, including updates on events, member achievements, and industry news.
d. Encourage members to follow and engage with your organization's social media accounts.
e. Use HubSpot's social media management features to schedule posts, track engagement, and analyze the effectiveness of your social media efforts.

6. Engage with Online Communities and Forums:
If Social Media is like the cocktail lounge, forums are like the Pub where people go to get the local recommendations they need.
a. Identify online communities, forums, and discussion boards relevant to your organization's industry or interests.
b. Participate actively in these communities by providing helpful insights, answering questions, and sharing relevant content.
c. Include a link to your website or relevant resources in your forum signatures or profiles.
d. Utilize HubSpot's social listening features to monitor online conversations and join discussions where your organization can provide value.
e. Avoid being overly promotional or spammy; instead, focus on building relationships and establishing your organization as a trusted resource.

7. Share the sweets! Encourage User-generated Content and Testimonials:
a. Encourage your members to share their experiences, success stories, and testimonials about your organization.
b. Create a section on your website where you can showcase these testimonials and highlight the benefits of being a member.
c. Ask members to provide reviews on platforms such as Google My Business, Yelp, or industry-specific review websites.
d. Use Member Center to gather member feedback and testimonials directly within the platform.
e. Share these testimonials and user-generated content on social media and in your email newsletters to boost credibility and attract new members.

8. Monitor and Analyze Your Online Presence:
a. Regularly monitor your website analytics, social media metrics, and engagement levels to assess the performance of your online presence.
b. Utilize HubSpot's reporting and analytics features to track website traffic, conversion rates, email open rates, and member engagement.
c. Make data-driven decisions by identifying trends, understanding member preferences, and optimizing your online strategies accordingly.
d. Actively listen to member feedback and address any concerns or suggestions to continuously improve your online presence and member experience.
e. Stay updated on the latest digital marketing trends and tools to ensure your online presence remains relevant and competitive.

And viola! That's a chef's kiss! By following these steps and leveraging the power of HubSpot for marketing automation and Member Center for membership management, you can build a robust online presence for your membership organization. Remember to adapt your strategies as needed, stay engaged with your members, and provide ongoing value to attract and retain a strong membership base.

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Built on the leading global CRM, HubSpot, Member Center was designed as a cost-effective membership system centered around building relationships with your members.

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how to define your ideal members

7/15/2023

aKA: IDEAL MEMBER DANCE PARTY!

Like dancers to the dance floor, a membership organization's success hinges on its ability to attract and retain the right members. These individuals not only align with your organization's values and mission but also actively contribute to its growth and vibrancy. In other words you want members who not only dance to the same tune but also throw in some killer moves to amp up the groove. To achieve this, you must uncover and understand your ideal member profile—an archetype that embodies the characteristics and traits of your most valuable members. In this blog post, we will delve (or swing to keep up our dance reference) into the process of defining and utilizing an ideal member profile to fuel the growth of your membership organization

Embark on a Soul-Searching Mission
Before identifying your ideal members, take a deep dive into your organization's purpose, goals, and values. Gain a comprehensive understanding of what your organization aims to accomplish and the value it provides to its members. This clarity will serve as the foundation for creating an ideal member profile that aligns with your organization's mission.

Go Undercover and Analyze your Existing Members
Examine your current membership base to identify the members who are actively engaged, enthusiastic, and satisfied with their experience. Look for patterns, commonalities, and shared characteristics among this group. Consider demographic data, professional backgrounds, interests, motivations, and engagement levels. This analysis will provide valuable insights into the qualities and traits of your ideal members.

Survey Says?! Conduct Surveys and Interviews
No need to get that intense overhead light for these interviews. To refine your ideal member profile, actively seek feedback from your existing members. Craft surveys or conduct interviews to gather information on their expectations, needs, and challenges. Ask questions about their goals, what attracted them to your organization, and what keeps them engaged. This direct input will help you gain deeper insights and validate your understanding of your ideal member profile.

Identify Key Characteristics and Traits:
Based on your analysis and member feedback, start identifying the key characteristics and traits that define your ideal members. These can include professional backgrounds, industry affiliations, educational levels, geographical locations, or specific interests. Dive into their pain points, aspirations, and the benefits they seek from joining your organization. This process will enable you to create a detailed and well-rounded profile.

Craft the Ideal Member Profile
Did you ever watch Criminal Minds? Here is your chance to be a profiler - a membership profiler that is. Using the information gathered, create a comprehensive ideal member profile that encapsulates the essence of your target audience. Give this profile a persona, complete with a name and a detailed description. Outline their demographics, professional attributes, motivations, and preferred modes of communication. Consider their expectations from your organization and how you can cater to their needs effectively.

Tailor Marketing and Communication Strategies
Speak their language, address their pain points, and make it personal. Armed with your ideal member profile, tailor your marketing and communication strategies to resonate with this audience. Craft compelling messaging that speaks directly to their goals, and desires. Utilize appropriate channels, such as social media platforms, industry events, webinars, or newsletters, to reach and engage your ideal members effectively. Personalize your communications to create a sense of connection and exclusivity.

Read the Room: Evaluate and Refine
Continuously monitor the pulse and evaluate the effectiveness of your strategies by monitoring key metrics: membership growth, engagement levels, feedback, etc. Assess the resonance of your messaging and tactics with your ideal members. Seek their input through surveys or focus groups to gather valuable feedback for improvement. Stay nimble, adapt, and refine your script to stay in tune with the ever-evolving needs of your ideal members.

Understanding and embracing your ideal member profile is knowing the right song to play to get everyone on the dance floor. By analyzing existing members, conducting surveys and interviews, and crafting a detailed ideal member profile, you can tailor your strategies to attract and retain the members who are most likely to contribute to your organization's success. Continuously evaluate and refine your approach to ensure you remain aligned with the evolving needs and expectations of your ideal members. With a clear understanding of your ideal member profile, you can build a thriving community that drives the growth and impact of your membership organization (or have the most epic dance party of the decade!)

Linked Members

4/27/2023

A good membership system will allow you to not just have one membership type. What if you want a family membership type or organizational members, couples, or you just want to appease that unusual guy who wants member benefits for his house plant? These are all what we here at Member Center call linked members.

How it works
Member Center has a concept of "Linked Members". When you are setting up a member type, there will be an option to allow Linked members and define a limit to the number of Linked Members for that member type.

Family Membership
For example, you could create an "Family" member type, that allows Linked Members and has a linked member limit of 3. When a contact uses the Membership sign-up form, they would be asked for their information, and 2 additional contact's information to become members. In HubSpot, this would be reflected as the Primary Member (the contact that signed up) and Linked Members (the 2 additional contact's information that was added).

Company or Organization Membership
Another example is an "Organization" or "Business" member type, that allows Linked Members. For this, you could have a limit of 10 members and ask your main contact to be the Primary Member. For example if you are a tech company, your main contact may be the tech officer. The other staff of the company or organization could then be the linked members. In this scenario, we may also recommend using the HubSpot companies feature to keep the information about the roles of each employee and overall relationship with company together in one place.

Why linked memberships?

Manage Business Memberships with multiple employees in a company
Host couple or family memberships
Organize team/club memberships
Create a system for national organizations with chapters
Membership of class/event participants

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Writing your Membership Journey

4/19/2023

KNIGHTs, Dragons
and... Members

Creating a member journey is an important part of building your membership. Whether you want to pretend to be JK Rowling or Mark Twain, your job is to act as the author and create the who, what, where and when of your membership journey. You need to know your characters (I mean members), motivations, engagement and outreach. You'll also want to identify any metaphorical dragons they may run into along the way. So let's face your biggest hurdle and the reason your here... the blank white page.

Create your characters

First let's start with your members. Creating member personas for your membership journey can help you better target your marketing efforts. These personas should be based on real customers or potential customers, if you're just getting started. This will help you create a better user experience and improve product marketing.

Creating personas is about identifying your ideal user. These personas can be created through market research and surveys to include information on the user's demographics, preferences, and pain points. Or personas can be determined by you but it is important to have people from different perspectives contribute to the development of personas. The persona can include motivations and aspirations.

The persona is a template for building a customer journey map.....

WRITE YOUR adventure

Now that you have your member persona, you'll need to put your self in the shoes of your member. What communication, relationship, and engagement do you want to build with your membership? This process should also helps you identify potential member drop-offs and roadblocks that could hinder retention (aka the dragon in the fairytale) . Below are a things to think about in your member journey.

Initial Awareness
How do potential members first learn about you? What is their first impression?
Research and Exploration
What is your first engagement with your potential member? Is it a free event? Do you offer a ebook, template or tutorial? How do you capture their information?
Consideration and Decision
What do you provide to your members to help them consider membership? Reviews? Comparisons? Do you sweeten the deal with a discount to tempt potential members considering your value proposition?
New member onboarding
After deciding to join your members, how do members learn about and use their benefits? How do you welcome them?
Member engagement
What initiatives do you have encourage members to interact with your organization. What appreciation and engagement will you enlist to ensure renewal?

After you have visualized your journey and gone through these questions, you will want to create SMART (Specific, Measurable, Achievable, Realistic, and Timely) goals for each step that work with your donor cycle and membership system.

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TOP 3 WAYS TO USE Chat GPT for membership cultivation

4/4/2023

CHAT GPT (OUR DEFINITION)

Chat GPT is like a dirty little secret. It's like a combination of nodding when you're not interested in the conversation, telling someone their child is really cute (when they are not), and sneaking that extra cookie as a post-dessert treat. It is a tool to help you make it through your day, give your best when you are out of energy, and give you immense satisfaction from knowing that you are working efficiently, effectively, and productively.

CHAT GPT (THE ACTUAL DEFINITION)

Chat GPT is an Artificial Intelligence chatbot powered by Generative Pre-trained Transformer that is trained on vast amounts of text data from the internet to generate coherent and contextually relevant responses in real time.

So how can this magical little TOOL be used for Nonprofits? Membership Cultivation.

Membership cultivation is a critical aspect of non-profit organizations and other membership-based groups. It involves building relationships, engaging with members, and nurturing their connection with the organization to encourage long-term engagement and support. Chatbots powered by GPT technology can be a valuable tool to aid in membership cultivation efforts. Here are some ways how to use Chat GPT for membership cultivation:

1. MEMBERSHIP MESSAGING

Welcome and Onboarding: Write your member welcome message with Chat GPT. When a new member joins your organization, you can use a chatbot powered by GPT to send a welcome message, provide relevant information about the organization, and guide them through the onboarding process.
Donation Letters: Write donation solicitations with ease. Speak to your mission and use the best practices in donation requests by using Chat GPT.

2. RESPOND VIA EMAIL WITH EASE

Do yourself a favor a get the Ellie Chrome Extension for your Gmail. Member engagement and communication are key to fostering a good relationship with your donor, but sometimes those relationships require more time than you have. Ellie is powered by GPT-4 to learn from your writing style and craft personalized replies as if they were written by you.

TRY ELLIE

3. AUTOMATE WITH CHAT GPT + ZAPIER

Here at Member Center, we are big fans of automation and we have been using Zapier for years to connect different web apps and platforms together. Zapier is a product that allows end users to integrate the web applications they use and automate workflows. ChatGPT recently began allowing plug-ins and one of the first applications to integrate was Zapier. Learn more about using Chat GPT to issue commands or tasks with Zapier.

Learn about zapier + chat gpt

It's important to note that while Chat GPT can be a valuable tool for membership cultivation, it should not replace human interaction and it should not be used unchecked. Chat GPT is a tool meant to complement and enhance the existing efforts of your organization's membership cultivation strategy. Human touch and personalized engagement are still essential for building strong and meaningful relationships with members. Chat GPT should be used as a supportive tool to augment your organization's efforts in cultivating and engaging with members.

Do you love Automation?
use it to renew
your members.

Use the Member Center plug-in to manage your membership on one of the world's leading customer relationship management platforms, HubSpot. Integrate with Zapier and use Member Center to email automated membership reminder emails.

SMART GOALS FOR MEMBERSHIP

2/8/2023

Well, hello there...

If you are reading this we will assume you are either A. Beginning a membership or B. Re-evaluating your current membership. Regardless, if you're looking to increase your membership base, you'll want to set some SMART goals. SMART goals are Specific, Measurable, Achievable, Relevant, and Time-sensitive. By setting SMART goals, you'll be able to determine whether or not you're achieving the results you're looking for, setting realistic and measurable goals and help you hold yourself accountable to yourself and your members.

If you are starting a new membership program, you will have the advantage of a plethora of online articles that will help you learning from others mistakes. Technology for membership has drastically changed in the last few decades and starting from scratch offers an opportunity to test and source the best system for you.

If your reevaluating, good on you! It's a good idea to perform a comprehensive audit of your membership to glean the most meaningful insights into how you can improve your member experience. These insights can be utilized to design a new marketing campaign, or re-evaluate your current tactics. A small change in mindset can have huge results.

Let's look at how SMART goals can help you achieve your membership goals and create a plan for success...

specific goals

Specific: The goal should be clearly defined and specific. Avoid vague or broad goals that are difficult to measure. The advantage of using SMART goals is that these practices should help you Identify clear quantitative objectives and deadlines. Ask yourself: What exactly do you want to achieve with your membership efforts? Who is the target audience? What are the specific outcomes or results you aim to achieve?
Example: Increase the number of new members from the target demographic (e.g., young professionals aged 25 to35) by 20% within the next six months.

measurable outcomes

Measurable: The goal should be quantifiable so that progress can be tracked and measured. Establish concrete metrics or indicators that can be used to assess progress toward the goal.
Example: Track the number of new members from the target demographic who join during the six-month period and compare it to the baseline data to determine if the 20% increase has been achieved.

Achievable OBJECTIVES

Achievable: The goal should be realistic and attainable, taking into consideration the available resources, constraints, and external factors. Avoid setting unrealistic goals that may discourage or demotivate the membership team.
Example: Consider the current membership recruitment strategies, available budget, staff capacity, and other resources to ensure that the goal of a 20% increase in new members is feasible within the given timeframe.

RElevant to your nEeds & desires

Relevant: The goal should align with the overall strategic objectives of the organization, be relevant to the membership cultivation efforts, and be relevant to the needs of your members. It should be meaningful and contribute to the overall mission and vision of the organization.
Example: Ensure that the goal of increasing new members aligns with the organization's strategic plan and supports its mission and vision of expanding the reach and impact of the organization's programs and initiatives.

TiMe Sensitive

Time sensitive or time-bound: The goal should have a specific timeframe for completion to create a sense of urgency and accountability. Set a deadline or timeline for achieving the goal to keep the membership team focused and motivated.

Example: Set a deadline of six months to achieve the 20% increase in new members from the target demographic, and regularly review progress towards the goal during the timeframe.

By using the S.M.A.R.T. framework, you can create clear, actionable, and measurable goals for membership cultivation efforts. These goals can help guide your organization's strategic planning, resource allocation, and performance evaluation, ensuring that your membership efforts are focused, effective, and aligned with your organization's overall objectives. Regularly review and update your S.M.A.R.T. goals to adapt to changing circumstances and maximize the success of your membership cultivation efforts.

Member center

Once you have your goals membership goals sorted, consider using a membership system as smart as you. Member Center is built on HubSpot, one of the leading CRM's in the world so that you can integrate with all of your current systems.

LEARN MORE

EMAILS FOR MEMBERSHIP

1/23/2023

The very first email was sent by Ray Tomlinson to himself in 1971. Fast forward to today and the average office worker receives around 121 emails every workday. Gross, we know, but the point is that emails have become a standard way we communicate. What are the basic emails you need for membership?

Well just pretend you found a magic lamp and poof, like a genie we are here to solve your membership problems... (and maybe if you wish real hard, those 121 daily emails will also disappear!)

Welcome Email

Creating a welcome email for members is an important part of your marketing strategy. The right email can entice new members to stick around and eventually become loyal customers. These emails should also include helpful content that helps new members get the most from their membership.

The best welcome email for members should include a clear call to action, for example, you may want to include:

a link to a blog post about how to use their membership
include a video tutorial
consider a short 1 - 3 question survey
list of upcoming events
include a gift in the form of a discount code or free trial

Creating a welcome email for members doesn't have to be complicated. You can even use a free email marketing tool like HubSpot to create high-quality welcome email sequences (aka a drip campaign). Just be sure to keep it simple with some of the basics like a way to unsubscribe and mobile friendly emails.

Receipt Email

An email receipt is expected by most members and serve as a record of the purchase. Include the date of the purchase, the product name, and the transaction amount. Receipts should be sent immediately after the transaction and if you are a nonprofit, that should be clearly stated for tax purposes.

The email message should explain the benefits of membership and can provide a way to share the news about their membership! This could be a way to share their membership on social media, leave a review, or add a downloadable badge to their website.

And remember - A simple thank you will go a long way in building customer loyalty.

Renewal Email

Creating a renewal email for members is a big part of maintaining customer loyalty. Using personalized content and a well-timed campaign can get customers to renew their memberships. The best emails are easy to scan and contain a clear call to action. You might highlight events that took place over the past year or spotlight community members. This type of information can help to build a bond with your audience.

Use clever headlines, short paragraphs, and clever wording to deliver the best content.

eNewsletter

Creating an eNewsletter for members is an effective way to keep them up to date about the organization. You can tell them about events, introduce new membership benefits, and share special discounts. This is a great way to connect with members and make them feel involved.

Important key factors of any eNewsletter....

Incorporate photos and visuals into your newsletter. The images will help readers visualize what you're discussing.
Intriguing subject line under 45 characters. Questions or personalized subject lines statistically get more opens.
Short and to the point. You want to intrigue members and send them to your website to learn more.
Call to action to participate in an event, take a survey, try an online course, read an article, participate in a conversation, etc.
Mobile-friendly
Great platform with analytic that works with your overall membership system.

FREE HTML EMAIL TEMPLATE

All emails should also include the logo and colors of your organization. This will help your association stand out from other organizations and create brand awareness. If you're new to creating HTML emails from scratch, and you've used up those three wishes from your genie - we have your back! Include your info below and instantly have access to our free HTML template with instructions for customization.

HubSpot Sales Extension & Add-On

1/4/2023

Are you a HubSpot user who also is using Gmail, Outlook or Office 365? If you are, we are about to make your life much easier! Did you know you can use the HubSpot Sales extension/add-in to automate creating and updating contacts information AND track and log these conversations within HubSpot so your entire organization can stay on top of engagement with your customers? This article will focus on the Google Chrome extension, but if you are interested in the Outlook desktop add-in click here or the Office 365 add-in, click here.

What is the HubSpot Sales Chrome Extension?
The HubSpot Sales Chrome Extension is an extension for Google Chrome that adds HubSpot tools directly to your inbox. It can be downloaded from the Chrome Web Store. This extension lets you use your Gmail inbox as if it was built by HubSpot. When you use the HubSpot Sales Chrome extension, you'll be able to receive instant notifications when a contact opens an email. You can also track your emails with the log feature and you can even search your contacts database for information that's relevant to your current conversation!

features

Track and log emails with the HubSpot Sales Chrome
When you reply to an email from a customer, member or complete stranger, the HubSpot Sales Chrome Extension give you the ability to:

Automagically add the sender to your HubSpot account as a Contact.
Creates activities on Contact’s Timeline about the email and shows the content.
Updates the Contact’s “Last Contacted” date and time.
Create a HubSpot Task to follow up with the email.
Create or Load an email template.
Add the Contact to an automated Email Sequence.
Propose meeting times and schedule links.
… and more.

This is all critical to keeping your contacts and your team up-to-date and on the same page. If someone emails you out of the blue, when you reply, the HubSpot Chrome Extension will create a new Contact in your HubSpot account.

So let's dig deeper into these features, so you can get started and start saving more time.

Log and track emails

See hubspot activity

When you or someone on your team is using the extension and send an email, you will get a browser notification when the email is received and when it is opened! (Pro Tip, when you see they have opened the email … give them a call. The chances they pick up are MUCH higher. “How ironic you are calling, I was just reading an email from you”).

All In One place

All of this activity with the email gets added to the Contact’s timeline. This lets everyone know what is going on with that conversation. For example, if you are out on vacation drinking a margarita on the beach and a rogue wave wipes out your phone, anyone on your team can pop on HubSpot and see that you haven’t sent that potential customer an updated invoice! Then the team member can catch up on the conversation and pick up where you and your soggy phone left off, all within HubSpot.

Schedule tasks

It’s no secret things get done when you follow up. HubSpot knows this, and while Google has been accused of eating email from time to time, the extension enables you to create a Task to remind you in HubSpot that if you need to follow up with that potential customer regarding the email you sent 3 days ago. You can do all of this right in the Gmail compose message modal, there’s no need to switch tabs, open another window, or cover that YouTube video on your 2nd monitor.

email templates

I don’t know about you, but we get a lot of email. Sometimes about the same topic or issue (don’t fix bugs on the beach drinking margaritas …) The email template system built in HubSpot can be used directly with the Extension in Gmail … no copy/pasta required! All you need to do is click reply to the email, click on Templates and select the HubSpot email template that explains why Tequila is the devil.

Building off of templates, if you have an upgraded HubSpot account, you can even move the email into an automated Sequence, making your life simpler, and giving your customers the sweet content, they desire!
Many people do not realize that HubSpot also has some awesome tools for scheduling meetings and proposing times to fill your calendar in the most effective way possible. If you haven’t already checked out HubSpot’s meetings booking page, you should check it out here. Aside from simply putting in a link that will send the reader specific meeting windows, you can propose preferred meeting times that you have already curated. Again, all available right within the Gmail message compose window.

installing the extension

How to Install the HubSpot Sales Chrome extension

All this sounds pretty good right? Well how do you start using the extension so that hypothetical version of yourself on the beach can be a reality? Easy, open Chrome, go to the Chrome Extension web store and search for the HubSpot Sales Chrome Extension. Click the “Add to Chrome” button and breeze through the tour to connect and sync Gmail to HubSpot and away you go!

Get the hubspot extension

member center

If you are using HubSpot and want to grow your company with a subscription-based model, try Member Center. Get auto-renewing memberships, automatic email reminders, gated content and a membership directory. Member Center is built on HubSpot, so you can see your contacts' activity, membership information and other details all in one place on HubSpot.

Learn more

Gated Content for Members

11/25/2022

Whether it's a blog post, a white paper, a webinar, or an eBook, gated content can be an effective marketing and engagement tool. If you're considering this type of content marketing, there are a few things to keep in mind but first you need to think about how people will engage with you. (Don't worry, for those with commitment issues - we are not talking about a marriage engagement)

The best way to interact with your users is to use a landing page. This type of page will show off your most important information, including the benefits of your content. It's also a good idea to include a table of contents to give your readers a sense of what they're getting into.

CONSIDERATIONS FOR GATED CONTENT

VALUE PROPOSITION
You should offer up content to your audience at predetermined levels. This can include free content, and paid subscriptions at differing levels. Your free content should act as marketing tool to intrigue paid users with a clear call-to-action for further engagements. For paid members, it's important to make sure that your gated content is worth the cost. Think about your user and how it creates value for them. By offering valuable content, you can build your brand name and establish an expert status.

USABILITY
It's is a good idea to make your gated content easy to use. This includes a table of contents, and instructions on how to navigate the content.

Here at Member Center, we provide gated content for members with easy access, so all they need to do is provide their email address and we check it against your membership's status in HubSpot, so no password is needed.

ENGAGEMENT
Gated content can also be a a good way to build a community and will give you an opportunity to interact with your users. This can be through a member-only forum, online classes with a chat feature, an online book club, a blog ( commenting on).

Types of Gated Content

White Papers
Webinars
eBooks
Private Community
Templates
Product Demos
Quiz Results
Courses
Blog
Annual Reports

MEMBER CENTER

Are you looking for an easy way to do gated content for members on your current website and track all of your member interactions? If yes, Member Center is for you! Member Center is a membership platform built on HubSpot CRM. Turn any page on your website into gated content with some embeddable code, and never deal with lost passwords. After a member registers, your members will only need to use their email address to access your gated content.

LEARN MORE

the informed bird gets The worm: Survey your members

11/25/2022

You know that saying, "the early bird gets the worm?" Well, we actually think it's the informed bird. Just think about it. A membership survey is not only a great way to understand your customers' wants and needs, it also helps you identify ways you can improve your organization and helps you make informed decisions. You can take the results of the survey and use it as a basis for your future marketing campaigns, service improvements, new features, and membership growth.

Measuring Customer Satisfaction

Whether you're a fledgling startup or a well-oiled machine, gauging member satisfaction is crucial for triumph. The value in a survey lies in your representative sample. You want to make sure that the folks taking your survey match the demographics of your membership. Once you've got that locked down, measuring member satisfaction will give you the lowdown on what your customers crave and expect, ultimately boosting engagement, retention (aka profitability) and foster customer loyalty.

The key to nailing customer satisfaction lies in using a tool that dishes out actionable insights. Lucky for you, there are plenty of tools to use. You can go with a system that automatically sends out surveys to your customers, then crunches the numbers and dishes out reports. Alternatively, you can opt for a tool that taps into the power of artificial intelligence (AI) to adapt to your customers' needs. If you're a HubSpot user, we'd highly recommend Survey Monkey, which seamlessly integrates with the HubSpot CRM.

What to include

Creating a survey is just as much about getting feedback as it is about coming up with the right questions. There are several ways to go about doing so. A customer satisfaction tool can be used to measure a variety of key metrics, including satisfaction, loyalty, intent to repurchase, and overall satisfaction.

Suggested Questions:

How did you hear about our organization?
How do you prefer receiving information and updates from our organization?
What are your reasons for joining our organization?
How often do you attend our events, meetings or offerings?
What are your favorite aspects of our organization?
What are your least favorite aspects of our organization?
What suggestions do you have for improving our organization?

Just remember to keep it short and sweet. No one wants to spend a lot of time filling out a survey, so keep your questions concise and to the point. Also, always use clear language. Avoid jargon and technical terms that your members may not understand. Perhaps offer incentives for completing the survey. This could be a discount on membership, a free gift, or simply a thank-you.

Building consistency FOR COMPARISON

Developing consistency in your systems and processes is a crucial strategy for any business, no matter how big or small. Consistency helps you deliver better products and services, and makes your business more efficient. Process consistency can also improve customer satisfaction and loyalty.

Process consistency allows you to assess your weaknesses and strengths, and to react to changing conditions in your competitive landscape. It is also a key component of building your brand. Consistency helps you establish trust and reliability at all levels of your organization.

In order to ensure consistency, it is important to create an organizational environment that promotes the concept. Leaders should model consistent behavior. They should also give their employees the power to make decisions and respond to customers. They should also provide training on performance reviews.

get member cener today

Let this little birdie tell you abut Member Center!
Built on the leading global CRM, HubSpot, Member Center is designed as a cost-effective membership system centered around building relationships with your members.

START A FREE TRIAL TODAY

Hubspot Hack for Events

11/18/2022

Watch out Ikea, our users are expert Hubspot hackers who are dedicated to getting the most out of the free version of HubSpot. So let's talk about how to use HubSpot for events... Here are a 3 of our favorite ways to use HubSpot to host events for free (or pretty close to it):

eventbritE

Did you know Eventbrite integrates with Hubspot seamlessly?

A new contact properties group named Eventbrite will be automatically created, which will include two new properties: "Last Registered Event Name" and "Last Registered Event Date". When a contact registers for a new event, these fields will be updated.
When someone registers for an event you've synced to HubSpot, you'll see an Eventbrite registration event on that contact's timeline. If the person registering for the event is not a contact, a new one will be automatically created for you. All standard Eventbrite registration properties will be included in the timeline event.
Every time someone cancels their registration for your event, you'll see an Eventbrite cancellation/refund event on that contact's timeline.
Every time someone attends an event for which they've registered, you'll see an Eventbrite attendance event on that contact's timeline (this requires that you check-in attending users via Eventbrite).

Simpletix

SimpleTix does not integrate directly with HubSpot, but using Zapier makes it so easy that we had to add this to the list. Just like Eventbrite, SimpleTix has all the event management capabilities you need and more, for less. Also, Simple Tix is built on Square, so if you prefer taking payments with square (in-person or online) this one is for you.

Zapier is a product that allows users to integrate web applications to and automate workflows, applications like SimpleTix and HubSpot. If you have a Zapier account, first create a HubSpot Form with similar fields as your event form form, with an additional field for the "event link". Then use Zapier to make a zap with SimpleTix as your "trigger". Every "new order" should "create a form submission" in HubSpot. Be sure to use the "View Order URL" as your "event link". This will allow you to see form submissions on your contacts profile and have a link to see the ticket they purchased. Plus, all tickets will be documented in your HubSpot forms and new contacts will auto-magic-ly be added to HubSpot.

Zoom

If you are hosting free online events, why not just use zoom registration? Zoom integrates with HubSpot in pretty powerful ways! Install the "Zoom" app to track Zoom webinar registration and attendance on the HubSpot timeline. Or if you can use Zoom meetings, also install "HubSpot App for Zoom Meetings" to see participants' HubSpot records directly from Zoom.

Member center

If you are hosting events for members and want one place for all of your information, try Member Center. Member Center is built on HubSpot, so you can see your contacts' event attendance, membership information and other details all in one place on HubSpot.

Learn more

Should I Upgrade my HUBSPOT?

10/27/2022

You're on the high dive, you're ready to take the plunge. It didn't seem that tall from the side of the pool. But you are dedicated and committed to take this step because you know it will help you grow. You know this first jump is one of many. It's an investment in your future..... Guess we are not talking about the diving board anymore. So, how do you know what HubSpot plan is best for you?

Deciding to upgrade from your HubSpot Free account can be a big commitment for a small business or nonprofit. Large organizations across the world rely on HubSpot and at Member Center, we believe you should have the same quality tools as the big guys. But working with numerous HubSpot users, has given us some insight about the best tools to pick and why and we would love to share the burden of your big jump.

Do not upgrade to Starter.

There is almost nothing that you need in the starter package that you can not achieve with the free version of HubSpot and a plug-in. Obviously there are a few exceptions, but we have found there is almost always a workaround using a plug-in or service like Zapier. One exception to this rule is when accepting payments, but only because depending on otherother form or registration tools you may or may not get a better deal.

Start with Sales Hub Professional

If you are budget conscious and interested in our other content, we are going to make a bet that HubSpot Sales Professional is the best upgrade for you. Why? Well, you probably actually would prefer Marketing Professional, but at $800, sales professional's price tag of $450 seems a lot more reasonable and many of the most significant features can be achieved with this plan.

HubSpot Sales Professional

Automation with Sequences and Workflows
Send up to 5,000 emails a day
Create up to 1,000 active lists
Accept payments

That is not to say that HubSpot Marketing Professional will be the best plan, but it is the most cost effective option for the included features and a great place to start.

Look for the discount

Did you know that HubSpot offers significant discounts to nonprofits and Startups? Talk to a HubSpot sales rep, they are helpful in making the determination for what is best for you, but also for helping you find a good deal.

HubSpot for Start Ups
Small startups can be eligible for up to 90% off their first year, 50% off in the second year and 25% off ongoing.

HubSpot for Nonprofits
Nonprofits get 40% off indefinitely.

Member Center

For HubSpot users using the free version or ones who do not want to pay $1,200 to build a custom solution for the Enterprise version of CMS Hub, we invite you to try Member Center for free for one month!

Learn More

Setting up HubSpot for Membership Success

10/4/2022

So you took a bite of the Member Center pie, and now want an entire piece? We don't blame you, we love pie too! As you know, Member Center is the only fully integrated membership plugin for HubSpot. Once you have completed your Member Center onboarding, we wanted to share a few tools to help set up your HubSpot account to get the most out of Member Center.

1. TAILOR COLUMNS TO HAVE A QUICK VIEW OF MEMBERSHIP INFORMATION
Set your default HubSpot Contact view by editing the columns to reveal your contact's membership information including member type, expiration, etc.

2. CREATE A MEMBERSHIP CONTACT VIEW
Use HubSpot filters to create a view only showing current members and save the view in your tabs. This will quickly show you the numbers of members you have at any given time. Pro Tip: You can also create a lapsed view and if you are a HubSpot list user, you can create dynamic lists in HubSpot with this same filters.

3. PRIORITIZE MEMBERSHIP IN YOUR SIDE BAR EXTENSION
The right hand sidebar in HubSpot can be adjusted in whatever best fits your priority by dragging and dropping. By adding Member Center to the top of this panel, you have quick and easy access to renew members and see their membership status.

4. MAKE MEMBERSHIP CHANGES WITH EDITS TO YOUR CONTACT PROPERTIES
Set Member Center properties as your default to see them on your contact's left sidebar. Once there, you can make manual changes that will be automatically (or auto-MAGIC-ly as we like to say) saved and updated with Member Center. Pro-tip: You may want to not include this in your sidebar if you are worried about multiple people within your organization making membership changes.

LEARN HOW TO SET UP THESE FEATURES:

Get member center today

Are you officially interested in our metaphorical Member Center pie? Try Member Center for one-month, free and no credit card required. Get started today!

TRY MEMBER CENTER TODAY

3 ways to use HubSpot Forms for Membership

9/28/2022

1. find prospective members

Hubspot forms work particularly well for identifying prospective members and getting their contact information so that you can further communicate your mission with them. Some examples may be:

Pop-up window asking to sign up for your mailing list
Downloadable content only available by providing their email address
Free online course or eBook delivered by email
Mission-driven contest opportunity that requires users to sign-up

2. sign up members

Now that Hubspot offers payment options, you could build a custom membership system. This will run you about $1,200+ a month plus the cost of transaction fees, or you could use a plug-in like Member Center for $5+. Is this a shameless plug? Why yes, yes it is. But we were built exactly for this reason and we purposefully are priced to accommodate small businesses and nonprofits.

3. onboard new members

Use HubSpot forms as a tool for member onboarding surveys. Learn more about what drives your members and what value you can provide by surveying them to learn more about themselves.

Using Hubspot forms

member center

Use HubSpot for membership with Member Center. Get gated content, a directory, and membership details including member type, welcome emails and renewals and more.

Learn more

Hubspot tracking code

9/11/2022

HubSpot is an all-in-one marketing tool and customer relationship management software (and no they do not pay us to say such nice things about them!) They have an amazing and robust knowledge base, but we thought we would create an all encompassing resource for newbies first adding a tracking code to their website.

A WHAT?

Tracking code is a snippet of code that tracks the activity of a website user by collecting data and sending it to HubSpot. You have heard of cookies right? No not the ones you eat, but the ones in your browser! The tracking code uses a cookie to anonymously track a visitor across your site. When a visitor fills out a form, say for example to join your mailing list, that submission will then add them as a contact to HubSpot, or associate them to an existing contact!

WHERE TO FIND IT

1. Login to your HubSpot account, and click the settings icon in the main navigation bar.
2. On the left menu bar, click Tracking Code under Account Settings.
3. Click the Copy button to save the code to your clip board, or delegate this task by emailing it to your Web Master!
- 3.a If you are a Wordpress user, go ahead and click the button to download the Zip file.

how to install it

Once you have the code, all you need to do is paste it into your footer... That's what everyone tells you, if only it was that easy! Each website platform is different and each are a little bit different. To make things simple, we are including "how to" links for the top five website platforms.

WIX

Navigate to your Site Manager.
In the left sidebar menu, navigate to Tracking and Analytics.
Click Custom or Add new tool > Custom.
Paste the tracking code in the Paste code snippet here field.
Set the Name of the new tool to HubSpot Tracking Code.
Under Add Code to Pages click the radio button for All pages and use the dropdown menu to select Load code on each new page.
Under Place Code in section, click the radio button for the Body - end option.
Click Apply to save your changes.

SQUARESPACE

Log in to your Squarespace account.
In the left sidebar menu, navigate to Settings.
In the Website section of the menu, navigate to Advanced, then select Code Injection.
Paste the tracking code into the Header field.
In the upper left, click Save.

SHOPIFY
This one and the next one are a little tricky, so we recommend following the instructions here: tinyurl.com/mtcn7j3k

WORDPRESS
Follow the instructions here: tinyurl.com/bp8fah46

WEEBLY

Log in to Weebly
Click Edit on the Site you want to edit
Click Settings
Click SEO
Paste the HubSpot Tracking Code in the Footer text box.

SEE OTHER OPTIONS HERE

MEMBERSHIP SYSTEM FOR HUBSPOT

After identifying your frequent users, generate income by using Members Center to offer membership through Hubspot.

LEARN ABOUT MEMBER CENTER

Membership Models

8/17/2022

What are some different membership models? Asked almost no one, anywhere. But it could be a very valuable question to ask. As we know, sometimes learning from others can be vital when evaluating what may work for you. (Just think about that childhood memory of you watching your wild cousin touching that hot stove top ... Aren't you glad you didn't try that yourself?) But in all seriousness, when looking at your membership value proposition, engagement, retention, and growth, your metaphorical cousin in membership may know a thing or two, so let's look at a few different models:

Nonprofit Memberships

Membership and nonprofits are integrally tied together. The first charitable organization is believed to be The Foundling Hospital in London in 1741 and in 1884, one of the oldest international nonprofits, the YMCA, was founded as a place for wholesome recreation and good citizenship for its members.

Today, members are donors or advocates drawn together to accomplish a shared mission, purpose or support shared values. In a membership nonprofit, members might have voting rights to appoint the board of directors or change the bylaws. Benefits or services of the organization might be available only to the members, such as access to programs or listing in a membership directory. Some examples of nonprofit membership organizations include cultural nonprofits, advocacy groups, foundations, educational nonprofits, cooperatives, some churches, international charities, clubs and more.

Subscriptions (aka Members-As-Consumers)

Small to large businesses use the subscription model as a source of consistent income, increased retention and significantly higher "customer lifetime value". Subscriptions are usually focused either on products (subscription boxes, etc.), experiences (travel, sports, etc.), access (Amazon Prime, Costco) or digital (video, music streaming, etc.)

In the UK, individuals were able to subscribe to milk deliveries as early as the 1860s, while magazine subscriptions began in the late 1800s. But this has become increasingly popular in the last few decades.

Associations
Trade Associations are organizations founded and funded by businesses that operate in a specific industry. They usually focus on networking and collaboration within the industry and often participate in public relations activities such as advertising, education, publishing, lobbying, and political donations. Associations may offer other services, such as producing conferences, holding networking or charitable events, or offering classes or educational materials.

Examples may include Professional Associations (writing association, engineering association, nursing association, etc.), chambers of commerce, homeowner associations, and fraternity or sororities.

Member Center

Regardless of your membership needs, Member Center can help you run your membership or subscription. We are built on HubSpot, a leading customer relationship management system that integrates with countless services to give you one central location where you can track all of your member and potential member engagement.

Learn more

Hubspot & Ads Management

6/1/2022

HOW TO USE HUSPOT TO TRACK CUSTOMERS ON YOUR SITE? -OR- UNLOCK YOUR MARKETING SUPERPOWERS WITH HUBSPOT ADS MANAGEMENT!

Perhaps you were not born a superhero, but that doesn't mean you can't have marketing superpowers with HubSpot! HubSpot is an all-in-one marketing and customer relationship management software (and no they do not pay us to say such nice things about them!)

HubSpot has native support at the free level for Facebook Ads, Google Ads and LinkedIn. With their tracking code, you can establish re-targeting and look-a-like campaigns to help stay in-front of the people you care about and find new potential members, donors or customers. Ok, Ok, so I'll stop throwing jargon at you and explain a little bit about how these marketing superpowers work.

TIME MANIPULATION

The obvious Superpower is the centralized management of your Ad Campaigns in one spot. This saves time and frustration when managing ad assets and sync'ing ad copy across your Ad services. If you aren't familiar with marketing lingo, ad assets are your ad images/video and other media. Ad copy is typically the text. The other really helpful insight here, is analysis and metrics. In one place you can measure how effective your Google Ads are working vs Facebook. No more switching between tabs, it's all in one place, enabling you to make more effective decisions on where to place your advertising budget!

Do not doze off yet, we are just getting started. The next major Superpower is one you do NOT want to miss!

COSMIC AWARENESS

AKA the power of the Tracking Code! HubSpot will give you a one line code to put on your website (preferably every page). Essentially, every time someone visits your site, HubSpot gets some data about the visit. Most importantly, by linking your ad campaigns (for example your Facebook or Google ads), HubSpot can start correlating these visitors to your website, your ads and your contacts!

Install your tracking code

SUPER HUMAN INTELLIGENCE

Setting up your ad campaigns + tracking code = super human intelligence! Once you have added the tracking code to your website, and linked your ad campaigns, HubSpot will help you to "re-target" visitors who have been to your website. This is done by creating "Audiences" in HubSpot, which also helps in finding "look-a-like" visitors. These are people who "look like" your current visitors and contacts.

Now you are on your way to being your organization's Marketing Superhero! 

how to GET SET UP
(for marketing super heros in training)

We thought it would be best to hear it from Annie at HubSpot.

A MEMBERSHIP SYSTEM
FOR HUBSPOT

Further engage your audience by making HubSpot a membership system with Member Center!

LEARN ABOUT MEMBER CENTER

Nonprofit CRM vs Donor Mangement

10/12/2021

DONOR MANAGEMENT	CUSTOMER RELATIONSHIP MANAGEMENT
A donor management system is a system that tracks donations from supporters or members of an organization, from their first donation to subsequent gifts and memberships.	A CRM is a software used to manage your organization’s interactions with donors, members, and well ... everyone. Flexible CRMs store information about volunteers, vendors and all the relationships and engagements they have with your organization.
Pro: Great financial tracking	Pro: Relationship development
Con: Does not provide the best tools to continue engagement	Con: Often lacking financial tracking

RELATIONSHIPS

THE BIGGEST DIFFERENCE BETWEEN DONOR MANAGEMENT AND CRMS
Donor management software focuses on tracking giving while CRMs focuses on nurturing relationships and engagement.

Donor management software has some limitations, specifically when compared to CRMs. While donor management software is a great tool for keeping track of your donors, it's important to remember that CRMs are better when it comes to consistently engaging your membership. This is because they're more flexible and give you a more complete view of each member's engagement with the organization. They can also take into account things like how often any member of your staff has called, emailed, commented on social media, or interacted with a member or prospective member.

If your organization is looking to improve its operations or manage its members more effectively, there's no better time to learn more about your options and make use of these technologies. However, you can see both options have their downfalls, therefore we recommend systems that integrate well with other apps and have a strong team dedicated to future improvements. Through integration, you compensate and tailor the system to fit your needs and with a dedicated staff, you can rest assured that the platform is dedicated to growth.

Ultimately, the best tool for your organization should fit your needs. Identify what are the most important priorities and requirements for your organization and find the ecosystem that serves your needs.

crms for nonprofits

CRMs are not just for commercial businesses. Nonprofits can make use of them too! CRMs are a tool for managing and tracking relationships. These tools can help maintain engagement by sending timely communications, inviting them to events, volunteer activities, fostering a sense of belonging and community in your organization.
There are several CRM options out there that are custom-built for nonprofits. Some of these include:

Member Center built on HubSpot CRM (shameless plug! www.membercenter.net)
Salesforce Nonprofit Cloud (www.salesforceforce.com)
DonorPerfect (www.donorperfect.com)
NeonCRM (www.neonone.com)

MEMBER CENTER + Hubspot

When building Member Center we took our own advice and decided to build a membership system in the HubSpot CRM ecosystem because it's one of the most powerful CRMs on the market and it's free!

WHY HUBSPOT?
If you're thinking about trying HubSpot CRM, there are a few things to consider.

First of all, it's a great choice for nonprofits with a small budget because the free account tier gives you a lot to work with.
HubSpot integrates with tons of other tools (and I mean tons) which means that it is powerful! Mailchimp, Square, Zoom, Gmail, Eventbrite, Constant Contact, and Stripe are just a few.
HubSpot CRM is beautiful and the interface is user-friendly and intuitive. This means that your staff and colleagues will have an easier time getting started, and will want to use it.
In addition, HubSpot has a lot of functionality built in so you can customize everything from marketing campaign management, revenue forecasting all the way to remembering the birthday of your donor's dog!
HubSpot has a robust knowledge center filled with videos and articles to help you learn and grow.
HubSpot makes it easy for any nonprofit looking for an alternative solution to switch quickly and easily and grow with you. Simply sign up and upload your contacts to get started.

If you're considering HubSpot but want it to manage your membership, Member Center is your solution.

Learn about Member Center today

MEMBERSHIP Sales Pipeline?

6/16/2021

DONOR CYCLE VS SALES PIPELINE VS CUSTOMER FLYWHEEL

Most of us know the story of goldilocks and the three bears. Something is too big, maybe too small but then there is that one thing that is just right. Increasing your donors or developing a system to steward your donors is the same way. There is no one method. Each organization and business is different but that is not to say that you can not streamline your efforts to more efficiently grow your donors.

To create your system, let's look at the top three cultivation frameworks that are used both in nonprofits and large corporations.: Donor cycles, flywheels and sales funnels (oh my! .... just kidding - now we are mixing up our fairytales). These are all marketing concepts used to drive conversions, but they have slightly different focuses and objectives. Let's explore the key differences between and how they can be applied to create a fundraising pipeline that works for your donors...

SALES FUNNEL OR PIPELINE

Technically a sales funnel and sales pipeline are different. The sales pipeline visualizes the buyer's journey from a salesperson's perspective, tracking open deals from start to close. Meanwhile, the sales funnel visualizes the buyer's journey from the prospect's perspective. However, they are both about perspectives of buyer's journey in a commercial/corporate setting and so for our purposes, we will use these terms in tandem.

A Sales Funnel (from the buyer's perspective) is a framework for managing relationships with potential customers to a business. The funnel typically consists of four stages. In each stage, the business aims to attract the attention of the potential customer, provide them with information about the product or service and then persuade them to make a purchase.

Awareness
Interest
Decision
Action

Photo courtesy HubSpot: blog.hubspot.com/sales/sales-funnel

A Sales Pipeline (from the salesperson's perspective) is a specific sequence of actions that a sales reps takes in order to move a prospect from a new lead to a customer. Traditionally, the stages of a sales cycle is structured something like:

Qualification. The sales rep determines if the prospect has the need, budget, and authority to buy in the near future.
Meeting. The sales rep and prospect discuss a solution that would best fit the prospect’s needs.
Proposal. The rep sends the prospect a quote detailing what will be provided, at what cost, and for how long.
Closing. Final negotiations are made and contracts are signed. The prospect is officially a customer.

CUSTOMER FLYWHEEL

In 2018, one of the world's leading Customer Relationship Management platforms called Hubspot replaced their sales funnel, with a flywheel. Whereas the marketing and sales funnel aims to convert leads into paying customers, the flywheel focuses on converting and retaining customers. (We may be biased, but here at Member Center, we like to think sales folks realized the superiority of the donor cycle and made their own cyclical process - but more on that in a minute.) At its core, the customer flywheel is a strategic framework that focuses on creating a seamless and delightful experience for customers, leading to increased loyalty, advocacy, and ultimately, more customers by using three key stages:

Attract. This involves creating awareness, generating interest, and driving traffic through your marketing channels
Engage. Building relationships through engagements efforts.
Delight. Creating loyal customers by providing exceptional customer service.

donor cycle

A donor cycle is a framework for managing relationships with donors or potential donors to a non-profit organization. The cycle typically consists of five stages. In each stage, the non-profit organization aims to build a relationship with the donor, educate them about the organization's mission and impact, and encourage them to contribute financially or in other ways.

Identification
Qualification
Cultivation
Solicitation
Stewardship.

DONOR CULTIvation

Sales processes can and should easily be adapted to your nonprofit. The backbone of any successful fundraising operation is an understanding of the cultivation process and coming up with something that works for you. The largest difference between a sales pipeline and donor cycle is that a large portion of effort goes into retaining and re-engaging donors and eventually turning them into your advocates. For example the visualization above has both the generic markers of a sales pipeline but it has been reinvented into a circular process for a nonprofit to retain donors and inspire future cultivation.

Identification. Targeting your target audience.
Qualification. Identifying your qualified prospects.
Cultivation. Informing, engaging and inspiring your prospects.
Solicitation. Making the ask.
Acknowledgment. Recognition of your donors.
Stewardship. Sharing impact.
Empower. Provide tools for donors to share your mission.

Our key takeaways for donor cultivation from looking at these processes:
1. Sales Funnel: Action. Although being focused solely on the sale or donation in the sales funnel is severely flawed, so is focusing solely on the relationship without making timely and thoughtful asks or engaging your donors to act.
2. Flywheel: Delight! Remember your donors give because they care, but have fun. Celebrate your achievements, contributions and the work you are able to do together through suburb customer service.
3. Donor Cycle: Just right. This should be your basis. The Donor Cycle encompasses concepts both from the flywheel and pipeline but is a specific to cultivating donors.

hubspot for nonprofits

How do I create a donor cycle? You now may be saying, "thanks, this is great information" but I encourage you to take it a step further and act on this knowledge. "HubSpot is an app I came across several years ago when I was a first-time nonprofit director asking myself how can I grow our nonprofit organization with a limited budget." says our Member Center co-founder, "I was looking to quickly and efficiently document relationships and increase revenue with limited resources. This is when I found HubSpot. It is a completely free online software built for sales reps."

HubSpot's sales section has a built in sales pipeline called "Deals". These deals link with individual and company contacts, allow you to set financial goals, and keep track of your progress. You can have multiple deals and multiple pipelines, all of which are fully customizable. Below is an example sequence used for grants with some sample deals. Notice, each deal has a deadline to fit within the grant cycle. Values added to each deal helps track annual progress on the HubSpot dashboard.

Example of a HubSpot sales pipeline used for fundraising:

Member Center is an a HubSpot plug-in allowing you to affordably document subscriptions and memberships.

membership system for hubspot

For our Director, HubSpot fell short, because it did not provide the option to track and accept payment for membership. However, it was such a powerful tool to develop, track and maintain relationships (a core part of fundraising). That's where Member Center comes in.

Find out how our co-founder continues to use the free version of HubSpot as a membership system with Member Center!

Learn about member center

Automate your Accounting

1/6/2021

And save 8+ hours a week!

We are all about automation and often here at Member Center, we like to talk to our users to share clever tricks to save you time. A recent favorite is a tip about automating your accounting. (This is where you imagine Bookeep.com entering the room with a cape.)

Bookkeep.com
If you know us, you know that we are Square lovers. We love how easy and versatile it is and it is what our membership system is ran on... However, what we do not love is its sometimes unpredictable link with Quickbooks. Most people accept this issue and hire a book keeper or train a staff member.... but not our nifty customers! In a recent conversation, we discovered Bookeep.com, an online app that automates this process.

"My staff used to spend 8 hours a week overseeing our transactions, and we additionally paid a book keeper for an additional few hours a month to reconcile the accounts. Now we just have the expense of our book keeper and $40/month for Bookkeep.com. I estimate that I'm saving about $750 a month" - says our Member Center customer. This might not seem like much but this tip comes from a small arts nonprofit, so saving $750 and 8+ hours a week by automating accounting processes can really add up!

What does Bookkeep.com do?

Maps your sales, and fees from all your sales platforms to the right categories in QuickBooks or on Xero
Capture and summarize all financial data from your sales channels.
Bookkeep posts journal entries daily automatically (or as we like to say auto-MAGIC-ly)
Gives you the ability to double check, make changes or make bulk edits when needed
They match daily sales with your bank deposits to make reconciliation a breeze.

LEARN MORE

Member center Automation

Here at Member Center, we believe that automation can make a big difference for small businesses and nonprofits around the globe. It is for that reason that we built a membership system with fully automated renewal and payment emails on Hubspot, one of the leading CRM's in the world.

learn about member center today

20 Membership Terms to know

7/8/2020

What is a CRM? What is a reoccurring member? If you are new to memberships, we've got your back. Think of this as the cheat sheet you refer to before saying something embarrassing in front of an important crowd... and we have added tips along the way!

___________________________________________________

Automation
Automation describes a wide range of technologies that reduce manual processes, namely by predetermining decision criteria, relationships, and related actions. Of course, our favorite automation tool is zapier.

AMS
AMS is an Association management system to support association operations.

Capital Campaign
A capital campaign is a large-scale effort conducted by a nonprofit organization in order to bring in a large injection of capital investment. (If you are a HubSpot user, may we suggest trying Fundraise Up? We are pretty big fans.)

Churn Rate
Churn is the term used when a member ends their subscription. The total number of churned members over a given period of time – when calculated as a percentage of how many members you started that period with – gives you your “churn rate”. So if, for example, you start August with 100 members, and 10 of those members leave during the month, then your churn rate is 10%. You want your churn rate to be below 10% at most. (PS: As fellow geeks, we totally loved this definition from Membership Geeks and give them full credit.)

CRM
A CRM is a customer relationship manager. (If your wondering what's makes this different than a donor management software, AMS, or membership system we did an entire blogpost about it, but spoiler the key is in the name)

Crowdfunding
Crowdfunding is the practice of funding a project or venture by raising money from a large number of people, typically via the internet. Crowdfunding is a form of crowdsourcing.

Demographics
These are the statistic of your membership, including data on gender, race/ethnicity, sexual orientation, estimated wealth, type of employment, and member status, etc.

Donor Management
Donor management is the process of leveraging your donor data to build relationships with your supporters. A donor database, such as a CRM and donor management platform, is the best way to keep your donor data organized and nurture your relationships.

Drip Campaign
An email campaign that helps ensure engagement with members over a long period by sending a series of messages to their inboxes.

Engagement
The process of interacting with a member in order to produce ongoing value for that member.

Email Marketing
Email marketing is a form of direct marketing that uses email to promote your business's products or services. Five types of emails include newsletter emails, lead nurturing emails., promotional emails, milestone emails and survey emails. Personally, we are big fan of mailchimp for most of our email marketing needs.

Event Management System
An event management system is a tool to help in the planning and managing large events such as conferences, trade shows, classes and parties. Hosting events is one of the most important things you can do to engage your members. Events connect donors to your mission and they can empower donors to give more money and invite their friends, family, and colleagues to do the same.

Exit Survey
A survey given to members as they leave the organization. This type of survey is important for improving future offerings.

Gated Content
Gated content is online materials, such as white papers, articles and videos, that require that users fill out information before they can access them. Gated content is often used to generate leads or add value to membership.

Onboarding
The process you have in place to help your new members acquire the knowledge and skills that they need in order to make the most of membership. This process also allows members to learn about your organization, its values and perks, while giving associations the opportunity to create a relationship with new members, and make a great first impression.

Member Directory
A member directory is a list of your organization's members, along with their basic contact information. Common data in an online member directory includes: Member name, email address, social media handles, geographic location, professional title and workplace, optional information such as academics, intersts, etc.

Member Journey
A member journey is your customer's experience with your organization. Five common stages of the member journey is awareness, consideration, purchase, retention and advocacy. For nonprofits, this is often how your member moves through your donor cycle.

Retention
Member retention is the measure of how many of your members keep their membership active. The importance of member retention cannot be underestimated. Even a small 5% increase in membership retention can result in between a 25% and 95% increase in profits over time. We recommend your membership retention goal to be at least 75% or higher.

Segmentation
The process of grouping contacts based on common characteristics so organizations can market to each group effectively and appropriately.

Private Community
A forum or similar digital discussion hub where association members can engage with fellow members on issues relevant to their field or organization.

Member center

If you are in the market for a membership system, consider Member Center. Built on the leading global CRM, HubSpot, Member Center was designed as a cost-effective membership system centered around building relationships with your members.

Learn More

​Webhooks typically are used to connect two different apps.

an example: using webhooks with jotform and zapier to pass information to hubspot

JotForm: The Big BANG

Zapier: Evolutionary Data

Coloring in the lines

Testing: Can you hear me now?

Research

ROMANCING

REQUEST

RECOGNITION

member center

The Power of First Impression

Creating a Sense of Belonging​

Enhancing Engagement and ParticipatioN

Fostering Member Loyalty and RetentioN

Technology and Personalization

Continual Improvement and AdaptatioN

try member center today

aKA: IDEAL MEMBER DANCE PARTY!​

LEARN MORE ABOUT MEMBER CENTER TODAY!

KNIGHTs, Dragons ​and... Members

​Create your characters

WRITE YOUR adventure

Member center

​So how can this magical little TOOL be used for Nonprofits? Membership Cultivation.

Do you love Automation?​use it to renew ​your members.

Well, hello there...

specific goals

measurable outcomes

​Achievable OBJECTIVES

RElevant to your nEeds & desires

TiMe Sensitive

Member center

​Welcome Email

Receipt Email

Renewal Email

eNewsletter

FREE HTML EMAIL TEMPLATE

features

Log and track emails

See hubspot activity

All In One place

Schedule tasks

email templates

installing the extension

member center

CONSIDERATIONS FOR GATED CONTENT

Types of Gated Content

MEMBER CENTER

Measuring Customer Satisfaction

What to include

​Building consistency FOR COMPARISON

get member cener today

eventbritE

Simpletix

Zoom

Member center

Do not upgrade to Starter.

Start with Sales Hub Professional

Look for the discount

Member Center

LEARN HOW TO SET UP THESE FEATURES:

Get member center today

​1. find prospective members

2. sign up members

3. onboard new members

Using Hubspot forms

member center

A WHAT?

WHERE TO FIND IT

how to install it

MEMBERSHIP SYSTEM FOR HUBSPOT

Member Center

TIME MANIPULATION

COSMIC AWARENESS

SUPER HUMAN INTELLIGENCE

how to GET SET UP(for marketing super heros in training)

A MEMBERSHIP SYSTEM ​FOR HUBSPOT

RELATIONSHIPS

crms for nonprofits

Webhooks typically are used to connect two different apps.

Creating a Sense of Belonging

aKA: IDEAL MEMBER DANCE PARTY!

KNIGHTs, Dragons
and... Members

Create your characters

So how can this magical little TOOL be used for Nonprofits? Membership Cultivation.

Do you love Automation?
use it to renew
your members.

Achievable OBJECTIVES

Welcome Email

Building consistency FOR COMPARISON

1. find prospective members

how to GET SET UP
(for marketing super heros in training)

A MEMBERSHIP SYSTEM
FOR HUBSPOT

hubspot for nonprofits