Because It's All About Your Members

Portal For Members

A Customized & Branded Member Portal Built For You

We combine the power of Salesforce with a chapter-specific member portal for your association. The Portal will be packed with features to help your members make the most of their membership experience.

How It Works

The Power of Salesforce
with a Member Portal

Member Portal Features

Helping Your Members Make the
Most Out of their Experience

A customized Portal for members, catered to their exact needs and permissions so they only see the information most relevant to them. All the features connect seamlessly with Salesforce, keeping your data in one centralized place.

Comprehensive Rosters & Directories

Connect with other members, engage with alumni, send invites to the Portal, and more, all within custom permissions so members only see the contact information the org wants them to access.

Recruitment

Create and track potential new members and report them as official new members, making the recruitment process easy to manage.

Roles

View all officers in a member’s group and organization, giving the ability to connect with group leadership or reach out to alumni volunteers.

Profile Accuracy

Members can update their own profiles and information in the Portal, helping your data remain accurately reflected in Salesforce.

Prompts

Ensure data is up-to-date by requiring members to complete certain information before they can access other features. Users must address the prompts before they can proceed.

Status Updater

Change members from one status to another inside of a group or chapter, keeping all of your organization’s statuses current. You can control which users have permission to change or view statuses.

Track Activity

Track, view, and update engagement in member activities, such as service hours, philanthropy, event attendance, and meals.

Forms

Add forms to your Portal to acquire and track information from members, which automatically creates a record on Salesforce.

Portal Solutions

The Portal is the primary online site for your organization’s members, donors, volunteers, and other constituents. Members can search for fellow members, view exclusive member benefits and opportunities, see their giving history, manage their chapters, and more.

Contact Directory

The Contact Directory allows users to search for other contacts within the organization, such as members, volunteers, donors, and more.

Role Directory

The Role Directory allows users to browse the group role holders within the organization.

Other Features

The Portal is packed with other features, allowing members to track their activity such as service hours, complete forms, and access a contact directory. See the video above to learn more about the Portal.

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