Whether your membership is international or you simply host international guests at your events you can use Membee functionality to help keep your data clean. Use phone and postal code masks to set at the Country level to maintain data consistency in your records. The Country is where phone and Zip/Postal code masks are set. Masks are created using a series of numerals or characters and are applied to the data entered in Membee records. For example, you can set the phone mask as: 99999-99999 = 12345-67890 99999-AAAAA = 12345-abcde ?????-????? = 341A3-45AAA If the mask field is left blank... Continue reading

Even if you aren’t connected to a payment gateway your members can still register for your Events online and can receive their invoices for the events via email. Or perhaps you have events where you choose to let the registrant request an invoice rather than paying immediately by credit card. Membee can handle that as well. When a member registers for an event and chooses "Invoice Me Later" as their payment type the invoice is created and sent as the registration is accepted (automatically or by you). Membee: Posts an invoice Sends an E-bill Writes a note to the member's... Continue reading

We love to share client success stories so that everyone in the Membee hive can benefit from all those great ideas. We recently spoke to The Greater Vancouver Home Builders' Association (GVHBA) who represent the residential construction industry in the Greater Vancouver Area in British Columbia, Canada. We were impressed with changes they made to their web pages to more effectively use their Membee Directory and to extend its search capabilities. We spoke to Renée Auer, Director of Membership & Sales, Staff Liaison for Membership Committees. Why GVHBA Made Changes Renée tells us that, after a year of using the... Continue reading

Hands off those event registrations! Membee will save you precious time by automating event registrations and accepting new memberships or profile updates. You choose what you want to automate and who will have access. Let Membee Do the Work For You… All data will be assigned to existing records if a match is found. New records will automatically be created if no match is found. Organizations, people and employees will be assigned to existing records if the email address and name are found in your data. If no match is found a record will be created. Automate processes for Event... Continue reading

One of our New Year’s resolutions was to help our users by making the process of accepting online registrations, new memberships or online profile updates easier and faster. A soon to be released enhancement to the Service Centre accomplishes that goal. The process of viewing and accepting information entered by your members online (or “resolving” the records) is done in the Service Centre Updates area. We have been working behind the scenes to enhance the Service Centre by: Making Membee smarter about how it finds matching records in your data Re-organizing the pages Creating better workflows Adding settings to let... Continue reading

Today’s blog again features an idea from one of our new clients, the Rocky Mountain Bead Society (RMBS). We’re so impressed! Not only did these busy bees have all of their events on their site within 7 days of launching Membee, they also came up with a great idea to help their members more easily find and register for those events. RMBS is a social, education and industry group to help people interested in bead study and beading techniques. We spoke to Laurel Mueller, President of Rocky Mountain Bead Society to find out how things were going for them. She... Continue reading

In today’s blog we are featuring one of our brand new clients, the Arts Education Partnership, who are using the Membee “Deliver These Instructions to the Purchaser” events functionality to make promoting the arts easier and faster. The mission of Arts Education Partnership is to secure a high-quality arts education for every young person in America. They are a hub for critical information and communication about current and emerging arts education policies, issues, and activities at the national, state, and local levels. Their online publications store sells publications in hard-copy and PDF format. Cristine Davis, AEP Program Associate tells us... Continue reading

Increase registration rates at your big event by re-inviting people who haven’t registered yet. Use the Participation / Non-Participation report to quickly find out who is not coming to your event and then use that information to send an email or a flyer out to them. Watch this quick movie which will walk you through the very easy steps! You’ll be looking for people in specific groups (like your members or a particular members status) who haven’t responded to your initial invites. Just use the filters on the report to generate a list. Once you have the list you can... Continue reading

Membee users tell us all the time that they love to see how others are putting Membee to work and we love sharing those stories. Why not take some time and “Pay It Forward” by sharing your successes with other Membee users? You can be each other’s best resource. Our clients cover a broad spectrum of fields including professional associations, personal membership organizations, chambers of commerce, and just about any other kind of association out there. Among our clients are associations in fields like engineering, health, accounting, tourism, banking, and building and construction to name just a few. We think... Continue reading

As busy as we have been during the past year we don’t expect the pace to slow up for 2013! Here’s a quick look at some of the changes just on the horizon. Service Centre Updates: Watch for significant changes to Resolution tasks. We are going to make resolution easier and more intuitive by: Automated Resolution The biggest change to the Event Registration, Profile Updates, and New Member acceptance and resolution process –- you won’t have to resolve anything if you don’t want to. Settings in the system will allow you to set defaults so that the system can automatically... Continue reading

We’ll be taking a few days next week to hibernate and enjoy time with family and friends and we sincerely hope that you have an opportunity to do the same. Please note our 2012 holiday season hours of operation: Monday, December 24, 2012 – Closed Tuesday, December 25, 2012 – Closed Wednesday, December 26, 2012 – Closed Thursday, December 27, 2012 – 8:00 to 5:00 MT Friday, December 28, 2012 – 8:00 to 3:00 MT Monday, December 31, 2012 – 8:00 to 5:00 MT Tuesday, January 1, 2013 – Closed Wednesday, January 2, 2013 – Back to regular business hours... Continue reading

The Ontario Membee User Group has just completed another successful and positive meeting. This self-run group meets twice each year in the spring and the fall to compare notes and share best practices with each other. They attend training and workshop sessions which are sometimes taught by Membee staff and sometimes by members of the user group itself. In one of this fall’s most productive sessions attendees formed into working groups organized by job function. Some members of the group took on a leadership role and they walked their peers through hands on, interactive sessions. At the end of these... Continue reading

It is easy to customize the online display of events in Membee. Simply check a few checkboxes or click and drag sections in the Event Layout and Display Tab. Customize layouts on an event by event basis based on the type of event. Layouts for your annual golf tournament or dinner can be entirely different than for your networking, education or store / donation events. See the Changes in Action Watch this short video to see how the changes work in action. Events Layout and Design in Action–6 min. Change section titles to suit you and your events Move sections... Continue reading

We are thrilled to announce that the update to events is coming Monday! No more sneak peeks at things you will be able to do – now you can do them! We have put together an article that will walk you through some of the changes and provide links to new documentation about how to set up your events to take advantage of the enhancements. The article contains: Frequently Asked Questions Links to Instructions Highlights of some of the new features Click here Events Update Coming Monday November 5! (Remember to have your username and password ready to access all... Continue reading

They say that a picture is worth 1000 words. Use the image carousel in your Membee events and save yourself thousands of words. Adding images will spark up your event registration page and get your members excited about attending your events. Check it Out If an image is great then we think you’ll enjoy our little movie that shows you exactly how the image carousel looks in a Membee generated event. Spend a minute checking this out! Use An Image Carousel To… You can use the carousel to add images for all kinds of reasons: Post pictures of the presenters... Continue reading

Let your members do your event marketing for you. The events module provides super easy ways for your members to tell all of their friends about your events with the click of their mouse. Simple tools let your members set up handy reminders for themselves and add the appointment to their calendar to cut down on the number of no shows to your events. Sharing Events Your event attendees can simply click on a button as they register to share information about the event on their Facebook page, or on Twitter or Linked in. An email button opens their email... Continue reading

A more intuitive and easy to use event registration form is one of the many changes you will see when the new Membee Events Module is released this fall. We have made some significant changes to the layout and function of the form. Some of the highlights are: A flatter – cleaner design including a section just for Registration. Everything shows up on one page with expanding and collapsing sections based on purchaser choices. The ability to add an image to a ticket item – Show your purchasers what they are purchasing. Add a picture of the T-shirt they will... Continue reading

Did you know that you can use Membee’s Event Feed, Directory Special Offers, Sponsored Listing, and Featured Listing Feeds or the New Member Feed on Facebook to save you time and create referrals for your members? The feeds instantly and automatically update lists on Facebook when you make changes in Membee and they are really easy to set up. What is a Feed? It is a list pulled from your Membee data to display online. For example, an Events Feed builds a list of your upcoming events that is always up to date without you having to maintain the list.... Continue reading

As part of the upcoming updates to the Membee Events module, many changes are being made to the online events display and we wanted to give you a little "sneek peek". The new display is cleaner, easier to use and more modern and gives you much more control over the online event layout and display. As part of the upgrade you will be able to choose between a 600px or 930px layout on an event by event basis. This makes it easy to choose the best display width to suit your website templates. 600 Pixel Layout 930 Pixel Layout You... Continue reading

Membee announced today support for the most popular online payment processor, PayPal’s Website Payment Standard gateway. Setting up the Standard PayPal account can be done in a matter of minutes. This is In addition to PayFlow Link, which has always been a supported Payment Gateway in Membee. We expect to add the Standard PayPal account to the list of supported payment gateways with our next software update. Watch our Release Notes for the announcement! You will need a Business or Premier account and that enables you to become a merchant for whom PayPal collects money from buyers for goods or... Continue reading

Ever want to know who attends the most events or who doesn’t come out at all? The new Participation and Non-Participation Report can tell you really quickly. The report can also tell you who participates in your committees and groups. Use Participation Reports to: Gauge Participation: the likelihood of a member renewing is much greater if they are engaged. Encourage Dues Payment: If the members are participating often, run the participation report to illustrate the value that they get from being members. See Who Attends Events Regularly: Find out who your frequent flyers are by running the participation reports across... Continue reading

To make it easier for your members to donate to your organization’s scholarship fund or to collect funds for your Political Action Committee, Membee events will soon accept registrations for variable amount items. This means that you can accept donations of amounts determined by your members at the time they are making their contributions online. We saw a great example of how you can handle collection of donations on your website. The New York Health Information Management Association (otherwise known as NYHIMA) set up a page on their website called “Donate” where they plan to enter information about the various... Continue reading

We are BEEsily working on enhancing our events module and you will see changes to Events being rolled out in phases over the coming months. The first phase of events enhancements is slated for release early this fall. We are starting where the events start with the internal administrative setup and we plan on making the job of the Event Administrator a snap. Be prepared for a lengthy blog post because we are excited to announce a long list of improvements. Event Level Settings At the Event Level settings you will see quite a few changes. The familiar settings are... Continue reading

Now Membee can say “Qui”! Member facing pages like Profile Update, New Member Profile, and Directories can display labels in French. A new setting in Membee gives you the option to choose a Primary language (English or French) and a Secondary language (English or French) to allow your members a choice to view the pages in whichever language they choose simply by clicking on a link at the top of the page. Setting a secondary language prompts Membee to check the member’s computer configuration. If the regional settings on the computer are set to “French” as the primary language, then... Continue reading

One of our newest clients is also one of the first to implement Membee’s new WordPress plug in on their site. The Professional Association for Customer Engagement or PACE (formerly the American Teleservices Association) are an organization whose members are companies with inbound or outbound contact centers, users of Teleservices, trainers, consultants, and equipment suppliers who initiate, facilitate, and generate telephone, Internet, and e-mail sales, chat service, and support. PACE recently developed a new WordPress website and are using Membee’s Integrated Login to handle access to their member’s only site pages. We spoke to Tom Deeter who was responsible for... Continue reading