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First for associations & membership organizations

Build association apps around member records, renewal enquiries, chapter events and committee requests.

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What you can build

From member request to recorded follow-up

Renewal and event interactions are separated from the member record.

  • Membership renewal follow-up
    Member reference
    MEM-091
    Renewal date
    30 November
    Follow-up
    Due this week

    Membership renewal follow-up.

    Keep renewal enquiries, open requirements and member follow-ups connected.

  • Community membership manager
    Chapter
    West region
    Membership
    Individual
    Status
    Active

    Community membership manager.

    Keep member records, renewal periods and event requests in one place.

  • Event landing page
    Event
    Chapter breakfast
    Capacity
    40
    Registration
    Open

    Event landing page.

    Build an event page that makes sessions, capacity and the registration path clear.

Follow one member through the handoff.

Alder Association · Membership is a fictional example. Follow Member follow-up MEM-024 through the decisions and exception that the team needs to resolve.

Alder Association · MembershipMember follow-up MEM-024

Member: Fictional M-024

Member
Fictional M-024
Period
Example annual cycle

Current stage · Membership administrator

Administrator records a renewal inquiry

Administrator records a renewal inquiry.

From idea to live

Describe it. Refine it. Publish it.

Start with one workflow, such as membership renewal follow-up. Describe what you need, refine the app and review it before sharing it with your team.

  • Build an app for membership renewal follow-up.

    Member follow-up MEM-024
    Member
    Fictional M-024
    Period
    Example annual cycle

    Describe the app you need.

    Start with one workflow, such as membership renewal follow-up. Describe the record and what your team needs to track.

  • Add a field for enquiry.

    Member follow-up MEM-024
    Enquiry
    Renewal status
    Administrator check
    Information outstanding

    Refine it around your team.

    Ask for the fields and views people need for the next handoff.

  • Member follow-up MEM-024
    Next action
    Member response
    Renewal
    Not processed by example
    Handled by
    Membership administrator

    Review, then publish.

    Try the workflow in preview and check who needs access. Publish when you’re ready to share it.

Workflows for associations & membership organizations

Start with one workflow. Each page gives you a relevant example and a starting brief you can adapt.

Make this workflow yours.

Start with renewal follow-up or an event request. Payments, bulk messages and eligibility decisions require their own reviewed workflow.

Questions about building for associations & membership organizations

Build an app for associations & membership organizations.

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