The Membership module is the heart of the system, allowing you to manage organizations, people, communications, contracts, surveys, and more. Keeping your data accurate and up-to-date ensures smooth operations, effective communication, and actionable insights.
Organizations
Organizations are the backbone of this system.
- Why: The organization’s name, number, abbreviation, address, and contact details are used for finding members, ordering lists, reporting, mailings, and more.
- Tip: If any organization details change, update them here first to ensure all downstream data is accurate.
Employers
Employers are linked to memberships and employment data, payment file imports, and other processes.
- Tip: Keep employer records current to maintain accurate employment and payment information.
Worksites
Track where your members work, whether centralized or spread out across locations.
- Tip: Up-to-date worksite data ensures accurate reporting, communications, and event planning.
Contracts
A contract, or CBA, is a written agreement between an employer and their employees detailing terms and benefits.
- Why: Keeping contracts current ensures employment data, grievance tracking, and disciplinary records are accurate.
Vitals
Analyze current statistics to check the pulse of your organization.
- Why: Accurate data enables informed decisions. Scrutinize trends and make necessary adjustments.
Communicate
Distribution Lists
Organize members into lists for targeted communications.
Communications
Send email, SMS messages, and surveys to groups within your organization and track engagement in real time.
Survey Builder
Gather opinions and feedback from your membership.
- Features: Secure, anonymous if desired, flexible, and real-time results.
- Important Note: Not intended for official Country votes or elections; does not meet NLRB or DOL requirements.
Email Templates
Create reusable templates to standardize the look and feel of your emails.
- Saves time and ensures consistency across communications.
Labels & Envelopes
Print mailing labels or envelopes for newsletters, invitations, or mass mailings.
Letters
Letters allow you to create professional, personalized communications for your members. You can use Letter Templates to insert dynamic data, such as member names or addresses, making it easy to generate single letters or large batches while retaining formatting and style.
Letter Templates
Personalize form letters using Microsoft Word templates with placeholders for dynamic content.
- Can be used for single letters or bulk batches.
- Supports formatting, conditional content, images, barcodes, and repeating data.
Connect
Roster
The lifeblood of your organization. Manage your people data, which drives communications, payments, surveys, events, and more.
Bulk Updates
Perform batch updates to keep data accurate and consistent.
Merge Duplicates
Combine duplicate records to maintain accurate counts and clean data.
Missing Data
Analyze your data to identify gaps. Aim to maximize the "% Present" for key fields.
Personnel File Uploads
Upload personnel data files to update multiple records efficiently.
Roster Directory
View and manage your active membership directory.
Officer Directory
Quickly access active officers and their contact information.
Events
Manage and organize your organization’s events.
- Events: Central location for creating and managing all organizational events.
- Instances: Each occurrence of an event needs an instance. Provide details and locations; once “Published,” registration can begin.
- Locations: Track where events will be held, whether centralized or spread across multiple locations.
Summary
The Membership module is the hub for managing your organization’s data, people, communications, and contracts. Keeping all records up-to-date ensures your organization runs smoothly, members remain engaged, and reports are accurate.
? Tip: Regularly review each section—Organizations, Employers, Worksites, Contracts, Vitals, Communications, Surveys, Letters, and Roster data—to maintain a healthy, actionable membership database.