Maximize your Memberships: An Exclusive Demo with

Predictive Response and Click & Pledge

The webinar will begin shortly

Introductions

Kirsten KippenIdealist Consulting

Seth GoddardPredictive Response

Karen ArrivillagaClick & Pledge

Memberships Solution Kit

• A bundle of vetted solutions designed to facilitate membership• Includes communication and payment processing for new and recurring members• Salesforce, Click & Pledge, Predictive Response, Form Assembly

Login, or Go to the mountain

Example: Members must come to your membership portal and log in to update information and make payments.

Best for: Orgs that want to give constituents full access.

Login vs. Email Approach

Email notifications, or We bring the mountain to you

Example: Member gets membership renewal requests and info by emailNo login required

Best for: Cost-conscious orgs (this is typically at least 50% cheaper than a CRM membership application in year one and ongoing fees are also lower)

Demo with Predictive Response

The challenge: Managing membership outreach campaigns for both new and renewing supporters.

The pain: The manual job of...

Running reportsUpdating campaignsEntering giftsSending renewal remindersAnd then NOT sending reminders after a renewal has come in

Introducing the Membership Kit

Click & Pledge is the nonprofit industry’s fastest growing software provider.

Predictive Response, established in October 2006, creates superior email marketing and campaign automation applications, integrated exclusively with Salesforce.com.

Scenario 1: Automatically add prospective supporters to a membership campaign.

Prospective supporter identified in Salesforce

Membership campaign automatically begins

Membership donation turns off the campaign

Scenario 2: Automatically trigger a membership renewal campaign.

Membership end date triggers renewal campaign

Renewal campaign automatically stopped after donation

Value of member determines next campaign

The Membership Kit solution: Automate...

Running reportsUpdating campaignsEntering giftsSending renewal remindersAnd turning OFF campaigns when a member makes their commitment

Your staff will spend more time interacting one-on-one with members, not with their data.

Q&A

Additional Resources

http://www.idealistconsulting.com/services/solution-kits

http://www.predictiveresponse.com/

https://clickandpledge.com/