The benefits
One connected system instead of silos
Automation
Workflows automate routine, data-heavy staff tasks.
Connectivity
No silos. One all-in-one system gives members a seamless experience.
Live data
Real-time data ends the constant cycle of manual website edits.
Productivity
Coordinating these systems together boosts operational efficiency.
How it works
Orchestrating WordPress plugins into one platform
The platform builds on WordPress's large plugin ecosystem to power memberships, communities, educational programs and courses, form submissions, workflows, ecommerce, email marketing and credentialing. We connect and coordinate these systems so members get a personalized, all-in-one experience, and the association can run a wide variety of programs.
The platform coordinates plugins to collect form data, process payments, track course completion and exams, manage groups, generate dynamic data displays, produce member directories, and much more.
Executive dashboard: members, revenue and activity at a glance
Streamlined programs
More than membership: run your programs
Build and run memberships, awards, grants, scholarships, fellowships, certifications, committees and more, with:
Data integrity. Every data record is traceable, editable and automated.
Workflow. Staff workflows with review steps, feedback loops, approvals and notifications.
Personalization. Guide members through each program's steps from a personalized dashboard.
Step-by-step program workflow for members
Staff workflow inbox
Component capabilities
What the platform includes
WordPress becomes your AMS
No separate AMS to buy, sync or maintain. Memberships, auto-renewals, renewal emails, committees, reporting and member records all live in WordPress, so every page, form and workflow uses the same up-to-date data.
Member dashboards
A personalized self-service starting point for renewal reminders, ID cards, course recommendations, and timely messages or advertising.
Membership directories
Filterable directories that join membership status with profiles. Members control what's visible and can connect with each other, plus listings for mentoring or certified members.
User profiles
Custom profile fields and taxonomies, webcam photo capture, and reminders that prompt members to keep their profiles current.
Membership renewal journey
A real retention strategy: profile data in your email marketing, audience segmentation, and dynamic content and rules for each renewal situation.
Programs with workflows
Awards, grants, scholarships, committees and more, broken into configurable steps that staff manage through workflow inboxes.
Certifications & credentialing
Fees, applications, approvals, exams, surveys, renewals, ID cards and automated data sharing, all on your website and without manual processing.
SSO integration
One industry-standard login for the website and connected platforms, with optional multi-factor and social login. It reduces support costs and centralizes control.
Ecommerce with member discounts
Standard and member-only pricing by product or category, based on membership type and level, including bulk discounts.
Communities
Notifications, private messaging, discussions and groups. We can integrate an existing platform like Higher Logic or migrate it to BuddyBoss.
Learning
A filterable course catalog, connected to purchasing, with credits, credit types, certificates and transcripts, using a third-party LMS or LearnDash.
Content access control
A content taxonomy with access rules by membership or activity type, personalizing each member's experience to their career path.
Member dashboard
Membership directory
Community groups