See how to automate the creation of MLS and Key memberships when a new Realtor applies
Publications allow the association to provide a subscription service that gives association members access to magazines or other print material
2 Comments - Hey Matt, you can use Publications for that and include a link to unsubscribe in the emails you send out, BUT a person would have to login to the portal to edit their email subscriptions. That might not fly for some folks. Also, the vanilla Marketing Lists in Dynamics CRM don't have all the tracking you might want like open rates, click-throughs, bounce rates, etc. For that you would want a real Email Marketing package like ClickDimensions or Convio
This time of year we get many questions about updating Membership Application Fees. Take a look through this community thread that explains where to update your App Fees for the new year
Take a moment for important tips on suspending members who did not complete cycle 6 Code of Ethics training
There are several steps you should take, such as creating new Products, updating Membership Application Fees, and more to update your RAMCO system for a new year
There is now an updated version of this video. The new version shows how to add a check into your workflow so the reminder will not go to someone who has cancelled their registration
Membership Application Fees are used to define 3 important parts of the membership application process. The Product field on the fee defines the cost of applying for the selected membership. The Dues Option field on the fee defines the cost of first year dues to applicants for the selected membership. Finally, the fields in the Membership Expiration Settings section define how the expiration date of the membership will be automatically set
Welcome to 2020! One of the most popular questions we receive at this time of the year is for assistance with setting up application fees for the new year
Want to see how to automate email reminders for upcoming classes?
Orders in RAMCO AMS are those items for which you would like to receive payment, but your member may not have yet agreed to the charges
2 Comments - Notes added on simple flow. As of 10/28/2015 the status of "Invoiced" is not used...Is it possible to see a flowchart for the life cycle of an order?
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