Questions and Answers
What are the main management components of membership benefits?
Access to resources, events, discounts, and special offers.
How can organizations use customizable discount codes?
To attract new members and retain existing ones.
What options do members have regarding their visibility in the member directory?
Members can opt-in or opt-out and customize their profile visibility.
How does Mailchimp integrate with member events?
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What details are manually recorded by the SGMF team for offline events?
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What information is required to manage corporate members?
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What type of reports can be exported in CSV format for membership management?
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What are the characteristics of a member-only event registration process?
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What information is collected for potential members?
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What does the membership management include regarding invoices?
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Study Notes
Integrate Reporting and Analytics
- Google Analytics and other reporting tools will provide insights into membership data, financial metrics, and website performance.
Expected Outcomes
- Modern and responsive website design aims to improve user experience and increase member satisfaction.
- Implementation of a robust Content Management System (CMS) will facilitate efficient content management.
- Enhanced member area features are designed to boost engagement, satisfaction, and retention rates.
- Automation in membership management and invoicing intends to streamline administrative workload.
- Integrated reporting tools will support data-driven decision-making for better strategic planning.
Functional Requirements
- The website design will utilize templates chosen by the client and reference URLs from Analytix.
- An easy-to-use CMS will enable efficient updates and content edits.
- Development will incorporate HTML5 and CSS3, improving search engine performance.
- Compatibility is prioritized for optimal operation across PCs, tablets, and mobile devices.
- Social media links will be incorporated into the website for better engagement.
- Administrators will have the capability to manage content updates and images freely.
- Google Analytics integration will track site performance effectively.
- CMS pages will feature meta keywords and descriptions for improved visibility.
Modules
- Website structure includes a Front Site, Members Area with Dashboard, and SGMF Admin Dashboard.
Application User Roles
- Defined roles include SGMF Admin, Members Admin, Secondary Members, NGO Members, Student Members, and Shop Users.
CMS Pages
- Home Page will include sections like Brand Proposition, SGMF Summary, scrolling Statistics, Video Tiles, Social Media Display, Member Testimonials, Newsletter Signup, and Chat Bot functionality.
- About Us will cover SGMF history, Secretariat information, and operational procedures.
- Our Work will detail current projects and member benefits.
- Members section will list current members with backlinks to their websites.
- Resources will provide access to free downloadable content.
- News will feature the latest publications, industry news, and member updates.
- Events will display a calendar and relevant links.
- Contact Us section will include submission forms and contact details.
Resources Library Access
- Members can download a wide range of publications.
- Non-Members can view purchased publications only, without download capabilities.
- Free Resources available for public download.
- Student Members can view but not download publications unless purchased.
Reporting
- Access to reporting tools for analyzing membership data, financial metrics, and site performance is included.
- Integration with third-party systems will enhance functionality.
Membership Management
- Capability to manage multiple membership types, including organizational and student memberships.
- Students can obtain free memberships with a separate registration process.
- Certain memberships require self-declaration forms during the renewal process.
- Membership profiles can be customized, including tags, statuses, and roles.
- Automated reminders for overdue invoices will ensure routine follow-up.
Membership Dashboard
- Centralized area for modifying profile details and sending invites for account creation.
- Features access to resources, publications, news updates, and events.
- Alerts will notify members regarding renewals and other important actions.
- Online courses and training resources will enhance member education.
Benefits and Discounts
- Management of benefits includes access to events, resources, and discounts.
- Customizable discount codes will help attract and retain members.
Member Directory
- A directory will list members with their contact information, allowing search and filter options.
- Members can choose their visibility and profile settings.
Events and Registrations
- Integration with Mailchimp for communications.
- Event management will allow registrations and attendance tracking.
- Discounted registration fees will be available to members.
Exports/Reports Requirements
- Membership Management will include thorough exportable data such as members' names, addresses, renewal dates, invoices, and engagement metrics.
- Records for potential members and accounts will ensure comprehensive tracking and reporting.
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Description
This quiz explores the integration of Google Analytics and other reporting tools to enhance insights into membership data and financial metrics. Participants will learn how a modern website design can improve user experience and content management efficiency. Test your knowledge on these essential analytics concepts.
