In associations, data is more than just information—it’s operational power. But too often, that power is scattered across spreadsheets, outdated systems, or siloed tools that don’t talk to each other. The result can be an association staff overwhelmed by duplication, access confusion, and manual updates. Or worse, members confused by disjointed experiences.
What if you could manage every person, every organization, every role, and every touchpoint—all in one structured, flexible system? With Engagifii’s Relationships module, you can. This isn't just about storing contacts. It's about activating them.
The Problem with Unstructured Member Data
Many organizations face significant operational challenges due to fragmented and duplicate member data—a problem that extends well beyond mere inconvenience. According to Gartner, poor data quality costs enterprises an average of $12.9 million annually, highlighting the financial burden of inefficient systems. In sectors without formal data governance, such as associations, duplicate record rates ranging from 10% to 30% are common, severely impacting efficiency and decision-making.
Let’s be honest, most associations have encountered these problems:
You search for a member and find five duplicate records
Someone was added as a registrant but never tied to an organization
A board member was granted admin access they shouldn’t have
You have no idea who still owes what for event fees
I had an executive director tell me recently that, any time he wants a member's phone number, he has to get it from his database admin, because his own access is too confused and fractured. These issues don’t just cause delays—they erode staff productivity, hinder member trust, and limit your ability to act strategically. That’s exactly why structured database management is no longer optional—it's essential.
One Profile. Full History. No Duplicates.
Engagifii brings structure to your people and organizational data—without complexity.
See the entire relationship history for a person or org: classes attended, open invoices, committees served, messages received
Keep contacts segmented by person type, department, position, and term
Easily map org structures, parent-child affiliations, and board-level hierarchies
No more tracking info across spreadsheets or email threads—Engagifii turns data into strategy.
Set the Right Access With Clarity and Control
Managing access to sensitive data or modules doesn’t need to feel like walking a tightrope.
Engagifii’s role-based access system lets you:
Control what people can see or do in the platform with precision
Configure roles by persona, module, or user type
Let members “Manage Me” (edit only their info) while staff access broad datasets
Prevent errors by limiting financial, legislative, or admin permissions
Example: A school board member can see their org, register for events, and access tracked bills—but not view internal staff notes or budgets.
Segment People Into Dynamic Groups
Need to message all elected members in District 5? Want to invite only the Steering Committee members to a training? Engagifii makes this easy.
To build smart, auto-updating groups—ideal for communications, advocacy, event invitations, and committee assignments use attributes like:
Person Types: Group contacts by member, staff, public, etc.
Tags: Label contacts (e.g., “District 3”) for smarter targeting.
Positions & Departments: Segment by job roles or teams.
Terms: Organize people based on active elected/appointed terms.
Organization Types: Target school boards, vendors, agencies, etc.
Targeted Outreach: Use groups to drive more relevant engagement.
Example: When a new member is added with their region set to “District 5”, they’re automatically
included in the right group for easy reporting and communications.
Don’t Just Manage Data; Activate It
At Engagifii, we believe your association deserves more than a digital filing cabinet. The Relationships module is built to help you:
Eliminate duplication and guesswork. It's really hard to create a duplicate in Engagifii
Empower members through controlled access
Enable smarter engagement through segmentation
Unlock insights across every function
If you're ready to shift from messy data to meaningful connections, this is the toolkit you've been waiting for.
Want to See It in Action?
Join us for our upcoming August webinar:
Manage People, Access, Organizations, and Engagements in One Place with Engagifii
You’ll get a live walkthrough of how Engagifii’s Relationship module helps associations:
Track engagement across systems
Assign accurate permissions
Understand the full picture of every member
