Relationships

Approve Field Changes on Organizations

Ensure that updates to your member information are both timely AND accurate to ensure high quality association data. As members make changes in Engagifii…

Manage Role-Based Permissions

Provide your users with the access and capabilities they need for their day-to-day tasks while restricting them from features they don’t need. Users are…

Deactivate/Delete Organization

Ensure that updates to your information about organizations are both timely AND accurate to ensure high quality association data. Staff members can…

Add/Deactivate Person

Ensure that updates to your member information are both timely AND accurate to ensure high quality association data. Members in the field are often the…

Approve Field Changes on People

Ensure that updates to your member information are both timely AND accurate to ensure high quality association data. As members make changes in Engagifii…

Communication

Integrate Mailchimp

Engagifii's Mailchimp integration feature game-changer for email marketing. It automatically syncs your member data from Engagifii to Mailchimp, creating…

Integrate Constant Contact

Engagifii's Constant Contact integration feature game-changer for email marketing. It automatically syncs your member data from Engagifii to Mailchimp,…

Revenue

Generate Aged Receivables and Credits (ATB) Report

The Aged Trial Balance (ATB) report gives you a full accounting of what your association is owed, whether by individuals or by organizational buyers like…

Accreditation

Generate Transcripts

Association classes are often planned and offered to assist members with the continuing education credits needed to maintain a license or certification.…

Grant Course Credit

Efficiently and accurately grant credit to members for completing courses offered by your association. As courses are completed, designated (permissioned)…

Track Award/Certification Status

Keep track of member progress toward earning awards and certifications while providing full visibility to credits earned and awards granted to your…

Register for Awards/Certifications

Make registration simple and straightforward for users who sign-up to earn your awards. Registration workflows are defined in steps, enabling you to…

Setup Awards/Certifications

Establish your awards and/or certifications that people in Engagifii can earn, including setting the criteria that cause the awards to be automatically…

Events

Manage Event Pricing and Discounts

Incent or reward particular groups of people with special pricing options for your events. Engagifii lets you define pricing options right at the start of…

Set Up an Event for Registration

Engagifii acts as your collaborative tool for defining, documenting and then setting up your events. Working with your team, you can plan out and record…

Setup Alternative Registration Packages

Your events likely cater to a wide variety of audiences beyond your core membership. Provide options for attending for a subset of the days, or for…

Manage Member Registration Workflows

Make registration simple and straightforward for users, even for the most complex, multi-day events. You configure the steps your members will take in…

Cancel an Event Registration

Give your members advance visibility to your events and long lead times to register with the assurance that cancellations due to unforeseen circumstances…

Modify an Event Registration

Engagifii enables associations to provide great flexibility in registering for events, and the same flexibility is reflected in the options for modifying…