Maintaining up-to-date organization records is crucial for accurate reporting and effective engagement. With Engagifii’s "Last Updated Report" for…
Manage Groups of People
Effortlessly organize and engage with your members, committees, and stakeholders using Engagifii's advanced group management tools. Whether for…
Report and Manage Outdated People Records
Maintaining accurate and up-to-date information about your members, stakeholders, and contacts is crucial for effective communication and decision-making.…
Track Interactions with Organizations
In the world of associations, it’s important to manage relationships not only with individuals but also with organizations, whether they’re members or…
Track Interactions with People
Keeping a detailed record of your interactions with both members and non-members is essential for maintaining strong relationships and ensuring that…
Track Positions that a Person Holds
In any organization, understanding the various roles an individual plays is crucial for managing responsibilities and workflows. Engagifii’s position…
Track a Person's Position History
Want to keep a detailed record of someone's career journey within your association or organization? Our position history feature allows you to do just…
Track a Person's Terms in Office
For many associations, keeping track of elected and appointed officials' terms is more than just internal record-keeping—it’s about serving as the go-to…
Customize Organization Records
Need a system that fits your specific needs when it comes to managing organizations like businesses or government agencies? With our customization…
Customize Person Records
Ever wish you could have complete control over how you manage and display information about people in your CRM? With our customization options, you can…
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
Map General Ledger Accounts to Your Classes
Managing finances for educational or training classes is crucial, and now you can streamline this process by mapping General Ledger (G/L) accounts…
Accounting Transaction Line Item Export
Managing financial data requires efficiency and clarity. The Accounting Transaction Line Item Export capability empowers users to generate detailed…
Map General Ledger Accounts to Your Event Items
Effortlessly associate event items with your General Ledger (G/L) accounts, ensuring your revenue is tracked accurately and mapped to the appropriate…
View Accounting Metrics - Buyers
An Engagifii buyer can be an individual person or can be an organization whose representative makes a purchase or registration. Buyers always have…
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
Offer On-Demand Class
Your members expect you to offer options for online learning including live webinars, recorded webinars, and recorded classes. Making your course content…
Integrate TalentLMS
Technology has made it possible for members to access their association's continuous education courses anytime and from anywhere. Learning Management…
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
Generate Name Badges for Events
Effortlessly Create and Print Custom Name Badges for Your Event Engagifii makes it easy to generate professional name badges for your event participants.…
Seamless Exhibitor Management for Your Events
Effortlessly manage exhibitor registrations and booth assignments with Engagifii’s advanced exhibitor management capabilities. Whether you're coordinating…
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…
Web Portal
Publish Class Updates via the Web
Having trouble keeping everyone up-to-date with your association’s classes? Make sure your members and potential participants always know what’s coming up…
Publish Event Updates via the Web
Do you struggle to keep your website up-to-date with all the various events your association is conducting? Ensure your members – as well as companies…
Publish Legislation Updates via the Web
If you're tracking and analyzing legislation that's relevant to your members and other stakeholders, make it easy for them to track those bills right…
Legislation
Track State Legislation
For associations and other organizations (like lobbyists or state agencies) that need to keep a close eye on state bills, Engagifii’s legislation tracking…
Mobile App
Mobile App: Events on the Go
Stay connected with all upcoming events organized by your association using Engagifii’s mobile app. Whether you're looking for workshops, conferences, or…
Mobile App: Legislation Tracking on the Go
Track Legislative Activity on the Go
Mobile App: Directories on the Go
Access Important People and Organization Information on Your Mobile App
