Associations that are serious about delivering an exceptional membership experience while optimizing precious staff time turn to technology for solutions. Over the last decade, associations have invested in a variety of membership, content management, social networking and email marketing systems to help to better serve members through self-service web portals and push marketing. The next generation focuses on applied technology-how to best use all of the systems an association has to create a "digital ecosystem". Integrating various software platforms ensures that member data flows between systems to eliminate time spent by staff updating member records. Moreover, creating a digital ecosystem allows associations to go to the next level of member care by allowing the member to drive their own experience and engage in a manner that they so choose. Join Ron McGrath, CTO of HighRoad Solution, as he leads you through what leading associations can now achieve through integrated communication systems. See how organizations have elevated their membership marketing by delivering targeted communications that are automatically created, targeted and delivered based on the members' topic, time and taste preferences. Watch this entire webinar and others by Highroad U on our YouTube channel: http://shout.lt/rMNF

1. Lunch & Learn:
The Value of Integration
Thursday, September 19, 2013
12:00pm – 12:30pm ET
#asaewebinar
This complimentary webinar is brought to you by HighRoad Solution and ASAE-Endorsed Business Solutions.
Presented by:
Ronald McGrath
Chief Technology Officer, HighRoad
Solution

2. 6-part Lunch Learning Series
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Session 1: Mobile Email 101
Jan. 17
Session 2: Email Deliverability Basics
Mar. 21
Session 3: Go Social!
May 17
Session 4: Member Preference Center 101
July 18
Session 5: The Value of Integration
Sept. 19
Session 6: Member Holiday Inbox Basics
Nov. 21

3. Your Presenter
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Ron McGrath, one of the original founders
and HighRoad’s Chief Technology Officer,
specializing in bringing integrated
messaging solutions (email, mobile and
webinar) to the association/non-profit
market.
Ron has more than 18 years of experience
developing and providing cutting edge
technology solutions to various markets,
including associations and non-profits.
A serial entrepreneur and featured speaker
at conferences across the country on email
best practices, Ron is known to have a
talent for making complex technologies
accessible and compelling.
Ron McGrath
Founder and CTO

4. Today’s Content
• What is an “Integration Ecosystem”?
• Why create an “Integration Ecosystem”?
• Where do you start?
• Applied “Integration Ecosystem” Use Cases
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16. Why?
• Better member satisfaction
• Save a tremendous amount of staff time
• Save your organization money
• In the long term, grow the bottom line
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18. Where do we start?
• Most important decision you make is
choosing your AMS
• Lynchpin and hub that all other technology platforms are
built around
• Email is the delivery system for many of the
technology platforms
• Survey, Webinars, Website, & Social platforms
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19. Where do we start?
• When working with partners (vendors)
make sure integration is part of their
culture
• Work well with other partners
• Understand your business
• Understand your AMS
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21. Traditional
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22. Leveraging Segmentation
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23. Leveraging Segmentation
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24. Leveraging Segmentation
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25. Speaking at Member Level
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26. How does it work? Magic?
• Member specifies interests via member
portal
• Every week Email platform automatically
pulls list from AMS of who should receive
newsletter
• Email platform iterates through each
member record and pulls specific metadata for
that member from AMS
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27. How does it work? Magic?
• Based on metadata for member Email
platform pulls content from 8 different blogs via
the CMS platform
• Email platform constructs highly customized
newsletter and sends to individual member
• Email platform writes email analytics back to
AMS for Member Engagement Scoring
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28. How does it work? Magic?
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30. Email Analytics
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32. Communication Preferences
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33. Communication Preferences
• Make it easy for members to update their
communication preferences
• Don’t make members leave the current
experience
• All platforms should read and store
preferences in the AMS
• Member Portal, Email, CMS & Social Platforms
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34. Member Portal
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35. Email
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37. Integrated Survey
• Survey is delivered via the Email platform
• Email platform gets list for delivery from the
AMS
• Survey platform captures the following to the
AMS and Email platforms
• Members that completed the survey
• Members that have not started the survey
• Members that have started but not completed
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38. Integrated Survey
• In addition, the Survey platform captures the
to the AMS
• Survey responses
• Automated email campaigns are triggered
based on if member completed survey or not
• Tone and call the action is different based on
survey analytics
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40. Integrated Webinar
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42. Questions?
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Ron McGrath
Founder and CTO

43. Please join us for our next Lunch & Learn
session:
Member Holiday Inbox Basics
November 21, 2013
12:00 – 12:30 p.m. EST

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Thank you!
Other questions for Ron?
Contact ASAE Business Services, Inc.
Email: EndorsedSolutions@asaecenter.org
Call 202.626.2880
Tweet us at #asaewebinar