We have a client http://www.treadlighly.org which is non-profit. They need the ability to track memberships etc. I have a list of what they need below and wanted to see if the following modules would handle this. I think some custom coding will be needed
Here are their “need to haves” I believe we can get most of the functionality with the modules above, but would like your help
Oops it didnt keep my structure for the bullet points. Kind of looks messy let me repost
store & manage data for all constituents (31,000) in one place
differentiate between different categories of constituents
members – individual, retailer, club, etc.
• current vs. lapsed – This means active subscribers vs expired
• giving history – membership integration with fundraising???
• expiration date – membership
• how long they’ve been a member – membership?
• other relevant information
• receive newsletter & general fundraising pushes – these are users that have requested info..but probably need to be created as users so they can upsell them
• push to convert to paying members – Related to above
• different contacts for one corp in one place – Be able to view all members belonging to a group/taxonomy/category
• keep track of proposals they’ve received – not 100% sure what this is
• total $ donated – how much they have donated through fundraisers or purchases
• notes – notes about corporation
targeted fundraising efforts
o easily generate targeted emails & mailings – Fundraising plugin
o track results of each fundraising campaign – Fundraising plugin, associate with users too??
targeted communication efforts
o easily generate emails & mailings – Newsletter?
o i.e. activity-specific newsletter – how many people opened a newsletter and possibly converted into a member?
o campaign effectiveness – dont’t think there are any reports worpdpress can run
o individual donations & giving history
o member retention rates
o current members numbers by category
o donor fills out form – automatically entered into database & thank you email is automatically generated
o somebody emails us with a question or orders something from the store – into database
o automatically pull in members, donations, member renewals
course registration & payment & reporting
simple integration with accounting
auto renewal option
payment by check – online
let people update their own information (like their email or mailing address) online & access their welcome letter
o People who make store purchases entered into database
o Membership discount