Association for Geographic information

Joomla CRM integration to facilitate the management of member data.

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The Association for Geographic Information (AGI) brings together a community of members who use or benefit from geographical information. Individual and organisation members can access resources, attend events and benefit from a network of expertise and thought leadership.

The Objectives

The AGI wanted to offer a more interactive online experience to their members, enabling them to further reap the benefits of membership, and also to make administration by the AGI team more automated and within a single system.

The Technical Part

The website was built using the latest version of the Joomla Content Management System (CMS) and was integrated with CiviCRM to provide Constituent Relationship Management (CRM) functionality. The existing membership database and website content was migrated into the new system.

All types of members can now sign up and renew their memberships online as well as manage their account details when logged into the website. They can sign up to Special Interest Groups which enables them to receive tailored news from the AGI both in email bulletins, and in a “My News” section of the website when logged in.

These features utilise the Joomla access control functionality, enabling the setup of custom user groups and the assignment of different members to these groups based on their Special Interest Group selections. This access control was synced with CiviCRM via a plugin and customised for the AGI’s specific requirements and to match their own Special Interest Groups. Administrators can then also pull off reports based on these groups of users.

Event management and Sage software integration

Events are an important element of what the AGI does, and through CiviCRM administrators can promote and manage event bookings as well as apply different price sets for specific events. All the details about the events, including a location map and any desired custom fields, and a full event listings feature are available in the front end.

Users can book online and records of event attendance are attached to members’ accounts within CiviCRM. Prior to, or following events the AGI events team can then produce reports of, for example, the number of people expected to attend or any special dietary requirements that have been requested.

The brochure element of the website utilises a responsive, Bootstrap template providing users with a great browsing experience via different device types, meaning members can still login and enjoy their membership benefits whether they are on a desktop or mobile device.

The Process

Web Foundry presented a proposal for the project to the AGI Council. Once accepted Web Foundry worked with AGI to develop user stories, which explain in real terms what the requirements of the system are for both users of the front end of the website and for administrators in the back end of the CMS. The project was then managed in a series of sprints based on the main areas of functionality from these user stories, including memberships, events, financials and website content.

The Results

Web Foundry delivered a customised system that meets a complex set of requirements, very much tailored to the needs of the AGI from both a member and administrative perspective. With the new system AGI have increased their membership benefits, delivering more tailored info to its members and developing their sign up process for both memberships and events. Administrators can manage their members and events within the AGI’s own website and with automated processes, increasing the efficiency of their internal processes.

 

We are now able to provide members with more tailored information and online event sign-up. Automating these processes has enabled us to work more efficiently.

Guide Price

Some membership marketing websites include so many advanced features and back office integrations that the budget will dwarf more modest approaches. Budget c£30 - 50k

How long?

Complex membership applications can take up to a year to fully develop. An initial release with limited functionality might be possible within 4-6 months.

Overview

  • Full turnkey service
  • Custom design
  • Extensive members' database
  • Online payment of subscriptions
  • Proprietary event management
  • CiviCRM + Joomla CMS technology
  • Custom Integartions with Sage
  • Payment Processing integrations
  • Custom reports and dashboards
  • Support and SLA

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