Subscribe360 Member portal provides an integrated, self-service member solution
Simplify member onboarding, automate renewals and collect subscriptions with ease
Automate your finance processes, from invoicing to direct debits and online payments
Measure & increase member engagement to provide more value to your members
Advanced events & conferences management features for membership organisations
Fundraising, gift aid and donation management made simple
Our commitment to meeting client requirements is our DNA to success
Subscribe360 is built on the world’s leading CRM & ERP solution
Subscribe360 has multiple trusted partners to provide a full membership solution
Our vision is to provide the number one membership management solution
Subscribe360 is built from the ground up as a Microsoft cloud solution
Membership transformation insights with Subscribe360 & the Microsoft cloud
Subscribe360's development team configures, customises and delivers your solution
Subscribe360's support team help ensure staff get the most from your investment
Dedicated professional trainers and change management experts on-hand
Our consultancy team are the catalyst for delivering digital transformation
AvMA’s vision of reducing their manual processing to a customer-centric model
Allows data from Dynamics 365 to be synchronised with the website database
Subscribe360 was specialised to meet the specific requirements of the My PL initiative
Having RSPH's Membership, Events and Portal modules implemented together
The new website is based on the Subscribe360 members' portal
Subscribe360 members' portal was deployed to underpin the new membership system
Get in touch with us to discuss your project without any obligations
Get in touch with us to discuss your project without any obligations
Customers told us they wanted a membership system that would fully automate membership renewals and, at the same time, be easy to maintain. Saving time for key membership staff without compromising accuracy was the inspiration for the new Subscribe360 renewal system.
Key requirements from membership managers:
At the heart of the solution is the Renewal Batch. This allows the membership manager to select the memberships that are due for renewal easily. The manager specifies the date range for renewals - e.g. all members due in May - and what price list to use. The price list is important as new pricing can be introduced at any time without impacting previous renewals.
The renewal batch can then be set to generate the membership renewals. This will automatically generate a membership renewal record for all subscriptions that are due in the period. If a member has one or more subscriptions, a separate renewal record will be created for each. Still, they will all be consolidated onto a single invoice (or proforma) and renewal letter. Renewal communications are issued automatically and based on Word templates that are easy to maintain.
If applicable, the process will automatically handle the renewal of both individuals and organisations within the same renewal batch. It will also allow for the billing of an organisation for an individual’s membership/subscription. The ability to cross charge a membership was a key requirement of a number of membership organisations.
The renewal process also supports an automated change of product/membership grade at the time of renewal. This saves staff time and ensures that membership product/grade changes can be recorded at any time in the current subscription period.
Once the renewals have been generated and issued, the supporting Payment Plans can be generated. Payment plans reflect the subscription period, payment method and payment frequency. This ensures that the correct amount will be collected by instalment for the subscription period. For example, a monthly payment plan will be due each month, but quarterly payers will only be due every third month.
All communications can be fully automated, from renewal letters to direct debit advance notices. All document templates are stored in SharePoint and easily maintained using Word, with no third-party plugins required. Email templates are also easily maintained by staff through the Email Template manager and an easy-to-use email editor. All letters and emails include support for personalisation without the need for a separate document generator.
The full renewal process is audited, with the Membership Renewal record capturing all key information as it was configured at the time of renewal. The standard Dynamics 365 auditing system provides a further level of traceability.
The new Subscribe360 renewal system is a best-in-class solution to meeting the most complex membership renewal scenarios. Contact us today if you would like to see the Subscribe360 renewal system in action.