As you make your transition into Membee, we work with you to prepare for your implementation of Membee. Our goal is to make the transition as smooth as possible while you integrate Membee into your existing website – we’re with you in this! The implementation process consists of key dates to help you meet your goal of implementing Membee and are subject to mutually agreed scheduling to fit your reality!
Welcome Call & Introduction
Within a business day of receiving your sign-up, your assigned Implementation Coordinator will contact you by phone. During this call your Implementation Coordinator will:
Introduce Themselves
Your Implementation Coordinator’s goal is to ensure that the setup of Membee goes smoothly. They will explain how we manage that process and how you can get a hold of them when you need them.
Take You Through an Overview of the Process
We focus a lot of effort and resources on the implementation process and honestly, we have it down to a science. We will review the process including how easy it will be for you to provide the content we need using our online content gathering tool.
Provide Details on the Next Step – Submitting the Implementation Survey
Following this call, you will receive an email with a link and a PIN code to access the first step in your implementation – the Implementation Survey. This survey will gather important details to help us understand how your organization works and what features are most important to setup. You will have approximately 1 week to complete this. This includes (but is not limited to!) the following:
Membee User Information
We will gather basic information about who will be set up with a subscription to access Membee.
An Initial Copy of Your Data
We learn a lot by having a look at the data you want to import into Membee. You will not need to worry about how the data is formatted, we will review the data and provide you with specific instructions on what you will need to do in order to get the data ready for us to import it into your copy of Membee.
Your Sitemap & Logo
Along with your data, your sitemap is a major part of your project. This will determine how your brand new Membee Complete website is laid out. Don’t worry though! We’ll provide you with plenty of guidance to explain what a sitemap is and how to create one and submit it to us.
We’ll also ask you to upload a copy of your logo. We will base the color scheme of your site based on the colors in your logo.
Which Payment Gateway Will You Be Using
Often, a big reason for coming to Membee is to take advantage of online payment processing for new member signups, existing member renewal, event registrations, donations, etc.
If you don’t currently have an account with a supported payment gateway, you will be able to take a look at the payment gateways we integrate and decide what you would like to use. In case you would like to get a head start – we’ve gathered your options together in one place including some recommended payment gateways due to their features and pricing.
Information About Your Organization’s Processes & Procedures
Membee has a number of features that we will be working with you to set up. We’ll ask you questions about new member signup, existing member renewal, event registration, member profile, searchable directories, etc. so we can understand how we will need to set up Membee and what features we will focus on implementing with you.
Implementation Survey
Review Call
Within two business days of receiving your completed Implementation Survey, we will give you a call to review the information you have provided in your implementation survey. During this call we will do the following
Review your Data
We’ll go over the file(s) you submitted, identify any information that is missing and make sure we understand all the information included. We will also detail any changes that you will need to make to the file to get it ready to import.
Review your Sitemap & Logo
We’ll take a look at your sitemap. We will take a look at all the pages you have submitted as part of the site map and identify which pages will use pre-set templates to display the information and what pages are considered part of the custom pages included in your setup. We will also take a look at your logo to ensure it’s in the format we need and discuss the color scheme for your new site.
Review your Processes & Procedures
We’ll go through all the information you submitted including things such as how new members sign up, how members renew and the features such as events, the online directory etc. that you would like to implement.
Schedule your Implementation
We will take a look at what needs to be set up and the time it may take to get things like your data ready and create a schedule that best fits the realities of your world 🙂
You will be provided with a summary of the deadlines for each remaining phase of your implementation so you will always know what your deadlines are and when Membee will be up and running!
The schedule we work on to establish together is very important. If the deadlines we agree to are missed then your implementation will need to be rescheduled. We will never abandon you! However, we need to ensure that other implementations that are underway are not impacted. If we need to reschedule:
- We will work with you to find a new spot. You can anticipate that this will result in a delay for your implementation of 6-8 Weeks.
- We can not change the start date of your Membee subscription. It will remain set to begin at the end of the originally scheduled free period.
- We reserve the right to charge a $500.00 set up fee.
Provide Details on the Next Step – Submitting your Content
Following this call you will receive an email with a link and PIN code to access the project where you will submit the content we need to complete the setup (such as your data, text for important emails) and the information we need to set up your new website.
You Provide the Information We Need For Setup
You’ll be finishing providing the content we need to set up both your new website and Membee. This will include:
- the content to set up your website
- working on getting your data ready to be imported into Membee
- providing text for various emails that will be sent to your members (ex. the email that will welcome them to the new system when you go live, welcome new members who join etc.).
It is very important that everything we ask you to provide is assembled and ready to go by the deadline we worked with you to establish in the Implementation Survey Review call (detailed above in week 2).
If all the content that we need is not provided by the deadline we agreed on, we will work with you to reschedule your project. We will never abandon you! However, we need to ensure we can schedule you back into a spot that will not impact the other implementations that have been scheduled. If we need to reschedule:
- We will work with you to find a new spot. You can anticipate that this will result in a delay for your implementation of 6-8 Weeks.
- We can not change the start date of your Membee subscription. It will remain set to begin at the end of the originally scheduled free period.
- We reserve the right to charge a $500.00 set up fee if we need to reschedule you.
Initial Setup of Membee
We Complete the Initial Setup of Membee and your Website
Your Implementation Coordinator will take everything you have provided and get things setup. This will include
- Completing the initial setup of your website
- Importing your data
- Configuring the Membee features you have decided to use
- Setting up some important system email templates that convey the right messaging to your members.
Your 30-Day Free Period Begins Here
Even though you already have access to all our services from the moment you signed up, your actual free subscription period doesn’t begin until we have completed this initial setup!
Your Review Period Begins
Once the initial setup is complete, you’ll receive an email with a link and a PIN code to access the next step in your implementation, your review. You will work through the review and submit requests for revisions. You will typically have 3 – 4 business days to complete this review (a typical review takes approximately 3 – 4 hours to complete).
Revisions & Membee Goes Live
We Complete the Final Setup of Membee and Your Website
We will work through the revisions that you submitted, complete the final setup of Membee and your new website and take everything live.
We have a Go Live Call
Following the completion of the revisions we will have a conference call to go through the following
- Final review of any important processes or procedures we have put in place (ex. If you approve memberships the process you will follow to complete the approval)
- Answer any questions you have including (but not limited to):
- The layout of the data that we imported for you into your copy of Membee.
- How the Membee features have been set up and configured
- Provide you with a customized learning plan that focuses on what’s most important for you to know as you go live
Membee and your New Site go Live
What does “go live” really mean in practical terms? In essence, this is the day you begin to achieve your goal of a better experience for your members and a ton less admin work for you!
We will do the following for you:
- Help you make the changes that you need to launch your brand new website.
- Send renewal notices to members whose membership renewal is due.
- Send out an email to your members so that they can set up their passwords and login. This allows them to do things such as update their member information via their member profile, access “members only” features such as event pricing and secured member directories.
- Configure Membee’s automated renewal billing system.
Priority Support
In just a few weeks, you have moved your organization forward a long way. In the process of dealing with all of the details of the implementation while continuing to address the ongoing challenges and demands of your organization, it’s easy to lose sight of the end goal.
Organizations who shift from surviving to thriving take advantage of Membee’s capabilities. It’s that simple. While completing the implementation of Membee is an important first step, the tangible gains come after implementation and we’re here to assist with that too.
During this week, you can expect to receive an answer to your questions within the same day (business day) that you submit them.
Personalized Support & Follow Ups
For the Next 30 Days, Your Implementation Coordinator Is Your Support Person
While it’s true your Implementation Coordinator is heading off to their next project, they aren’t leaving you quite yet! While you do have full access to our fantastic client support team who will be there to support you as you start using Membee and moving your organization forward, your Implementation Coordinator is going to grab all questions you have for the first 30 days following the day you go live. This just makes sense to us because they know your organization and your Membee set up better than anyone so they are simply the best person to answer your initial questions.
Additional Follow Ups
Introducing meaningful and positive change in an organization is an evolution that takes place over time and is influenced by the changing environment faced by the organization. It is for this reason that your Implementation Coordinator will reach out to you a few times to make sure you’re maximizing the value of your Membee subscription. They will reach out to you:
- Each week for the first month
- After the first month, once a month for an additional three months
Of course, If you have a question – don’t wait for these follow-up calls! You’ll be able to ask us right away.
