1. gomembers
Association Management Overview

2. “As far as upgrading, I have found it is important
to stay current with technology – it shows my staff
we are investing in the future, which provides
them a level of assurance. Plus, I notice for us to
retain the X & Y generation staff, you must offer
a technologically up-to-date IT infrastructure and
gomembers helps with this.”
Henry Sorbet
Technology Manager at
Society of Louisiana CPA
“ One benefit of gomembers is being able to
customize our data entry screens. We can design
the layout that is best suited for our organization’s
processes. It has saved AAOMS money and made
it easier for staff to access the system, especially for
the occasional user.”
Kim Molley
Controller at American Association
of Oral and Maxillofacial Surgeons
“ I can’t see not having a support agreement; we
use support often and it is reassuring to know I don’t
have to think what this is costing me each time I call
as the one fee for the year provides me unlimited
support. Also, with a small staff it is especially
beneficial to lean on a team of experts who have
skills beyond our staff.”
Brian Lovellette
President of Association Services
of Michigan

3. Less is More—
Simplifying solutions to gain more time
gomembers: Not-For-Profit and Association management solution
The world of not-for-profits and associations is gomembers provides organizations with the security
becoming more sophisticated. Members and and flexibility to meet unique business needs and
nonmembers are expecting more out of the increase the potential for revenue and more satisfied
associations they belong to while these same staff and members.
organizations have to provide more with less staff
and funding.
CDC Software’s gomembers solution offers an open
scalable platform with excellent performance, low
cost and easy deployment. gomembers is a browser-
based solution providing the ability for administrative
users and members to access their data from virtually
anywhere via the internet.
CDC Software | gomembers Association Management Overview 3

4. The gomembers Solution
CDC Software’s gomembers solution is a But the solution does not stop with just these 10
full-featured association management solution (AMS) modules. Recognizing that the requirements for Not-
that will give you the easy-to-use management For-Profits and Associations vary greatly from one
tools to ramp up your organization and its services organization to the next, we provide a flexible solution
offered. This leading edge solution will provide your that can be adapted to your needs. As part of the
organization with the security and flexibility to meet flexibility in gomembers you can add-on individual
your unique business needs and increase potential modules or all of them based on your unique needs.
for revenue and member services. Add-ons include:
gomembers is based on 10 core modules that create • eBusiness Suite
your basic gomembers solution: • Business Intelligence Reporting Services
• Membership • Content Management System (CMS)
• Constituents • Product, Subscription, Exhibit and Advertising
• Meetings Sales
• Contact management • Fund Raising, Chapter Management, Classroom
• Invoicing • And many more
• Credit Card Processing
• Cash Receipts
• Address Verification
• Toolkit
• Standard Reports
4 CDC Software | gomembers Association Management Overview

5. eBusiness Suite
Empower your web users to manage their information Advertise and register for meetings,
and conduct business with you electronically by using
CDC Software eBusiness Suite. Comprised of an
events and classes
integrated set of applications for the web, eBusiness Offer online registration for your organization’s
helps you create world-class constituent portal sites. meetings, seminars, or continuing education classes.
These services can be used individually or collectively Use the meetings management tools to set-up the
to provide a robust online experience for members and details of your meetings and their sessions. Select
the public. which meetings to publish in the eBusiness Suite –
including member and non-member registration fees,
The eBusiness Suite is easily embedded in your graphics, links to abstracts and much more.
website to create a membership application that is
browser-independent. Web transactions are then Members will enjoy how easy it is to register for events
automatically written into the holding area of the and have the options to add guest registrations,
database so there is never any data entry duplication. review their selections, and checkout with a secure
Through use of a shopping cart, eBusiness enables submission of electronic payment information. Also,
your web customers to make purchases from a broad once a meeting or session sells out, future registrants
range of offerings with a single credit card payment. can be notified and offered the opportunity to be
Web transactions can be reviewed and edited ensuring placed on a wait list.
each appropriate module along with cash receipts is
The unique ‘Register Another Attendee’ provides the
accurately maintained. This degree of integration and
ability for one individual to register other people from
feedback improves the customer’s website experience
their organization or company – and all transactions
while reducing your organization’s workload.
can be paid together or individually.
Manage online By simplifying the back office processes, your staff
Enable your staff to setup and manage your portal will be able to concentrate on the important parts of
site with the details of your membership, meetings, the meeting. Once a transaction is complete, staff
products, descriptions and demographics you want to and registered attendees alike can return to their
track and publish with the click of a button. registration and add or change their selections at any
time while the meeting is web-enabled.
Renew and gain members
Keep up-to-date records automatically
Current members and potential new members can
renew or join your organization and its chapters, Let web visitors and members enter or update
special interest groups and committees online. personal profile information (i.e. name, address, phone
By setting up your membership structure in the number, and demographic information) online. Your
gomembers database it can be automatically organizational members can designate individuals
pushed to your website. The eBusiness Suite will to act on their behalf, letting them maintain the
read the database and determine what information organization’s profile information, and add individuals
to present on your website. Create unlimited employed or related to their organization.
membership classes, types and associated products Save your staff valuable time by allowing the profile
or entitlements and these can be published to the information to be updated online in the eBusiness
eBusiness Suite. Suite – empowering your members and making sure
your database is always up-to-date.
CDC Software | gomembers Association Management Overview 5

6. Connecting through directories Subscribe online
By offering online directories you will create an added Allow web users to subscribe to your organization’s
member service and will help people in your industry publications or let existing subscribers easily renew. In
connect much faster. You can create and maintain the gomembers database you can set-up publications,
directories of members, staff, affiliates, vendors, rates, and subscriber types and display these options
chapters, specials interest groups, or other individuals on the web.
or companies with similar characteristics through the
gomembers back office. Donations made easy
Individuals and organizations can opt-out of the Trying to raise funds for a worthy cause? The
directory listings and update their specific information eBusiness Suite extends the Fundraising module
on-line – further reducing valuable staff time in online. Anyone who visits your website can initiate
maintaining this important member benefit. pledges with a partial payment, make outright
donations in suggested amounts, and pay using the
Shop till you drop secure credit card processing. Visitors and members
can view their contribution history including annual
Market and sell your organization’s products, services, gift history and pledge history, and make payments
and publications through the eBusiness Suite Shopper against existing pledges.
module. Buyers visiting your website may select
items, review their order, or check out with a secure
submission of electronic payment information. Class is in session
Extend your continuing education (CE) courses
By using the Shopper module you can create an online online. Visitors can purchase courses, access course
storefront that will sell products, add shipping charges, materials, complete an exam, and have CE credits
create volume discounts, and apply sales tax by using recorded. With the eBusiness Suite, visitors can
the details already set-up in the gomembers database. combine their course purchases with other web-based
One entry can drive both the back office Service transactions and make a single payment.
Center activities and the on-line shopping experience.
Choose what will be available online to purchase and
set-up discounted “member” pricing and standard
“non-member” pricing to encourage membership
sign-up—or set-up different catalogs for members and
visitors. Product graphics and text descriptions can
also be defined and displayed on the web.
And in case you run out of a product, web users can
have the option to backorder, causing more revenue to
be generated.
6 CDC Software | gomembers Association Management Overview

7. Reporting Services
While capturing membership data is important to the automatically through subscriptions; to access reports
success of any not-for-profit or association, generating from a central report repository on an ad-hoc basis;
accurate, timely, flexible and intuitive reports is critical or to view reports directly embedded onto their CDC
to the future of the organization. That is why CDC Software gomembers homepage and / or CMS group
Software utilizes Microsoft SQL Server Reporting page.
Services to support a wide variety of reporting needs
including managed enterprise reporting, ad-hoc Generating dynamic Business Intelligence (BI) reports
reporting, embedded reporting and web-based in a graphical presentation with drill-through and
reporting to deliver relevant information where needed drill-down reporting puts the vital information needed
across the entire organization. to manage the organization at the finger tips of
executives, departmental managers and the board of
CDC Software’s Reporting Services provides the tools directors.
and features necessary to author a variety of richly
formatted reports from a wide range of data sources With the robust Data Model provided with the
and provides a comprehensive set of familiar tools gomembers Reporting Services, all data elements and
used to manage and secure an enterprise reporting tables are available, with pre-defined relationships so
solution. related files and data are automatically presented to
the end user as they build the report.
Reports are processed and delivered quickly and
effectively, enabling users to either receive reports Reporting Services is a critical component of a
successful management solution.
Dynamic Website Solution
CDC Software offers a powerful and effective Content Text/HTML
Management System (CMS) that will give you better
This module is the most frequently used and most
control over your entire website. CMS provides a
important module when creating a great website. This
web-based way to create, edit, manage and publish
will give you the ability to easily update your content
web content. Role-based access control allows you to
and publish articles containing text, rich graphics,
decide which users have permission to see and/or edit
hyper-links and images.
the content.
Create consistent branding with your website by Documents
choosing “skins” with a standard color scheme and Upload documents into a list that your users can view
implementing modules, custom images (headings or download. This will make your standards, minutes
and banners) and standardized documents. Or if your from meetings or annual reports more accessible to
organization has a specific color scheme, choose to your members. You can also track and log edits as an
customize your template with your exact colors. add-on.
The standard CMS package comes with seven core
modules that will help get your website off the ground
or updated to a modern look and feel. The standard
modules are as follows:
CDC Software | gomembers Association Management Overview 7

8. Events Calendar News Feed
Get the word out about your events by displaying Display news feeds on your portal. Embed RSS news
them as a link in a monthly or weekly calendar, or a feeds or relevant, dynamically generated lists of news
list in chronological order. Each event includes a title, items; each containing a title with a link to read more,
text description and date. Display of an image and and a brief description of the news item. RSS is an
the event time is optional. Each event can be set to acronym for Really Simple Syndication.
automatically expire on a particular date, or re-occur
by any specified number of days, weeks, months Members Only with Single Sign
or years. Embed links to your registration pages to
Allow any module or page to be restricted to groups
facilitate on-line registration.
of users you choose, such as members, board
members, committee members, etc. You control the
Forum content that each group of users has access to. When
Allow your users to hold online discussions and post installed and used with your CDC Software solution,
user-generated content, building bonds with each the single sign-on capability allows one user ID and
other around discussion topics. Manage multiple password to manage access to website content,
forums which can be organized into groups. Each manage-my-profile, and eCommerce modules. It also
forum post includes a subject title and simple-text can be configured to automatically control access
content. Posts can occur immediately or await a to website content based on the profile and current
moderator’s approval and/or editing. Forums can be status of the user’s activity history.
searched by users, with filters for dates, authors and
forum. Make your website unique
The standard package of modules is just the start of
Announcements/News what you can do with your organization’s website.
Display a list of announcements. Each announcement Choose add-ons that will make your website even
includes a title and a rich text description. more robust. Commonly used add-on modules
Announcements are arranged by their publish date by include:
default. • Blog
• Optional fields: an image, date of publication and a • Banner Advertisement
“Read More” link
• Wiki
• Announcements settings: the module’s settings
• Survey
page includes a template editor which allows the
Administrators to modify the styles, layout and • Job Postings
content displayed for each announcement. The
number of day’s history can be set here, as can the However, your organization’s website is not limited to
length of the description used in search results and just these add-on modules. Our CMS is built using
RSS feeds. the DotNetNuke (DNN) – the most popular CMS
development platform and this means you have
access to a world-wide network of developers and
modules that we can integrate or implement right into
your CDC Software CMS website to make it one of a
kind!
Discover the Power of gomembers
To find out how you can leverage the power of CDC Software solutions, call +1 888.288.4634 or visit www.gomembers.com
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