As economic uncertainty grows and membership growth softens, members may become more selective about where they spend time, money, and attention. Consequently, organizations are under pressure to prove their value.

Continuing education (CE) offers a practical way to respond. Strong CE programs can help organizations strengthen their role as trusted sources of knowledge, deliver career-focused value, support professional development, and create non-dues revenue opportunities.

This whitepaper explores how CE can help organizations:

• Increase revenue potential
• Sustain member engagement
• Expand their influence

It also outlines three practical ways to improve CE:

• Offer flexible learning across formats
• Apply the right tools to boost course completion rates
• Use data to shape your course catalog

The post [Whitepaper] Continuing Education: Your Association’s Shield Against Economic Headwinds appeared first on Online Learning Solutions | Association Management System | Vocalmeet.

By flexibility, we mean giving your members the power to choose how they engage. Some value the connection of an in-person session, while others prefer a more accessible online environment. So…why not combine both worlds?

Enter: hybrid learning. When you blend physical sessions with digital participation, your organization gives its members the convenience to show up and complete their courses on their own terms.

You may now be asking, “But how do you actually achieve such a thing?” We’ve got you covered; in this article, we’ll explore five strategies to help your organization implement hybrid learning effectively. Let’s get right to it!

Key Takeaways

• Hybrid learning makes CE more flexible: Members can choose the format that works best for them, whether that means in person, online, live, or on demand.
• Clear goals should guide the experience: Define what members need to learn, how they’ll participate, and how completion will be tracked.
• Your platform matters: Look for tools that support livestreaming, recording, engagement features, CE tracking, certificates, and on-demand access.
• Both audiences need to feel included: Online and in-person members should have equal opportunities to ask questions, contribute, and engage.
• Training reduces friction: Staff, speakers, and facilitators should know how to manage both spaces (physical and virtual) and resolve basic technical issues.
• Data helps improve future programs: Attendance, engagement, completion rates, and feedback can show you what’s working and what needs to change.

5 Best Practices for a Successful Hybrid Setup

To execute the right blended space, your organization needs a strategy that actively bridges the gap between the physical room and the digital screen, where both virtual and in-person members feel equally involved. Let’s explore:

1. Define the Learning Experience You Want to Create 

Start by identifying your members’ learning objectives and the outcomes your organization wants to support. Then, think through how the experience should work for both in-person and online participants.

Ask questions like:

• What should members know, do, or apply after the session?
• Which parts of the experience need to happen live, and which can be completed on demand?
• How will attendance, participation, and completion be tracked?
• How will online and onsite members ask questions and contribute?
• What accessibility needs should be considered?
• Can this session be reused later as an on-demand course or member resource?

You may also benefit from asking members to review materials before a live session. This could include short videos, readings, case studies, or reflection questions.

By moving basic content review into the pre-session stage, the live portion can focus on higher-value activities like discussion, questions, case examples, group exercises, or practical application. This helps both online and in-person participants arrive with a shared context, making the session more interactive and useful. This strategy is called the flipped classroom approach.

Thinking through these details early helps create the right balance between online and onsite engagement. It also makes the learning experience more meaningful, accessible, and relevant for members.

2. Choose the Right Technology Platform

Naturally, your organization will lean on the power of your software to support the online component of the hybrid setup. Not only should it allow you to stream your session, but also support the full learning experience, from registration and participation to tracking and follow-up.

Look for solutions that support:

• Livestreaming
• Recording
• Live chat
• Polls
• Q&A
• Discussion forums
• Quizzes
• Breakout sessions
• On-demand access (post-event)

Now, we know what you’re thinking: “Gosh, that’s a lot of functions to look for!” 

Thankfully, many tools can integrate with each other. Or, for an even easier option, you can choose a highly capable all-in-one platform (like Vocalmeet’s!), which offers you everything you need, right from the start. With a solid collection of features at your fingertips, supporting remote and in-person attendees becomes simple.

Another important feature to look for is the ability to track each of your members’ CE. Your platform should be able to monitor online attendance, progress, assessment results, completion status, and certificate delivery. This keeps records clean for staff and gives members a smoother path from registration to completion.

Finally, think beyond the live session. A strong platform can help turn recordings, slides, and follow-up materials into reusable learning resources, extending the value of each event while reducing administrative work!

3. Create an Inclusive Experience for All Members

Once you’ve planned the learning experience and selected the right technology, it’s time to focus on how participation will be managed during the session. Here, inclusion needs to be built into the facilitation plan.

First, you want to set clear expectations for participation before the session begins. For instance, you can discuss with your members how questions will be handled, when they’ll be invited to contribute, and where they should share comments or responses.

It also helps to assign someone to monitor the virtual space. This person can flag online questions, watch for technical concerns, and help remote participants stay visible throughout the session.

Furthermore, facilitators should balance participation across both audiences. For example, they can alternate between onsite and online questions, or pause at set points to invite input from remote members.

Finally, don’t forget to make it interactive for everyone! According to Soydaş and Akyazi (2021), a high level of interaction makes it possible to hold attention, boost motivation, achieve high levels of satisfaction, and provide significant increases in learning performance.

4. Implement Proper Training and Support

A strong hybrid learning experience depends on more than just the platform. When your staff, facilitators, and speakers understand how to manage both the in-person and online elements of a session, you remove the added challenge of “first-time friction”!

This includes knowing how to engage the physical room, monitor the virtual chat, answer online questions, and address basic technical issues.

Once again, your technology platform will be one of your biggest assets here. Solutions with clear dashboards, simple navigation, and built-in webinar options make it easy for your members to access sessions without confusion! On the administrator side, being able to view registrants, send out last-minute email updates, and start your event straight from the platform lets you keep all your event workflows in one place.

Finally, be sure to run a few short technical rehearsals before your live events. Testing your audio, video, and screen-sharing tools gives your team a major confidence boost while reducing the risk of live disruptions.

5. Measure Success and Growth With Data and Feedback

The great thing about the hybrid setup is that your platform can gather member activity data, helping you turn it into insights. That includes engagement metrics, attendance data, completion rates, and post-session surveys to understand exactly how members participate, what’s working well, and where you can improve.

Kumar (2024) explains that one of the most significant benefits of analytics is that it removes speculation from critical (and even minor) decisions. Such data provides valuable insights that can help you assess where your organization currently stands, predict future outcomes, and pinpoint and mitigate risks.

The University of Pennsylvania (2022) further affirms that organizations can become more proactive in identifying opportunities, guided by data validity, rather than by simple intuition.

For example, you might discover that live sessions run too long, remote participants need more opportunities to ask questions, or certain topics perform better as on-demand resources.

Bonus recommendation: AI-powered reporting tools built into your platform can do the heavy lifting for you by helping you create detailed analyses that surface engagement trends and learning patterns that might otherwise go unnoticed. And, if your platform allows you to create and pull from custom data fields, it becomes even easier to refine and improve your programs over time!

Conclusion

As member expectations continue to evolve, flexibility also becomes a key part of a successful learning strategy. Organizations that invest in thoughtful hybrid learning experiences today will be better positioned to engage members, expand educational opportunities, and ultimately provide more value.

Start building your hybrid strategies now. By committing to a highly accessible space, you can build stronger loyalty and keep that engagement climbing for years to come!

References

Kumar, R. (2024). Why is data analysis important for businesses. Www.alliant.edu. https://www.alliant.edu/blog/why-is-data-analysis-important

Soydaş, H., & Akyazi, E. (2021). Interaction increasing factors: Research on e-learning content design. International E-Journal of Educational Studies. https://doi.org/10.31458/iejes.786457

University of Pennsylvania. (2022, October 20). 5 key reasons why data analytics is important to business | penn LPS online. Penn LPS. https://lpsonline.sas.upenn.edu/features/5-key-reasons-why-data-analytics-important-business

The post 5 Best Practices for Hybrid Learning in Member-Based Organizations appeared first on Online Learning Solutions | Association Management System | Vocalmeet.

But what if your members never really cross the finish line? When that happens, they may miss out on the professional development they signed up for, while your organization loses the engagement, completion data, and revenue potential its courses were designed to generate.

Dropout usually boils down to small (yet fixable!) friction points that quietly push members away. Fortunately, identifying them early can go a long way toward keeping them on track.

In this article, we’ll break down four common reasons members aren’t finishing courses and, more notably, what your organization can do to solve them. Let’s dive in!

Key Takeaways

• Members can drop out of continuing education (CE) courses due to preventable friction points, not a lack of interest.
• Cognitive overload can discourage participation. Breaking courses into smaller modules with clear progress tracking helps keep learners motivated.
• Poor user experience/interface (UX/UI) can quietly drive members away. An intuitive learning management system (LMS) makes navigation easier and reduces frustration.
• Automated reminders and notifications help members stay engaged and return to unfinished courses.
• Interactive tools like discussion forums, polls, quizzes, and webinars encourage participation and create a stronger sense of accountability.

Identifying the Symptoms

Before getting into the reasons, it helps to know what dropout actually looks like. Here are a few signs that members may be struggling to complete their coursework:

• Never starting a course after purchasing
• Stalling on a specific module
• Dropping off immediately after downloading resources
• Failing to participate in forum discussions
• Reaching the end but never hitting the 100% completion mark (e.g. earning but not downloading their certificate of completion!)

If any of these sound familiar, your course likely has friction points worth addressing! But don’t worry, a good Learning Management System (LMS) can help by tracking engagement data and showing you precisely where your members start to disengage.

Our recommendation: Start by comparing course enrollments to completions, then use your results to dig deeper into the courses with large completion gaps.

Reason 1: Cognitive Overwhelm

Raise your hand if you’ve ever felt intimidated to start a huge project or task. Yep, you’re not alone! When a course is presented as one large, unbroken block of content, it can feel all too daunting, which makes your members…well, not want to do the work.

This is the fundamental concept of cognitive overload: when the brain is given more information than it can comfortably process at one time (Koudsia & Kirchner, 2024). The result? Your members can feel stressed, frustrated, and less able to absorb anything.

That’s why the structure of your course matters just as much as the content itself. Not only should you think of the quality of your courses, but you should also consider how digestible they are. Let’s look at a few solutions:

Break Content Into Course Modules

Instead of lumping a course into a single large module, it may be better to break it into micro-lessons: small, manageable chunks where each lesson accounts for members’ attention spans.

One way to do this is to reduce lecture duration. This way, you make room for breathers: for each lesson completed, your members can take a well-deserved pause to prepare for the next hustle ahead.

Besides keeping your lectures short, keep them engaging, too! Videos, interactive elements, and real-world examples can go a long way in keeping members invested throughout each lesson.

Show Clear Progress Indicators

A progress indicator gives members a clear picture of how far they’ve come and how much remains. That visibility alone can be a quiet but powerful motivator, encouraging them to push through to the end rather than lose steam midway.

Implement Milestones and Checkpoints

You can also try incorporating small checkpoints along the way. These can take the form of recap sessions, short quizzes, or milestone markers to reinforce material before they move on, helping your members reset their focus and maintain confidence throughout the course.

Reason 2: UX/UI Friction

When was the last time you had to spend an extra five or ten minutes just to figure out how to navigate a platform? The thing is, User Experience/User Interface (UX/UI) can actually play a bigger role in whether a member completes a course than many organizations realize.

As Priyadarshini (2024) puts it, every pixel, every button, and every interaction within a digital interface holds the potential to captivate or alienate users, influencing their willingness to interact, explore, and return.

So, when the platform doesn’t behave as expected, your members can encounter friction that leads to procrastination and eventual drop-off. Confusing dashboards, hidden buttons, and too many steps to complete a simple action can quietly build frustration over time!

The Fix: Choose the Right Learning Platform

There’s usually no way around it than to just… choose the right platform or LMS. Look for one that offers a clean, intuitive interface that makes navigation straightforward for members from the moment they log in.

Beyond the member-facing experience, a good LMS should also simplify backend operations. Built-in analytics, reporting tools, and administrative features can give your team the visibility needed to track performance and make informed improvements over time.

Reason 3: No Timely Triggers

We all know that organization members are usually busy (I mean, really, who isn’t?). Between their personal and professional responsibilities, completing a course can slip through the cracks without the right nudges.

What’s more, when members go too long without returning to a course, they can forget what they’ve already covered and may even struggle to pick up where they left off. That loss of momentum is often what turns a temporary pause into an eventual dropout.

The Fix: Set Up Your Reminders

Smart, automated reminders can keep your members on track. This way, they’re in the loop on their coursework. Plus, progress-based notifications can also serve as encouragement, reminding them of how far they’ve already come.

Okay, but how do you set this up? Your learning platform should be able to do it for you! A good LMS can be configured to send notifications and reminders based on various triggers, such as:

• “Your course will expire soon.”
• “New resources available!”
• “Don’t forget to download your certificate.”

Our recommendation: To avoid doing the manual, laborious work of nudging every single one of your members, consider automating these tasks. Automation eliminates the need to check on each member individually, saving your team valuable time and effort.

Reason 4: Lack of Engagement and Academic Interaction

Although online courses offer flexibility, that same freedom may sometimes work against members when there’s no sense of interaction or accountability.

Traditional classrooms thrive on in-person question-and-answer discussions and guided pacing. But for online professional development courses? Organizations usually have to rethink how they approach engagement.

Members tend to stay more driven when there’s a tangible sense of exchange and connection. In fact, Müller et al. (2021) found that during pandemic-related lockdowns, learners struggled to stay on course when key elements like social presence and peer interaction were no longer part of the experience.

The Fix: Create an Interactive, Gamified Learning Space

Interaction in an online setting may not be as hands-on as in-person classes, but that’s not to say you can’t execute it the right way in your virtual classroom! Here, you can let your LMS do the heavy lifting to create the right online space.

Some of the features a good LMS can provide are:

• discussion boards (like instructor Q&A, support channels, or peer-to-peer engagement)
• polls and knowledge checks
• progress badges
• virtual classrooms

Additionally, gamification (like badges and unlockable content) can transform passive participation into active engagement.

Our recommendation: If you want to take your course gamification game to the next level, use course authoring tools. From flip cards to interactive videos to image hot spots and more, your courses become far more engaging and memorable.

And, while you can use outside course authoring tools (by exporting them as a SCORM package and putting them on the platform as a module), it’s even easier when your platform also has its own built-in course authoring studio (like Vocalmeet’s!). This allows you to create, edit, sell, and launch engaging learning experiences all on the same system.

Conclusion

As an organization, you have more influence over the eLearning experience than you might realize. There will always be reasons members don’t finish, but when you set them up with the right structure, support, and tools from the start, completion becomes the natural outcome!

Celebrate their progress, guide them with clear indicators, and ensure your LMS works with your members (not against them!). With the right tweaks, you can help your members move confidently toward course completion, one meaningful step at a time.

REFERENCES

Bianca Raby. (2023, February 1). The purpose of authoring tools in instructional design. YouTube. https://www.youtube.com/watch?v=jLV-C3rW8wM

Koudsia, S., & Kirchner, M. (2024). Reducing Cognitive Overload for Students in Higher Education: A Course Design Case Study. Journal of Higher Education Theory and Practice, 24(10). https://doi.org/10.33423/jhetp.v24i10.7382

Priyadarshini, A. (2024). The impact of user interface design on user engagement. https://www.ijert.org/research/the-impact-of-user-interface-design-on-user-engagement-IJERTV13IS030232.pdf

Müller, F. H., Thomas, A. E., Carmignola, M., Dittrich, A., Eckes, A., Großmann, N., Martinek, D., Wilde, M., & Bieg, S. (2021). University Students’ basic Psychological needs, motivation, and vitality Before and During COVID-19: A Self-Determination Theory Approach. Frontiers in Psychology, 12, 775804. https://doi.org/10.3389/fpsyg.2021.775804

The post Why Association Members Aren’t Finishing Continuing Education Courses (And How to Fix it!) appeared first on Online Learning Solutions | Association Management System | Vocalmeet.

Every member-based organization loves to celebrate a new sign-up, and rightfully so. After all the hard work and outreach, seeing someone finally click “Join Now” feels like a massive win!

But remember: the sign-up is just the beginning. New members’ excitement usually peaks right at enrollment. If you don’t guide them toward a meaningful next step, that initial spark may fizzle out.

In this article, we’re breaking down the four reasons why member engagement can drop right after a sign-up. We’ll also guide you in transforming your members’ crucial onboarding experience into something welcoming, clear, and impossible to ignore.

Key Takeaways

To maintain post-registration momentum, your organization should prioritize a clear and welcoming early experience. You can help prevent member engagement from plummeting by focusing on these core strategies:

• Implement a strong onboarding plan: Guide new members through a series of structured steps rather than sending a single generic welcome email.
• Pace the delivery of information: Introduce features gradually to prevent decision paralysis and cognitive overload.
• Create a clear activation moment: Assign a simple initial task to build habits and encourage immediate action.
• Ensure straightforward platform navigation: Invest in intuitive technology to help members find resources without frustration.

How Does Engagement Drop?

Engagement dip usually goes like this:

1. A new member signs up. They skim the welcome email and maybe poke around your website for a minute or two.
2. They decide to save exploration for later. They tell themselves they’ll come back tomorrow, or the next day. And then the next day comes, and still…nothing!
3. Weeks and months go by, and they haven’t engaged in a single module.

This pattern is nothing new, which is why the first days after sign-up are the most critical: they set the tone for the entire membership lifecycle. If the early experience is smooth, clear, and valuable, your members are far more likely to stay. But if it’s confusing or overwhelming, their interest is likely to drop!

Reason 1: Weak Onboarding

Onboarding new members the right way sets the proper impression, assuring them they’re safe to stay for the long haul. That’s why it’s best not to rely on a single generic welcome email for onboarding (or, worse, to implement no strategy at all!).

According to Dominguez (2025), poor onboarding triggers psychological responses that undermine confidence and engagement. It’s completely normal for members to feel a little anxious when joining a new organization, so providing the right support from day one helps ease those nerves.

For instance, imagine a new member joins a union. If they receive nothing but a general welcome email and a link to a massive portal, those day-one nerves can quickly turn into frustration! Without a guided tour or a clear checklist (like filling out their profile or registering for an upcoming webinar), they’re left staring at a cluttered dashboard.

So, what’s the solution?

Crafting a structured onboarding plan, of course!

In our earlier blog, we explained in detail how to onboard members properly in 5 simple steps. When done right, you’ll be able to guide new members’ early excitement into consistent action.

Reason 2: Excessive Information Early On

While a vague welcome email should be avoided, it’s also important to avoid going too far in the opposite direction. Info-dumping and saturation can cause strain and friction at your members’ very first encounter. From cluttered welcome emails to multiple competing links, confusion can set in quickly.

You see, when members encounter several competing “next steps,” they may freeze up before even remembering the purpose of their sign-up.

In an article titled “Information Overload and Its Impact on Your Business,” Driesmans (2024) explains that information overload has several consequences, including:

• Cognitive decline
• Stress and anxiety
• Reduced productivity

And that’s true for everyone, including your members! From difficulty concentrating to decision paralysis, overwhelming them with too much information too soon can backfire.

For example, let’s say a new member opens your welcome email. Instead of a warm greeting, they are immediately hit with a forum link, a profile update request, a conference invitation, and a massive course catalog. That’s too many directions at once, and that can put a pause on their journey before it even begins.

You don’t have to worry, though. All you have to do is take it slow. For instance, instead of blasting new members with a massive email that includes links to your calendar, break the information into a guided campaign.

Send a focused welcome message that asks them to complete a single simple task, like logging in to set up their profile. Then, use a paced email sequence over the next few weeks to automatically introduce the rest of your member benefits, platform features, and resource options.

Be intentional with every step. Members need only one thing after registration: a clear path forward. This allows members to navigate their journey at a comfortable pace, helping maintain momentum over the long term.

Reason 3: Lack of a Clear “Activation Moment”

Speaking of intentional steps, let’s talk about the activation moment: a small but meaningful action that helps members feel confident and engaged right away. Think of this like the official start button for your members.

There are many ways to craft an activation moment for your members, and you get to be as creative as you want!

Examples of tasks that are light enough to get members started but still demand a moment of attention on their end include things like:

• Watching a short introduction to the organization
• Downloading a starter resource
• Completing a quick profile
• Taking a 1-minute quiz to help personalize their recommendations

These actions do something important: they start building the habit. Once your members take one action, they’re far more likely to take the next!

Reason 4: Poorly Designed Platforms

Yes, a poorly designed platform can actually cause a lot of that unwanted friction! It complicates simple tasks, triggers frequent mistakes, causes sudden drop-offs, and creates unnecessary frustration for your members (Tomanek, 2026).

Your platform serves as the backbone for all your digital resources and materials. When it’s difficult to navigate, members can run into roadblocks that create frustration and cause engagement to drop.

Some of the most common platform issues members run into are:

• Confusing dashboards
• Hidden and poorly labelled course catalogues
• Slow load times
• Cluttered interfaces
• Unclear menus

There’s no need to panic, though; once you realize where your pain points are, you can be strategic in your approach to solving them. The key here is to invest in the right platform. Ensure that it’s streamlined, clear, and easy to navigate (hint: we suggest a natively all-in-one platform!).

Conclusion

Member disengagement can be tricky to address, but the good news is that it can be both predictable and preventable. When your organization focuses on early clarity, intentional simplicity, and immediate value, you transform that initial registration into one of the strongest parts of the member journey.

Remember: when members feel confident, supported, and engaged, they’re more likely to stay with you for the long haul!

References

Dominguez, V. (2025, November 13). The silent message behind poor onboarding… and why it drives talent away – coderio. Coderio.com. https://www.coderio.com/blog/talent/behind-poor-onboarding/

Driesmans, S. (2024, May 15). Information overload and its impact on your business. Data Literacy Academy. Retrieved December 4, 2025, from https://www.dl-academy.com/blog/information-overload-and-its-impact-on-your-business

Tomanek, M. (2026, April 24). What UX design taught me about friction, pauses, and why not every obstacle is the enemy. Medium. https://medium.com/@resonance.heals/what-ux-design-taught-me-about-friction-pauses-and-why-not-every-obstacle-is-the-enemy-05462e46edd0

The post Why Member Engagement Drops After Sign-Up (And How Your Organization Can Fix It) appeared first on Online Learning Solutions | Association Management System | Vocalmeet.

When it comes to member-based organizations, a strong onboarding process sets the foundation for long-term engagement and retention. However, many organizations face challenges in their orientation processes, including suboptimal structures, inconsistent communication, and impersonal procedures.

Thankfully, there’s an easy (and effective!) way to provide engaging introductory journeys for new members: the creation of your own onboarding plan. Without further ado, let’s explore the five simple steps to designing an orientation experience that’s right for your organization!

Step 1: Outline a 30-60-90-Day Onboarding Plan

A 30-60-90-day plan offers a phased approach that helps pique members’ interest and keep them coming back for more. This sets proper expectations for new members and consistently provides them with something to look forward to. By gradually introducing your organization’s benefits and opportunities over time, you create a natural progression that builds excitement and commitment.

Here’s how best to structure your organization’s onboarding process:

Day 1-30: Welcome and Orientation

• Send a personalized welcome email that includes a message from leadership and a clear roadmap of the onboarding process.
• Provide a welcome packet that includes essential resources (including helpful items like benefit overviews, event calendars, and contact information).
• Invite new members to an orientation webinar where they can learn about your association and ask questions.
  • To avoid continuously running orientation webinars, schedule them at set times throughout the year (e.g. every three months); make sure to include these dates in your welcome package!

Days 31-60: Promoting Participation

• Send out invitations to join special interest groups, committees, or mentorship programs. This advertises additional benefits (like networking!) and offers value.
• Provide educational resources (such as exclusive articles, case studies, or videos) to deepen engagement; remember, content creation doesn’t have to be difficult!
• Host opportunities for collaboration through discussion forums or social media groups.

Days 61-90: Fostering Long-Term Commitment

• Highlight member success stories to build inspiration–and showcase industry role models!
• Send out surveys to evaluate the onboarding experience and gather insights for future improvements.
• Provide periodic updates to mark a clear path for further involvement–leadership opportunities, volunteering roles, and advanced learning programs are all great ways to keep members interested in what you offer.

Step 2: Leverage Multiple Communication Channels

Different members connect in different ways, so meeting them where they’re most comfortable makes all the difference! A multi-channel approach ensures no one falls through the cracks while also creating multiple touchpoints, reinforcing your organization’s continued (and future) success.

Social Media & Community Groups

• Create exclusive LinkedIn or Facebook groups for new members to foster connections; be sure to post regularly to keep up the engagement!
• Assign community ambassadors or veteran members to engage with newcomers and answer questions–sometimes it’s easier to ask a fellow peer than it is to approach the organization itself.
• Encourage members to introduce themselves and share their goals within the group. The more members can network amongst themselves, the more bonds are formed, the more value your organization offers.

Webinars & Live Sessions

• Host live Q&A sessions to address common concerns and provide real-time support. Be sure to schedule these regularly and in advance so that they can be included in your event calendar. The purpose is to have members attend, after all, so you want to ensure everyone is well aware before the registration cutoff!
• Feature guest speakers or senior members to discuss the value of active participation. These talks can be combined with “Speaker of the Month” or industry veteran “Ask Me Anything” sessions–which can then be repurposed into future educational content.
• Record sessions and provide on-demand access for those who are unable to attend the original live session; these on-demand offerings could be included as a member benefit or used to generate non-dues revenue through sales. You could even combine these options–allow anyone to buy access to your recordings, but provide members a hefty discount. Everybody wins!

Step 3: Foster a Sense of Belonging

True engagement happens when members feel that they’ve found a place within your community. Creating meaningful connections from day one transforms newcomers from passive observers to active participants who genuinely want to contribute!

Interactive Welcome Events

• Organize virtual meet-and-greet sessions where new members can introduce themselves and connect with one another. Keep things light and welcoming–think of it as a “coffee chat” rather than a formal meeting.
• Conduct speed networking activities to facilitate quick connections. Even just 5 minutes can spark lasting conversations!
• Use icebreaker activities that align with your organization’s mission and values; this helps your members feel connected to each other and to the community.

Create a Check-In Strategy

• Send periodic emails to members with information on upcoming programs and explain how to register. Be sure to add friendly tips (like “Don’t miss our quarterly get-togethers–they’re great for making new connections!”) to make it feel more personal.
• Review new member activity (such as engagement scores) within your organization every couple of months to identify re-engagement opportunities. If someone hasn’t joined any events yet, reach out with a tailored invitation: this shows you’re paying attention–and, more importantly, that you care.

Add a Personal Touch

• Send handwritten or digital welcome notes from organization leaders. Individualized interactions go a long way in making people feel valued from the very beginning.
• Feature new members in newsletters or social media shoutouts to help them feel recognized in the community while also celebrating their arrival.

Step 4: Encourage Two-Way Engagement

The most successful onboarding experiences recognize that new members bring valuable perspectives alongside their fresh enthusiasm. Rather than simply delivering information, create opportunities that benefit both sides.

Gathering Early Feedback

• Use quick surveys or polls to assess member expectations and preferences. Keep them short and engaging, as members are more likely to respond when it takes less than a minute to do so.
• Ask open-ended questions in welcome emails to encourage direct responses.
  • For example, you could ask questions like, “What are you most excited to explore?” to push for a more genuine conversation.
    • Be sure to offer them an outlet to share their answers, too; a designated staff email or social media account can provide just the solution.
• Monitor engagement levels through analytics like email open rates, event attendance, and engagement scores. Data is the most accurate fortune-teller of all!

Make it Interactive

• Encourage new members to participate in forum and social media discussions by posing questions or sharing their experiences. For instance, you could ask, “What’s the best career tip you’ve received so far?”
• Offer incentives for engagement, such as small prizes (like coupon codes, raffle entries, or even physical merchandise) for completing onboarding milestones. Gamifying the process keeps things fun and motivating!
• Implement a buddy system where existing members are paired with newcomers. Designated peer-to-peer connections can help your members feel more at ease.

Step 5: Monitor & Adapt the Process

Even the best-designed processes need regular fine-tuning to remain effective; what works for one generation of members may require adjustments for the next. Thankfully, being responsive to change can ensure that your onboarding process continues to deliver results, regardless of how your audience evolves.

Track Key Metrics

• Engagement rates: Pay attention to the number of members attending events, opening/clicking emails, and participating in discussions; this will show you how popular your offerings are over time.
  • Robust Association Management Systems can also provide you with engagement scores–actual point values assigned to members based on their engagement with your platform.
• Retention rates: One of the easiest ways to judge the efficacy of your onboarding process is by tracking the percentage of members who renew their membership after the first year. The higher the retention, the better your organization is at catching the attention of new members.
• Survey feedback: Surveys, polls, and other direct forms of feedback collection will provide clear insight into what worked well and what needs improvement. You’ll be hearing it straight from the source!
• Drop-off points: On the other side of the retention coin, it’s crucial to identify when members have disengaged so that you can swiftly address any potential pain points.

Iterate, Iterate, Iterate!

Improvement is a constant state, and even a small step forward is still a step.

• Regularly review onboarding reports to identify trends and areas for further improvement. Make this part of your quarterly routine to stay ahead of the curve!
• Experiment with different approaches by promoting more interaction through gamification tools. Try points, badges, or challenges that reward progress.
• Keep onboarding content fresh through a steady stream of member success stories and other resources. This demonstrates that your community is continually evolving and offering new, exciting things.

Conclusion

Creating an exceptional onboarding experience isn’t just about checking boxes–it’s about transforming how new members connect with your organization from the very first interaction. When newcomers feel welcomed and supported right away, they’re more likely to become active participants instead of passive observers.

While tailoring messages to individual member activity may require more effort (though less than you would think if your organization takes advantage of automation!), it demonstrates that you value them, while also making your services feel directly relevant. You’re building a personalized roadmap: the more you guide them toward opportunities that match their interests, the more they’ll invest in your community.

Take a moment to evaluate your current onboarding strategy and ask yourself: What steps can your organization take today to enhance the experience for new members? 

Start small, gather feedback, and refine your approach for lasting success!

References

Fischer, K. (2025). Tetherform. Tetherform. https://tetherform.com/blog/designing-an-effective-new-member-onboarding-process-90-day-guide?

Julianne Fitzpatrick. (2024). Top 10 Tips for Effective Member Onboarding from Association Experts. ASAE. https://www.asaecenter.org/resources/articles/an_plus/2024/02-february/top-10-tips-for-effective-member-onboarding-from-association-experts

Kerri L. McGovern, MPP, CAE and Meagan Roloff, CAE. (2025). Start Strong: Five Onboarding Strategies to Set Your New Members Up for Success. ASAE. https://www.asaecenter.org/resources/articles/an_plus/2025/06-june/start-strong-five-onboarding-strategies-to-set-your-new-members-up-for-success?

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“Data analytics” is a powerful tool for helping your member-based organization understand audience behavior and patterns. Using analytics, you can really get to know your members (which, in turn, helps you plan strategies to boost their engagement and loyalty).

Analytics are the secret weapon that allow you to make real data-driven decisions, ultimately letting you create a strategy that offers members a more personalized (and way better!)  organization experience.

If you haven’t tapped into the power of analytics, take a minute to consider your options. It can be a risky move to base decisions on vibes alone, and your competitors may already be using analytics to up their game.

Thankfully, it’s never too late to start using data. In this article, we’ll break down how your organization can start using analytics like a pro. Let’s begin!

Key Takeaways

• Data beats guesswork: Member analytics gives you real insight into what your audience wants, how they engage, and what keeps them coming back. No more relying on assumptions.
• Personalization drives engagement: When you use data to tailor content, events, and communications, members feel seen. That leads to stronger loyalty and higher participation.
• The right metrics matter: Focus on key data points like behavior, engagement, demographics, and feedback to guide smarter decisions.
• Analytics helps you act early: From spotting at-risk members to identifying top-performing programs, data lets you respond before problems grow.
• Strategy comes first: Set clear goals, align your key performance indicators (KPIs), and track what actually impacts growth, retention, and engagement.
• The right platform makes it easier: With an all-in-one system that includes learning management, association management, customer relationship management, events, automation, and AI-enabled reporting, organizations can pull data from across their tools and turn it into clear, actionable insights in real time.

What is Member Analytics?

Before we dive too deep, let’s start with the basics. Member analytics is all about collecting and making sense of data on member behaviour. It helps you gain better insight into what your members want, how they engage, and what keeps them coming back year after year.

When considered correctly, member analytics can guide you towards actionable growth opportunities in your organization.

How Organizations Use Analytics to Boost Engagement

Smart organizations don’t just guess what their members want. They said that when you assume, you… Well, you know the rest.

Instead, when it comes to making strategic decisions that impact the organization, tech-savvy organizations typically use data to:

• Personalize experiences, making members feel special and seen.
• Track trends in engagement (a.k.a what’s hot and what’s not) so that you can do more of what works (and less of what doesn’t!).
• Spot at-risk members before they leave. It’s all about retention, so knowing who’s on the fence about renewing is vital for targeting outreach.
• Optimize marketing and messaging to hit the right audience every time. Better campaigns mean better engagement, after all!

Types of Member Data You Can Track

If you want data to work for you, you need to know what exactly you should be tracking. Here are some key metrics you’ll want to keep an eye on:

• Demographics: Data points like age, location, and job title can help you craft more effective messaging.
• Behavior: What content are they interested in? How often are they logging in? This can help you tailor your communications.
• Engagement Metrics: Event participation, email open rates, and social media interactions all indicate investment.
• Feedback: Surveys, reviews, and direct member input are vital; after all, what better place is there to get your information than straight from the source?

Every organization is different, so don’t hesitate to add additional, more specific data points to your list. Sometimes you just have to throw some spaghetti at the wall and see what sticks!

Key Benefits of Leveraging Analytics

Now that you know what to track, it’s time to talk about why it matters. Harnessing the power of data analytics can transform your member-based organization by providing crucial insight on what changes should be made (or not made!) to help you get closer to achieving your organization’s goals.

So, let’s talk implementation: what can you do with the analytics you gather?

1. Create Tailored Experiences

Nobody likes a one-size-fits-all approach. Data lets you segment members into groups to send more personalized event invitations, content suggestions, and messages that actually resonate.

For instance, suppose your data shows a group of members who frequently download resources on a specific topic, such as new industry regulations. Instead of sending them the standard general newsletter, you can automatically place them in a segmented list that delivers deep-dive articles and invites them to join a related special-interest committee!

2. Enhance Decision-Making

No more “winging it”! Data-driven insights help you make smarter, more strategic choices, whether you’re choosing what kind of events to host or debating how to tweak your onboarding process.

In an article written by the University of Pennsylvania (2022) entitled “5 Key Reasons Why Data Analytics Is Important to Business”, they explained that organizations can become more proactive in identifying opportunities guided by the validity of data, rather than simple intuition or industry experience. This helps you feel confident that each decision you make is data-backed and justifiable.

Now, this all sounds great, but what should you actually do?

Simple: track your stats! Consider factors like:

• Where do people spend the most time on your website?
• What’s the typical renewal rate in the first year of members joining?
• Which events get the most engagement?

Asking these questions (and then finding the answers) will help your organization perfect its processes across the board.

3. Optimize Marketing and Communication

Ever sent out a newsletter that nobody opened? Analytics help you understand what resonates with your audience so you can craft messages that actually get clicks.

Keep an eye on how many emails bounce, how many get opened, and how many links get clicked–then, experiment! It’s all about testing new things and finding out what works, what doesn’t, and what to try next.

4. Predict Member Behavior

Imagine being able to identify when a member is about to disengage before it actually happens. What if you knew which benefits members liked most? What if you knew what topics your members were most interested in before planning conference sessions?

With analytics, it’s not a guessing game–you can spot trends and take action right away. Reach out to those who have drifted away and remind them of all you offer; find out which benefits get the most engagement and promote them to new members; track which courses are the most popular and use them as a template for future content.

Implementing an Effective Member Analytics Strategy

Now that you know the what and the why of analytics, let’s talk about the how.

1. Set Clear Objectives

Consider: what do you want to achieve?

• More engagement?
• Higher retention?
• More event sign-ups?

Define your goals so you can measure success properly. Then: track it all! Knowing is only half the battle–make sure you’re following up with your own objectives regularly and checking your analytics periodically to make sure your initiatives are going as planned.

2. Align Analytics with Membership Goals

Your data should empower your organization, not overwhelm it.

Instead of getting lost in endless metrics, prioritize tracking the key performance indicators (KPIs) that most impact your membership growth, engagement, and retention.

By aligning the analytics you pay the most attention to with your strategic goals, you can make data-driven decisions that enhance member experiences, strengthen loyalty, and drive long-term success.

3. Define Your KPIs

Keep tabs on things like:

• Engagement Scores

How much does each of your members engage with your sites? By tracking engagement scores, you can spot unengaged members and reach out to them directly before it’s too late.

• Retention Rates

If you see that members keep renewing year after year, that’s great–keep it going! However, if you see a lot of turnover in your member base, that’s a sign you’ll want to change up your organization’s direction.

• Member Satisfaction

Solicit feedback from members to keep an eye on how happy everyone is with your organization’s offerings. You can also track reviews and member correspondence to get a wider view of the general “vibe”.

If you notice more complaints than compliments, it’s time to try something new!

• Courses Purchased (and Completed!)

If you have a course that’s especially popular in your store, take note–the topic is likely particularly sought-after in your industry! But don’t stop there–you also want to keep an eye on course completions.

Meanwhile, if a course gets a lot of buyers, but not a lot of finishers–well, that means there’s a problem somewhere in the course itself. Take a deeper look to see where members are getting held up. Are the quizzes too hard? Are members stopping the video halfway through?

Remember: the more information you have, the better you can make your content!

• Event Attendance

Similar to your on-demand courses, it’s good to track how many people purchase and attend your events.

Even better, find out when members purchase–are they early birds, or do they wait right up until the last minute to get their tickets? Knowing this can help your organization plan for things like discounts and promotions.

• Amount of Support Required

How many messages requesting support does your organization receive daily? Weekly? Monthly? Do your socials get tagged by members seeking help?

Keeping track of how much support your members need will let you know what needs to be changed in order to keep things running smoothly. After all, a good platform can actually help you decrease your tech support tickets!

4. Choose the Right Platform

Not all analytics tools are built the same! Pick a platform that has the right features for your organization. For example, you may be interested in…

• CRMs can help you track member and non-member information, making it easy to reach out to individuals or run targeted campaigns.
• Admin Dashboards can give you real-time insights at a glance.
• AI-powered reports can help you track current member behavior and plan for the future more easily than ever before.
• 360 member view analytics can show you each member’s journey across your platform, letting you know which of your features are the most valuable to your audience.
• Member engagement managers can automatically assign members engagement scores based on how often they access the platform, how long they’re on it, and what they do while they’re there.

5. Automate for Efficiency

Stop spending hours manually collecting and analyzing data! By automating data collection and reporting, your organization can reduce errors, save valuable time, and gain real-time insights.

Let automation free you from tedious tasks so you can focus on making informed, strategic decisions that drive business growth.

6. Ensure Data Accuracy and Security

Messed-up data means messed-up decisions. Make sure you keep your organization’s data clean with:

• Regular audits
• Privacy regulation compliance
• Cybersecurity training for staff
• Ethical handling (because member trust is everything!)

Conclusion

Let’s be real—data analytics isn’t just a nice bonus, it’s a game-changer. Without data, all you’ve really got is guesswork. Nowadays, with the advanced technology that can track our movements in the digital world, every move, click, interaction, and transaction provides a gold mine of data. Tap into your organization’s data and draw conclusions based on facts!

Don’t wait to dive into the numbers: embrace the data-driven mindset, and watch your membership strategy go from basic to brilliant!

References:

Data, L. (2022, September 13). Leveraging Data Analytics to Improve Member Service | CU Management. CU Management. https://www.cumanagement.com/articles/2022/09/leveraging-data-analytics-improve-member-service

How to Use Data Analytics to Improve Member Retention in Unions | SwiftFox | Everything you need to compete. Whatever your goal. (2024). Swiftfoxcrm.com. https://www.swiftfoxcrm.com/blog-posts/how-to-use-data-analytics-to-improve-member-retention-in-unions

Schmitz, P., & Schmitz, P. (2024, September 25). Membership Insights: 3 Analytics to Enhance Engagement. AMR Management Services – an Association Management Company. https://amrms.com/member-engagement-analytics/

University of Pennsylvania. (2022, October 20). 5 key reasons why data analytics is important to business | penn LPS online. Penn LPS. https://lpsonline.sas.upenn.edu/features/5-key-reasons-why-data-analytics-important-business

The post Mastering Member Management: Analytics in Action! appeared first on Online Learning Solutions | Association Management System | Vocalmeet.

The specifics of a membership manager’s job depend largely on their industry, the resources they have available to them, and their association’s values. There are, however, some common requirements and challenges to the job that managers face. Therefore, it can be beneficial and excellent practice for membership managers to put some good habits in place, including strategies that will help keep them on track with their service to members.

Create a Member Roadmap

There’s a progression for a member and consumer, flowing from the initial contact all the way to the point of being a long-term member. While every member has their own unique experience, the path has some standard checkpoints along the way. The more accurately a manager can map these out, the better they can understand their members. To accomplish this, think about every touchpoint an association has with a member, every contact point that could be made. After identifying every potential engagement step along a member’s journey, it’s time to fine-tune the associational responses that they receive.

How will a potential member first hear about your association? What promotional material will they likely get? Think about what type of information you want to provide to entice interest and Imagine you’re a prospective member doing an internet search. Test out some possible searches and see what the rankings indicate. Depending on your industry and your market, you may consider targeting more niche areas and keywords to rank in. Go through every step and try to give members what they would want at every stage. New members, first-time event attendees, prospective renewals, potential mentors, all require a unique approach.

Finally, connect this into one cohesive roadmap; if all goes right, a single member could touch every stage along the way. This will help you to create a continuous and evolving experience for members.

Set Your Targets and Track Them

As a membership manager, it’s important that you break down your overall goal into smaller, measurable targets. For instance, every manager is looking to drive growth, but growth is a collection of a variety of factors, including increased revenues, memberships, renewals, event registrations, and engagement. While some will ultimately be related and overlap, try to isolate your goals by zeroing in on known problems or shortcomings in the association. It might help to go through your entire member roadmap and look at each contact point, evaluating and assessing their individual effectiveness in serving your goals.

When divided into more manageable targets, managers can better focus their attention on a specific goal and measure the results. Take a look at where expectations are falling short and think of ways to improve your outcome. Once a plan has been devised, operationalize it for a set period of time, track the response, and compare it to your previous attempts. You want to commit to the new plan for long enough to get a solid data set, but don’t be afraid to acknowledge when the plan has failed. The ability to admit defeat and move on is important in any situation—know when to cut your losses and get started on the next solution.

Try Something New

When trying to arrive at a solution or improvement, membership managers should not be afraid to try something new. Now, this is typically easy when a fresh attempt doesn’t work, but when members and staff get used to a process or application–even if it doesn’t work particularly well–it can be difficult to make a change. Don’t be shy about making adjustments. Research all of the available tools and resources; consider how they might improve your current setup.

Most of the time, sticking with flawed processes is grounded in budgetary concerns. For example, an association may continue to use underperforming software because they extensively customized it, and making a change would cost money. While understandable, budgetary concerns should be weighed against possible production improvements. Will a change improve your efficiency, member engagement, or member satisfaction enough to warrant the cost? In the odd case, a change can help improve a situation even when something appears to be successful! Rather than changing a working process outright, however, try your alternative out on a test audience or for a short period first. Experimentation is the key to saving both time and money!

Keep Your Eyes and Ears Open

One of the most important habits for a membership manager is to listen to and watch what’s going on around them. First, pay attention to your members. Reach out to them and ask them what they want as members and what aspects of their membership are falling short of expectation. Listen to what they tell you and make sure to actually use the information! When testing out new processes, request user reviews to see how they respond. Conduct surveys and give members as many opportunities to be heard as possible. The more say members have in their membership, the more invested they will become!

The post Helpful Tips for an Association Membership Manager appeared first on Online Learning Solutions | Association Management System | Vocalmeet.

Members are the lifeblood of every association. While maintaining a solid membership represents the central mission, acquiring new members remains a yearly challenge. According to the Membership Marketing Benchmarking Report, less than half of all associations increased their new member acquisitions in 2018 and nearly 25% of associations saw a decrease in renewals. To keep the fresh faces rolling in and the familiar faces smiling, associations must continue finding new methods of increasing and maintaining their membership. The following tips might just do the trick.

INTEGRATE SPONSORSHIP

Perhaps the most effective method for attracting new members and driving renewals is by improving membership value.  Although this can be done a number of ways, increasing sponsorship dollars and involvement can go a long way to achieving this goal. To increase sponsorship dollars, associations need to find more sponsors or find more innovative means of sponsor involvement. The key for the latter option is integration.

By better integrating sponsors in its initiatives, an association can provide sponsors with more valuable opportunities and offer higher sponsorship levels (and prices). This could mean giving sponsors direct access to an event audience as a guest speaker or allowing them to host a focus group. These opportunities can prove mutually beneficial if done right, ensuring sponsors want to maintain and further develop this relationship.

 PROVIDE VALUE IN VALUABLE LOCATIONS

Both new and established members look for value in their memberships. An effective method for an association to demonstrate value is to establish itself as an authority in the industry. This can be done online by starting or joining meaningful conversations. Try hosting informative discussions and providing actionable insights that potential members can join in on or, at the very least, notice.

To accomplish this effectively, associations need to identify where their potential members congregate and what interests them the most. This may require the association to divide potential members into demographic groups. It might start a LinkedIn discussion on specific industry topics or share relevant stories and news via Facebook or Twitter.

HOST MUST-ATTEND EVENTS

While it may sound easier than it is, hosting events that sponsors want to participate in and members want to attend is a powerful way to drive both renewals and new members. Associations can come up with a variety of ways to create a must-attend event, but demonstrating value is paramount. A great way to create value is to make the event unique, offer something members and potential attendees can’t find anywhere else.

This might involve taking some risks. Try discussing cutting-edge topics or projected industry trends. Recruit new speakers who haven’t done the industry event speaker circuit and those who bring with them new ideas. Integrate sponsors with similar interests to improve event workshops, focus groups, and discussions. Finally, invite or incentivize members to bring a guest and a potential new member.

 LISTEN TO CURRENT MEMBERS

One of the best sources of information for an association is their current members. This is a group that knows what they want and what they need from their association. Conduct a member survey to generate a list of improvements and share the results with members. Most importantly, make sure to address the feedback. Follow through on promises and prove to members that their input is important and highly valued.

TAP INTO PREVIOUS MEMBERS

According to the 2018 Membership Marketing Benchmarking Report, 16% of members choose not to renew their memberships on average. While these former members have a variety of reasons for not renewing, this group represents a very valuable source for both referrals and renewals. Equipped with these former member’s contact information, associations can use targeted advertising and offer special member discounts for best results. Facebook’s target audience feature can help streamline this process.

KEEP MEMBERS ENGAGED

Engaged members are often loyal members, and proper engagement starts at the very beginning. As soon as new members join, personally thank them and provide them with an orientation. Familiarize them with the association. Show them how to access member benefits and encourage them to participate in the community. If possible, connect new members with a mentor or a more experienced member to accommodate this process.

From there, keep your members informed. Notify them of current discussions, upcoming events, and professional development opportunities. Be sure to ask members what level of communication with the association they want and honor that feedback.

UNDERSTAND THE MEMBER LIFE CYCLE

Members want different things at different stages of their careers. While offering a one-size-fits-all benefit system might be easiest, it’s more effective to offer something for each of the various groups. If done properly, members will continue finding benefits in their association and continue their engagement over the course of many years.

The first here is to understand the member life cycle. Identify what the member career stages are and what professionals need at each stage. For example, new professionals might seek out events to attend or mentoring opportunities. More experienced professionals may look for continuing education courses or professional development workshops. Meanwhile, industry veterans may find value in more hands-on opportunities, such as volunteering with the association, delivering event speeches, or contributing content for training.

GIVE THEM SOMETHING TO TALK ABOUT

While paid advertising is a great way to get new members, there are other, more inexpensive methods. Natural advertising, for example, that which comes from members simply because they wish to share an association’s value with those around them, can cost nothing. For this to happen, however, members need a reason to discuss the association and they need to do so on a public channel.

Try starting a conversation on the channels your potential members use, like Facebook or LinkedIn. Encourage members to share stories or accomplishments, post pictures or give out event and workshop invitations. Even if this advertising doesn’t directly result in new members, it will generate a buzz and familiarity within the industry.

RUN A SUCCESSFUL MEMBERSHIP DRIVE

Membership drives represent one of the best ways to create an influx of new members. These concerted efforts to market an association and generate interest in joining can take on a variety of forms, but the results can prove very beneficial. To get the most out of a drive, develop a strategy, make a budget, and utilize all the resources available.

Membership drives might be as simple as an advertising campaign, email or phone campaign, incentivized referrals, or a resource giveaway. Some associations host small events, like luncheons, business spotlights, or speaker events, or larger events, such as networking events, charity drives, or conferences.

The post How to Win Members and Influence Renewals appeared first on Online Learning Solutions | Association Management System | Vocalmeet.

In-person events, such as conferences and conventions, have long been the staple of associations’ non-dues revenue streams. In fact, as much as 41% consider it their most valuable source of ancillary earnings, according to Association Adviser. Organized properly, they can certainly help diversify revenue, create necessary brand recognition and member loyalty. However, in person events can also require massive time and resource investments, meticulous planning and execution as well as relentless advertising in order to be successful and profitable. A clever way to counter this drawback is to boost revenues from in-person events by selling merchandise, sponsorship packages, hotel rooms, etc. Nevertheless, the financial impact of these add-ons is singular and marginal at best. Meaning that the event cannot be recreated once completed. If ticket sales are less than expected, then the association may even end up in a deficit situation.

There is, however, a more effective and simple way to tackle the issue: ensuring that the event is additionally recorded and available online, on-demand. And that’s exactly what an organization we discuss below did; they were able to increase the conference revenue from $250,000 in 2017 to $300,000 in 2018. How did they get an additional $50,000? Keep reading to find out!

Making events virtual and allowing on-demand viewing lends the level of versatility and revenue increase that cannot be achieved with onsite-only events. It gives the members unabridged access to content, and provides more opportunities to monetize in person events. Once digitized, event sessions have many uses. For example, conference sessions can be sold as individual online presentations or grouped into thematic sections or sold as a package. Whatever you decide to do with the content, the key is to figure out what works best for your association.

A Case in Point: How an Association Added 20% to their Revenue by Recording a Single Conference Session and Offering it Online.

Let’s consider the following scenario. Imagine an organization, let’s call it Association of Professionals or AP for short. AP is an association with voluntary membership of roughly ten thousand, offering professional services and events, along with an annual conference. The conference is part revenue stream and also an effort to engage members and provide a venue for networking, sharing of ideas and knowledge as well as industry insights. And like many other associations, to entice members and bump up the attendance, AP offers professional development (PD) or continuing education (CE) credits as part of the conference. This type of incentive is especially pertinent to industries with mandatory continued education or training requirements.

Every year the AP board sits down to discuss the upcoming event and to review the previous ones for reference and improvement. This time around the procedure was no different, two of the past conferences—the 2017 and 2018—were compared and analyzed. There was just one caveat: some of the 2018 conference sessions had been recorded and available on-demand, so the revenues were no longer as similar as in the past. In fact, there was a significant change between the two events.

Consider this: only 1000 people or 10% of AP’s membership participated in both conferences. It was a two-day event with twenty sessions per day. The total revenue earned in the 2017 conference came up to $250,000 from all tickets sold. And the total for the 2018 conference rose to $300,000.

So, how did the introduction of recording and on-demand video affect the revenue numbers at the end of 2018? Well, AP was able to generate the additional revenue in a one-year period after the conference. It was achieved by recording just one! Session from the 2018 conference, and making the video available on demand for $50 through an online learning platform that is accessible through their website. In this case, only 1000 of AP’s 10,000 members bought the video. Imagine what could be achieved with more than one video and a good marketing strategy to go along with that. By the same token, simply repackaging and reusing, not even all, but some of your most popular sessions—the already generated and readily available content—your association could increase the revenue from events by a serious margin.

The Ins and Outs of Choosing the Right Approach for Your Conference and Event Recording Needs.

It is important to note that as a sort of a pilot project for AP, the process of picking the right technology and method was largely new and unknown. So, the organizers considered several options prior to agreeing to recording the 2018 event.

Just as in the year prior, they looked at numerous other ways of approaching this matter, including live video streaming. This has been a trend for quite some time. And to be fair, it’s not just a buzzword, there’s a myriad of applications to this fascinating technology, however challenges of implementing it are no less great. Trying to live stream even a single session, not to mention two or more simultaneously, requires meticulous preparation and serious technical capability and expertise. To put it simply: it’s an equivalent of running and broadcasting a live TV show for the duration of the event. The amount of planning that goes into that kind of production should not be underestimated.

Thus, having considered the pros and cons, AP decided to look elsewhere. On-demand videos was another option. It gave them the flexibility of post-production editing as well as full control over content to help avoid any potential issues associated with live events. Since this was a pilot project, hiring a professional videographer to help out with all the recording-related bits and pieces was a natural initial reaction. Having a professional in any setting can be a benefit, especially if it involves a learning curve. However, it should go without saying that hiring someone knowledgeable comes with additional expenses that must be factored into the budget.

Nevertheless, compared to a somewhat raw final product of recording videos yourself, today’s technology allows a lot. With tech capabilities of an average smartphone, video production easily falls into the Do It Yourself category. For example, Apple introduced support for high definition videos in its ubiquitous iPhones as far back as 2015. This is to say there’s really nothing holding you back from buying some sturdy tripods at a local or online store, and taking matters into your own hands—literally. At least that’s what AP’s event organizers ended up doing for their 2018 conference: Keeping cost under control and recording that session themselves!

The Sky’s the Limit for Revenue Increase from On-Demand Events and Conferences

There are several variables involved when offering video courses online, but luckily, the odds are all in your favor. If the lesser popular videos can remain online indefinitely, racking up views and generating revenue, imagine what a highly-demanded or mandatory PD/CE presentation could do. Indeed, it’s a gift that keeps on giving as your speakers and conference is constantly being promoted through the online sessions.

Remember that only 10% of AP’s members took part in the conference. This means a huge chunk of 9,000 people or 90% of AP’s audience and its potential revenue remained untapped. Some of those members might have not been interested in traveling and paying for food and accommodation, others might have not wished to take valuable time off work. Regardless of the reason, the opportunity costs – to use the economic term, of such inaction could be far too high, especially for associations with small non-dues revenue streams. Moreover, let’s not forget about the non-members. Having a quality mandatory lecture or highly sought-after event speaker at your conference could surely drive up traffic from outside of the member perimeter, which in turn would create more revenue as the non-member fees are usually higher. This also serves as a means to promote your events to both members and non-members.

Since scalability is truly limitless, such an investment can yield solid returns rain or shine. With potential returns like what we described with AP, the benefits of offering event and conference content online are boundless, and the sky’s truly the limit.

The post Benefits of Digitizing In-Person Events and Conferences for Associations appeared first on Online Learning Solutions | Association Management System | Vocalmeet.

Members are the life blood of every association. Therefore, associations make concerted efforts to attract new members. While attracting new members is a critical component of a sustainable association, retaining existing members should not be overlooked. Every year, more associations are shifting their primary focus to member retention. The numbers don’t lie. Acquiring a new member can cost between five and twenty-five times more than retaining an existing member. This disparity becomes even larger when you consider the value a member brings to the association. Retained members spend more money within the association and are often more involved in association events than new members.

While attracting new members will always be incredibly important for associations, many are putting more emphasis on member retention by developing initiatives that foster member loyalty. But, if loyalty drives member retention, then the question becomes: what’s driving member loyalty?

Here are six strategies for creating loyal members.

1. Be An Industry Leader

This goes without saying, but members need to feel that their association is on top of everything industry related. At the very least, members want to feel certain that their association understands their industry better than they do. If the association provides industry news, industry changes and updates, a calendar of industry events or any combination of these things, members find more value and have another reason to connect with their association. This information can be hosted and updated on an “industry-related” webpage, shared through social media or sent out in a scheduled newsletter. What’s important here is that the member has access to a steady stream of industry information. This alone helps position the association as an industry leader in the eyes of its members.

2. Have a Plan

In the digital age, change is a necessity for all industries. Professions and professionals are required to grow and advance or risk being left behind. For a professional, this can be a daunting prospect, but associations can help ease the burden. Members rely on their association to inform them of changes coming to the industry. Associations that have a plan and are in-tune with their industry assure members that they are in reliable hands. Demonstrating a plan can be as simple as maintaining a content calendar, scheduling early membership renewals, informing members of industry events far in advance, adapting to industry changes quickly and allowing members to react to those changes through online learning and certifications. Planning for the future doesn’t have to make for additional work either. Many of these functions can be automated with the technology available to associations.

3. Result-Driven Content

When members are looking to renew their memberships, they weigh the benefits of the membership against the cost of maintaining it. They then compare that to other competitor associations. One effective way to build benefits for members is to create result-driven content. This is content that has measurable wins for members upon completion. That could be a certificate, a course completion diploma, or even a new license. Whatever the benefit is, it is quantifiable for the member.

Measurable and result-driven content is important for member retention because it stands out as a benefit for the member when it’s time for renewing. It provides the member with something to lose as well if they consider not renewing. Of course, result-driven content also acts as an important vehicle for further engagement, encouraging members to participate and connect with the association.

4. Personalized Touch Points

Associations build relationships with members through contact points or touch points. In the digital age, members seek personalization alongside these touch points. It doesn’t matter how large an association is, each member wants to feel that they matter and that they remain an individual. Thankfully, the tools available to associations make creating and sending personalized touch points easier than ever before. Touch points can be any form of contact, whether that be email, a response to a query, an FAQ, social media content, member feedback forms, surveys, etc. Every personalized contact with a member validates the member’s worth and the association’s presence. It also encourages greater participation and engagement from the member.

5. Multi-Tiered Member Engagement

Member engagement is not as simple as mass communication. Not all members are alike and, associations that treat each member the same risk alienating many. By creating subgroups among members, however, associations can save time while still maintaining some personalization in each contact. As members move through their membership and renewal process, they move down an engagement and participation funnel. Members move through this funnel at different speeds.

Similarly, members react differently to touch points. Some may actively reach out to the association. Some might only respond to emails. Some members might never communicate at all after registration. Group the members accordingly and reach out to these groups in ways reflective of their activity. There is no sense in dealing with a member that has already renewed and is readily active the same as those who have never participated. This small step will allow for an engagement process that saves time and money and reaches the right people with the right content.

6. Utilize Social Media

While most associations are using social media already, not all place as much emphasis on it as they should. Social media acts as an open channel of communication for an association. In addition to simply creating an online presence for the association, social media is a great place to run series-based content, post upcoming industry changes and events, address questions and communicate with members. For members, social media is a perfect spot to share success stories, ask questions, and initiate conversations and collaborations with other members. The bottom line is that social media increases member engagement, and better connects members to their industry and to the association.

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