Revolutionizing Association Management: 5 Ways Zapier and iMIS AMS are Transforming Day-to-Day Operations

A quiet revolution is underway. Two powerhouse platforms, Zapier and iMIS AMS, are your association’s silver bullet to tearing down data silos, automating mission-critical processes, and unlocking new levels of efficiency and insight.

Forward-thinking organizations leveraging Zapier and iMIS are experiencing transformative results:

  • Streamlined workflows that eliminate manual effort
  • Enhanced member experiences that foster engagement and loyalty
  • Data-driven decision making powered by real-time insights
  • Amplified staff productivity that drives organizational growth

In this post, we'll explore five concrete ways associations are harnessing the power of Zapier and iMIS AMS to vastly improve their daily operations and find out why Armstrong clients say, “Zapier Makes You Happier.”

1. Automating Member Onboarding for Frictionless Engagement

Successful member onboarding sets the stage for long-term engagement and retention. Zapier and iMIS enable associations to create personalized, automated onboarding journeys that welcome new members with open arms.

Traditional Onboarding Challenges

  • Manual data entry across disparate systems
  • Inconsistent communication and follow-up
  • Missed opportunities for early-stage engagement

Transforming Onboarding with Zapier + iMIS

  • Automatically create and update member records in iMIS
  • Trigger personalized welcome sequences based on member data
  • Seamlessly add new members to email lists and community platforms

 

2. Streamlining Event Management for Seamless Experiences

Events are the lifeblood of many associations, but managing them effectively requires navigating a complex web of data and logistics. Zapier and iMIS simplify the process by connecting key systems and automating repetitive tasks.

Common Event Management Pain Points

  • Manual data transfer between event platforms and iMIS
  • Inconsistent pre- and post-event communication
  • Limited ability to personalize experiences based on attendee data

Zapier + iMIS: The Event Management Game Changer

  • Automate attendee data sync between iMIS and event platforms
  • Trigger targeted email journeys based on registration details
  • Streamline post-event follow-up, surveys, and reporting

 

3. Simplifying Financial Management and Accounting

Financial management is a critical function for associations, but it's often bogged down by manual data entry and siloed systems. Zapier and iMIS - what we call Zapier for iMIS - integrate with leading accounting platforms to streamline financial processes and ensure data accuracy.

The Pitfalls of Disconnected Financial Systems

  • Tedious, error-prone manual reconciliation
  • Delayed visibility into financial performance
  • Difficulty tracking and attributing revenue across systems

Zapier + iMIS: The Integrated Financial Hub

  • Automatically sync financial transactions between iMIS and accounting tools
  • Ensure consistent, accurate data across platforms
  • Enable real-time reporting and visibility into key financial metrics

 

4. Enabling Data-Driven Member Communications

Zapier and iMIS empower associations to leverage member data for targeted, personalized outreach across multiple channels.

The Limitations of One-Size-Fits-All Communication

  • Low email engagement rates due to generic messaging
  • Inability to tailor content based on member preferences or behavior
  • Inconsistent communication across channels and platforms

Zapier + iMIS: Powering Hyper-Relevant Communication

  • Sync member data to email marketing and marketing automation systems
  • Segment audiences based on rich iMIS data like interests or engagement history
  • Trigger automated, personalized journeys based on member behaviors

 

5. Harnessing Data Insights for Smarter Decision Making

Your association collects a wealth of valuable data in iMIS, but making sense of it all can be a challenge. Zapier and iMIS help unify data and extract actionable insights to guide strategic decision making.

The Dark Data Dilemma

  • Crucial data trapped in silos, disconnected from other systems
  • Time-consuming, manual reporting processes
  • Lack of real-time visibility into key performance indicators

Zapier + iMIS: Illuminating Insights

  • Integrate iMIS data with business intelligence and analytics platforms
  • Automate data flows to ensure always-accurate reporting
  • Visualize and democratize data insights across the organization

 

Embrace the Future of Association Management

The examples above merely scratch the surface of what's possible with Zapier and iMIS. This potent integration platform empowers associations to reimagine member experiences, streamline internal operations, and drive unprecedented organizational efficiency.

Are you ready to experience the power of Zapier and iMIS for your association?

Follow these steps to get started:

  1. Assess current tech stack and processes to identify key integration and automation opportunities.
  2. Prioritize high-impact use cases that solve pressing pain points and drive meaningful outcomes.
  3. Implement quick wins to demonstrate value and build internal momentum.
  4. Partner with an iMIS expert to develop a comprehensive digital transformation roadmap tailored to your association's goals.
  5. Foster an automation-first mindset and continuously seek new ways to harness Zapier and iMIS.

The future of association management is connected, automated, and insight-driven. With Zapier and iMIS, your organization can lead the way into this exciting new era.

Connect with us to talk Better iMIS.