FAQ

AC MemberSmart is beneficial for membership organizations, associations, and nonprofits that are striving to improve their member engagement, satisfaction, and retention. AC MemberSmart can benefit several types of organizations, including:

• Membership Organizations: It automates and digitizes Salesforce association management processes, measures member engagement, and streamlines payment and donation management.
• Nonprofits: The software provides comprehensive solutions for managing complex communities, including donors, volunteers, internal staff, and beneficiaries, with features such as event management and data analysis.
• Higher Education Institutions: It helps manage and engage alumni networks, create communication campaigns, manage fundraising efforts, and track revenue within a centralized Salesforce platform.

Because most AMS platforms overpromise and underdeliver. Associations come to us after experiencing the same frustrations: implementations that drag on for years instead of months, costs that balloon to 2-3x the original forecast, renewal automation that fails and requires manual checking, systems that feel slow and heavy day-to-day, and support teams that close tickets without actually solving problems. AC MemberSmart was purpose-built to be the alternative. That starts with the technology itself (not every Salesforce AMS is built the same way) and AC MemberSmart runs on Salesforce’s newest tools, with far less custom code, so it stays easy to maintain and adapt over the 10+ years most associations keep an AMS. We deliver 90-day scoped implementations, transparent and predictable pricing, financial workflows that connect to the accounting system you already use like Sage Intacct or NetSuite, without replacing it. AI that’s built into how the system works day to day rather than bolted on as an extra, as well as fast and lightweight UI, and resolution-focused support with same- or next-day response times. Associations that switch tell us they wish they’d done it sooner because it’s built to help them engage members, not just manage them.

No, it’s designed to work alongside it, giving associations options for how that relationship works. There three ways to connect:

Membership prices in AC MemberSmart are determined based on several factors controlled at the product level. Here are the key elements:

• Payment Form: Users can select either manual or auto payment methods, with options displayed based on the type of subscription (paid or free).
• Payment Frequency: The frequency of payments (e.g., monthly, annually) is selectable and can be filtered based on the grace period or installment payment period.
• Membership Length: The available membership lengths are displayed and sorted by price.
• Pricing Structure: Prices are typically sorted from low to high, and free subscriptions display the “Free” label instead of a price.

Key features of AC MemberSmart to enhance member loyalty and engagement:

• Gamification Tools: AC MemberSmart incorporates gamification elements such as reputation levels and recognition badges. Members earn points for activities like posting and commenting, fostering a competitive yet engaging environment.
• Tiered Membership Levels: The platform allows organizations to create tiered membership levels, unlocking additional benefits for active members. This encourages ongoing engagement as members strive to reach higher tiers.
• Milestone Rewards: AC MemberSmart facilitates the implementation of milestone rewards, where long-term members can receive special perks, fostering loyalty.
• Advanced Member Directory: With a comprehensive member directory, users can easily connect with one another, facilitating networking and collaboration.

Yes, AC MemberSmart supports both individual and organizational memberships with flexible membership levels.

Organizations using AC MemberSmart have full control over how to manage expired subscriptions. They can allow members to renew expired memberships or grant or restrict access to specific features based on the subscription status. To prevent missed renewals, organizations can also define grace periods and auto-renewals to streamline the renewal process.

Yes, AC MemberSmart provides comprehensive member engagement tracking. Each member has an engagement card displaying their activity, including event participation, orders, payments, donations, and more. Additionally, AC MemberSmart calculates an engagement score based on points assigned to different activities, giving you valuable insights into member involvement.

Yes, AC MemberSmart allows organizations to offer flexible installment plans, including monthly, quarterly, and annual payment options for memberships.

Yes, AC MemberSmart is highly configurable, enabling organizations to add custom fields, automate workflows, and tailor processes to their specific needs.

Yes, administrators can set different permission levels for members, staff, and partners, ensuring the right people have access to the right information and features.