members & associates

The Membership module builds on the strong relationship management functionality within thankQ, to manage and develop your member base, providing:

• membership management
• subscription and finance control
• membership analysis

Membership functionality is integrated where necessary throughout the thankQ system, so there is no need to manage separate lists of members, supporters or volunteers. This delivers a single set of information, managed through a single user interface helping to keep things simple and easy for your users.

The module allows different forms of membership to be managed – different or promotional rates, gift memberships, associates or honorary lifetime memberships. Each level of member will be addressed appropriately and reminded in the right way at the right time when their membership renewal becomes due.

thankQ membership (PDF - 81KB)

relationships

thankQ uses a graphical interface similar to Windows Explorer to display the Relationship Tree, delivering a quick overview of a contact, listing relationships with other people and additional profile information.

The main advantage of the Relationship Tree is the ability to ‘walk’ through the information. By viewing your contact’s relationships it enables you to discover connections and information you did not know existed; a ‘friend of a friend’ approach to building your relationships.

Additional individuals or organisations can be ‘dragged’ onto the tree to easily add information to the profile of the contact. This association of contacts and information enables the relationship you have individually with a supporter to be shared across your organisation.

committees

The thankQ ‘groups’ functionality enables you to manage contacts who have a role on a committee; including their title, any necessary dates associated with the position and other description of their responsibilities. The committee can be contacted as a whole, or mailed individually.

Often a committee member is much more than just a member of a committee - so with thankQ you can manage the information about that contact alongside the data describing them as a donor, member or volunteer. When the person is contacted, thankQ checks ‘mailing preferences’ to ensure they are addressed in the right way – if the letter is in the context of the committee, “Dear Chair”, if it is a normal newsletter “Mr Smith and Family".

We can also provide committees with direct access to (a restricted subset of) thankQ through a web connection, giving them the ability to read or publish documents and log in to find contact details of their fellow committee members.

volunteers

The thankQ volunteer module integrates with the Contact form and enables you to manage and update details of your volunteers; their specific skills and interests, security check status (for example, Criminal Records Bureau), their qualifications and availability.

The module also enables you to manage the amount of time that volunteers contribute and the activities undertaken to help your organisation. These details can then be included in management reports.

thankQ volunteer (PDF - 153KB)