Many organisations use a combination of excel spreadsheets
and free email accounts to manage their members data. WebCollect
enables you to bring all your data into one location, easily
accessible from anywhere. Access can be shared amongst committee
members, or you can give access to just the bits they need to
see.
Managing Your Members
WebCollectRoles
One of the best things about WebCollect, is that you
can share the work around.
Committee members and other
volunteers can be given full access to the administration panel, or
just enough to do their bit. Event co-ordinator's can be given
limited access to manage their event. Members can be given
access send emails to a group of members.
Data at Your Finger Tips
Want to know who hasn't paid up, who is coming to the Christmas
party, how many members the organisation currently has. Want to
know whether you are at home, in the office or down the Club
House? WebCollect enables all of the Committee to have instant
access to all the information they want to know any time, any
place.
Reporting
Inevitably, different people on the Committee will want to know
about different things...
The Membership Secretary wants to know how many new members have joined...
The Treasurer wants to know who has paid up...
The Social Secretary wants to know who is coming to the next Get Together...
WebCollect's reporting covers all of this and more
Use WebCollect's sophisticated filtering system to pull out just
the information you need. Build
yourself custom reports for export
to your accounting package.
Bank Reconciliation
WebCollect's bank
transfer payment method enables members to pay you by bank
transfer (using online banking, standing orders etc). When the
member places an order, we give them a unique reference number to
provide with their payment. You can then upload your bank
statement and the system will do the matching up of payments for
you.
Using bank transfers to collect payments from members is a great
way to keep your costs down. You only pay a few pence per
payment (compared to 2% or more for PayPal and card payments).
It's convenient for the members - if they are using online banking,
they only need to save your bank details once, and then it's a 2
minute job to pay you each time at no cost to them. The service
is all included in your annual fee, so no cost from us either!
This is really useful for organisations that collect similar
amounts from members. Without the reference, you end up with a
bank statement with a whole load of payments for the same amount and
no idea who they have come from or what they are for.
Upload / Import
Importing your membership data makes life so much easier for your
members. Once you have imported the data, send
them an invitation email
with their login details and away you go. Import
their current subscriptions and all they have to do is click a link in
the email, login, pay and it's done.
Import features:
Download / Export
If you can't quite tear yourself away from those Excel
spreadsheets, you can download yourself a copy of your data at any
time, all neatly organised for
you.
Members,
subscriptions,
event bookings,
orders
- you can have it all!
Use WebCollect's sophisticated filtering system to select just the
information you need. "Give me the membership form data for
all members who purchased an individual subscription last year, and
who ticked the box to say they would be prepared to volunteer to help
on Sundays, but are not vegetarians...."
API
For the techies among you, the WebCollect API enables you to
access your data any time anywhere. Useful for regular
back-ups, or to pass data to your website about who has a
current paid up subscription.
