Guides for member organizations
Written for executive directors and membership staff at organizations with a small team, many of them running on Zoho.
- How to set up membership renewal reminders in Zoho CRM, and what to send members who lapseZoho can run the reminder schedule on its own. Renewals are lost with the members who ignore it. Here is how to model the membership in Zoho CRM, schedule the reminders and write to the people who do not respond.
- Member-only tickets in Zoho Backstage: access codes and a Zoho CRM checkBackstage can hide a member ticket class behind an access code. It has no documented way to check a buyer's membership at checkout. Here are the native options, and the check that closes the gap with what it costs in staff time.
- How to track sponsor benefits and write a sponsorship fulfillment report sponsors renew onWhen sponsor benefits are tracked in a spreadsheet, the proof tends to be gathered right before you ask the sponsor to renew. Here is how to keep the record as you go, and what to watch in the wording.
- Zoho for associations and chambers: when Zoho works as your membership system and when an AMS fits betterAn association management system gives you renewals, chapters and a member portal in one product. Zoho gives you more freedom and more joins to maintain. Here is how to decide, starting from the jobs a small staff actually does.