intavera

Resources

Getting a membership organization onto Intavera

Four walkthroughs, in the order most organizations do them. Together they are about an afternoon, and they cover everything that has to be true before you can stop maintaining the old spreadsheet.

01About 20 minutes

Import the list you already have

  1. 1Export your current membership to CSV — from a spreadsheet, an old CRM, or whatever the previous treasurer left behind.
  2. 2Decide which columns are standard fields (name, email, organization, join date) and which are yours (chapter, class, committee). Create the custom fields first.
  3. 3Import. Rows that fail validation are reported back rather than silently dropped, so fix and re-run rather than starting over.
  4. 4Invite members. From this point on they maintain their own details, which is the whole reason the list stops going stale.
02About 30 minutes

Set up dues so renewals run themselves

  1. 1Create one membership class per price you actually charge. Resist modelling classes you have not sold.
  2. 2Set the cycle — annual on a fixed date, or rolling from each member's join date. Fixed is simpler to communicate; rolling is kinder to cash flow.
  3. 3Write the three notices: upcoming renewal, payment taken, payment failed. They send on the schedule you set and are the only dues emails most members ever read.
  4. 4Choose your grace period and what lapsing actually does — whether a lapsed member loses the directory listing, event pricing, or both.
03About 15 minutes

Run your first event on it

  1. 1Create the event with a capacity. Capacity is what makes the waitlist work, so set it even if you think you will not fill it.
  2. 2Set member and guest prices. Members are recognised automatically — there is no code to distribute or leak.
  3. 3Publish and share the link. Registration takes payment and writes to the member's record at the same time.
  4. 4Check people in on the day. Attendance lands on the profile, which is what makes the second event easier to fill than the first.
04About 15 minutes

Publish a directory members trust

  1. 1Choose which fields appear. Fewer, accurate fields beat a form nobody completes.
  2. 2Set the default visibility, then let members override it per field. A member who cannot hide a mobile number will simply not fill one in.
  3. 3Decide members-only or public. Chambers usually publish; professional bodies usually do not.
  4. 4Announce it once. A directory gets used when members know it exists and trust that it is current — the second part is handled by the first guide.

Stuck on any of these? Write to us — we answer within one business day.

An afternoon, and the spreadsheet is retired

Start with guide one. Free for your first 100 members, no card required.

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