iMIS RiSE Staff Site
How To Guide By ATS

Navigating Custom & Third-Party Integrations in Your Transition to iMIS EMS

Moderator: Randy Richter, Director of Technology, Partner, ATS

Transitioning to iMIS EMS is a significant step for any organization, offering a robust platform for managing membership, events, and fundraising. However, the success of this transition may depend on how well you manage your integrated third-party applications. Join us for an insightful webinar where we delve into the strategies and best practices for effectively planning and executing a smooth transition for your third-party applications.

Enhancing Your Member Journey with Process Automation

Date: Wednesday, December 12, 2018

Your members are your most valuable asset, but how do you keep them engaged without giving them information overload? Learn how to use Process Automation for onboarding, subscription management, increased participation, and more.

Where Are They Now? Crystal Reports iMIS 20 vs. Staff Site iMIS 20

Date: Wednesday, November 28, 2018

Time: 3:00 PM ET (1:00-1:30 PM MT)

Presenter: Stephanie Harms, Technical Support Specialist

Are you transitioning to the staff site and leaving desktop in the past, and you think you are leaving all your known and trusted crystal reports? You are asking yourself where can I find those reports that I used to run in the desktop in the staff site? The staff site has several out-of-the box SSRS reports and queries that give you the same data as what was captured in crystal reports but in a new format. Join us as we find those old crystal reports you know and love as SSRS reports in the staff site.

Lesser Known Features of RiSE

Date: Wednesday, November 14, 2018

Are you considering an upgrade to iMIS 2017? The latest version of iMIS uses the power of RiSE to improve your overall staff site and member site experience. You may be aware of the basic abilities of RiSE, but there is even more to be uncovered! Join us as we review some of the lesser known CMS features that have been added to RiSE in recent versions.

15 Tips and Tricks to Make Your Member Experience a Treat

Date: Wednesday, October 31, 2018

ATS works on hundreds of projects a year designed to improve the member experience and help streamline association's internal processes. This webinar will highlight some ideas and solutions that you can implement immediately to leverage your investment in iMIS. Join us as we review helpful hints for:

• Log-in
• Create account
• Name Badges
• RiSE
• Dashboards
• Staff Site
• and MUCH MORE!

4 Dashboards Every Organization Should Have and Tips for Creating Them

Date: Wednesday, October 17, 2018

Time: 3:00 PM ET (1:00-1:30 PM MT)

Presenter: Stephanie Harms, Technical Support Specialist

Dashboards offer a real-time snapshot of what's going on in your organization, but what should they include? Join us as we review best practices of how to assess what information to include, how to create a dashboard, and how to deploy them. The four dashboards we will be focusing on are Events, Dues, CEO Overview and Membership Snapshot.

STOP THE DUPLICATE RECORD MADNESS!

Date: Wednesday, August 8, 2018

How much time are you devoting to researching and eliminating duplicates? What is your cost of extra mailings due to having duplicate records or even the cost in your members' perception of your data quality? How does it affect your ability to make decisions on inaccurate data? In this webinar, we'll look at all the tools available to you to help prevent and eliminate duplicates. We'll look at out-of-the-box iMIS tools as well as some best practices that have made life bearable for ATS clients when dealing with potential duplicate records. Life is too short to waste time resolving duplicates! You don’t want to miss this webinar for your sanity's sake.

Managing Your Member Profiles and Member Searches

Date: Wednesday, July 25, 2018

Every organization wants to view different information about their current and prospective members when viewing their profile in the staff site and requires different criteria when searching for members. In this webinar, we will review best practices for updating your staff site profiles and searches to easily find and update your members' information.

Top Reasons Why Everyone in the iMIS Community Should Use Mobile Engagement Scoring

Date: Wednesday, July 11, 2018

Did you know iMIS Engagement Scoring can help you determine which members will renew and which will lapse? In this webinar, we will share why it is imperative for associations to use iMIS data to monitor member engagement. By the end of this webinar, you will:

• Discover key performance indicators (KPIs)
• Identify at-risk and evangelist members
• Implement mobile engagement scoring into everyday data
• Learn how to boost your association's bottom line and increase your ROI through member engagement scoring

Watch Recorded Webinar Download the Webinar Slides

IQA Groups: How Can I Use Them?

Date: Wednesday, June 27, 2018

When using IQA groups, you can lock down different paths of your website and staff site to only certain member types, individuals who purchased a certain product, committee members, and so much more! If you can query on the date, then you can create a group. Join us as we go over creating IQA groups to secure web pages and create event pricing groups.