Secretary & office
For the secretary: the inbox gets quieter
The secretary answers the same four questions all year: how much do I owe, when does my membership end, where is my receipt, can you update my address. SupaGuild answers them in the portal, and keeps the register that the rest of the board relies on.
SOL · 09 · 01
What usually goes wrong
- 01
Every change of address is an email, a spreadsheet edit and a mailing-list update.
- 02
The application form is a PDF that comes back half filled.
- 03
Nobody knows which version of the member list is the right one.
SOL · 09 · 02
The modules that matter here
AMS · 04
Member portal
Members update their own details, download receipts and see their renewal date. Sensitive edits wait for your approval.
AMS · 02
Applications & vetting
A public form that validates itself, referees who answer through their own link, a review that ends in a membership without retyping.
AMS · 01
Membership CRM
One register with an audit log, custom fields and duplicate detection.
AMS · 08
Campaigns & reports
Message templates in your own words; campaigns to the right segment; delivery tracking.
AMS · 11
Data, import & GDPR
Import with dry run and undo; consents per purpose; export of everything, any day.
SOL · 09 · 03
A season with SupaGuild
- Week 1
Import the list, read the dry-run report, fix duplicates, import. Invite the board first.
- Month 1
Members activate the portal in waves; the office stops retyping addresses; the application form goes on the website.
- Ongoing
Templates carry the association’s tone; the audit log answers who changed what; the export goes to the auditor in one click.
Questions
Secretary & office
01Can I approve member edits before they go live?
Yes. Mark the fields that matter and edits to them queue for approval; the rest apply immediately.
02Can I still send a letter by post?
The register exports addresses by segment to a spreadsheet for the mail merge; the platform itself sends email.
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