Automated New Member Referral System: Benefits

Automated New Member Referral System: Benefits

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New Member Referral

When chambers of commerce and other business associations want to connect new members with other members and partners, they often run into difficulties managing the process. Some examples of challenges they might face include creating a simple on ramp to display what they are looking for, enabling board members to see new members and their information, and sharing board member referrals with new members. So how can these organizations create a more efficient system for taking in new members, without creating more work for their staff?

SimplyCast presents the idea of a New Member Referral solution. This automated system was developed to help connect new and existing members, based on the referrals that they need. This solution leverages personalized communication automation to provide a streamlined process of assessing referrals and connecting members accordingly. This system makes use of 4 key factors to improve the way organizations manage establishing connections for their new members. These factors include a straightforward form to be filled out by new members, a notification for board members containing these details, a simple form where referrals are submitted by the board members, and automatic sharing of the referrals with new members.

How the Digital Solution Can Benefit You

Establishing connections for your members is an important thing for organizations to consider, and it can be made much simpler using automation. When dealing with a high volume of members, it can be tricky to manually remember who submitted information, and keep track of connections. This is why SimplyCast designed the New Member Referral solution, to help simplify how business associates connect to one another, and organize all of their information in one place. There are several benefits that come along with switching to an automated system, but we have chosen our top 3 to summarize for you in this blog.

Collect Information About New Members

Using an online form, new chamber members can start their introduction process. They can be added by membership advisors through this form, which is an easy and accessible way to share key information about the new member, such as what the member is interested in regarding new connections. Members can also be added by group, which would skip the initial need for a form.

Connect New and Existing Members

When a new member is entering the process, a notification will be sent to each board member. This message will include all of the information that the members shared about themselves, and allow them a chance to review. After they have looked the notification over, they can choose to access a reference form through the message.

Ensure References are Sent

Once the board members receive their notification, they have a predetermined amount of time to send in a reference. These forms are easy to fill out, and allow the board to submit any basic details about potential connections for the new members. The automated system ensures the board members receive a notification to submit reference forms, and they are easy to access and complete.


Why SimplyCast?

That’s the core of what it takes to create a new member referral solution, and it’s only scratching the surface of what is possible when it comes to using digital technology to help businesses operate smoothly.

The SimplyCast platform is a no-code platform that allows anyone to build and edit their solution. As a result, this solution is fully customizable, it can be tweaked or altered to meet the exact needs of every institution.

Don’t worry about scalability and security! SimplyCast is an ISO 27001:2013-certified company with data centers in the USA and Canada. This means we can assure you that your confidential data is safe on our secure server and the messages you transmit are completely encrypted. Our platform has the capacity to send 100,000+ messages every hour and allows 10,000+ concurrent sessions. We can also acquire additional gateways and servers if you need them.

Most importantly, we have a 99.5% minimum uptime. With our solution, you can have peace of mind.


Don’t wait! Our experts are ready to give you a one-on-one demo to explain how this solution works. Let them know you’re looking at UC0000032, New Member Referrals, when your demo begins.

Simply request a demo by clicking the button below and let us show you how our solution can help you manage your company’s new member referrals more effectively.

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