Blog

How Chambers Can Streamline New Member Referrals

Industries
Associations

Tools
Marketing Automation Software | Personalized Communications, Form Builder Software | Drag-and-Drop Web Form Creator

2 min read

New Member Referrals

Chambers of commerce often seek to connect their membership with potential partners. Creating these connections for new members is especially important for establishing a good early impression. However, managing these connections can often prove complicated, with many time-consuming steps.

A digital solution can help by leveraging personalized communication automation to minimize these steps and creating a straightforward and streamlined process.

SimplyCast presents the New Member Referral use case, a complete solution for ensuring board members are able to refer key contacts to their newest members, paving the way for long-term partnerships.

The solution makes use of digital forms, dynamic emails, and powerful engagement automation to simplify and improve the experience of new members.

4 Steps to Streamlining New Member Referrals

SimplyCast anticipated the need for chambers of commerce to improve the way they organize and carry out the process of referring their connections to new chamber members.

To implement such improvements, there are four key steps.

Member On-ramp

A digital form can be filled in for new members, with pre-defined criteria for different types of organizations and companies that members may wish to be connected with.

Notify Board

When the on-ramp form is filled out, notifications are sent to chamber board members so they can be introduced to the new member and review the kinds of referrals they’re looking for.

Referral Forms

Board members are then able to follow a link in the notification and fill out another form with a referral based on the initial criteria outlined by the new member.

Connect Members

Finally, when the referral form is submitted and a delay has passed to ensure all board members have had a chance to submit referrals, the referrals are sent along to the new member.

Why SimplyCast?

This solution is just one of the many possible use case solutions that can be deployed for chambers of commerce by leveraging digital automation strategy.

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 organization.

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 percent minimum uptime. With our solution, you can have peace of mind. 

Interested in optimizing new member referrals?

Don’t wait! Our experts are ready to give you a one-on-one demo to explain how this solution works.

Simply request a demo by clicking the button below and let us show you how our solution can help you manage your New Member Referral solution more efficiently.

Keywords:

new member referrals

referral process

chambers of commerce

associations

board members

new members

partnerships

Share

with your friends
and colleagues

placeholder logo

Questions?

or call us at
1-866-323-6572