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Form for new prospective members

Discussion in 'Membership Success Feedback' started by Doug Ritchie on Aug 8, 2017.

  1. Doug Ritchie

    By:Doug RitchieAug 8, 2017
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    Two suggestions here:
    • Allow us to determine which of the fields in the form should be required
    • Allow us to have a "short form" with just the basics so that a real person can meet with the prospect and pull out the other data. This is a social organization and to force it to be only digital is not always the best choice.
     
  2. Zach

    By:ZachAug 10, 2017
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    Hi Doug, sorry we were not able to follow up with this yesterday.

    I've passed that feedback onto our Product team for their review. This is something that did come up early in our discussions and for the initial beta we do not have these options. No ETA on when or if this will become available for users to directly configure. For a small change (eg: making one or two of the fields required) this is something we would likely be able to carry out. For bigger more complex changes to the form that would fall under professional services. If you're interested in either, let us know and we'll take it from there.

    Not part of the beta currently is a shorter form that is a member suggestion form. It was part of the webinar demo, and I know we'll be working on getting that out to the beta testers at some point in the near future. If anything changes on this front we'll make sure to let you know.
     
  3. Ted Faigle

    By:Ted FaigleAug 11, 2017
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    I also feel that the form is quite long for expressing interest in joining. It seems similar to an application form. It seems to me at this stage in the funnel we are just trying to get them to express enough interest to get on our prospect list for follow ups in email and invitations to meetings and projects. We want to make that fairly easy for prospects. If we can gather more info upfront, that is great, but some of it could also be gathered after emailing or meeting them.

    If we cannot tailor for each club which fields are required, perhaps the form could be simplified some more to show a section of required info and then a section of optional info?
     
  4. Zach

    By:ZachAug 15, 2017
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    Thank you for the feedback @Ted Faigle can you please let me know what you would like to see so we can make sure the product team can review it?

    The form now only has a very limited amount of information required:
    • First Name
    • Last Name
    • Email
    • Opt In for Email communication
     
  5. Ted Faigle

    By:Ted FaigleAug 16, 2017
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    Now that you point that out, I do see the asterisks next to those fields. Thanks for the clarification. Maybe it could be clarified more for the user by adding a legend that shows the * means required so people see that most of it is optional, but helpful?
     
    Zach likes this.
  6. Ted Faigle

    By:Ted FaigleAug 16, 2017
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    I just ran a test with myself filling out the form. I understood this to be a membership inquiry/interest form for prospective members. We have people who express interest in joining, come to a meeting or project, talk to club members, and then decide whether or not to pursue an application to join after they get more insight and information. But the first automated email (delivered to my Spam folder) I get back from the membership inquiry form says,

    "Hello Ted,


    Thank you for your application request to join the Rotary Club of Poipu Beach, Kauai! Our club greatly values your interest. We will be reviewing your application and will be in touch with more information.

    Should you have any questions, please do not hesitate to contact us via email.

    Sincerely,...."

    If I am truly a prospect, it seems to me I am not submitting an "application request" based on the information on the website. I am submitting that I am interesting in joining and willing for the club to provide me with more insight and information. This is just the start of the funnel for the sales process from my perspective. "Application" seems like a strong word to me at this stage in the funnel.
     
  7. Zach

    By:ZachAug 16, 2017
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    Thanks, I'll see what we can do on this moving forward.

    You can customize that email in the email templates area. If you have any issues identifying which email you need to modify please do let me know!

    While you do not have direct control of the cadence of the emails being sent out, you can control their content. :)
     
  8. Ted Faigle

    By:Ted FaigleAug 16, 2017
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    Got it! Thanks for the help.
     
  9. Roger Black

    By:Roger BlackAug 17, 2017
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    I created a custom email with the same look/format as the Referral Campaign | Thank you for referral Email Template. It is sent to our meeting guests with this message:

    +++

    Thank you for joining us at our weekly breakfast meeting.

    Hopefully, you got a sense that the Sunrise Rotary Club of Plattsburgh is about serving our community. Service above self is what we aspire to. And, as you probably saw, our weekly meetings are where we build a bond of friendship and camaraderie among our members.

    We would like to get to know you a little better. Would you be interested in learning more about the Sunrise Rotary Club?

    Filling out a Membership Inquiry form HERE [WITH LINK TO FORM], will allow the both of us to get to know each other better. It won't obligate you to anything and you will be able to stop us from contacting you further at any time.

    Thanks again for joining us and we hope to hear from you soon.

    +++

    FYI... One of our guests said they found the message in their spam folder. Is there any way to avoid our emails being forwarded to the spam folder?
     
  10. Zach

    By:ZachAug 17, 2017
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    Awesome! let us know how it works out.

    All emails in ClubRunner come from mailservice@clubrunner.ca and we do everything we possibly can to make sure that these emails are delivered to people without serious issues. However since we do not have any control over the receiving email services, we really are unable to make further changes to ensure emails go into the inbox. If there was some magic way to make it happen, spammers would probably be ruining our lives :( I hope that makes sense on that front.
     
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