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Overview

The Unified Platform allows Clubs to manage their Member Groups seamlessly across the (back) Office and Axis-Website, ensuring Club Administration has the tools they need for managing and communicating to Groups, and Members can easily join Groups that are relevant to them.

 

Use Case(s)

A Club may wish to establish several different types of Membership Groups to accomplish various marketing and communication goals.   For instance, a Club may wish to put all Members who are on the Board in a specific fixed, or Static group, so they can email minutes, calendar updates, etc.  The club may also desire to establish Dynamic Groups, or Groups that fluctuate  Membership based on certain parameters given to it (for instance all Members who have Birthdays for the current month).  Additionally, the Club may also want the ability to set up Special Interest or Other Groups, like a Wine Club, whereby Members may sign up (or opt-in) to the Group(s) that are of interest to them via the Club’s Website.  The Unified Suite provides the Club with the ability to meet their goals.


Video

This video contains highlights from a training Webinar given on the Groups Unification process.

Note: Sections of the video have been referenced below with corresponding times in the video for ease of access

Total Video (Length)14:31


Create Groups in Office1:11
Group Sync and Rules6:15
Create Dynamic Group1:23
Website - Viewing Groups10:50
Create Static Group3:51
Website - Admin - Send Email to Groups11:48
Create Static (Opt-In) Group5:08
Website - Member - Opt-In Example12:16


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Content

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excludeUnification - Groups

 

Office

 Groups and Group Creation

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