SailAMX — Member Experience Platform

Membership Features

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Membership Subscriptions (“Autopay Renewal”)

Offer monthly and/or annual payment options for memberships (for individuals and organizations)

Firm/Organization Rosters & Billing

Equip organization admins with self-service membership rosters and payment options

Learning History & Transcripts

Provide access to course registration history and learning certificates (including 3rd party courses)

Automatic Discounting

Use discounts on a per-product discounts for members or special user conditions (students, committee participants, etc.)

Content Permissions

Control who can see what on your website, based on membership, or participation level

Online Discussion Communities

Give members a platform to ask questions, find answers, share knowledge, and connect

Member Directory

Help your members get found by name, practice area, specialty, geographic area, or participation type

Live-Chat with Association Staff

Communicate with visitors on your website with real-time chat, automatic surveys, and chat bots

Account Settings & Transaction History

Equip members with a self-service interface to update their email preferences, edit personal and professional details, and view order records

_ SELECT ONE OR SWIPE

See All Features

Membership Subscriptions (“Autopay Renewal”)

Offer monthly and/or annual payment options for memberships (for individuals and organizations)

Firm/Organization Rosters & Billing

Equip organization admins with self-service membership rosters and payment options

Learning History & Transcripts

Provide access to course registration history and learning certificates (including 3rd party courses)

Automatic Discounting

Use discounts on a per-product discounts for members or special user conditions (students, committee participants, etc.)

Content Permissions

Control who can see what on your website, based on membership, or participation level

Online Discussion Communities

Give members a platform to ask questions, find answers, share knowledge, and connect

Member Directory

Help your members get found by name, practice area, specialty, geographic area, or participation type

Live-Chat with Association Staff

Communicate with visitors on your website with real-time chat, automatic surveys, and chat bots

Account Settings & Transaction History

Equip members with a self-service interface to update their email preferences, edit personal and professional details, and view order records

Marketing Features

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Complete Product & Course Page Design

Reveal the benefits and content of every program in your catalog with marketing messaging, art, agendas, topics, compliance details, and personalized pricing

Concurrent Session Registration Page

Give users an easy way to select only one session option per time slot in a multi-session event agenda

Product Passes

Offer members an “all you can eat” product pass or a “volume discount” bulk credit pre-sale based on credit hours or cost

Product Bundles

Group multiple products/courses together that can be purchased all-in-one, with optional discounting

Product Series

Present multiple products/courses together on the same marketing page and invite users to buy any number of them at once, with optional discounting

Group Purchasing

Allow organization admins (and other members, too) to buy products/courses for anyone on their organization roster

Marketing Personalization

Contact members with personalized messages based on their custom account details and past user behavior

Responsive, Mobile-Optimized Design

Ensure a brilliant representation of your brand’s website, marketing pages, and purchase experience on all devices

Search Engine Optimization (SEO)

Give the “Google robots” clear and organized data for every page and product on your site so that your site is found when people search

_ SELECT ONE OR SWIPE

See All Features

Complete Product & Course Page Design

Reveal the benefits and content of every program in your catalog with marketing messaging, art, agendas, topics, compliance details, and personalized pricing

Concurrent Session Registration Page

Give users an easy way to select only one session option per time slot in a multi-session event agenda

Product Passes

Offer members an “all you can eat” product pass or a “volume discount” bulk credit pre-sale based on credit hours or cost

Product Bundles

Group multiple products/courses together that can be purchased all-in-one, with optional discounting

Product Series

Present multiple products/courses together on the same marketing page and invite users to buy any number of them at once, with optional discounting

Group Purchasing

Allow organization admins (and other members, too) to buy products/courses for anyone on their organization roster

Marketing Personalization

Contact members with personalized messages based on their custom account details and past user behavior

Responsive, Mobile-Optimized Design

Ensure a brilliant representation of your brand’s website, marketing pages, and purchase experience on all devices

Search Engine Optimization (SEO)

Give the “Google robots” clear and organized data for every page and product on your site so that your site is found when people search

Online Learning Features

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Webcast/Simulcast Delivery Platform

Deliver live-streaming presentations from an event or a studio with automatic attendance checks and presenter interaction

On-Demand Delivery Platform

Provide video content and courses 24/7 with periodic quizzes and a final exam

Attendance Check Automation

Give users the tools to self-attest to their attendance, or verify compliance with per-course exams

Quiz & Final Exam Delivery

Ensure participants are learning and meet compliance standards by offering quizzes and final exams

Product & Course Catalog

Give site visitors access to discover all of your offerings in a searchable and filterable online catalog

Course & Event Calendar

Help members find what events and courses work with their schedule by displaying them on an interactive calendar

_ SELECT ONE OR SWIPE

See All Features

Webcast/Simulcast Delivery Platform

Deliver live-streaming presentations from an event or a studio with automatic attendance checks and presenter interaction

On-Demand Delivery Platform

Provide video content and courses 24/7 with periodic quizzes and a final exam

Attendance Check Automation

Give users the tools to self-attest to their attendance, or verify compliance with per-course exams

Quiz & Final Exam Delivery

Ensure participants are learning and meet compliance standards by offering quizzes and final exams

Product & Course Catalog

Give site visitors access to discover all of your offerings in a searchable and filterable online catalog

Course & Event Calendar

Help members find what events and courses work with their schedule by displaying them on an interactive calendar

Technical Features

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Secure Login

Serve your members and site visitors with secure login options, including “magic link,” social account login, password-free, and traditional options

Secure Payment Data

Save credit card data so users can buy more easily, but not by storing it on your platform/website

Email Automation

Send order confirmations, receipts, invoices, and marketing emails automatically

Automatic Failed-Payment Retry Sequence

Deliver payment reminders to users whose payment fails (like when cards expire between recurring payments)

API Connections to 3rd Party Vendors

Integrate with AICPA, CPA Crossings, Fastcase, ScholarLab, Meridian, ICS, and others

_ SELECT ONE OR SWIPE

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Secure Login

Serve your members and site visitors with secure login options, including “magic link,” social account login, password-free, and traditional options

Secure Payment Data

Save credit card data so users can buy more easily, but not by storing it on your platform/website

Email Automation

Send order confirmations, receipts, invoices, and marketing emails automatically

Automatic Failed-Payment Retry Sequence

Deliver payment reminders to users whose payment fails (like when cards expire between recurring payments)

API Connections to 3rd Party Vendors

Integrate with AICPA, CPA Crossings, Fastcase, ScholarLab, Meridian, ICS, and others

Features for Association Staff

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Data Accessibility

Use staff views to access searchable, filterable, and sortable data for Users, Memberships, Registrations, Products and Events, Subscriptions, Orders, and Organizations

Dashboards & Reports

See marketing scorecards, event/product sales scorecards, budgets, renewal stats, and more in staff dashboards and reports

Duplicate User Account Merge

Combine duplicate user accounts automatically without losing transaction history

Automatic Member Attendance Self-Attestation

Equip members with an automatic tool to attest to their event attendance, including arrival and departure times, to allocate learning credit

Name Tag Printing

Enjoy the automatic preparation of well-designed name tags for a variety of popular label types

User Impersonation

Navigate the website and buy products as though you were an actual member, so you can see exactly what they see

System Migration Tools

Transition to SailAMX while preserving historical data, member records, past transactions, and member access

_ SELECT ONE OR SWIPE

See All Features

Data Accessibility

Use staff views to access searchable, filterable, and sortable data for Users, Memberships, Registrations, Products and Events, Subscriptions, Orders, and Organizations

Dashboards & Reports

See marketing scorecards, event/product sales scorecards, budgets, renewal stats, and more in staff dashboards and reports

Duplicate User Account Merge

Combine duplicate user accounts automatically without losing transaction history

Automatic Member Attendance Self-Attestation

Equip members with an automatic tool to attest to their event attendance, including arrival and departure times, to allocate learning credit

Name Tag Printing

Enjoy the automatic preparation of well-designed name tags for a variety of popular label types

User Impersonation

Navigate the website and buy products as though you were an actual member, so you can see exactly what they see

System Migration Tools

Transition to SailAMX while preserving historical data, member records, past transactions, and member access

Accounting Features

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API Connections to Different Accounting Programs

Integrate with Xero, Intacct, Netsuite, and more

Per-Product Budgeting

Set revenue and registration budgets for each event and compare current registration data in real-time

Exportable Journal Entries

Access order and transaction data in portable journal entries

_ SELECT ONE OR SWIPE

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API Connections to Different Accounting Programs

Integrate with Xero, Intacct, Netsuite, and more

Per-Product Budgeting

Set revenue and registration budgets for each event and compare current registration data in real-time

Exportable Journal Entries

Access order and transaction data in portable journal entries

Specialty Features

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Scholarship Application & Review Routing

Accept applications and assist your teams in reviewing and awarding scholarships

Peer Review Tracking & Billing

Establish a workflow that takes care of all the procedures for peer review

Self-Service Tools for Member Chapters/Committees/Sections

Enable your membership communities to participate in adding content and resources to the website (for public of private viewing)

_ SELECT ONE OR SWIPE

See All Features

Scholarship Application & Review Routing

Accept applications and assist your teams in reviewing and awarding scholarships

Peer Review Tracking & Billing

Establish a workflow that takes care of all the procedures for peer review

Self-Service Tools for Member Chapters/Committees/Sections

Enable your membership communities to participate in adding content and resources to the website (for public of private viewing)

NOT JUST AN AMS

FEATURES THAT MATTER

Membership Features

Membership Subscriptions (“Autopay Renewal”)

Firm/Organization Rosters & Billing

Learning History & Transcripts

Automatic Discounting

Content Permissions

Online Discussion Communities

Member Directory

Live-Chat with Association Staff

Account Settings & Transaction History

_ SELECT ONE OR SWIPE

Membership Subscriptions (“Autopay Renewal”)

Firm/Organization Rosters & Billing

Learning History & Transcripts

Automatic Discounting

Content Permissions

Online Discussion Communities

Member Directory

Live-Chat with Association Staff

Account Settings & Transaction History

Marketing Features

Complete Product & Course Page Design

Concurrent Session Registration Page

Product Passes

Product Bundles

Product Series

Group Purchasing

Marketing Personalization

Responsive, Mobile-Optimized Design

Search Engine Optimization (SEO)

_ SELECT ONE OR SWIPE

Complete Product & Course Page Design

Concurrent Session Registration Page

Product Passes

Product Bundles

Product Series

Group Purchasing

Marketing Personalization

Responsive, Mobile-Optimized Design

Search Engine Optimization (SEO)

Online Learning Features

Webcast/Simulcast Delivery Platform

On-Demand Delivery Platform

Attendance Check Automation

Quiz & Final Exam Delivery

Product & Course Catalog

Course & Event Calendar

_ SELECT ONE OR SWIPE

Webcast/Simulcast Delivery Platform

On-Demand Delivery Platform

Attendance Check Automation

Quiz & Final Exam Delivery

Product & Course Catalog

Course & Event Calendar

Technical Features

Secure Login

Secure Payment Data

Email Automation

Automatic Failed-Payment Retry Sequence

API Connections to 3rd Party Vendors

_ SELECT ONE OR SWIPE

Secure Login

Secure Payment Data

Email Automation

Automatic Failed-Payment Retry Sequence

API Connections to 3rd Party Vendors

Features for Association Staff

Data Accessibility

Dashboards & Reports

Duplicate User Account Merge

Automatic Member Attendance Self-Attestation

Name Tag Printing

User Impersonation

System Migration Tools

_ SELECT ONE OR SWIPE

Data Accessibility

Dashboards & Reports

Duplicate User Account Merge