Account Features
SailAMX account features gives your members secure and intuitve access to their data, settings, and available content.
Create an Account / Login
Give your members and visitors an incredibly easy and secure way to access the site. Login options include “magic link,” social account login, password-free, and traditional password. The philosophy is simple: make it easy for users to create and access their accounts. No forms to fill out. Just instant access to your site.
User Account Settings
Allows your members to have complete control over their preferences and settings, like contact information, email preferences, and professional data. Since staff also have the ability to “act as” a member on the website, it’s easier than ever for your staff update member and user data, too.
- Contact information
- Email and physical mailing preferences
- Professional background and certifications
- Educational history
- Dietary and special needs
My Learning
Unobstruct your members’ access to a complete view of their learning history and certificates, all of which are automatically populated according to registration records, attendance certification, and other compliance/completion requirements. The tool also allows users to filter by date and upload 3rd party learning history.
- Track and access upcoming courses
- View and print complete history of past records
- Download accompanying e-materials for any course
Order Transaction History
Reduce admin effort by letting users see a complete history of their orders and transactions on the website.
Website Features
Beyond normal content management system (CMS) functionality, SailAMX turns your website into a powerhouse of opportunity for content discovery and interaction with members.
Site Search
Become a hub of resources, tools, and content for your members by helping them easily discover what they are looking for.
Restricted-Access Content
Incentivize membership growth by limiting some content to members-only viewing. For non-members, the “member-gated” content areas describe what’s available and give the call-to-action to join. The restricted content feature is even more nuanced by letting on certain types of users (commitee members, chapter participants, council leadership, etc.) access designated content.
Form Builder
Want to collect data? SailAMX lets you build forms to put anywhere on the website. Forms access is also available as “restricted content” (see above) as desired.
Knowledge Base
Offer members one or more searchable wikis on your site. Example uses are for judicial opinon searches, legislative bills searching, and resource/article distribution.
Self-Service Classified Placement
Save staff time by giving site visitors self-service access to purchase and place classified listings and job postings, with automatic expiration.
Content Management System
Present text, pictures, video, audio, resources in beautiful ways that are search engine-friendly and look great across devices. There are ways to reveal your content online.
- Enhance your brand’s online presence
- Improve your SEO
- Optimize for mobile devices
Staff Tools
SailAMX is built so that the whole platform is a “staff tool.” But we have some special features that are only for your staff to access.
Views
Access filterable and sortable views of all the sets of data on your platform, with the ability to edit and update data appropriately:
- Users – everyone who has an account on your site
- Memberships – users who are members of your organization or member groups (committees, sections, etc.)
- Events & Products – all the things you sell on the site and the metrics related to them
- Registrations – event and product “ticketing data” which powers learning certificates, nametags, and other functionality
- Orders – financial records of every transaction, purchase, discount, refund
- Subscriptions – automatic recurring purchases that different users have set up
- Organizations – the companies your users and members are affiated with which offers functionality like firm billing, rosters, and group sales
Reports
Instantly generate reports that summarize and measure any of the data in your system.
Duplicate User Merge Tool
Combine duplicate user records while maintaining the most recent user data. This is useful when someone accidentally creates a new account on your platform by signing up with a different email address.
Impersonation / “Shop As User”
See exactly what your member sees online. As staff, you can enable a setting which lets you navigate the site as though you are the member. This is helpful in troubleshooting, but also allows staff to quickly make purchases and update account settings on behalf of users.
Event & Product Features
Selling courses, events, and products is now easy for staff set up and looks beautiful to customers and members as they learn more and purchase.
E-Materials Delivery
Automate the delivery of e-materials to people regisetered for a course.
Duplicate Product Page
Duplicate past event and product pages to reduce the time in authoring new products for sale.
Product Creation From Course Library
Turn courses from your existing library into products that are easy to search and register for.
Import Products & Events
Import from .csv the details related to events and products. This expedites transitioning from old platforms and product catalogs to SailAMX.
Print Name Tags
Print name tags on-site at events. Custom designs are available. A variety of Avery label sizes and styles can be selected.
Create a Product
Author new products with pre-defined fields and prompts that facilitate compliance and marketing purposes.
Product Marketing Page
Create a marketing page for each of your products accessing numerous fields for desciptions, attributes, agendas, speakers, topics, marketing content, videos, and more.
Series Product
Sell a collection of products/events marketed around a single theme or umbrella name, where the user can buy as many or few as they like. Products sold in a Series are marketed together for:
Marketing leverage to display several related producs at once
Volume discounts to encourage users to buy more at once.
Bundle Product
Sell a collection of products/events where the user buys all of the collection at once, often at a discount.
Concurrent Session Events + Agenda Builder
Present the agenda of your event while showing which session options are concurrent, so people registering for the event know which session options to select.
Attendance Tracking
See who attended your event from among the registration list. Attendance attestation can be self-administered, or handled by the member service team. This is for both live and online events.
Product/Experience Survey
Automatically send post-event surveys to everyone who attended. This survey can also serve as the attendence verification form.
Survey Reminder Emails
Re-send post-event surveys and attendance verification forms to everyone who has not yet complete them.
CE Certificate Issuance
Automatically provide learning certificates to all people who complete the instructional product or event.
Discounting by Member/Group Type
Offer discounts to members based on many conditions; discounts automatically presented on the product/event marketing pages and automatically applied when users check out.
Product Catalog
Present a searchable, filterable, sortable inventory of all your products and events. Clicking on any event listed takes the user to that event’s marketing and registration page.
Event Calendar
Present a calendar view of all of your upcoming events. Clicking on any event named on the calendar takes the user to that event’s marketing and registration page.
Limited & Unlimited Product Passes
Give users the easiest way to enjoy volume discounts. By pre-purchasing a “pass,” users gain credits that they can use for future purchases. “All you can eat” unlimted pass and limited-product pass options are available.
Course/Event Registration Confirmation
Registrants automatically receive an email with all the details and link to materials for their upcoming event, both at the time of purchase and in the days leading up to the course.
Coupon & Discount Codes
Provide incentives to purchasers with many customizeable couponing options (uses for specific products, one-time use codes, percentage- or dollar-based discounting, minimum spend, etc.).
Event Sponsors Library
Quickly add sponsor logos to event and product pages by pulling from an existing list of sponsors associated with your organization.
Restricted Product Purchase
Limit the visibility and purchase of products and events to certain members and user types.
Course Compliance Staff Review & Course Expiration
See which course are about to expire soon so you can review and update their content and remain compliant with learning standards.
Guest Registration
Allow purchases on your site without requiring the buyer to create an account first.
Private Events Features
SailAMX lets you market and manage events and products intended for a limited audience.
Private Organization Custom Catalog
Create a custom learning experience for specific organizations by offering a curated selection of courses in their own catalog.
Private Event/Product Registration
Provide easy ways for attendees at private events to create their registration for the event and gain automated learning certificates.
Private Event/Product Confirmations
Registrants automatically receive an email with all the details and link to materials for their upcoming event.
Private Event/Product Check-Ins
Allow users to register for an event by “just showing up”… no pre-registration required.
Private Event/Product Participant Survey
Automatically send post-event surveys to everyone who attended. This survey can also serve as the attendance verification form.
Private Event/Product Survey Reminder Email
Automatically re-send post-event surveys and attendance verification forms to everyone who has not yet complete them.
Private Event/Product Invoicing
Provide program invoices to the host organization (not participants) after the event based on the number of attendees.
E-Learning Features
Bring your programming directly to members with SailAMX’s dedicated online learning platform.
Live Webcast & Livesteam Learning
Whether there’s a live in-room audience or not, simulcast your content to anyone around the world in real-time. The platform provides the ability for participants to interact live with each other and the instructor (for Q&A, networking, etc.). Attendance check-ins for compliance and learning certificate provisioning are automatic.
Webcast Replay Learning
Schedule times to rebroadcast content while offering live participant interaction with instructors. Attendance check-ins for compliance and learning certificate provisioning are automatic.
On-Demand Learning
Offer courses and content that are available 24/7/365. Configure different modules and quizzes. This tool also lets you give final exams and customizable accuracy requirements before learning certificates are provisioned automatically to the learner.
Membership Features
Help your members stay connected to your association and each other with built-in communication tools and platforms.
Join
Invite people to join as a member of your organization. Take payment and start providing member benefits to them immediately.
Join a Member Group (Committees/Sections/Chapters)
Members can join additional member communities, committees, sections, and chapters, either for free or for additional cost. These additional group memberships can offer access to additional content and discounts.
Member Directory + Search
Find members’ contact information and practice details. Members have the option to be in the member directory as part of their account settings.
Referral Program
Give members the option to be included in a listing of professionals available to the public to find the service or consultation they are looking for.
Connect Communities
Let members find answers, ask questions, share knowledge, and connect with your community in a customizable online discussion forum tool (with automatic email list features).
Member Communications Features
Make sure your members always have access to urgent news and updates.
Banners and Alerts
Place custom or automated messages on every page, like renewal reminders, office closures, or alert messages.
Organization Administration Features
SailAMX gives administrators full access to manage their organization’s memberships and purchase programming on their behalf.
Organization Roster & Member Management
Let organization administrators pay for the memberships of their staff by adjusting their membership roster. The roster shows organization staff organized by membership type, and admins can make adjustments to their roster year-round.
Organization Product Purchasing
Give members who work for the same organization the ability to buy products and courses for anyone on their team. This allows a single point of contact or organization admin to help organize learning for their company.
Peer Review Tracking & Billing
Track and bill for your practice monitoring services as you protect the public interest.
E-Commerce Features
Make your customers’ experiences great with seamless, intuitive e-commerce processes.
Subscription Billing
Allow members and customers to enroll in auto-pay subscriptions for membership and other products. Annual and monthly (and other) options are available. Courtesy auto-pay reminder emails can be sent before the next charge based on your organization’s preference.
Failed Payment Management
Improve revenue with re-try payment attempts for failed payments over a sequence of of automated steps with financial institutions and member communication.
Shopping Cart
Present customers and members an easy and appealing shopping and checkout experience.
Sales Tax
Collect sales tax as required, with variations on product type, customer location, and other complicating details of a purchase.
E-Commerce Emails
Automatically send your customers and members emails related to financial transactions, like receipts, invoices, and upcoming payment reminders.
Accounting Features
Spend less time recording and managing transactions and more time focusing on your members’ experiences.
API Connections
Integrate the following accounting systems and services into your SailAMX platform:
- Stripe Payments
- Xero
- Intacct
- Netsuite
Per-Product Budgeting
Include budgets and sales forecasts for every product in the system for use in reporting automation.
Export of Journal Entries
Automatically capture business transactions to begin your accounting cycle.
Checks Payment Management
Use the helpful check recording process to reconcile check payments to orders created in the system.
PDF Invoices/Receipts
Automatically generate PDF versions of invoices and receipts to send to customers and members.
API Connections
SailAMX is designed to integrate with a variety of professional learning service providers.
API Connections
Integrate any the following learning platforms into your SailAMX platform. All of these API connections are already configured:
- CPA Crossings
- Scholar Lab (Pro Learn)
- California Education Foundation
- AICPA On-Demand
- AICPA Webcast
- BDO
- Gleim
- Surgent Webcast
- Surgent On-Dmand
- Discourse
- Higher Logic
- Meridian
- ICS
- Fastcase
- Analytics
- Intercom
- Segment
- CQ Engage
Client Customization Features
We’re here to help. Make SailAMX your own with help from our dedicated team of experts.
Styling/Theming
Make your brand’s online presence beautiful and consistent across the entire SailAMX platform.
Client Specific Options
Need features we haven’t already listed? Get custom support from our team to bring your members the experience they want.
Email/Copy
Drive registrations and traffic to your biggest events and products with integrated email marketing.