in1touch Trade - in1touch, Association Management Software, Licensing & Certifying Body Software

in1touch Trade

You need to promote and represent your industry
or profession in creative and compelling ways

Each day, your organization works to add value to the membership. A decision to join - and remain - as a member, usually is entirely voluntary. The member is continually looking for reasons to stay and opportunities to connect.

in1touchTD is a pre-configured version of our flexible software platform containing the specific functionality and streamlined usability expected by a trade or professional association. It has exactly the tools you need to provide to members opportunities and reasons for staying. It gives quick, attractive, online access via virtually all types of hardware and operating systems.

Using a single integrated platform in1touchTD lets your staff and the members maintain data, interact, complete the financials - with precision - and then get back to the business or profession of primary importance to them.

in1touch TD Features

Membership Management

Handle multiple complex types

Peer review on initial application, turn it on or off
Members self-register and renew online
Create, update and search member profiles anytime, anywhere
Complete control of data visibility by staff
Generate custom labels and member cards
Allow members to view, print and pay invoices at any time
Auto generate invoices and email invoice reminders
Configure sharing membership groups (e.g. board, sub-committees, other)
Setup auto emails, notify members of important news, events etc.
Locate and analyze members via Google Maps
Create membership roster or directory. Have unlimited number of rosters for different purpose
Make your rosters public or private. Or have different rosters for public and private

Event Management

Automate Event Management with in1touch

Manage any event from a simple luncheon to a complex trade show
Configure custom pricing and setup rules
Show locations on Google Maps
Customize the look and feel for each event
Automatically post events to your website
Post events to a Google calendar, Twitter, Blog or Facebook
Easily search, view, print and pay registrations
Create and print badges, labels, lists, etc
Send email notifications and auto reminders to registrants

Email Communication

Easily Communicate with in1touch.

Send out personalized emails and mail merge
Load prospect lists, send marketing materials
Create templates with WYSIWYG Editor
Upload all file types and send as links
Set up scheduled emails
Send emails by groups or categories
Copy email templates and create new ones
Receive and analyze delivery and opening rates

Sell Products Online

Association or the Members can sell with in1touch

Make a custom page for each item with the WYSIWYG Editor
Add images and documents to each item
Setup prices and rules for the items (e.g. member or guest prices)
Make items public or private to any specific group
Use the in1touch shopping cart interface

Online Payments

Secure financial transactions with in1touch

in1touch operates on a PCI Certified Network and as a PCI Compliant Platform
Secure online payment processing is integrated into the platform for anytime, anywhere use
Easily connect the platform to your payment gateway
Information passes between the payer and the payment processor, no middle man
Control and offer early bird discounts or promotional coupons

Career and Job Boards

Offer Valuable Services through in1touch

Post careers for members or offer a job board to your sponsors
Use the WYSIWYG Editor and make posts appealing
Post job openings in just one click
Make posts public or private to members or specific group
All notices are easily searchable

Advertising, Sales and Management

Open a targeted niche to advertisers and generate new revenue for your organization

Allow members to create, post, and purchase custom website advertising
Manage and display rate cards in multiple categories
Control ad insertion and cut-off dates
Track related invoicing and accounts

Surveys, Voting and Elections

Open a targeted niche and generate new information or revenue for your organization

Easily create simple or complex surveys
Pose an unlimited number of questions, or just a few
Organize and segment questions into pages
Setup rules between questions and answers
Ask questions based on answers
Ask Candidates and Licensees to upload files and photos when wanted
Each survey becomes a new template
Make a survey public or private to all members, or a specific group
Export results into Excel

Document Management

Share your Documents with Members and Public

Maintain your own library of documents, images, videos etc.
Create categories and folders
Make documents public or private to all members, or a specific group
Organize your documents into folders
Search documents by keywords or description
Let members upload and update documents if needed.

Continuing Education & Professional Development

Efficiently manage continuing competency programs

Setup continuing education or professional development database based on your needs.
Allow Licensees to update and track their CEU/PDU's online
Award CEU/PDU's to Licensees automatically based on the event attendance.
Notify Licensees about outstanding CEU/PDU credits
Email/Print certificates to Licensees on successful program completion
Retain CEU/PDU history for transcript requests, inquiry, and analysis

Self Assessment and Standardized Tests

Gaining valuable insights about and for your members by using Online Tests

Easily create simple or complex tests
Setup an unlimited number of questions by category
Score and weight each question and category
Setup test to randomly pick questions from the database
Setup time limits for answers on each question and/or the whole test
Configure pass, fail and score pages
Each survey becomes a new template
Make test public or private to all members, or a specific group
Export results into Excel or run customized reports

Mentoring and Matching

Connect members with mutual or complementary interests, expertise, and attributes

Create a list of questions, answers, and criteria to automatically match members
Easily edit matching criteria and participation
Allow members to list, accept, deny, and remove matches
Allow matched members to create their own private internal community

Internal Communities

Create internal self-managed communities

Allow and promote internal networking by your members
Design and tailor landing pages and dashboards by community
Provide internal calendars, news, libraries, rosters, forms, surveys and tests
Support self-managed discussion groups and member to member messaging

Social Media

Encourage involvement, facilitate interaction, help build strong communities

Integrate to most social media channels with a single sign-on
Post your events and other news directly into Twitter, Facebook, Google and Blogs
Create and manage groups and listservs
Allow members to customize and communicate with each other via message boards and wall postings

Account Integration

Automate and extend your accounting processes

Manage billings, payments, and refunds for all financial transactions recorded in the system.
Account for multiple transactions on a single invoice; or single payments to multiple invoices;
Extensive search and granular control on access to search for all items
Integration with all leading accounting packages