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					Membership Management Software Selection Guide
                          Feature Comparison Matrix

                               How to use this workbook
       1) Have a look at the "Matrix with Sample Data" tab below. This will give you an idea
       of how you will fill in your own data

       2) Select the "Matrix" tab. We have created columns for evaluating three packages. If
       you wish to evaluate more, simply select an empty column and then copy and paste it
       into the next column on the right.

       3) For each feature you are evaluating, select an Importance value between 1 and 10,
       with 1 being the least important and 10 the most important. Leave this blank for any
       features you are not evaluating.

       4) For each package, give a rating for each feature from 1 to 10, 1 meaning the
       package does not have this feature at all, 10 meaning this feature meets your needs
       completely for now and for the foreseeable future. Score every feature you are
       evaluating with at least a 1.

       5) Once you have filled out the feature ratings for all packages, you will have a
       Suitability Score expressed as a percentage for each package at the bottom of the
       spreadsheet.

       PLEASE NOTE: The Suitability Score is only a guide to give you a sense of how well each
       package might meet your needs. Other important factors such as price and vendor
       reliability should also play a major role in your decision to adopt any member
       management software package for your organization.
Membership Management Software Selection Guide by Wild Apricot is licensed under a Creative Commons Attribution-NonCommercial-NoDerivs 3.0 Unported License. Based
on a work at www.wildapricot.com. Please include a link to http://www.wildapricot.com/software-selection-guide if you copy, distribute or re-transmit any of the documents that
make up this guide. For permissions beyond the scope of this license, contact us.
Guide
Unported License. Based
y of the documents that
Membership Management Software Selection Guide
                                                  Feature Comparison Matrix
Category Functionality                                Evaluation criteria ideas              Importance Package 1 Package 2 Package 3
                                                                                                       name e.g.      name e.g.   name e.g.
                                                                                                       Wild Apricot   Other       Another
Website/CMS
           Website design templates                   Variety and quality of out-of-the-
                                                      box templates
            Basic customization capabilities          What's available and how easy to
                                                      use by non-technical users
            Advanced customization capabilities       For professional web designers -
                                                      HTML, CSS, JavaScript
            SEO friendliness of the CMS system        e.g. ability to customize meta-
                                                      tags per page, ability to use
                                                      custom URLs for web pages
            Web pages with restricted access          e.g. for premium member
                                                      content, internal materials for the
                                                      board
            Text search                               Built-in or via third-party service.
                                                      Search quality and speed
            Table editor                              Ability to insert, edit and format
                                                      tables
            Page layouts                              Variety, flexibility, customization
                                                      of layouts
            Content safety tools                      Drafts, backups, restores and
                                                      undoes
            Picture and document management           How easy to upload, limits on
                                                      numbers/sizes, organization into
                                                      folders
            Blog module                               Categories, archiving, robust
                                                      commenting
            News module
            Classifieds module
           Job ads module
           Online member directory module             Integrated with member
                                                      database, search capabilities,
                                                      customization options
           Ad management                              Built-in or via third-party like
                                                      Google AdWords
           Web analytics                              Built-in or via third-party services
                                                      like Google Analytics
           Integration capabilities                   Specific to your needs, e.g. single
                                                      sign-on, Facebook Connect


Contact database and membership management
            Importing your current list               Self-service or paid service, how
                                                      easy/time-consuming, what
                                                      formats
           Customization of member database           Ability to add custom data fields,
                                                      multiple membership levels,
                                                      different views and dashboards

           Support for linked/hierarchical records    e.g. organization/employees,
                                                      household/family members,
                                                      team/players
           Integrated contact database                Integrated view of all contact
                                                      interactions and transactions -
                                                      membership, event registrations,
                                                      donations, communications

           Quick search                               Ability to quickly look up a
                                                      particular record
           Advanced search                            To select specific records by
                                                      precise search criteria
           Workflow for new membership applications   Payment, approval,
                                                      confirmations, admin notifications
            Automation of renewals                       e.g. email reminders to member
                                                         and admin, automatic record
                                                         updates, automatic withdrawals
            Manual processing of membership transactions Adding new membership records,
                                                         updating existing, recording
                                                         renewals, entering check
                                                         payments
            Mail-merge function for members/contacts     To create member
                                                         certificates/cards/letters/emails
            Member profile pages/mini-sites              Public-facing member profiles
            Privacy controls                             For public-facing member
                                                         profiles, email subscriptions, etc.

            Online member self-service                     To update member record,
                                                           renew, view and reprint invoices,
                                                           etc.
            Audit log                                      For member record updates,
                                                           financial transactions
            Membership reports                             Income reports, new applications,
                                                           renewals

Event registration
             Event calendar                                Weekly/monthly/yearly/list views,
                                                           multiple calendars
            Automatic event notices and reminders          Selecting recipients, timing,
                                                           customizing text
            Registration confirmations and receipts        Automatically emailed/displayed
                                                           online
            Online event registration form                 Customization of fields
            Multiple registrations in one transaction      Registering multiple people at
                                                           once or same person for multiple
                                                           events
            RSVP                                           Yes/No/maybe, process simplicity
              Pricing flexibility                                Public/members, time-based,
                                                                 discount coupons, dynamic
                                                                 based on selection
              Registration limits                                Per event, per event session, per
                                                                 ticket type, waitlists
              Workflow for incomplete registrations              Retrying payment, cleaning up
                                                                 abandoned registrations
              Tracking registrations                             Online list and reports, email
                                                                 notifications
              Publish list of attendees                          Including privacy controls
              Attendance tracking                                On-site or after-fact tracking of
                                                                 actual attendance
              Manual processing of event transactions            Recording event registrations,
                                                                 updating existing, recording
                                                                 payments, entering corrections
              Event reports                                      Per-event, across events.
                                                                 Financial reports, specific event
                                                                 selections

Newsletter / email blast
              Subscription and opt-in/opt-out process
              Design templates                                   Availability and variety of
                                                                 layout/design templates
              Rich content and customization of emails
              Ability to select recipients by precise criteria
              Ability to manually select specific recipients
              Tracking open emails and link click-through
              Management of bounced emails                       Tracking and automatic removal
                                                                 of bounces

Fundraising
              Create and customize online donation form          Add/change fields, adjust
                                                                 required fields, pre-set donation
                                                                 amounts
              Email confirmation                                 Customization of thank-you
                                                                 emails
           Donation reporting                Reporting for date ranges,
                                             campaigns, donors
           Tracking of offline donations     Ability to track fundraising done
                                             outside of online channel

Community and social networking
           Friends                           People can request to become
                                             'friends'. Separate privacy
                                             settings for friends.
           News/activity feeds               Updates about friends' actions,
                                             ratings
           Person-to-person messaging        Instant chat or asynchronous
           Photo galleries/albums            Personal albums, shared albums,
                                             slideshows
           Discussion forums                 Including moderation capabilities,
                                             email notifications
           Groups                            Who can create groups, how join
                                             process is controlled

General
           Multi-chapter functionality       Separate chapter sites or pages,
                                             per-chapter member
                                             management
           Video hosting capabilities        Embed third-party or host
           Audio hosting capabilities        Embed third-party or host
           Managing site administrators      How many, customized access
           Compatibility                     Operating systems (e.g.
                                             Windows, Mac, Linux), browsers
                                             (Internet Explorer, Firefox, Safari,
                                             etc.)
           Online payment integration        Selection of payment processors,
                                             transaction fees
           Integration with other websites   Has to be defined very precisely -
                                             blog feeds, Facebook Connect,
                                             single sign-on, etc.
               Affiliate integration                                  If you want to use affiliate
                                                                      programs to drive memberships
                                                                      or event registrations
               Export                                                 Ability to export any data at any
                                                                      moment
                                                                                    SUITABLITY SCORE OF PACKAGE:                   #DIV/0!          #DIV/0!          #DIV/0!

Membership Management Software Selection Guide by Wild Apricot is licensed under a Creative Commons Attribution-NonCommercial-NoDerivs 3.0 Unported License. Based on a
work at www.wildapricot.com. Please include a link to http://www.wildapricot.com/software-selection-guide if you copy, distribute or re-transmit any of the documents that make up
this guide. For permissions beyond the scope of this license, contact us.
Membership Management Software Selection Guide
                                                  Feature Comparison Matrix
Category Functionality                                Evaluation criteria ideas              Importance Package 1 Package 2 Package 3
                                                                                                          Wild Apricot        Other          Another
                                                                                                                              Package        Package
Website/CMS
           Website design templates                   Variety and quality of out-of-the-              8                   9              3              8
                                                      box templates
            Basic customization capabilities          What's available and how easy to               10                  10              7              7
                                                      use by non-technical users
            Advanced customization capabilities       For professional web designers -                4                   7              8              5
                                                      HTML, CSS, JavaScript
            SEO friendliness of the CMS system        e.g. ability to customize meta-                 9                   7              8              4
                                                      tags per page, ability to use
                                                      custom URLs for web pages
            Web pages with restricted access          e.g. for premium member                        10                   9             10             10
                                                      content, internal materials for the
                                                      board
            Text search                               Built-in or via third-party service.
                                                      Search quality and speed
            Table editor                              Ability to insert, edit and format              5                   8              6              8
                                                      tables
            Page layouts                              Variety, flexibility, customization
                                                      of layouts
            Content safety tools                      Drafts, backups, restores and                   9                   6              7              4
                                                      undoes
            Picture and document management           How easy to upload, limits on
                                                      numbers/sizes, organization into
                                                      folders
            Blog module                               Categories, archiving, robust                   7                   7              5             10
                                                      commenting
            News module
            Classifieds module
           Job ads module
           Online member directory module             Integrated with member                 10   9   3   7
                                                      database, search capabilities,
                                                      customization options
           Ad management                              Built-in or via third-party like
                                                      Google AdWords
           Web analytics                              Built-in or via third-party services
                                                      like Google Analytics
           Integration capabilities                   Specific to your needs, e.g. single
                                                      sign-on, Facebook Connect


Contact database and membership management
            Importing your current list               Self-service or paid service, how      10   8   7   8
                                                      easy/time-consuming, what
                                                      formats
           Customization of member database           Ability to add custom data fields,      8   9   4   3
                                                      multiple membership levels,
                                                      different views and dashboards

           Support for linked/hierarchical records    e.g. organization/employees,
                                                      household/family members,
                                                      team/players
           Integrated contact database                Integrated view of all contact          5   8   8   8
                                                      interactions and transactions -
                                                      membership, event registrations,
                                                      donations, communications

           Quick search                               Ability to quickly look up a
                                                      particular record
           Advanced search                            To select specific records by
                                                      precise search criteria
           Workflow for new membership applications   Payment, approval,
                                                      confirmations, admin notifications
            Automation of renewals                       e.g. email reminders to member         8   9   6   1
                                                         and admin, automatic record
                                                         updates, automatic withdrawals
            Manual processing of membership transactions Adding new membership records,
                                                         updating existing, recording
                                                         renewals, entering check
                                                         payments
            Mail-merge function for members/contacts     To create member
                                                         certificates/cards/letters/emails
            Member profile pages/mini-sites              Public-facing member profiles
            Privacy controls                             For public-facing member
                                                         profiles, email subscriptions, etc.

            Online member self-service                     To update member record,             6   8   3   9
                                                           renew, view and reprint invoices,
                                                           etc.
            Audit log                                      For member record updates,
                                                           financial transactions
            Membership reports                             Income reports, new applications,
                                                           renewals

Event registration
             Event calendar                                Weekly/monthly/yearly/list views,    9   8   1   9
                                                           multiple calendars
            Automatic event notices and reminders          Selecting recipients, timing,        7   8   8   8
                                                           customizing text
            Registration confirmations and receipts        Automatically emailed/displayed     10   7   5   5
                                                           online
            Online event registration form                 Customization of fields
            Multiple registrations in one transaction      Registering multiple people at
                                                           once or same person for multiple
                                                           events
            RSVP                                           Yes/No/maybe, process simplicity
              Pricing flexibility                                Public/members, time-based,
                                                                 discount coupons, dynamic
                                                                 based on selection
              Registration limits                                Per event, per event session, per   5   1    1   9
                                                                 ticket type, waitlists
              Workflow for incomplete registrations              Retrying payment, cleaning up
                                                                 abandoned registrations
              Tracking registrations                             Online list and reports, email
                                                                 notifications
              Publish list of attendees                          Including privacy controls          4   6    1   8
              Attendance tracking                                On-site or after-fact tracking of
                                                                 actual attendance
              Manual processing of event transactions            Recording event registrations,
                                                                 updating existing, recording
                                                                 payments, entering corrections
              Event reports                                      Per-event, across events.
                                                                 Financial reports, specific event
                                                                 selections

Newsletter / email blast
              Subscription and opt-in/opt-out process                                                7   7    8   4
              Design templates                                   Availability and variety of
                                                                 layout/design templates
              Rich content and customization of emails
              Ability to select recipients by precise criteria                                       4   3    8   1
              Ability to manually select specific recipients
              Tracking open emails and link click-through
              Management of bounced emails                       Tracking and automatic removal
                                                                 of bounces

Fundraising
              Create and customize online donation form          Add/change fields, adjust           4   8   10   4
                                                                 required fields, pre-set donation
                                                                 amounts
              Email confirmation                                 Customization of thank you          4   6    9   4
                                                                 emails
           Donation reporting                Reporting for date ranges,            7   7   9   3
                                             campaigns, donors
           Tracking of offline donations     Ability to track fundraising done     8   6   9   1
                                             outside of online channel

Community and social networking
           Friends                           People can request to become
                                             'friends'. Separate privacy
                                             settings for friends.
           News/activity feeds               Updates about friends' actions,       5   1   1   9
                                             ratings
           Person-to-person messaging        Instant chat or asynchronous
           Photo galleries/albums            Personal albums, shared albums,       8   8   1   9
                                             slideshows
           Discussion forums                 Including moderation capabilities,
                                             email notifications
           Groups                            Who can create groups, how join
                                             process is controlled

General
           Multi-chapter functionality       Separate chapter sites or pages,
                                             per-chapter member
                                             management
           Video hosting capabilities        Embed third-party or host
           Audio hosting capabilities        Embed third-party or host
           Managing site administrators      How many, customized access           7   7   7   6
           Compatibility                     Operating systems (e.g.
                                             Windows, Mac, Linux), browsers
                                             (Internet Explorer, Firefox, Safari
                                             etc.)
           Online payment integration        Selection of payment processors,
                                             transaction fees
           Integration with other websites   Has to be defined very precisely -    7   8   4   9
                                             blog feeds, Facebook Connect,
                                             single sign-on, etc.
               Affiliate integration                                  If you want to use affiliate
                                                                      programs to drive memberships
                                                                      or event registrations
               Export                                                 Ability to export any data at any       10                            10                 7                7
                                                                      moment
                                                                                    SUITABLITY SCORE OF PACKAGE:                          75%              58%               63%

Membership Management Software Selection Guide by Wild Apricot is licensed under a Creative Commons Attribution-NonCommercial-NoDerivs 3.0 Unported License. Based on a
work at www.wildapricot.com. Please include a link to http://www.wildapricot.com/software-selection-guide if you copy, distribute or re-transmit any of the documents that make up
this guide. For permissions beyond the scope of this license, contact us.

				
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