Connect | Daxko

Deeper engagement levels ensure your association will remain relevant well into the future. Daxko provides tools to deepen connections with members. You’ll be able to adjust to changing trends for years to come, because we give you the ability to tweak and modify on your own.

Constituent Relationship Management (CRM 360°)

To stay relevant, you have to know your members in-depth. What they want, what they value, and how they communicate. Daxko Connect provides a 360° view of everyone engaged with your association, from members to potential members to sponsors. Tracking communication and relationships is simple, allowing you to continue engaging and providing value.

With CRM 360°, you can:

Define relationships between any two records and even create different types of relationships
Manage your communication, such as e-mails, phone calls, and mail merges, to all constituents
Assign follow-up tasks among staff so that nothing slips through the cracks
Store countless contact points for each record

Online Gateway

Daxko Connect’s Online Gateway lets constituents carry out their association business online. Think of it as an online playground that offers another point of engagement with your association that just so happens to cut down on administrative work for you. The Online Gateway is ready to go “out of the box.” No need to wait six months for someone to custom design one for you. However, you can change the layout yourself with different skins. And page layouts are customizable to ensure that each constituent is seeing the information most relevant to them.

With Online Gateway:

Members can do all sorts of activities like apply for/renew membership, update contact information, make a donation, register for events, make a payment, print invoices and receipts, and more
Chapter leaders can search, manage and (if given access), create members and manage events and documents for their chapters
Association staff can log in from any CRM 360° screen as a member to see exactly what the member sees in the online gateway
All activity occurring in the Online Gateway is updated automatically to the back-end staff console

Membership

Members are the cornerstone of your association—without them, you have no purpose. However, keeping up with your members’ needs can be exhausting. Just ask your membership team!

With Daxko Connect’s Membership module, you can:

Track whichever demographics you need with custom fields
Support multiple membership types with different dues structures and demographics
Offer online purchasing and renewing of memberships through the Online Gateway. Everything, including the payment and membership expiration, gets updated in the back end
For those members who don’t want to bother with logging in, you can offer automatically renewing memberships
Bring together your Special Interest Groups (SIGs) and allow them to view and communicate effortlessly with their members
Publish multiple membership directories and turn them into revenue generators. For instance, if you want sponsors to have access to limited membership information, they can have a completely separate directory from the one your members see

Chapters

If your association has chapters or similar components, Daxko Connect will make your lives much easier. Managing countless chapters, including separate memberships, dues, events, and more, is a cinch with Daxko Connect. The icing on the cake? Chapter leaders can log in through the Online Gateway and manage their members, events, and more if given permission—no user license fee required.

With Daxko Connect’s Chapter module, you can:

Manage multiple chapters and set rules about who can join—either one chapter or many
Support regions, districts, and any other organizational layers
Support chapter dues structures, rebates, and revenue splits
Integrates with both the Committee and Documents modules so that you can offer chapter/regional committees and file cabinets
Empower your chapter leadership. If given permission, they can log in through the portal to manage members, events, and documents—no user license fee required

Events

Events are a crucial part of member engagement with your association. Daxko Connect gives you the tools you’ll need to pull off a wide range of events with ease—from intimate luncheons to mammoth annual conferences. A nice bonus? If you have outside event administrators, they can log in through the Online Gateway and take care of the details from there. Everything will update on the back end for staff.

With Daxko Connect’s Event module, you can:

Set up meeting registrations. Daxko Connect also handles wait lists, guest registration, group registration, and waived registration lists for VIPs like board members
Customize online registration forms to capture the demographics you need
Handle multiple registration fees and deadlines
Print name badges and tickets
Boost attendance by offering incentives, coupons, and other promotions
Track sessions, sponsors, and exhibitors
Process exhibitor and sponsor registration and even sell sponsorships online
Assign event administrators to handle the details for you

Query Tool

Your association is likely sitting on a data goldmine! According to ASAE, “If there’s one phrase that sets remarkable associations apart, it’s data, data, data. They gather information, analyze it, and then use it to become even better.” (ASAE, 7 Measures of Success: What Remarkable Associations do that Others Don’t.) Daxko Connect’s Query Tool helps you access that valuable data so that you can make smart decisions. Once you have a report just the way you like it, you can schedule it to run automatically whenever you’d like. No more recreating the wheel for monster monthly reports.

With Daxko Connect’s Query Tool, you can:

Build reports from any module, including any custom fields you created
Choose the criteria most valuable to you and export to Excel or XML.
Schedule reports to run automatically within the time period you choose

Accounting

Daxko Connect’s Accounting Module keeps financial management streamlined and centralized. From membership dues to online donations to event registration, you can keep track of every transaction at your association. Integration with your accounting software is seamless and painless and everything ties back to detailed records in CRM 360°. Finally, you can accept payments, recognize revenue, and manage finances the way that makes sense for your association.

With Daxko Connect’s Accounting Module, you can:

Easily transfer records into your accounting software and track them back to detailed records in the CRM 360° module
Accept online payments, scheduled payments, and recurring payments. The monthly membership plan you always wanted is simple with Daxko Connect
Use deferred revenue recognition over months or years so you can see how your revenue streams cover expenses
Support complex accounting needs with multiple bank accounts, merchant accounts, and financial companies
Create invoices and orders using mail merge that staff can easily print
Restrict batch activities to certain security roles and establish controls that your auditors will love
Gracefully manage overpayments so that members can use their credits on the portal
Set customized rules for online refunds and order cancellations

Committees
Does keeping up with multiple committees, sub-committees, and boards make your head spin? Let Daxko Connect take the pain away. Our Committees Module lets you manage these important groups without spending hours on administrative minutia. Because documents can be made available exclusively to committee members, you’ll pave the way for meaningful collaboration and communication.

Sponsors

Offering sponsorships to relevant partners is a no-brainer. Your association generates valuable nondues revenue, your members learn about valuable products to them, and your sponsors get the targeted exposure they crave. What more could you want?

With Daxko Connect’s Sponsor Module, you can:

Let sponsors interact with you through the Online Gateway to manage existing sponsorships, purchase new ones, and view invoices
You can configure the Online Gateway differently from your members, so that sponsors see the content that is most pertinent to their needs

Career Center

Let’s face it. Finding a new job isn’t a walk in the park. Why not help your members out and increase your revenue with Daxko Connect’s Career Center? After a brief setup, this module runs itself and generates revenue without you having to manage anything internally.

With Daxko Connect’s Career Center, you can:

Sell job postings and resume searches to companies through the Online Gateway
Allow members to submit their resumes to a resume “bank” or for a specific position they find
Sit back, relax, and watch the revenue flow in!

Fundraising

Your association needs tools at your disposal to raise money easily, whether for your foundation or for another important initiative. Daxko Connect makes it easy for donors and staff alike to make fundraising a simple and painless process.

With Daxko Connect’s Fundraising Module, you can:

Accept donations online and promptly acknowledge them with automatic “thank you” and confirmation emails
Track donor levels and pledges automatically. Donors can have their credit cards automatically charged on a rolling basis, which is easier for them and for you
Set up multiple donation funds to easily allocate money to a specific initiative
Request donations on membership forms so donating becoming second nature to your membership

Education Credit & Certification Tracking

Your members thrive on the knowledge and expertise that you can share with them. Daxko Connect makes learning easy for your members and easy to track for your staff.

With Daxko Connect’s Education Credit & Certification Tracking Module, you can:

Define the different types of educational credit you track and define your certification programs
Assign credits to events created in the Events Module. Once someone attends a session, he/she automatically gets the credits assigned
Keep track of what individuals have done through the CRM 360° integration
Print certificates straight from the system

Document Management

Associations foster collaboration among individuals and groups. Balancing collaboration on documents with security needs can be daunting though. For instance, your typical member doesn’t need to see minutes from the last board meeting. Don’t worry. Daxko Connect’s Document Module has it all taken care of for you.

With Daxko Connect’s Document Module, you can:

Manage multiple file cabinets that belong to events or organizational layers like chapters, SIGs, and Committees
Use permissions to decide exactly who can see what document. Entitlements allow you to make documents available via the Online Gateway only to those with permission to view them
Do you have documents like white papers that would be of interest to non-members? You can sell them at whatever price point you choose on the Online Gateway

Online Storefront

Your association has a lot to offer: value, knowledge, connections, and even products. Let your members and other constituents flex their shopping muscles with your online store. There you can sell promotional products like t-shirts and mugs as well as publications, research, and other items of value.

With Daxko Connect’s Online Storefront, you can:

Set up as many stores as you’d like and decide who can access them via the Online Gateway
For each product offered, you can set pricing for members and non-members. You can even set up refund policies, cancellation fees, taxes, and shipping charges
Create inventories and receive items into inventory
Let constituents come online to place orders. There they can browse by category or searching through all products

API Access/Integration

Daxko Connect’s powerful APIs enable you to integrate other systems and make use of your organization’s critical data.

With Daxko Connect’s API, you can:

Use Daxko Connect as a source for other applications, such as an LMS, so your members only have to remember one username and password
Grab a list of your upcoming events and display them on your homepage
Synchronize your constituent records with a social networking platform
Display featured products from the online store on your organization’s main website

Want to learn more about Daxko Connect? Get started.