Category Archives: Training

Joining Online Just Got Easier: Daxko Operations’ Redesigned Online Experience

Joining Online is Now Simpler, Easier and Faster

Your members rely on your website to get information they need and sign up for memberships and offerings. New members that wish to join online deserve a quick and simple first experience with your association – so we’ve redesigned the look and workflow of joining online to better improve joining (or renewing) online.

Increase Online Joins 

We’ve simplified the online join process to make it quick and easy to complete. After extensive design, research and testing, we know that this new experience is sure to increase your online join completion statistics.

This new design will save time for you and your members. Your members will have less guesswork and your staff will have fewer phone calls to clarify billing options.

 

What’s Changing?

In researching join experiences across the software industry, we honed in on certain steps that could be improved. Several factors contributed to a person stopping half-way through joining online, such as  having to enter too many fields, navigate  a plethora of billing options,  or struggling with the process on a mobile device.

The new online join experience improves the join process in the following ways:

  • Joining online looks great on any device. With redesigned, responsive pages, your members can join from their smartphone, tablet or computer with ease. 
  • Entering  basic account information saves time.  Joiners must only enter the vital information required for a membership for faster account completion.
  • Setting up a draft is straightforward. Joiners no longer have to select draft dates and billing cycles as they are now preset for each membership type available online. 
  • Choosing a payment method is painless.  Joiners will enter their preferred billing method using a more intuitive design.

How will this benefit my association?

We know that this release requires several actions from your team, which is why we have decided to allow four full weeks of this new join experience on your Daxko Operations Training Site. In addition, we have created this checklist to help your team prepare for the new Online Join Experience release to your live site.

We are sure the benefits of providing a modern and clean join experience will provide your associations with an excellent January Join season. The changes to the online join experience were necessary to keep your association at the forefront of your competition.

To learn more, check out our User Guide. Also, we’ve included a checklist of tasks to be completed before the December 13th release to your Live Site.

Friendly Reminder – Get Ready for Program Packages!

We are still on track to release Program Packages in your live Daxko Operations site on June 14th.  To best prepare for this release, please utilize the tools in your training site.

You can also get your staff prepared with these below training materials:

We look forward to releasing Program Packages into Daxko Operations next week.

Daxko Operations Release – May 10, 2017 – Program Packages to Training Site

Daxko Operation’s newest feature, Program Packages, will be released to your training site on May 10th. Key functionality in this release includes:

  • Custom setup
  • Streamlined registration process
  • Straight forward program management
  • Simple redemption tracking

We developed Program Packages from customer feedback to ensure it provides an excellent experience for your staff.   With Program Packages, you can now establish a custom setup for a streamlined registration process with straight forward program management and simple redemption.

Our second phase of Program Packages will include the ability to schedule appointments.  This final endeavor requires quite a bit of discovery and development work, of which we are in the early phases.  Rather than waiting for this work to be done to release the entire enhancement to Daxko Operations, we found great benefit in offering you the opportunity to utilize the functionality of phase 1 in advance.  Also, by utilizing phase 1 of program packages – it allows you to provide feedback on how we best incorporate scheduling.

We will update your Daxko Operations Training Site on Wednesday, May 10th with phase 1 of Program Packages.  We will also be updating the training site for a refresh on Sunday, May 14th.  A best practice may be to wait until after the refresh to build out packages fully, as you will lose any work done May 10th to May 14th. However, we highly encourage you to go ahead and test out this new feature.

Our release date to your Live Site is planned for Wednesday, June 14th

*For the videos below, we recommend that you download the videos to your computers from Drop Box for the best streaming experience.

Instructors User Guide: This functionality was released in January 2017, and is mandatory for setting up Program Packages.

Glossary: With new functionality comes new terminology. This document will review those terms and provide definitions of each.

Best Practice Guide: Use these suggestions for how to best use the Program Packages feature.

Program Packages User Guide: This is your guide to everything Program Packages with details for how to use the functionality.

Instructors Video: This video will provide an overview of how to tag Daxko Operations users as instructors, which must be done prior to setting up Program Packages.

Package Setup Video: This video will review each step of the setup process for a new package.

Registration Video: This video will cover both in house and online registration steps to review the staff and member experience.

Roster Redemption Video: This video reveals the new Program Packages roster and details the process of assigning instructors and redeeming packages.

 If you have questions or comments, please feel free to reach out to our Customer Success Team at support@daxko.com.