Get from 10 to 0 in a few simple steps with automation

If you are a membership organisation, chances are you need to email personalised documents to your members. Do you still create those documents manually and email them one by one? Some organisations report spending as much as 10 hours per week doing this tedious and time-consuming task. Free up these valuable hours - bring in the automation!

Not sure how it works? Let us help you - we have the right tools. At Ocrélys, we are able to set up specific automation processes that will work behind the scenes and allow you to focus on more important things. Our automation scenarios will use your membership data to create a personalised PDF document that will be emailed automatically to each member. All of this without you moving a finger!

Here are some most common member documents that we can automate for your needs:

• Membership certificates

• Event attendance certificates

• Language-specific documents for selected member groups

• Course completion certificates

• Membership cards with a QR code

• Group participation notes

• AGM minutes

• Personalised annual reports

The above is just a glimpse into what automation can do for you. As you can see, the possibilities are huge! We can adapt each scenario to the specific needs of your organisation. 

Our preferred membership management solution is Wild Apricot because it easily interacts with other platforms and apps. 

If your organisation already uses Wild Apricot - congrats on the wise choice! If you want to learn more about Wild Apricot, and if it’s the right fit for your organisation, book a free discovery Zoom call with us here.