Features Guide

This Features Guide contains a table that outlines which features are included or optional in iMIS EMS. Below the table is more detailed information about the individual features.

Use the following list to jump to the full descriptions of the iMIS EMS features:

 

✓ = included || + = optional  
CORE PLATFORM

crm + data management
Contact management Manage contact, address, and demographic information for individuals, organizations, or groups. ✓
Address verification Verify addresses at the point of entry. Automatically verify and clean address information. ✓
Contact Merge Standard — Find, merge, and clean duplicate records. ✓
Plus — Review all potential duplicate record pairs. Determine which records to retain, which records to merge into the retained records, and which records to mark as Not Duplicates. +
Online profile Allow constituents to manage their profile and transaction history. ✓
Online directory Allow constituents to access and manage their own profile information and create a searchable online directory based on a variety of criteria and with varying levels of permission-based security. ✓
Group Administrator Standard — Allow an individual to manage organization or committee rosters and conduct transactions for colleagues, as well as manage their chapter or organization information. ✓
Plus — Allow an individual to manage chapter rosters and conduct transactions for chapter members. +
Volunteer management
  • Recruit, schedule, and track volunteer activity.
  • Manage, assign, and track volunteer hours.
 ✓

Membership Management
Membership fees Manage individual or company memberships and membership fees for multi-tiered, variable-duration, and other complicated membership models.

✓ with Membership bundle

+ with Fundraising bundle
Online membership Create an online join or renewal page using a configurable template. You can allow your members to join or renew their membership online or through a mobile device.
Chapters and committees Track and manage current and historical chapter and committee membership and participation.

Website Management

Site Builder Manage multiple websites and allow chapters or affiliates to manage their own websites. ✓
Page Builder Build sophisticated web pages with a WYSWIG editor and configurable out-of-the-box content items, such as menus, lists, charts, user profiles, and more. ✓
Content tagging Use your organization's specific terms, audiences, and concepts to deliver targeted web content. ✓
Intelligent Query Architect Create complex queries and export the results in a variety of formats. ✓
Translation Translate fields, menus, screens, and web pages into different languages. +

Integration Tools
iMIS Marketplace ASI's global network of authorized iMIS product partners and solution providers develop hundreds of best-of-breed add-ons applications and integrations to complement the iMIS EMS platform. ✓
REST API iMIS EMS includes a modern REST API optimized for integrating to cloud-based solutions. Our industry-leading API is fully documented. ✓
Authorized iMIS product partners We partner with select software vendors based on client demand to provide tight integration to popular best-in-show solutions. Product partners receive priority integration support, exclusive access to API resources and production roadmaps, and ASI validation and approval to write back to the iMIS database ("push" capability). ✓
EVENTS + LEARNING

Event Management

  
Event management Manage the planning, logistics, communication and registration for events of all types and sizes. ✓
Online events Create online event pages or microsites to enable your constituents to register and access event details including locations, agenda, registrant directory, X (Twitter)feed, and more. ✓

Application + Review Management (OpenWater)
OpenWater is a true all-in-one software platform designed to streamline and simplify your application and review process. See OpenWater for details. +

Learning Management (TopClass)
TopClass is an award-winning, powerful learning platform, connecting learners to transformative education and certification programs. See TopClass for details. +

Certification Management
Certification management

Define multiple certification programs with any combination of requirements including:

  • Event attendance
  • Product purchase
  • Demographic information
  • Document uploads
  • Issue CEUs

and more.

 +
Online certification Allow applicants to apply for and monitor their certification progress online. +
COMMERCE + ACCOUNTING

Product Sales + Online Store
Product sales Sell physical or digital products with flexible pricing and promotional discounts. ✓
Inventory management Track inventory, manage backorders, and create relationships between products for cross-selling, up-selling, and suggesting replacements. ✓
Online store Sell physical or digital products, automatically calculate shipping and taxes, and display related items for cross-selling or up-selling. ✓

Advertising Management (SpaceMaster)
Order management Process orders for many types of ads, including display, classified, and digital. +
Classified ads Automate the placement of display and classified ads. +
Ad activity management Summarize ad activity by publication, account, territory, sales rep, time period, and ad type. +

Accounting + Payments

  
Payments Easy and secure payment processing through iMIS. ✓
Accounts receivable Manage invoicing, cash receipts, and other financial transactions. ✓
Deferred income Delay recognition of income to coincide with when income is earned. +
Automatic payments Automate recurring (monthly, quarterly, yearly) membership fees and donations. +
Refunds Process payment refund directly from iMIS without needing to access a third-party gateway portal. ✓
General ledger export Export a spreadsheet that can be further formatted for import into the general ledger package of your choice. ✓

Fundraising Management

  
Gift processing Process pledges or gifts of all types, including annual, major, and planned. ✓
Online donations Create an online donation page using a configurable template, allowing your donors to give online or through a mobile device. ✓
Recurring donations Process recurring donations: Monthly, quarterly, or annually. +
Moves management Manage the individual and hands-on approach necessary to cultivate major gifts. ✓
Issue tax receipts Issue tax receipts directly to donors. ✓
Tribute donations Choose to make the donation in honor or memory of someone, and enter a tribute message. ✓
COMMUNICATION + ENGAGEMENT

eMAIL MARKETING

  
Email marketing Standard — Send email communications to individuals or groups. ✓
Plus — Design, send, and track targeted email marketing campaigns. +

TEXT MESSAGING
To learn more about Text Manager, visit the iMIS Marketplace. +

Online Communities
To learn more about Higher Logic, visit the iMIS Marketplace. +

Mobile App
To learn more about Clowder, visit the iMIS Marketplace. +
TOOLS + ANALYTICS

Online Forms

  
Forms Standard — Use and edit out-of-the-box forms. ✓
Plus — In addition to the Standard features, with Plus, you can create unlimited forms and rules, require a review process for form submissions before they are accepted, and create forms in advanced mode. +

Workflow Automation
Process automation Standard — Use predefined tasks and alerts to automate manual processes. ✓
Plus — Create your own unique tasks and alerts to automate manual processes. +

Engagement Scoring
Scoring Standard — Measure, track, and improve engagement with your members, donors and constituents. ✓  
Plus — Create your own customized scores. +

Reports + Dashboards
iMIS Report Writer Basic — ExpressView reports. ✓
Plus — ExpressView reports, Advanced reports, and Dashboards. +
Reports Leverage a library of configurable standard reports or create your own reports. ✓
Dashboards Turn data into insight through real-time measurement of key performance indicators (KPI) with dynamic dashboards. ✓

 

Core Platform

Go beyond typical constituent management with iMIS. With simple-to-use tools, your constituents are empowered to update their own profile information and manage their committee, chapter, and online community memberships.

Your organization maintains control over the data constituents can access or modify, including profiles and statistics, as well as address, demographic, and transactional information. This means added convenience for constituents and increased productivity for you.

CRM + Data Management

Get a unified view of every interaction with your members, supporters, and other constituents.

Contact management

Manage contact, address, and demographic information for contacts, organizations, or groups.

Key features

The following are key contact related features:

  • Manage contact, address, and custom demographic information for individuals or organizations.
  • Create an unlimited number of tables and fields for collecting and tracking custom demographic data.
  • Real-time address validation powered by Experian Data Quality
  • Define multiple addresses to be maintained for each contact.
  • Maintain separate phone, fax, and email addresses for multiple addresses.
  • Track and manage contact activity, including email correspondence, phone calls, meetings, event attendance, product sales, membership fees, or donations.
  • Create an unlimited number of custom activities.
  • Store social media addresses for individuals and organizations.
  • Relate individuals and subsidiaries to a parent organization for hierarchical rosters.
  • Create unique reciprocal relationships between individuals or organizations, such as Child of or Guest of.
  • Search for and find contacts using any data field.

Online profile and directory

Go beyond typical constituent management with iMIS. With simple-to-use tools, your constituents are empowered to update their own profile information and access their financial history online or through a mobile device.

Key features

  • Use the standard profile web page or easily change page design.
  • Determine which fields constituents can view and edit.
  • Enable constituents to view their event, order, membership, or giving history.
  • Enable constituents to view their committee, chapter, or community participation.
  • Create searchable online directories of specific groups.

Contact: Add-on features

Contact Merge enables you to identify potential duplicate contacts or organizations and merge those duplicate records. All financial, activity, and other information associated with the duplicate record is transferred to the correct record. Information missing from the correct record can be populated with information from the duplicate record.

Online communities

Savvy not-for-profits understand it takes a lot more than a Facebook page and X (Twitter) feed to create an effective social experience for members, donors, and other constituents. Online communities where constituents can connect, collaborate, and communicate in a secure, trusted setting have emerged as one of the smartest ways to demonstrate value and ensure retention rates.

With iMIS, your organization can provide a highly popular resource to constituents while also guiding and monitoring discussions in a controlled environment, protecting your proprietary assets and accurately measuring the impact of your engagement efforts.

Key features

  • Create multiple communities, each with their own security settings, discussion forums, document libraries, wikis, and blogs. Easily define who can see and join individual communities based on any criteria.
  • Provide an online discussion forum for your community members to ask questions, offer answers, and discuss issues. Moderate posts and provide community members multiple options for receiving updates from individual posts to weekly digests.
  • Collaborate with your community members to build a knowledge base. Create a library of documents, videos, audio and image files accessible to your community members and empower your community members to share files to the document library.
  • Empower your community members to collaboratively author content such as a glossary of industry terms (wikis).
  • Communities can combine all features or make use of just one, such as a discussion forum.

Group Administrator

iMIS includes three types of Group Administrators roles:

  • Company Administrator — Manage other contacts linked to their organization's record. They can add, edit, and remove other contacts as well as register them for events or pay membership fees on their behalf.
  • Committee Administrator — Add contacts to or remove contacts from a committee roster.
  • Chapter Administrator — Manage contacts in a chapter. Chapter Administrators can edit other contacts as well as register other contacts for events or pay membership fees on their behalf.

These roles can be assigned to your members, donors, or other constituents to perform certain actions online.

Volunteer management

iMIS includes the ability to recruit, schedule, and track volunteer activity.

Key features

  • Allow volunteers to sign up online and manage their profile.
  • Manage the onboarding of volunteers including background checks and orientation completion.
  • Record skills, interests, and availability for volunteers by day and hour.
  • Easily search for and match volunteers with volunteer opportunities.
  • Assign and track individual volunteer hours.
  • Keep track of interested volunteers, as well as those areas for which your volunteers and their skills would be most appropriate.

Membership Management

iMIS takes traditional membership management to the next level by providing your members with online and mobile access to your organization, This enables your members to tap into tools and resources, renew their memberships, make donations, and even register themselves for events any time, anywhere.

You can collect membership fees, manage chapters and track committee participation, as well as analyze membership performance to maximize revenue.

Fees/dues billing

Streamline the process of collecting membership fees, dues, and subscriptions.

Key features

  • Provides the following comprehensive billing platforms:
    • Product codes
    • Member types
    • Special pricing
  • Allows simple or special pro-rationing and unlimited customization of pricing for billing through special pricing.
  • Establish the billing time as anniversary, annual, or both.
  • Establish the accounting method as cash-based, accrual-based, or both.
  • Create unlimited billing cycles for unique or customized billing.
  • Email reminders and invoices on an ad hoc or automated basis with Process automation and Email marketing.
  • Automate recurring membership fees with AutoPay.
  • Produce all necessary billing documentation, including dues notices, invoices and reminders, transaction lists, and trial balances.

Online membership

Allow your members to join or renew their membership dues or fees online or through a mobile device.

Key features

  • Use the standard Join Now web page or change page design.
  • Accept the following payment types for membership fees:
    • Credit cards
    • Debit cards
    • Direct debit/automated clearing house (ACH)/electronic funds transfer (EFT)
  • Display multiple member types or fees and allow members to self-select a chapter when joining.
  • Enable members to register for events, buy products, or donate to your organization when joining or renewing their membership.
  • Let members manage their own profile information and access their purchase history.
  • Empower members to share their support for your organization to popular social media sites including Facebook, X (Twitter), and LinkedIn.

Chapters and committees

Streamline the management of chapters and committees.

Key features

  • Create and manage unlimited chapters.
  • Allow members to self-select a chapter when joining your organization.
  • Chapter membership is recorded and visible on the contact’s record.
  • Select a chapter directory to email, export and display online.
  • Designate a member as a Chapter Administrator and allow the Chapter Administrator to do the following:
    • Edit another chapter member’s records.
    • Register another chapter member for events.
    • Pay membership fees on another chapter member’s behalf.
  • Create and manage unlimited committees.
  • Select a role as well as a begin and end date when adding committee members.
  • Committee membership is recorded and visible on the contact’s record.
  • Select a committee list to email, export and display online.
  • Designate a member as a Committee Administrator and allow the Committee Administrator to add contacts to or remove contacts from a committee roster.

Website Management

Manage member portals, special purpose microsites, or your entire public web presence through the RiSE web-development platform. Fuse database management and web publishing into a single, easy-to-use application.

Note: iMIS meets the Web Content Accessibility Guidelines (WCAG) developed by the World Wide Web Consortium, which covers a wide range of recommendations for making web content more accessible.

Key features

  • Create seamless web content experiences with iMIS data dynamically placed on websites and portals.
  • Optimized for mobile devices with responsive templates, page layouts, and widgets.
  • Modify and create iMIS queries, fields, menus, screens, and web pages.
  • Automate workflow including alerts, emails, reports, and more.
  • Integrates to a variety of web content management systems (CMS) or can be used to manage your entire web presence.

Site Builder

RiSE includes a full-featured web content management system. The iMIS Staff administrative site is built with RiSE, making it easy to modify navigation, menus, and screens to meet the unique needs of your organization. For many organizations RiSE is also powerful enough to manage the organization's entire web presence.

RiSE includes a selection of responsive Quick Start Sites loaded with the features you need to quickly, conveniently, and affordably launch your new website or microsite. You can easily tailor the layout, fonts, and colors to meet the unique branding needs of your organization:

  • Member Responsive site — Includes everything you need to allow your members to manage their profile, renew dues, buy products, register for events, and participate in online communities.
  • Donor site — Includes everything you need to engage your supporters and raise money online.
  • Annual Conference site — Provides a microsite to support critical events, such as your organization’s annual conference, for example.

Visit the iMIS Membership and Fundraising Software Website Portfolio to see our full client website portfolio.

Page Builder

Page Builder is a powerful tool for creating and publishing web pages. It can be used to modify existing constituent self-service web pages (such as online profile pages, directory pages, membership join pages, donation pages, event registration pages, store pages and more) or iMIS Staff administrative pages without affecting the product upgrade path.

Edit web pages on-the-fly with Easy Edit. Easily change headers, body content, images, security settings, meta-data, page layout, responsive design and more all within the context of the web page without having to drill down through folders.

Content tagging

Tags are a special type of keyword that you can associate with content records. Tags help generate more successful search results, and the automatic population of content based on tags. All descendants of a content folder inherit the tags defined for the content folder.

Advanced Search content items specify tags that your users can select to narrow their search to a smaller set of tagged content records.

Content Tagged List content items specify various tags that generate a real-time list of links to tagged content records when the content record containing the Content Tagged List is viewed. Tagged list formats are used by Content Tagged List content items to format the rendered display of the list of links. The chosen tagged list format is applied as a display mask to each item in the list.

You cannot create ad hoc tags while defining content records. Instead, you must choose from a list of pre-defined tags that are usually defined by those who perform website management. This restriction ensures that your content is tagged with a centrally designed taxonomy, which provides more consistent and predictable search results.

Key features

  • Manage multiple websites and allow chapters or affiliates to manage their own websites.
  • Create content once and share the content across multiple websites.
  • Assign and manage content management responsibility to individuals or groups within your organization.
  • Using your organization's unique terms, audiences, and concepts:
    • Categorize content and allow users to identify areas of interest.
    • Allow keyword searches to be targeted.
    • Deliver targeted web content to your constituents. You can also use contact, demographic and transactional data from within your iMIS database.
  • Use a unified search option to search not only web content but also elements of your iMIS database, such as contacts, events, products, documents and more.

Intelligent Query Architect

Intelligent Query Architect is a query-building tool that extracts data from the iMIS database. It simplifies query-building tasks by providing a user-friendly interface that enables a user with limited SQL experience to build queries and reports.

Key features

  • Design a query once and use it throughout the iMIS system.
  • Copy and combine existing queries to define new queries.
  • Use query results for real-time, searchable and sortable displays of information online such as member directories, committee rosters, upcoming events and more.
  • Use query results to build real-time dashboard reports.
  • Combine query results with report formats in Microsoft SQL Server Reporting Services (SSRS) to create, access, modify and share reports.
  • Allow non-technical users to run queries to build marketing lists.
  • Allow non-technical users to sort results on any fields in the query.
  • Allow non-technical users to export query results to a variety of file formats, including CVS, XML, PDF, Microsoft Excel or Microsoft Word.

Translation

iMIS provides multi-language support through the iMIS Translation tool. The Translation tool enables you to easily become a true multi-lingual organization by translating your website as well as your iMIS system into multiple languages.

Key features

  • Allow website visitors to choose an offered language.
  • Display all website content including prompts and community posts in the chosen language.
  • Remembers the language selection and displays the correct language upon return visits to your website.
  • Allow your staff to choose a language when using the iMIS system.
  • Display field prompts, drop-down lists, and data in your iMIS system in multiple languages.
  • Includes bi-directional translation so staff can enter data in one language and have it displayed in another.
  • Supports any language, including languages that require a double-byte character set.
  • Allows for the creation and management of custom word or phrase translations.
  • Allows for excluding words or phrases from translation.

Integration Tools

iMIS Engagement Management System (EMS) includes a powerful set of tools for tailoring and configuration as well as a web-based API for integration to third-party apps. iMIS also includes the iMIS Bridge, an integration platform with more than 120 pre-built integrations with popular solutions.

iMIS Marketplace

ASI's global network of authorized iMIS product partners and solution providers develop hundreds of best-of-breed add-ons applications and integrations to complement the iMIS EMS platform, including:

  • Web-content management system integrations
  • Learning management system (LMS) integrations
  • Job board integrations

Explore cloud-friendly iMIS apps in the iMIS Marketplace to extend iMIS.

REST API

iMIS EMS includes a modern REST API optimized for integrating to cloud-based solutions. Our industry-leading API is fully documented. Browse the iMIS SDK Developer Guide.

Authorized iMIS product partners

We partner with select software vendors based on client demand to provide tight integration to popular best-in-show solutions. Product partners receive priority integration support, exclusive access to API resources and production roadmaps, and ASI validation and approval to write back to the iMIS database ("push" capability).

Browse a full list of Authorized iMIS Product Partners and explore their solutions on the iMIS Marketplace.

Events + Learning

Transform your events into experiences with the latest mobile features and convenience.

Events Management

Your large and small event experience just got an upgrade.

Now your members, donors, and other constituents can do the following online or through a mobile device:

  • Register for a conference
  • Register for a meeting or a training class
  • Access agendas and locations
  • Read speaker biographies
  • Discover which of their peers are also attending

This sort of control and access drives attendee satisfaction, increases product purchases, generates positive referrals, and ensures retention.

With iMIS, your organization can offer flexible event pricing according to constituent status, allow wait-list management and more. Large or small, your events have never been more accessible, productive, or profitable.

Streamline the management of events of all types and sizes, allow constituents to register online or through a mobile device, and offer a responsive event microsite for any event.

Key features

  • Manage the planning, logistics, communication, and registration for events of all types and sizes.
  • Add sessions, breakout groups, and social functions for larger events.
  • Offer flexible pricing based on registration date, membership type, or other demographic information.
  • Set a cut-off date, determine maximum registration amounts, and manage wait-lists for fully booked event functions.
  • Automate event reminder and thank-you emails.

Online events

Allow your members, donors, and other constituents to register for events online or through a mobile device.

Key features

  • Use the standard event page or change page design.
  • Accept the following payment types for events:
    • Credit cards
    • Debit cards
    • Direct debit/automated clearing house (ACH)/electronic funds transfer (EFT)
  • Allow constituents to pay membership fees, donate money, or buy products when registering for an event.
  • Display event details including locations, agendas, speakers, registration lists, and more.
  • Create a responsive event microsite for any event with an agenda, registration directory, X (Twitter) feed and more.
  • Create general or event-specific promotion codes that can be applied during the checkout process.
  • Empower supporters to promote your event to popular social media sites including Facebook, X (Twitter), and LinkedIn.

Event microsite

iMIS includes a responsive event microsite that can be used for any event you create in iMIS. It can be used as both your event microsite to promote your event and capture registrations, as well as your on-site mobile site with agenda, registration directory, X (Twitter) feed, and any additional information you want to add.

Awards + Abstract Management by OpenWater

Streamline your awards and other application and review programs.

  • Create an engaging, branded application and review portal.
  • Build sophisticated and dynamic forms with drag-and-drop online form builder.
  • Manage large sets of submissions and complicated review procedures.
  • Easily supports awards, abstracts, scholarships, or grant programs.

Learning Management by TopClass LMS

Create an engaging learning portal with branding to match your website.

  • Offer instructor-led training, webinars, video, and blended learning
  • Easily allow learners to access, purchase, or share educational content
  • Includes a variety of assessment and testing methods.
  • Track and manage certifications, micro-credentials, and digital badges.

Certification Management

When running continuing education, certification and accreditation programs, it is vital that you have the specifically designed tools necessary to help you improve your performance and minimize risk.

With iMIS, you can create repeatable, scalable and integrated programs with a system that has a solid track record for stability, reliability, and predictability. You have the flexibility to manage multiple certification programs, streamline application processes, generate notifications, and track candidate progress from start to finish.

Key features

  • Define and manage multiple certification programs, each with a different set of criteria.
  • Award continuing education credits (CEUs) to individuals or groups based on event attendance or other criteria you define.
  • Specify any combination of requirements for a certification, including integration with iMIS events and products.
  • Allow applicants to apply for certifications online.
  • Allow applicants to view and monitor their certification progress online.
  • Link certification program criteria to iMIS events or products.
  • Keep track of which individuals are certified and identify those individuals whose certifications need renewal.
  • Send automated emails to applicants who are either approved or denied certification.
  • Send automated reminders to those individuals who need to renew their certifications.

 

Commerce + Accounting

Manage online product sales and other financial transactions with a unified shopping cart experience.

Product Sales + Online Store

With iMIS you can manage inventory, product sales, invoicing and other financial transactions, all from one centralized system.

Your members, donors, and other constituents can buy products, track their order status, and review their order history online or through a mobile device.

Note: iMIS has been validated as compliant with the Payment Application Data Security Standard (PA-DSS) by the PCI Security Standards Council.

Orders

With iMIS your members, donors, and other constituents can buy products, track their order status, and review their order history online or through a mobile device. Your organization can easily create an online store and manage product inventory levels.

Key features

  • Sell physical or digital products such as PDFs, videos, audio files, images, or access to other web-based content such as a web page.
  • Provide flexible pricing and promotional discounts.
  • Handle additional miscellaneous charges such as freight, handling, and shipping.
  • Calculate freight charges based on the total weight of the order, total value of the order, or the total quantity of items ordered.
  • Automatically calculate sales tax, including:
    • US state/local
    • Canadian HST/GST/PST
    • European VAT
    • Australian/New Zealand GSTINC
  • Process partial or full prepayment information for cash, checks, and credit cards.
  • Optionally generate and track backorders when insufficient stock allows only partial shipment or no shipment.
  • Automatically release backorders when shipments arrive, or release backorders manually.

Inventory

Product inventory receipts allow you to record and track your physical product inventory accurately and efficiently. Inventory receipts are recorded when a product is received in inventory. Receipts can be entered only for inventory items that have an Active, Inactive, or Out of Production status.

Key features

  • Monitor inventory levels and conduct inventory inquiries.
  • Create relationships between products for purposes of cross-selling, up-selling or offering replacements for out-of-stock items.

Online store

Allow your constituents to buy products and access their order history online.

Key features

  • Sell physical or digital products such as PDFs, videos, audio files, images, or access to other web-based content such as a web page.
  • Use standard store web pages or change page design.
  • Accept the following payment types for product sales:
    • Credit cards
    • Debit cards
    • Direct debit/automated clearing house (ACH)/electronic funds transfer (EFT)
  • Add shipping and tax information to product sales including:
    • US state/local
    • Canadian HST/GST/PST
    • European VAT
    • Australian/New Zealand GSTINC
  • Display related items for up-sell and cross-sell opportunities.
  • Create general or product-specific promotion codes that can be applied during the checkout process.
  • Enable members to register for events, renew memberships, or donate to your organization when buying products.
  • Empower members to promote your products to popular social media sites including Facebook, X (Twitter), and LinkedIn.

Advertising + Sponsorship (SpaceMaster)

Advertising — along with Sponsorships and Exhibit Sales — is the most significant source of non-dues revenue for associations. Whether you manage your advertising operation in-house or use an outside media agency, iMIS Advertising will track every detail that matters, including analytics, media order management, media asset management, production management, sales commissions, and billing — so you can take advantage of this opportunity to maximize your revenue growth.

Key features

iMIS Advertising manages every kind of media asset, including display, classified, web ads, list rental, multimedia packages, exhibit booth sales, and sponsorships — anything with a rate card — from sale through insertion order and invoice, all within iMIS.

  • Dynamic Dashboards: Get real-time, highly tailorable views of your data, compare ad revenue across sales periods, see the number of ads sold and number of unique customers, rank advertisers by sale, show historical data for comparison, etc.
  • Media Asset Management: Keep track of issue dates, all rate card details, and ad space inventory. Design and manage multimedia packages.
  • Templates: Enter contract options once — contracts serve as the template for each recurring order.
  • Flexible Pricing: Apply special pricing with discounts and surcharges.
  • Media Orders Management: Assign sales territories, create proposals, place advertising orders, generate invoices for advertisers or agencies, check order status, resolve issues, automate insertion orders, and calculate commissions.
  • Production Management: Monitor production and post-production details, output placements to any layout or production software.
  • Directories: Manage and maintain directories of advertisers and agency contracts.
  • Billing: Generate invoices, track payments, and manage collection efforts.

Accounting + Payments

Get a complete picture of your organization's finances by easily manage daily financial batches, invoices, and adjustments. Easily accept payments securely with integrated payment processing that meets the highest standard for security. You can also utilize separate bank accounts for different types of payments, such as membership fees, donations, event registrations, or product sales.

 

Payments

The Global Payments gateway makes processing simple, secure, and affordable. Save time and money with low rates, automatic card updates, next day funding, and significantly reduced PCI requirements:

  • Next Day Funding: Global Payments supports next-day funding, directly to your bank account. Unlike other processors who like to gain interest on your money or place your funds into a “holding” account, Global Payments offers next-day deposit solutions to streamline your cash flow and collections. Your organization will receive 100% (gross amount) of your money deposited on a daily bases.
  • Decline Minimizer: Decline Minimizer is a dream come true for any organization with repeat donors, recurring payments or membership dues. Every night, behind the scenes, Global Payments retrieves new data (expiration dates and 16-digit card numbers) for credit cards stored in our Cloud Data Vault. This ensures your future transactions process successfully, without interruption.

    • Note: Decline Minimizer is currently only supported in North America.

  • ACH/eChecks Support: ACH processing is a clean and easy way to accept eChecks and bank drafts from your customers. Fully integrated within Global Payments, your business is able to streamline ACH transactions and minimize the cost of electronic payments. Reporting allows you to process, track and manage your ACH payments without ever leaving iMIS.
  • Recurring Payments: AutoPay, when combined with Global Payments, delivers the most robust recurring payment solution on market. Automate membership dues, donations and other future payments directly within iMIS. AutoPay supports both credit card and ACH transactions, giving your customers the freedom to pay how they want, when they want.

    • Note: If you plan on using ACH transactions, you must request a separate gateway from Global Payments to minimize any confusion between ACH transactions and credit card transactions. Global Payments will not request this information from you, so it is important that you communicate to them that the separate gateway for ACH transactions is required by your organization.

  • Simplified PCI Compliance: With Global Payments, PCI Compliance is a breeze. PCI Assure allows iMIS users to streamline the validation process in as little as 15 minutes. In addition, with the new iMIS Data Vault, your business is eligible for a $100,000 breach guarantee. Rest easy, knowing that your customer’s card data and your business is processing on the industry’s most secure platform.

Accounts receivable

Streamline the processing of financial transactions of all types and integrate to the general ledger package of your choice.

Key features

  • Process cash, check, and credit card receipts for sales transactions against open receivables or as a prepayment in advance of any income application.
  • Any accounts receivable item with a credit balance can be processed as a refund. View, analyze, and print a list of credit items and issue refunds, either for all items or selectively for specific items.
  • Process transactions for two or more independent organizations and support multiple cash accounts.

Add-on features

  • Deferred income:
    • Automatically trigger deferred income and processing for transactions from dues/subscription products, event registrations, and exposition sales.
    • Automate the recognition of appropriate income amounts as the income is earned.

    • Generate corresponding entries to transfer amounts from the deferred income account to the regular income account in your organization’s general ledger solution.

AutoPay

Enable the automatic renewal of membership fees and recurring donations using the member or donor’s preferred payment method. The option can be made available to members and donors in the Join Now and Give Now pages of your website.

You can configure your website to invite the member and donor to opt in or opt out of automated renewals. You can even configure your website to have AutoPay enabled for all new members and donors by default.

Key features

  • Offer members and donors the choice of easy, automated payments.
  • Maximize member and donor retention with automated renewals and recurring donations.
  • Enable members to discontinue automatic payments at any time.
  • Set automatic payment options in the join or renewal process as either off, opt-in, opt-out or always on.
  • Set recurring donation options in the online Give Now pages as either off, opt-in, opt-out or always on.
  • Differentiate between automatic and non-automatic renewals so your members are billed accurately.
  • Staff can manually add members to the automatic membership renewal program.
  • Staff can preview membership fees and donations to be collected, and submit for collection.
  • Securely store member credit card details in a PCI-compliant manner.

DEFERRED INCOME

Deferred income provides delayed recognition of income to coincide with when the income is earned to match when the related expenses are incurred, rather than when the invoice is generated or the funds are received. Deferred income credits a user-specified deferred income liability account rather than the regular income account when the transaction is initially entered.

iMIS manages the recognition of the appropriate income amounts as the income is earned, and generates the corresponding entries to transfer those amounts from the deferred income account to the regular income account in the general ledger.

Refunds

Perform full or partial refunds to credit card or debit card payments directly from iMIS. This important process will increase staff productivity as they will no longer need to go to the credit card processor to find the transaction and issue the credit in two applications.

General ledger export

General ledger transactions are generated as a byproduct of processing commerce activities. Creating general ledger transaction export files enable staff users to easily transfer important financial information from iMIS into separate accounting software system.

When the GL export procedure is run, the following actions are performed:

  • Only transactions in a posted batch are exported; if the transaction is included in a batch that is not posted, the transaction is not exported
  • The transactions are marked as exported so they are not picked up by any future exports
  • If you are licensed for deferred income, entries are created to move deferred income to current income in the appropriate accounting period in which the income is earned.
  • Due to/due from journal entries are created as needed

Fundraising Management

iMIS takes donor management to new heights by providing the tools you need to inspire, acquire, retain, and develop a more meaningful relationship with your donors.

With both online and mobile access to your organization, your donors can tap into your resources, share insights with others who are also committed to your cause, update their own data, purchase products, and register for your events. They can even become fundraisers themselves with peer-to-peer tools that expand your organization’s visibility and reach. Your organization can plan, execute and measure your fundraising campaigns to maximize revenue.

Gift processing

Streamline the processing and acknowledgment of pledges and gifts of all types including annual, major, recurring, planned, and tribute.

Key features

  • Enter multiple gifts at one time through the Rapid Gift Entry feature.
  • Manage recurring payments through the AutoPay feature.
  • Gift premiums and manage premium inventory.
  • Automate pledge reminders, gift acknowledgments and donation receipts.
  • Record all gifts and pledges with the appropriate revenue distribution.
  • Apply a single contribution to more than one campaign, fund or appeal.
  • Track and measure appeal, campaign or fund performance.

Online donations

Allow supporters to donate to your organization online or through a mobile device.

Key features

  • Use the standard Give Now page to accept donations or easily change the page design.
  • Accept the following payment types for donations:
    • Credit cards
    • Debit cards
    • Direct debit/automated clearing house (ACH)/electronic funds transfer (EFT)
  • Display an array of gift amount options, define an amount that can be pre-selected, or allow supporters to enter a custom amount.
  • Allow supporters to designate a donation as a tribute, in another person's name, or as an anonymous gift.
  • Offer supporters premium gifts in exchange for donations, installment payment options, or recurring payment options.
  • Enable supporters to register for events, pay membership fees, or buy products when donating to your organization.
  • Let supporters manage their own profile information and access their giving history.
  • Empower members to share their support for your organization to popular social media sites including Facebook, X (Twitter), and LinkedIn.

Moves management

With iMIS you can manage the highly individual and hands-on approach necessary to cultivate major gifts. You can assign prospective donors to individual Moves Managers and manage a unique cultivation plan for each donor.

Moves management enables you to manage a pipeline of prospective donors across a team of Moves Managers. You can track activities from prospect identification, to cultivation, to the request for funds and finally, through the stewardship phase of the relationship.

Key features

  • Assign prospective donors to a Moves Manager.
  • Provide the Moves Manager with a unique landing page highlighting their pipeline of prospective and active donors.
  • Track key major and planned giving metrics such as the gift type, estimated value, quality of prospect and any required notes.
  • Manage one-to-one relationships between donor and other constituent records.
  • Track and follow up on key activities, touches and moves that are required to move a donor from no gift to their maximum and correct gift.
  • Track the overall effectiveness of a Moves Manager’s portfolio.

Charitable receipts

Any donation, charitable event registration, or purchase of a charitable item can be issued a receipt.

Key features

  • Schedule an automatic task to issue the receipts on a user-defined schedule
  • Manually issue receipts
  • Send customizable email templates with the receipts as an attachment
  • Review the log for all previously issued receipts and easily download any receipt directly from iMIS

Tribute donations

Donors have the option to indicate if their donation is a tribute. They can choose to make their donation in honor, in recognition, or in memory of someone and enter a tribute message.

Key features

  • Allow donors to request a notification of their gift
  • Print or email notifications for the specified tributee
  • Customize messages to be sent with the donation

 

Communication + Engagement

Reach your members and supporters with targeted emails.

With iMIS, you can create effective, targeted marketing programs that resonate with your members, donors and other constituents. Our advanced data management tools let you select and segment lists, define and manage budgets, execute multichannel programs, assign follow-up, and analyze results.

You can also manage sponsorships, memberships, major giving, or other large sales opportunities, all from one centralized system that gives you the power, control, and flexibility you need to run today’s sophisticated integrated programs.

Email Marketing

Leverage state-of-the-art communication tools directly from iMIS that will help you engage your members, donors, and other constituents with dynamic, consistent, and relevant messaging.

With iMIS, you can quickly and efficiently send individual emails or campaigns and then record and track results. From deliveries to opens to unique clicks, you can access and analyze your communications to identify that which works, eliminate that which does not work, and spot emerging trends.

Key features

  • Create email communications and previews before sending.
  • Send emails to individuals or segmented lists based on standard or user-defined queries.
  • Create multiple email templates (for example, New Member, New Donor, Board, Committee, and so forth) to ensure list, messaging, and brand consistency.
  • Personalize emails by merging data from iMIS, for example:
    • Name
    • Event for which a contact is registered
    • Dues amount invoiced
    • Donation received
    • Certification achieved
  • Add attachments such as PDFs or static or personalized SSRS reports to emails.
  • Define multiple email types so you can manage communication preferences and unsubscribes.
  • Automatically record sent email details, including the date, sender, and content on individual contact records.
  • Schedule and automate emails such as receipts, account updates, and other system emails with Process automation.

Add-on features

  • Track delivery, open, and click rates for an individual email or email campaign through a real-time dashboard.
  • Monitor and update undeliverable emails.
  • Record email delivery, open, and click rates on individual contact records.

Text Messaging by CSI

Leverage the fastest growing communication channel.

  • Select your recipient list using pre-defined queries.
  • Schedule text to send in advance and on a recurring basis.
  • Personalize your text messages with iMIS data.
  • Ensure your texting follows regulatory guidelines.

Online Communities by Higher Logic

Foster collaboration with members in a dedicated, branded, community.

  • Get your online community up and running with built-in best practices.
  • Offer multiple communities, each with their own discussion forums, libraries, and blogs.
  • Use rule-based automation to tailor content to users based on their community activities.
  • Encourage community involvement by giving users badges and rewards based on activity.

Mobile App by Clowder

Engage your members and supporters with a year-round mobile app.

  • Replace one-time use event apps with a branded membership app.
  • Break through the noise of email with targeted push notifications.
  • Improve convenience and accessibility to your key resources and offerings.
  • Generate new revensue streams through advertising and sponsorships.

 

Tools + Analytics

With iMIS, all interactions with your members, donors, and constituents, whether online or offline, are stored in one centralized database. This is a game-changing opportunity for your organization to generate in-depth data about constituents with custom reports and uncover key trends across the entire organization with interactive dashboards.

Online Forms

Forms helps you design and deploy beautiful and functional forms that drive value for your staff and constituents. Forms can combine information from multiple iMIS data sources while enforcing complex business rules to ensure that your data is captured correctly and completely while leading your constituents on the journeys that you have planned for them.

Forms consists of the form manager and form designer along with associated iParts for form deployment, document management and document display that can be deployed on your Staff administrative site, your public websites or both.

Key features

  • Completely native to iMIS. No connectors or integrations required.
  • Design and lay out attractive forms using any combination of contact, address, user-defined or activity fields from iMIS.
  • Sample forms are provided for guidance.
  • Existing iMIS data can be dynamically loaded into any form.
  • Anonymous users can securely submit information to iMIS, for example, contact forms or complaint forms.
  • Create and validate new accounts in iMIS while enforcing custom duplicate-check logic on customer type.
  • Programmable buttons help you to create workflows and present options to your constituents.
  • Deploy supporting iParts in and around your form to create a complete member experience.
  • Form history allows you to restore prior form versions on demand.
  • Form-related documents can be uploaded as part of a form process (for example, resumes, transcripts, letters of recommendation).
  • Use a full-featured HTML template to apply custom styling and graphics to your forms.
  • Allow authorized third-party access to forms and form results to support committee and stakeholder engagement.
  • Add complex automation to your forms with post-submission processing using button automation.

Engagement Scoring

For associations and not-for-profits, it's all about engagement these days. Given that new member or donor acquisition is so challenging, nothing is more important than keeping those you worked so hard to attract in the first place.

Renewal starts with engagement, and in order to improve engagement you must be able to measure it. With the iMIS Scoring module your organization can easily measure, track, and improve engagement with members, donors, and other constituents.

Key features

  • Measure individual and overall engagement with executive dashboards.
  • Calculate engagement using components including:
    • Event attendance
    • Products purchased
    • Donations
    • Committee participation
    • Volunteer hours
    • Online community participation
    • Email opens
    • Website visits
  • Define your score by giving each component a unique multiplier to suit the needs of your organization.
  • Group engagement scores by percentile or total score and define related categories such as Leader, Active, and At Risk.
  • Track engagement scores by week, month or year.
  • Allow constituents to see their engagement score and underlying formula to foster competition and engagement.
  • Use your overall average constituent engagement score to drive year-over-year improvement.
  • Use engagement categories for targeted initiatives such as contacting at-risk members.

Workflow Automation

Process automation helps you improve staff productivity and constituent engagement by automating manual tasks and communications. Your constituents receive timely and relevant communications (such as a new member welcome, donation thank you, or event reminder) without burdening your staff.

Process automation uses scheduled tasks and alerts that can displayed on the Staff administrative site or your public website.

Key features

  • Use any of the thirty-plus alerts that are included with iMIS.
  • Alerts can be displayed on the Staff administrative site or on your public website.
  • Notify staff of event registrations opening and closing, early or late pricing deadlines, new members, recent orders and more.
  • Notify site visitors (including members, donors, and other constituents) about events they are registered for or data they need to provide, such as mobile phone number or email address. You can also notify members that they are due to renew their membership.

Add-on features:

  • Configure existing alerts or create your own.
  • Scheduled tasks can be an email, a report attached to an email, or a specific stored procedure.
  • Scheduled tasks can be run based on specific changes to database tables in the iMIS system, such as when a row has been inserted, deleted, or updated.
  • Emails and reports can be scheduled to be sent one-time-only, daily, weekly, or monthly.
  • Emails and reports can be static or personalized to the recipient.

iMIS Report Writer

The iMIS Report Writer is a web-based drag-and-drop report designer and interactive report viewer embedded within iMIS. The Report Writer offers secure access to iMIS data sources such as business objects and IQA queries. It also offers complex reporting features, visualizations and dashboards.

Key features

  • Easily build reports, interactive dashboards and data visualizations:
    • Object-level and row-level access to iMIS data.
    • Quick sources as used in IQA are available to use in the Report Writer​.
  • ExpressViews:
    • Simple on-the-fly reports.
    • ​Drag-and-drop grouping, sorting, filtering, aggregates and formatting.​
    • One-click charts.
    • ​Can be styled and saved as PDF, RTF, CSV, or Excel files.
  • Advanced Reports:
    • Familiar report-designer interface with integrated wizard for report creation.
    • Formulas and conditional formatting.
    • Embed visualizations.
    • Quick and easy drag-and-drop data and visualizations.​
    • In-context grouping and summarizations.
    • Merge data without data-model knowledge.​
    • Easily convert ExpressView reports to Advanced dynamic crosstabs.
  • Dashboards:
    • Combine one or more reports onto a design canvas. Other reports can be added to a dashboard, and visualizations can be created directly on the canvas.
    • Interact in real time with dynamic filtering and drilldowns.

Reports & Dashboards

iMIS includes reports and dashboards so you can monitor, analyze, and improve the performance of membership, fundraising, events, product sales financials and other program areas. You can modify existing standard reports or dashboards or easily create your own.

Key features

  • Modify existing reports or create your own.
  • Automate distribution and management of reports across your organization.
  • Track key performance indicators using visual dashboards.
  • Modify existing visual dashboards or easily build your own.