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How to Streamline Your Association and Event Management with SmartSuite [+ Grab Your Free Template!]

How to Streamline Your Association and Event Management with SmartSuite [+ Grab Your Free Template!]

10 minutes

July 21, 2023

Managing an association, local chapter, or any kind of club can often feel like you're a ringmaster at a circus. Juggling member information, touchpoints, renewals, and event details could quickly turn into a headache-inducing mess. You're probably all too familiar with the pain of flipping through multiple spreadsheets, email threads, and an assortment of digital tools just to keep track of all the moving parts. How engaged are your members? Who's likely to renew their membership? Good luck finding the answers buried under a mountain of tabs in your browser.

But what if I told you there's a better way to organize the chaos? Enter SmartSuite, a no-code platform designed to make your life easier by bringing all that disparate information into one centralized, manageable place. For those who've never heard of it, SmartSuite is to organization what a Swiss Army knife is to camping – it's the versatile tool that has everything you need.

Unboxing SmartSuite's Magic For Association Management

Imagine being able to see your members, events, finances, and interactions, all in one eye-friendly interface. No more spreadsheets scattered like last year's confetti – SmartSuite lets you drag, drop, and organize to your heart's content. And the best part? You can do all this without writing a single line of code. That's right, it's all intuitive and user-friendly.

Setting Up Your Command Center in SmartSuite

Creating your account is as easy as pie. Once you're in, you'll want to grab that free template tailor-made for association managers like you. Look for the little plus icon, hit 'start from template', and search for the EO chapter management template. No stress if you're not an EO chapter; this template is a chameleon that can adapt to anything you're managing.

Add the template to your SmartSuite account, and voila, you're greeted with a neatly organized digital workspace, ready for you to make it your own.

Dive Into Member Management Like a Pro

Your digital toolkit comes with three pre-arranged apps – Members, Forums, and Events. Each is a powerhouse for storing and referencing specific information.

The Members app is where the heart of your community beats. Here, you can look up individual members and have all their details, from contact info to interaction history, at your fingertips.

- Member Name: Jessie Bains- Member Role: Active Participant- Cohorts: Denver Riders Group- Member Assessment: Point Person and Target Join Date

The Member Assessment section within their profile is a goldmine. It lets you chart the journey of your members, from their prospective join date to the action items you've got lined up for member engagement. Turns out Jessie still needs that welcome gift sent out? Set a reminder right there in their profile, and SmartSuite's task management system won't let you forget it.

Leveraging Cohort Data for Maximum Engagement

Not all of us deal with EO chapters, but everyone has their own version of cohorts or groups. Call them what you will – task forces, regional squads, or meetup groups – you can track them with ease. The Forums app can be swiftly renamed to 'Cohorts' and tailored with information that matters to your setup. Whether it's the latest business project or the 'type of motorcycle' for your riders' club, SmartSuite's custom fields are as flexible as a gymnast.

Event Planning at a Glance

Your event management just levelled up. Each event has its own row, its own data, and its own set of tasks. With a bird's eye view of RSVPs and member attendance, you can wave goodbye to multiple tracking systems. It doesn't have to stop there – why not switch over to a calendar view and paint a picture of your events over days, weeks, and even months!

- Event Name: Annual Charity Ride- Duties: Assign a crew for route planning- RSVPs: Track who's revving up to attend

The SmartSuite Symphony

Now, as the greasepaint is wiped off and the elephants retire backstage, you realize that the circus of management you once dreaded has turned into an orchestration you command with confidence. The beauty of SmartSuite is not just in its capability to simplify but also in its potential to be as intricate or elementary as you require.

Mix and match with other free templates, sans the technical tangle, and you've got yourself an association management experience that's practically precognitive.

If you've gotten this far and are buzzing with the urge to revamp your organizational tools, make your way to SmartSuite using the affiliate link below. Customize it, clean the demo data slate, and christen it with your association's name. You're now ready for a calmer, more connected way to manage your community.

And remember, great management is often mobile, so don't miss out on the SmartSuite app rundown, perfect for taking your events and tasks on the go. Thanks for reading, and until next time, enjoy the process!

To experience SmartSuite's key benefits for yourself, start a free trial today and explore its intuitive work management platform.