ATS Webinars: iMIS Support and Best Practices

We know there are many questions and myths when it comes to working with iMIS, but we are here to help you make the best decisions. Our iMIS support webinars cover topics ranging from best practices and real problems to keeping your iMIS system in top shape.

Have a topic you want to learn about? Let us know!

STOP THE DUPLICATE RECORD MADNESS!

Date: Wednesday, August 8, 2018

Time: 3:00 PM ET (1:00-1:30 PM MT)

Presenter: Brent Sitton, Director of Product Development

How much time are you devoting to researching and eliminating duplicates? What is your cost of extra mailings due to having duplicate records or even the cost in your members' perception of your data quality? How does it affect your ability to make decisions on inaccurate data? In this webinar, we'll look at all the tools available to you to help prevent and eliminate duplicates. We'll look at out-of-the-box iMIS tools as well as some best practices that have made life bearable for ATS clients when dealing with potential duplicate records. Life is too short to waste time resolving duplicates! You don’t want to miss this webinar for your sanity's sake.

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Managing Your Member Profiles and Member Searches

Date: Wednesday, July 25, 2018

Time: 3:00 PM ET (1:00-1:30 PM MT)

Presenter: Stephanie Harms, Technical Support Specialist

Every organization wants to view different information about their current and prospective members when viewing their profile in the staff site and requires different criteria when searching for members. In this webinar, we will review best practices for updating your staff site profiles and searches to easily find and update your members' information.

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Top Reasons Why Everyone in the iMIS Community Should Use Mobile Engagement Scoring

Date: Wednesday, July 11, 2018

Did you know iMIS Engagement Scoring can help you determine which members will renew and which will lapse? In this webinar, we will share why it is imperative for associations to use iMIS data to monitor member engagement. By the end of this webinar, you will:

  • Discover key performance indicators (KPIs)
  • Identify at-risk and evangelist members
  • Implement mobile engagement scoring into everyday data
  • Learn how to boost your association's bottom line and increase your ROI through member engagement scoring
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IQA Groups: How Can I Use Them?

Date: Wednesday, June 27, 2018

When using IQA groups, you can lock down different paths of your website and staff site to only certain member types, individuals who purchased a certain product, committee members, and so much more! If you can query on the date, then you can create a group. Join us as we go over creating IQA groups to secure web pages and create event pricing groups.

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Tips to Extend Your Event's Reach & Revenue

Date: Wednesday, June 13, 2018

Join us to learn strategies to extend the life of your highly valued events! We will discuss tips on integrating your event content with other areas of your association and marketing and organizing your content to effectively reach and engage the 80% of your audience who are not attending. We will also review how iMIS can streamline the access, tracking and monetization of these events.

Ultimately, success will include new revenue streams, increased member registrations at future events, and higher member satisfaction and value to help you retain and gain new members.

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Best Practices for Month-End Procedures with iMIS & Your Accounting Solution

Date: Wednesday, May 2, 2018

Is it time for a review of your organization's month-end procedures in order to streamline your process of posting from iMIS to your accounting solution? Are you creating your road map for when the iMIS Desktop is no longer available? Is your organization thinking of moving to the cloud for iMIS or your accounting solution and wondering what possible implications may occur? This webinar will discuss best practices for month-end close and what options you have in iMIS, from both the staff site and desktop, to integrate to various accounting solutions.

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Finding Your iMIS Data with Dashboards

Date: Wednesday, April 11

iMIS provides you with out-of-the-box dashboards that display information most commonly wanted by associations. These dashboards are created with a one size fits all approach, but your association may not fit that mold. Join us for a case study with 340B Health as we discover ways to customize these dashboards and provide information pertinent to your staff and executive board all in one location.

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Automate Everyday Tasks with Process Automation

Date: Wednesday, March 28, 2018

Process Automation and Process Automation PLUS can take those monotonous tasks and do them for you! Alerts and scheduled tasks give your members the personal touch they are looking for when visiting your website or receiving an email from your staff. After a member joins, you can walk them through setting up their user profile with alerts as well as send out an email series based on join or renew dates. You can even send a birthday message to your members using a scheduled task! Join us as we go through the basics of how you can make Process Automation and Process Automation PLUS work for you.

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30 Tips & Tricks to Keep iMIS Running Smoothly

Date: Wednesday, February 14, 2018

One of life's true ironies is "we don't know what we don't know." Join us as we review 30 iMIS tips & tricks that can help your organization become more effective and efficient in 2018.

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Top 5 Things to Watch Out for When Upgrading to iMIS 2017

Date: Wednesday, January 24, 2018

Are you planning to upgrade to iMIS 2017 this year? Join us as we review the top 5 things that cause organizations trouble when upgrading to this latest version of iMIS.

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Thinking of Moving to a Hosted iMIS Solution? What You Need to Know

Is your organization considering moving iMIS and your infrastructure over to a hosted environment? Join us as we touch on what you need to know including needs assessment, network design, cloud-based services, security and much more. We will also review the pros and cons of a hosted solution versus an in-house server environment.

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Maximize Your Website Performance Using RiSE and Digital Analytics

Search Engine Optimization is defined as the process of maximizing the number of visitors to a website by ensuring that the site appears high on the list of results returned by a search engine. How can I achieve this by using RiSE? In this webinar, we will wade through the murky waters of how Google and other search engines crawl your website for keywords and information and what you can do to differentiate your RiSE website to make it stand out in search results.

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RiSE Templates & Themes

Occasionally, iMIS users get asked to freshen up their website or create a new microsite for a specific purpose such as a special event registration form or student portal. Join us as we review the "out of the box" templates and themes and some innovative ways iMIS clients have leveraged them to maximize their web presence.

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Creating Your Own Event Badge Using Report Builder

Presenter: Stephanie Harms, Technical Support Specialist

Can't use the out of the box event badges? Using a mail merge procedure to print badges from Word? There is no need to deal with Visual Studio, you can use an IQA and Report Builder to create your very own badges. Add your logo, attendee information, and even a barcode! In this webinar, we will show you how to modify the out of the box event badge and design it to fit your organization's needs.

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Oh, Crystal Ball, please tell me, IQA, Dashboard, or SSRS?

Date: Wednesday, August 23, 2017

Time: 3:00 PM ET (1:00-1:30 PM MT)

Presenter: Stephanie Harms, Technical Support Specialist

As the desktop slowly disappears, so are Crystal reports. Before you start converting all of your reports to SSRS, ask yourself, is this the right decision? You have so many more options now! With the ability to display information in different ways throughout the staff and member sites, do we really need all of these reports in SSRS? In this webinar, we will talk about all your many options. Come peer inside the Crystal Ball with us!

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Making the Staff Site Yours

Date: Wednesday, July 12, 2017

Time: 3:00 PM ET (1:00-1:30 PM MT)

Co-Presenter: Jennifer Case, Senior Director, Business Systems, CompTIA
Co-Presenter: Christine Smith, Director of Business Development

Transitioning from the desktop to the staff site is like trading in your old flip phone for that shiny new smart phone. The basic functionality remains, but now you have even more features to uncover to aid your association and its membership. By working together to determine the best path for their association, ATS' Christine Smith and CompTIA's Jennifer Case created a one of a kind staff site using out of the box features. They customized page layouts, catered default queries and reports to their needs, and created new navigation to allow staff to find information faster and more efficiently. In this webinar, you will learn best practices from ATS' work with CompTIA and how they customized the staff site so staff could better deliver the products and education they provide to their members.

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Engagement, Dashboards, and Bridges. Oh My!

Date: Wednesday, June 21, 2017

According to a new benchmarking report from Advanced Solutions International (ASI), retention rates are slipping, but what information can you gather from your membership to turn this statistic around? The answer is engagement. In iMIS Q4, ASI released engagement scoring based on information found in your database. However, your association collects even more data from your third party vendors. Why not bring all that data into iMIS to determine your members’ overall engagement? In this webinar, we will discuss how you can tailor your engagement dashboards using all of your members’ data.

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Myths about iMIS Functionality, DEBUNKED!

Date: Wednesday, May 10, 2017

Many organizations ask themselves, "Is there something better than iMIS out there?" This question generally comes up due to staff not fully understanding what iMIS can do. Switching AMS/CMS platforms can be an expensive and lengthy process. In this webinar, we will discuss some of the major reasons that iMIS users tend to look at solutions other than iMIS. We will explore concerns of marketing, website, ecommerce, sales management, event management, reporting, and other key topics to show how iMIS can be successfully used to fulfill these needs.

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Moving from the Desktop to Staff Site

Date: Wednesday, April 26, 2017

Staff Site is revolutionizing the way users interact with iMIS. In the future, ASI will not be providing a desktop client for iMIS. Join us as we review tips and best practices for moving from Desktop to Staff Site. We will also touch on strategies that will help organizations build the staff view into the iMIS they always dreamed of.

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Latest Innovations for Online Join and Renew with iMIS

Date: Wednesday, April 12, 2017

Are you looking to implement online join/renew or improve your current process? This webinar will discuss what is possible with the iMIS RiSE online/renew process. In addition, we will demonstrate some of the advanced join/renew capabilities possible with the ATS Online Marketplace.

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Keeping your iMIS System in Tip Top Shape

Date: Wednesday, March 29, 2017

This webinar will provide tips and tricks on keeping your iMIS system running smoothly. We will address general performance tips as well as regular maintenance tasks to maximize performance including:

  • Rebuilding indexes
  • Deleting/purging records
  • Looking for orphaned records
  • Shrink your iMIS database
  • Looking at event logs
  • Find views that are broken, fix or remove
  • Find and update records with no LAST_UPDATED
  • Records with missing demographic records
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Linking in RiSE

Date: Wednesday, March 08, 2017

Join us as we review the different linking techniques within RiSE as well as the pros and cons of using these different methods. We will illustrate the difference between relative vs. absolute URLs in hyperlinks and how this can be a "gotcha" when developing site content on a staging environment. We will also review best practices for linking in RiSE.

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Options for Integrating a Job Board with iMIS

Date: Wednesday, January 25, 2017

Job boards are helping associations increase their membership value, and for some a significant source of non-dues revenue. Join us as we review options from leveraging the tools in iMIS for basic job board functionality to integrating with advanced platforms like Boxwood & YM Careers (Job Target).

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Turn Your Member Directory into One of Your Most Valuable Member Services

Date: Wednesday, December 7, 2016

Review ways that organizations are facilitating their members' marketing to the public and allowing them to be discovered for their expertise or their service location. Organizations have found this to be so valuable that it is a revenue producer. Consider the potential of creating a private networking area for your members.

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Navigating Your Way Through the Different iPart Options

Date: Wednesday, November 30, 2016

iMIS iParts provide powerful capability but it can be challenging to understand which iParts to use in order to solve a problem. We will demonstrate features such as displaying different pages based on member type, creating user defined panels and tracking changes to these fields, creating a wizard style join process, and creating multi-dimensional charts.

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Evaluate and Prepare Your RiSE Site for the Responsive Templates in iMIS 20.2.X

Date: Wednesday, October 19, 2016

Are you getting ready to update to the latest version of iMIS? Learn about the implications of upgrading to iMIS 20.2X and responsive templates. During this presentation we will review things to consider when making this leap such as:

  • Out-of-the-box capability
  • Opportunities to customize
  • Assessing existing content and page layouts
  • Best practices to help make the upgrade go smoothly
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Optimize your Member Journey

Date: Wednesday, September 21, 2016

Using the new Process Automation and Alert features of iMIS, you now have the capability to take your members through a guided journey towards higher levels of engagement. These features allow you to get the right message to the right individual at the right time. In this webinar, see how you can establish immediate messages as well as a series of timed emails that prompt the member to the next action. You can help ensure that new members get off to a great start and experienced members move up the member journey towards higher engagement.

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Engagement Scoring - Your Membership Crystal Ball

Do you need a crystal ball to identify how many members will lapse this year and which members are potential leaders? iMIS' Engagement Scoring allows you to track the weekly engagement level of each member and categorize them into groups so that you can target the group for higher levels of participation with your organization. Through engagement scoring you can identify at-risk members long before renewal time. Discover how you can configure your organization's unique engagement score - Is event attendance a key indicator for member renewal or is a recurring donation a better indicator? Learn how you can inspire members to want to increase their own engagement and drive a competition for higher participation.

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Bend RiSE to Your Will: Techniques to Add WOW Factor to Your iMIS-Driven Website

Want to make your website POP? On this webinar we will discuss ways to bend the RiSE CMS to our will and add WOW factor to your iMIS driven website. We will cover things like:

  • how to add "sticky headers"
  • how to add a third party jQuery widget
  • syndicate content within your site using "tagged list" ipart
  • relocate page content to the sidebar

So whether you are using an "out of the box" or custom design, join us to learn how to take control of RiSE with these advanced techniques.

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Scraping Your Existing Web Design into RiSE

Are you looking to keep your existing web site design and CMS, but still have the ability to leverage the benefits of RiSE? Do you want to maintain your design and navigation in only one system? Do you want a seamless transition when navigating between RiSE and non-RiSE pages? Join us as we review how organizations can scrape their existing CMS web design (look & feel) into RiSE allowing for fully-functional navigation menus, search boxes and much more. We will also discuss strategies for determining which pages are best served in RiSE and which to keep in your existing CMS.

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Data-Driven Decision Making with iMIS Dashboards

Dashboards are revolutionizing the way iMIS users make data-driven decisions. Join us as we review some of the great things clients are doing with dashboards and discover ideas for making dynamic dashboards for your association.

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RiSE Responsive Website Design- What is Possible

This session will discuss the evolution of iMIS responsive design technology as it moves from YUI to Bootstrap and the changes you need to be aware of. This is important when planning and designing your website strategy. We will show examples of the new responsive, bootstrap design as well as how third-party CMS website design can be fully-integrated into RiSE.

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Latest Innovations for Event Registration

Are you looking to implement online event registration or improve your current processes? This webinar will show what is possible with out-of-the box iMIS RiSE event registration. In addition, we will demonstrate some of the advanced event registration features in the ATS Online Marketplace.

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Learning Lab - Importing Data into iMIS

Struggling with importing data into iMIS? Join us as we review how to do basic data imports and updates utilizing the iMIS Import Utility and more advanced uploads using the ATS Ultimate Spreadsheet Importer. We will review best practices to ensure data integrity and some of the common mistakes made and how to avoid them.

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Latest Innovations for Online Join and Renew with iMIS

Are you looking to implement online join/renew or improve your current process? This webinar will discuss what is possible with the iMIS RiSE online/renew process. In addition, we will demonstrate some of the advanced join/renew capabilities possible with the ATS Online Marketplace.

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Micro-Sites in iMIS RiSE: Rapid Development with Quick-Start Sites

The RiSE platform includes a selection of templates loaded with the features you need to quickly and conveniently launch your new website or micro-site. These templates can be easily tailored to meet the unique needs of your organization. In this session we will review real world examples of micro-sites in RiSE, as well as go over the steps necessary to create and customize your RiSE powered micro-site.

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iMIS Website Redesign - The Do's and Don'ts

In this session we will discuss the challenges and opportunities of creating a compelling website while leveraging the value of your iMIS data. We will address some of the factors in deciding to integrate an external content management system with RiSE or using RiSE as your sole CMS (content management system). Integration with iMIS is the key. The discussion will provide information to help you make decisions about single sign on (SSO), personalization, ecommerce and more!

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Customize Your Staff Site Series- 'Find Contacts' IQA Search

Learn how to change the default IQA to search for contacts in the Staff Site. We will teach you to add a new IQA as well as add user-defined fields to your search to meet your organization's needs. Walk away from this Learning Lab with everything you need to know to make this customization to your Staff Site.

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Upgrading to iMIS 20? What You Need to Know!

If you haven't upgraded to iMIS 20 yet you won't want to miss this webinar! Join our experienced upgrade team as we discuss an upgrade plan, new features available as well as how your users will take advantage of what iMIS 20 has to offer. We will also review best practices and what to expect during this upgrade to the next generation of iMIS.

Recording and Slides Not Currently Available

Staff Site vs. Desktop- Our Top 3 Favorites

While there are many advantages to leveraging the iMIS 20 Staff Site, during this presentation we will focus on ATS' top three things you can do in Staff Site that you can't do in the the iMIS back office. Our top 3 will include:

  • Dynamic dashboards
  • The new duplicate merge process
  • Using Staff Site to consolidate and run IQA queries
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Web Design with iMIS: Using RiSE to Personalize Customers’ Web Experience

Tired of spending hours programming and editing your web presence with little benefit? This webinar provides an overview of the benefits of using the RiSE Engagement Platform.

We briefly touch on:

  • Benefits of upgrading to iMIS 20.2 and ease of integration
  • Quick Start Sites or custom?
  • Page Builder
  • Website Management
Recording Not Currently Available Download the Webinar Slides

Using the iMIS Staff View/Web Client – Managing your Business from a Browser

You need access to iMIS from multiple locations, but don't always have easy access to the iMIS Desktop. The RiSE Staff Site is a core web interface available with iMIS 20. Learn the basics of how to navigate the Staff Site as well as the pros and cons of using this web interface.

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We Can Solve It! Real Problems from Real iMIS Users

You spoke and we listened! This free 30-minute webinar addresses iMIS questions and challenges submitted to ATS by attendees of the 2014 National iMIS Users Group Conference.

Watch the Recorded Webinar Visit the ATS Helpdesk Webpage

Under-utilizing iMIS? Tips for Moving to the Next Level

Are you using iMIS to its full potential? Tired of doing things the hard way? This webinar covers key features of iMIS that make life easier for you and your members. Learn how to do more with your iMIS environment, saving time and money!

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Using the iMIS 20 Staff Site - Managing your Business from a Browser

You need access to iMIS from multiple locations, but don’t always have easy access to the iMIS Desktop. The Staff Site is a core web interface available with iMIS 20. Learn the basics of how to navigate the Staff Site as well as the pros and cons of using this web interface.

Watch the Recorded Webinar Visit the ATS Helpdesk Webpage

IQA...123: Getting Started Using the iMIS Intelligent Query Architect

Don't have time to develop IQA queries? Think again. This 30-minute webinar will take the mystery out of IQA and show you the basics of creating queries for your iMIS database.

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Web Design with iMIS: Using RiSE to Personalize Customer Web Experience

Tired of spending hours programming and editing your web presence with little benefit? This 45 minute webinar provides an overview of the benefits of using the RiSE Web Engagement Platform.

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