SimpleAMS Packages and Modules

Packages

SimpleAMS does not use the software industry’s expensive “per seat” licensing model. SimpleAMS is sold in sizes that fit your organization and its needs, allowing unlimited general users and limited administrative users to be simultaneously connected to the system. The sizing is based on the amount of data stored on the site and the amount of data sent and accessed (throughput) at the site. The final sizing criteria are the number of applications that are required for the business purpose.

With SimpleAMS each customer has a dedicated database and data storage facility. All systems have built in redundancy and data protection. The system hardware and network peripherals may be shared devices except for the Enterprise version where each company/association has dedicated system hardware.

SimpleAMS comes in three versions pre-configured to fit your organizations data storage and through-put requirements – providing everything you need, and nothing you don’t.

Basic

designed for organizations with fewer than 10,000 customers/members and 15 staff users.
includes all features except Fundraising and Grants Management and Event Registration Management modules.
all other aspects of the customer/member management system are included.

Full

designed for organizations having over 10,000 customers/members and 15 staff users.
includes all application modules as well as additional data storage and system throughput.
provides advertising space as well as additional system throughput for non-customer/member visitors.

Enterprise

includes all of the application modules with maximum data storage and enhanced system throughput to handle the largest organizations and most robust requirements.
all Enterprise customers are provided dedicated hardware and network peripherals.

YES sales and technical staff are trained to work with you to determine which version of SimpleAMS is right for you.

Customer/Member Management System

Account Management
Manage site user information in one central location.

View web transaction history for any user
Search for Users
Export user information in CSV format for import into other systems
Add notes to a user record for future reference.
Create email groups for users
Send email blasts to users with Electronic Fuel

Online Membership Registration
Enable users to become a member online:

Users apply for membership using this customized online member registration process
Membership levels are customized to your business models and pushed out to the membership in a self service application.
Members will be prompted for a username and password during the registration.
Fee-based memberships will provide the option of auto-renewal
Payments can be processed online via Credit Card. The system will automatically process charges for auto-renewal credit card members.
Log-in feature enables members to manage their own profile and view special content.
Existing Members:
- will import current member database that will generate a username and password that will be sent to all members via email.

Member Only Area
Members will have special access to content in the “members only” area of the site. Use the page editor; file upload tool, and Event modules to assign content to this special area of the site. Add special offers, coupons and other member only benefits.

Volunteer Manager

Ability to add volunteer opportunities by category.
Prospective volunteers can view opportunity and complete an online form if interested.
Form responses are forwarded to a designated contact via email and stored in a database for access via TrustedPartner.
Users will receive a confirmation email with a customizable message.

E-Marketing

The email campaign tool enables clients to send bulk emails to one or more contact groups at any time. The service includes the creation of one custom designed template that complements your site design.

Features Include:

Email campaigns can be set to send right away or within the next month.
Schedule multiple campaigns to run at different times
Monitor campaigns with statistics showing number and percentage of users viewing or unsubscribing.
Unsubscribe message automatically added to all emails
Automatically ignores invalid email addresses
Visitors can subscribe to the mailing list directly from the site
Subscription check box integrated with all web forms to automatically add users to your list
Can Spam Act compliant

Survey Manager
This custom survey tool can be deployed in a timely manner with our 4-step process and provides a variety of question types to capture your desired information.

Questions types include:

Binary = Yes or No
Multiple Choice = Custom Answers (one answer)
Multi-Select = Custom Answers (Check all that apply)
Likert Scale = Strongly disagree, Disagree, Neither agree nor disagree, Agree, Strongly agree
Free Response=One line text field
Comments=Multiple Line text box
Ability to create a set of frequently used question for use in multiple surveys. Once a survey has been deployed but not activated, additional questions may be added to the survey and sorted. The survey descriptions may be further customized for a `particular survey. Reports are essential for surveys and be exported to a .CSV file.

Customer Relationship Management (CRM)

Customer Management
Manage site user information in one central location.

View web transaction history for any user
Search for Customers
Export user information in CSV format for import into other systems
Add notes to a user record for future reference.
Create email groups for users
Send sales messages to your customers via email blasts
Send links to web products, stories and industry news to your customers

Product and Services Inventory

Online inventory system to manage products and service offerings for customers.

Add inventory items
Determine when and where to display items on web site
Determine item pricing
Detailed information concerning product and/or service

Subscription and Publication Management

News and Press Module
Use the news and press module to manage new and press releases on your website. In addition to the publishing and SEO features found in the page editor, Content managers also control separate fields containing, the date posted, title of the article, and summary text. Articles can be embellished with optional resources including an uploaded image, related document, and link to another resource.

A news listing page automatically formats your news item in order of the date posted.
Expired news items are automatically placed on an archive page.
Each news item in the news listing links to a detailed page containing the entire article.
Present important news on your home page by selecting the “Featured” option on any news item.
Your news listing will also be available to subscribers in the form of an RSS feed.

Advertising Tools

File Manager
Great for uploading newsletters, video clips or white papers! The file upload tool provides and easy to use method of uploading important files to your website.

Features include:

FTP software not required, upload files directly in your browser
Easily remove files that are no longer necessary

Financial System Integration

Fee based feature that integrates e-commerce transactions with your preferred accounting system.

Creates seamless integration for accounting system transactions
Integrated with the YES Simple Software Suite© for viewing of information in other systems

Fundraising and Grants Management

Online Donation Form
The Simple Donation form supports a minimum donation amount and allows the user to enter the dollar amount they would like donate and submit the form. Donation forms include an automatic email confirmation to both the donor and website administrator. All donations will be managed via TrustedPartner and exportable to a CSV file for offline management.

Online Donations Campaign Manager
The administrator has the ability to add multiple donation levels and manage the description of each level. Donation levels are typically used for membership-type applications or to offer rewards to donors based on the amount of their contribution.

Manage multiple campaigns
Create online donation forms on demand for each campaign
Track and report on funds collected by campaign
Donation Types allows the ability for the donor to identify their donation as a gift or a memorial.
Donor profiles allow donor’s to keep their contact information up to date and makes donating easier
Recurring Donations enables the donor to make a recurring donation which will be processed automatically according to the selected schedule. Recurring donations are part of a donor’s profile and can be updated by the donor.
Automatic email and on-screen receipt for donations

Donation forms include an automatic email confirmation to both the donor and website administrator. All donations will be managed via TrustedPartner and exportable to a CSV file for offline management.

e-Business

There are many e-Business solutions included with the SimpleAMS product. Below is a list of modules that concern e-Business opportunities for your customers/members.

e-Marketing
Fundraising and Grant Management
Advertising
Product and Services e-Commerce
Conference, Training and Event Management
Self Serve Customer/Member registration

Chapter Management

Member Only Area
Members will have special access to content in the “members only” area of the site. Use the page editor, file upload tool, and Event modules to assign content to this special area of the site. Add special offers, coupons and other member only benefits.

Volunteer Manager

Ability to add volunteer opportunities by category.
Prospective volunteers can view opportunity and complete an online form if interested.
Form responses are forwarded to a designated contact via email and stored in a database for access via TrustedPartner.
Users will receive a confirmation email with a customizable message.

Meeting and Exhibits

Event Calendar
Manage and promote your organizations events with ease. Add, edit, and delete Events by filling out a simple online form.

Feature one or more events or training sessions on your homepage.
Provide detailed event/training information including;
- Start and End date and times
- Event/Training Title, Summary, Detailed Description, and an Image
- Related document or URL for the event
Multiple event/training displays including calendar display, list display and event detail page
Past events can be automatically added to an event archive or removed from the site on a scheduled date
Your visitors can add an event to their personal MS Outlook or other compatible software with one click

Events Registration

The event registration tool provides powerful online tools for managing fund raising events. Online registration can be enabled for any event on the event calendar. Event registration can be used for free and paid events.

Popular features include:

Multiple attendees can register in a single registration transaction
Our “Registration Levels” feature allows you to offer multiple event registration packages with different pricing, including;
Member and nonmember tickets, tables, sponsorships, and more…
Registrants who purchase multiple tickets can change their attendees online after submitting the registration
Control inventory for each registration level
Process payments online with your merchant account (requires merchant account and payment gateway)
Track payment status for each registration
Easily manage attendees by viewing or printing an event roster
Export registration records or financial transactions for use in other systems

Job Board

Employment Manager

Ability to add employment opportunities by category.
Prospective employees can view opportunity and complete an online form if interested.
Form responses are forwarded to a designated contact via email and stored in a database for access via TrustedPartner.
Users will receive a confirmation email with a customizable message.