Dropdown Options

The “Dropdown Options” in the ‘Settings’ area of Retention CRM allows Nonprofits, Associations and Chambers of Commerce to manage pre-defined choices for various dropdown menus and selection fields across the CRM system. These options can be edited and customized to fit the specific needs of your membership organization. You can view and manage these options by clicking “Settings” and then “Dropdown Options” within the “Administer” section.

How to Use “Dropdown Options” Feature in Association Management

Let’s break down the different options you mentioned and see how a nursing association might utilize them:

• Membership Levels: Create an option group named “Membership Level” with options like “Registered Nurse (RN)”, “Licensed Practical Nurse (LPN)”, and “Student Nurse”. This allows members to easily select their appropriate level during registration.
• Specializations: Create an option group named “Specialization” (since it has a reserved name “Specialization :: Specialization”) with options like “Cardiology”, “Pediatrics”, and “Oncology”. Nurses can choose their area of specialization in their profile.
• Communication Preferences: Create an option group named “Communication Method” with options like “Email”, “Postal Mail”, and “Phone”. This allows members to indicate their preferred way to receive updates from the association.
• Event Types: Create an option group named “Event Type” with options like “Conference”, “Webinar”, and “Workshop”. Use this to categorize events for easier searching and filtering.
• Payment Methods: Create an option group named “Payment Method” with options like “Credit Card”, “Check”, and “Bank Transfer”. This allows members to choose their preferred payment method during registration or donation.

These are just a few examples, and the possibilities are vast. By customizing Dropdown Options, your nursing association can efficiently manage member data, streamline communication, and organize events effectively.

More Use Cases for Associations, Chambers of Commerce and Nonprofits

Membership Management for an Association

Scenario: A nursing association wants to manage their membership data efficiently and provide a good experience for their members.

• The association can use Dropdown Options to track member information, subscriptions, and renewals. They can also use Dropdown Options to create predefined choices for various dropdown menus and selection fields related to membership, such as membership levels (Registered Nurse, Licensed Practical Nurse, Student Nurse) and areas of specialization (Cardiology, Pediatrics, Oncology). This allows members to easily select their appropriate level and specialization during registration, and helps the association segment their members for targeted communication.

Event Management for a Chamber of Commerce

Scenario: A chamber of commerce wants to organize events for its members and track registrations.

• The chamber can use Dropdown Options to create event registrations, send invitations, and track attendance. They can also use Dropdown Options to categorize events for easier searching and filtering by members. For instance, they can create an option group “Event Type” with options like “Conference”, “Webinar”, and “Workshop”. This allows members to find events relevant to their interests and the chamber to promote events effectively.

Donation Management for a Nonprofit

Scenario: A nonprofit organization wants to manage donations and track donor preferences.

• The nonprofit can use Drop Down Options to record donations, send receipts, and manage donor relationships. They can also use Dropdown Options to allow donors to indicate their preferred way to receive communication (e.g., email, postal mail) through a “Communication Method” option group. This helps the nonprofit tailor their communication strategies and improve donor engagement.