Organization Address and Contact Info

The “Organization Address and Contact Info” feature in the ‘Settings’ area of Retention CRM lets Associations, Chambers of Commerce and Nonprofit organizations define their organization’s details used in various communications. This includes the organization’s name, a description (optional for multiple domains), and your physical address. This information gets inserted into emails using tokens, ensuring legal compliance and a professional touch.

Using “Organization Address and Contact Info” feature in Association Management

Let’s break down the fields for a hypothetical nursing association:

• Organization Name: This is your association’s official name, likely something like “[Your City] Nurses Association”.
• Description: (Optional) Briefly describe your association’s purpose, for example “A non-profit organization supporting nurses in [Your City]”.
• Default Organization Address: This is your association’s physical address for things like correspondence or event locations.
• Organization Contact Information: Here you can add your association’s main email address and phone number for inquiries. Retention CRM uses tokens (e.g., {domain.email}) to automatically insert this information into email newsletters or communications.

In a scenario, you might use the address section for sending meeting invitations or membership information to nurses. You could use the email address for sending out newsletters or important updates. By including this information in Retention CRM, you ensure all communications from your association have a professional look and provide nurses with easy ways to contact you.