Explore FAQs about Meaningful's CRM + AMS for associations, nonprofits, and member-driven orgs.
Read today or book a demo to see it live.
Is Meaningful a CRM or AMS?
Both. Meaningful is a CRM that’s designed specifically to be flexible. You can easily add on AMS features like Events, Membership, and Sponsorship as your organization grows.
Can we start small and scale up later?
Absolutely. Most teams begin with the basics like Contacts, Segments, and Engagement, and then add more advanced features like Journeys over time. Meaningful is built to scale with you, allowing you to add new fields and features as your needs change.
How quickly can we go live?
Most organizations are up and running within a few weeks. You'll have plenty of time to customize fields and workflows later to perfectly fit your needs.
How do we import contacts from spreadsheets or another CRM?
To import contacts, simply export your data to a CSV file and map your fields during the import process. This is a straightforward way to get all your contact data into your new CRM.
Can we track both individuals and organizations?
Absolutely. Meaningful lets you link individuals to their organizations, so all their memberships and history stay connected in one place.
Who can edit which fields?
Our platform uses role-based permissions, giving you control over who can access and edit your data. Admins can adjust fields, while restricted roles have limited access for enhanced security.
Can we build lead capture forms without a developer?
Yes, our platform lets you easily create forms that automatically update your CRM records. There's no custom code required, so you can build forms in minutes.
Can a form submission automatically trigger follow-ups?
Yes, a form submission can automatically kick off a Journey, which is an automated workflow. You can set up actions like sending an acknowledgment email, assigning a task, or adding a contact to a specific segment.
Can we automatically assign form submissions to a specific owner or team?
Yes! You can set up rules to automatically route submissions based on topic, like membership or events. This ensures that every inquiry lands directly in the right person or team's inbox.
Does Meaningful integrate with our email platform?
Yes, we offer seamless email integration with Outlook and Gmail. All your conversations will automatically sync to the contact's timeline, giving you a complete view of your communication history.
What is the difference between a flow and an email campaign?
A flow is an organized approach to long-term relationships, tracking stages, owners, and follow-ups. In contrast, an ad-hoc email campaign is best for one-off messages.
Can we use Meaningful to forecast sponsorship value?
Yes, you can easily forecast sponsorship revenue by adding estimated values and moving records through a pipeline. This gives you a simple, at-a-glance view of your potential income.
What triggers can start a Journey?
A Journey can be triggered by many different events. For example, it can start when a form is submitted, a person is added to a segment, or a specific date arrives, giving you lots of options for automation.
Can we manually add people to a Journey?
Yes, absolutely. You have the flexibility to add individual people or even entire groups (segments) to a Journey whenever you like.
Do Journeys honor unsubscribes?
Yes, they do. Any contact who has unsubscribed will not receive messages from Journeys or other campaigns, ensuring you always stay compliant.
How can we target the right people?
You can create segments using any data you track, like a person's chapter or a specific tag. This helps you reach the right audience at exactly the right time.
How do we know if our campaigns are working?
You can check key engagement metrics like who received your message, who opened it, and how many bounced. These stats give you a clear picture of how well your outreach is performing.
What's the difference between Engagement and Communications?
They work hand-in-hand. You use Engagement to define the specific group of people you want to target, and Communications to send the message and track its performance.
How does Meaningful help with event follow-ups?
You can use Journeys to automatically send messages to both attendees and no-shows after an event. This saves you time and makes sure every person receives the right follow-up.
Can we track attendance and engagement?
Yes, all your event data automatically syncs directly to your CRM records. This makes it simple to build reports and see who participated.
Can we branch messages by RSVP vs attendance?
Yes, you can! It's easy to set up different follow-up messages specifically for those who attended the event versus those who just registered or were no-shows. This allows you to tailor your communication perfectly to each group.
How can we simplify our membership process?
Meaningful simplifies the entire membership lifecycle, from initial signups to annual renewals. This reduces administrative work and frees up your team's time for other tasks.
How do we automate the renewal process?
Meaningful lets you use Journeys to automatically send reminders and follow-up messages. This takes the manual work out of renewals and helps you ensure members renew on time.
Does Meaningful offer member portals?
Member portals are on our product roadmap and are planned for future release. In the meantime, you can get started with our core features and easily adopt portals once they become available.
How does Meaningful help us manage sponsor and partner relationships?
Meaningful is a central hub for all your sponsor information, including emails, notes, and tasks. This helps you keep all your relationships organized and ensures every next step is clear.
How can we create sponsorship impact reports?
You can easily produce a clean report of all fulfilled benefits and their overall impact. This gives your sponsors a clear view of the value they bring to your organization.
Can Meaningful help us forecast sponsorship revenue?
Yes, you can easily forecast your sponsorship revenue. By using pipeline stages and estimated values, you can see a clear forecast at a glance.
Does your platform support Single Sign-On (SSO)?
We currently offer sign-in with Google, and full SSO support with other providers on our roadmap. This will provide secure, streamlined access for your team in the future.
How is our data protected in Meaningful?
We use robust security measures to protect your data at all times. All your records and communications are stored securely within your workspace with strict access controls.
Can we control who sees what?
Our role-based permissions ensure that admins, team members, etc. only see the information they should. This gives you complete control over who can access and edit your data.
What support is included in the Meaningful onboarding process?
During onboarding, we provide guided data import and field mapping, plus help setting up your first segments and Journeys. We're here to make sure your team has a smooth and successful launch.
What is the typical timeline for Meaningful implementation?
Most teams are able to import their contacts and send their first campaign within a few weeks. The total time can vary based on your data's complexity, but we work to get you live as quickly as possible.
How can we get help if we have a question?
If you have any questions or need a hand, our support team is more than happy to help.
