Programs your audience shows up for
Annual conferenceLive
Registered412
Checked in386
Sessions18
Ethics refresher
Completed164
CertificatesIssued
Mercleo for associations.
The membership desk, the events team, the newsletter. Each gets a real tool; only the system underneath is shared.
For the membership desk. The roster, finally trustworthy.
Members as real records, with designations, chapters and memberships held as custom objects (record types you define yourself), matching the way your bylaws describe them. Renewal season runs as a pipeline with quotes and invoices from Deals.
- Designations and chapters as custom objects
- Renewal season as a pipeline
- Quotes and invoices from Deals
- Lists, lifecycle stages and dedupe
For events and PD. The annual meeting without the annual spreadsheet.
- They registerConference, AGM or chapter mixer: tickets, discounts and sessions in your Hub.
- Scanned at the doorDay-of check-in that keeps the line moving; session scanning for the big years.
- A certificate, issuedCourse complete, certificate issued automatically, with public verification.
2,000 free tickets on Starter2.5% flat on paid tickets, unlimited
Early access Courses and certificates are in early access.
For member communications. A send, not a mail merge.
Branded campaigns to segments of the roster, with unsubscribes and preferences handled. Renewal season is an email, and everyone who opts out stays opted out.
- Segments from the member record
- Branded templates and preferences
- Unsubscribes handled for you
For the whole team. The workspace, included with every account.
Plan the conference on live boards, draft the AGM pack in shared docs, and set the year’s objectives where the whole secretariat can see them. The workspace comes with the account.
- Projects: boards, backlog, sprints, timeline
- Docs written together, in real time
- Goals that cite the work behind them
And underneath, one system. The member who registers, learns and renews is one person, on one record.
Every relationship on one record
Alex Fortier
Member since2019
RenewalInvoice sent
ConferenceRegistered
The facts. For the board pack.
- Pricing model
- One plan, one invoice. Members sign in, register and learn without ever costing a seat.
- Getting in
- Bring the roster in from CSV; lists, lifecycle stages and dedupe are built in.
- Getting out
- REST API, tokens and webhooks. The member list is yours.
- Early access
- Courses, certificates and mentorship are in early access, with a direct line to the team building them.
Nothing: members are records, never seats. A thousand members and forty members hold the same.
Yes: registration, ticketing, discounts, refunds, sessions and check-in are part of Engage’s events capability.
Yes: model them as custom objects on the member record, with your own fields.
Yes: track memberships as custom objects, run renewal season through a pipeline, and send quotes and invoices from Deals.
Yes, in early access: applications, matching, agreements and check-ins, delivered through your Engagement Hub.