The Many Milestones & Achievements of 2023

2023 was a pivotal year for Membee with many improvements and changes for the better. This year marks an incredible milestone for us at Membee, one to save for the books with 9 major accomplishments. Join us on our yearly recap to reflect on our significant achievements.

When we started 2023, we knew there were big things coming – and wow, did they happen!

If it was any coincidence, this was the year where everything that could happen decided to happen all at once. While some changes are front-facing and known by our users, some are focused on improving our internal processes. We’re sharing 9 major accomplishments in the grandious 2023!

A New Support System

March 2023

The support system is the home for our client services team. It housed various different resources that you may have come across:

  • Ticketing System
  • Live Chat
  • Helpdesk (help articles & documents)
  • Support Ratings

If you ever connect with our client services team, you know that the support system is a crucial piece for us to assist you with all of your needs and inquiries.

The transition to the new system, Freshdesk, was largely internal but it streamlined many processes in our client services team and allowed us to better assist you.

Live chat became easier to access and we were able to increase & keep our chat hours more consistent.

Since The New Support System in March 2023…

6,704

Total Tickets

41%

Of User Subscribers Used Chat

10

Average tickets per user

New Email Campaign System

May 2023

Add another change to the internal process. It may seem minor, the transition to a new email campaign system improved our ability to communicate with all of our users more effectively. This included announcements, holidays, latest buzz notices, etc.

The tools in the new system allow us to keep you and your team up to date with the latest about Membee with confidence.

Data Migration to Amazon Web Services (AWS)

August 2023

Our data centre infrastructure migrated from Pivotree to Amazon Web Services (AWS), a world-leading data center. The physical data remains housed in Canada.

The transition to AWS introduced new hardware, software, and database technology that further future-proofed Membee.

This allowed us to unlock advanced data and hardware technologies that would support new capabilities that we were, have, and are developing.

While we’ve been reaping the benefits of the updated infrastructure already, there’s plenty more to come in 2024.

37 Clients Joined The Beta Testing For The New Interface

August 2023

These 37 client organizations volunteered to join a beta testing group. Their engagement included completed weekly tests and feedback to help us shape the advanced interface to what it is today.

We would like to extend our thank you and gratitude to all our formal beta testers and their commitment to Membee.

Interactive Tours: Revolutionary In-App Help

August 2023

If you’ve upgraded to the new interface, you may be familiar with the interactive tours that will help guide you step by step to understand the concept of a feature. For example, editing your personal email signature.

We had a team dedicated to the research, selection, and content development for this new in-app support, helping you learn about workflows and how-tos in the system in a hands-on methodology.

Below is an overview of the interactive tours:

In this video, we’ll be looking at how you learn and get support. This is an important part of your experience with Membee, and realistically, there will be times where you may need our help or a few additional resources. For that very reason, we have interactive resources that will make it easy for you to get the help you need.

One area of support that you’ll frequent quite often is what we call interactive tutorials. The interactive tutorials will guide you through completing something very specific. You can access the tutorials by clicking the help icon that displays at the bottom right corner of every page. Depending on the page that you’re on, the tutorials will change and show relevant tutorials based off of your current page. For example, on this “my settings” page that I’m viewing, all tutorials are related to what you can do within your settings or any administrative settings.

For example, if I click “Manage Your Signature,” we’ll start off with a quick overview of this tutorial. When I click “Get Started,” you can see that it’ll start taking me through the steps. As I follow the steps here, it will give me detailed descriptions of what I can do and how I can configure the settings to what I need. When I click save here, I’m now all done with my tutorial. I can click “finish” and continue to make any changes that I need to. In the case that you want to revisit a tutorial or do them again, you can click that help icon at the bottom right and just click it again to start it back up.


Going back into my settings, another level of guidance that you can take advantage of is called checklists. Checklists help you learn about a general concept by grouping together those interactive tours. For example, on this “my settings” page, there’s a checklist called “Make Membee Yours.” This is a general concept so I can complete all of these interactive tours to get a good idea of how I can configure Membee and make it my own.

You can see that some of these tutorials have already been completed, so they are already checked off, but you can select them to follow the tutorial again if you need to. In this case, we’re going to click the “Set your Avatar” tutorial. Again, I’m seeing an overview of what this interactive tutorial will talk about. When I click “Get Started,” I can proceed to follow the steps. In here, I can adjust what I need to, and when I’m done, I can click “next” to continue and it will complete the full tutorial. Since that’s all done, the next tutorial in the checklist will appear so I can keep going and continue with all the tutorials to learn more and complete the full checklist. If you ever want to leave a tutorial, you can always click the exit link here. Again, if you ever need to start it back up, you can always click the checklist or the help icon to always start up the next tutorial.


Another feature that is quite helpful in the help icon is the ability to access live chat by clicking the chat icon within the help. This will display the chat messaging window. If you access it within our chat hours, it will get you connected with a real Client Services team member to help you with your quick questions and provide some quick solutions. If accessed outside of our chat hours, you can leave us a message, which will open a new ticket with us.

A quick tip for keeping Membee interactive and also user-friendly is that you can move this question mark icon if it’s ever in your way and move it to a spot where you might find works best for what you’re viewing or what makes sense for you. You can always just click and drag it wherever you want it to be.


For all other support assistance, you can always access our help from the Hive by clicking the question mark icon at the top to the left of your profile icon. This will open the knowledge base with all the “good honey” in the hive, such as in-depth resources, additional documentation, and so much more.

In here, you will find videos that help guide you through certain concepts or topics. You’ll also find articles that provide more detailed information for any configuration and steps on how to access the respective interactive tutorial, just like we saw earlier. You can also stay up to date with the announcements and release notes and even the latest buzz, which is pretty much our most frequent blog posts. Within the help from the Hive, you can always click this help button at the top, which will allow you to submit and ask a question. This form will open a ticket for you so you can always send in your inquiry and we’ll respond back within an email.

In summary, with a combination of all of the help resources that we covered, our support is here to help and make your experience with Membee that much better. By doing so, you can focus on what matters the most, which is your members. Hopefully, this helps visualize what resources are available to you. Thanks for watching.

New Support Site

August 2023

As the way you work within the advanced interface is different than the classic version you may be familiar with, we’ve taken the opportunity to build a new support site.

The design, content insertion, and the launch of the new support site came alongside the advanced interface and will be a tremendous resource for all our users for years to come. The new support site is hosted using a Membee Complete site, providing much more flexiblity options and allows us to future-proof the support site.

Released an Advanced Interface

September 2023

This was the most pivotal update in 2023!

The design, development, testing, and launch of the advanced interface, all done with the latest technologies, was released in September with the first sign ups starting in mid-October.

The advanced interface was the first stage to modernizing Membee’s membership system, allowing you to easily view a list of your members or non-members, consolidate how you see their information, fully personalize the data you see and work with, an enhancement to notes and tasks, and many more customization options.

Looking to Upgrade to the Advanced Interface?

  • Plenty of customization options

  • Advanced interface features
  • Hands-on resources & interactive tours

  • Maintains your access to Membee Classic
  • All users in your organization are upgraded

*Upgrading is for existing clients who are currently using Membee Classic.

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Redesigned Logo: The Bee in Our Hearts

September 2023

The little bee always had a fond spot in all of our hearts for nearly 15 years. Not too worry, we’re still the same team, system, and everything or anything else you can name.

It was time to take a step in the right direction and modernize the Membee logo. While our little bee friend has been freely buzzing away from the hive, we won’t bee stopping with the bee puns anytime soon.

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A Full Makeover of the Marketing Site at membee.com

September 2023

To better represent who we are, what we do, and the membership management system to prospective clients, we enhanced our marketing site at membee.com. It is strategically modernized to make it easy for visitors to find the information they need and getting in touch with us.

The new marketing site uses the same website capabilities in Membee Complete used by our clients, demonstrating the many features available.

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What’s In Store For 2024?

These 9 major areas were developed and completed in 2023, allowing us to fly into 2024 with more front-facing improvements and enhancements to come!

While the first stage of our advanced interface was released, you can anticipate that we will be tackling more interface updates in the coming year!

Got a question?

We’re here to help. Simply send us an email at support@membee.com.