Credential Management Application with
Zoho Creator
Another necessity for both association members and administration was a way to easily manage credentials.
Using Zoho Creator, we developed an application that integrated with the CRM via API to pull relevant information like member name and contact information as well as which courses the specific member has complete and for which classes they are registered.
The Credential Management System allows members to:
- View their credential status report at any time.
- Access materials for educational classes through the member portal.
- Access and complete feedback surveys required to receive course credit.
- Electronically submit credential applications and required documentation.
administrative functions of Credential Management System include:
- Maintenance of multiple credential tracks that include different course requirements to achieve.
- The ability to award CEU credit for outside educational activities.
- Reporting and analysis of registration data to understand membership demand for courses.
- Reporting and analysis of course feedback survey data to continually improve course quality.
administrative functions of Credential Management System include:
- Registration & attendance tracking.
- Electronic exam delivery.
- Pass/fail of exam.
- Electronic course feedback surveys.
- Issuing of CEU credit.
Referral Management System with
Zoho Creator
Using Zoho Creator, the Referral Management System was created to incentivize members to refer industry colleagues for membership with the association.
administrative functions of Credential Management System include:
- Tracking referrals sent, referral link clicks and referrals that ultimately convert to members.
- Reporting details of referrals sent, number of referral links clicked, number of member conversions.
- Details include the member referring for referrals sent and member conversions; and the potential member that clicked for link clicks.
- Provides a referral network diagram showing member referrals up to two degrees of separation (i.e. if a member refers another member and the newly referred member then refers another member the original member would be connected to the third member via the second).
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