Streamline the Visitor Registration/Invitation Process - Far too many steps!
The current process that is required for inviting Visitors to a chapter meeting needs to be streamlined. There seem to be redundant steps that don't appear to be necessary.
Here is the current process:
- Visitor is invited to register to attend a meeting
- Visitor must access the registration page for the local chapter and submit their details
- This generates an email to the President/VP asking them to send the meeting registration to the visitor
- Visitor then must click the link in this meeting registration and submit their details AGAIN
- This then generates an email with the invitation for the meeting that they can add to their calendar and includes the Zoom link for BNI Online.
Suggested Process:
- Visitor is invited to attend a meeting and is given the registration link
- Visitor completes their registration and provides all necessary information - That's all they need to do!
- This then generates an email with the invitation for the meeting that they can add to their calendar and includes the Zoom link for BNI Online.
- President/VP and Visitor Host are sent an email alerting them to expect the visitor at the meeting.
This approach would only require the visitor to register and provide their details once. This would eliminate the need for the President/VP to send an additional email requiring a second registration and information collection. I think this approach would make it much easier for our visitors to experience BNI. It would also make it much easier on the members who are inviting visitors as the streamlined approach would be much easier for them to explain.
Thank you.
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Official comment
@brig - Thank you so much for this insight and you are correct. We are reviewing the entire visitor process from start to finish to streamline it. This may take some time to get into the programming queue, but it is definitely on our radar. Thanks again and have a great weekend!
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