Sodalis basic features
The following list of features is included in your basic Sodalis subscription.
Content management
User-friendly flexible content editing, allowing you to customise all pages, add updates, and showcase benefits.
Integrated CRM
Simplified member management in a central database, providing a single source for member profiles, communication history, and insights to drive better decision-making.
Member portal
A personalised space for members to update their profiles, manage their membership status, view upcoming events, and tailor their communication preferences.
Event management
Event management with features for detailed event descriptions, integrated registration, seamless payment processing, and insightful attendance analytics.
- Ticket price tied to membership type
- Different price for non-members
- Group bookings (so long as the person making the booking is also an attendee)
- Add-ons to the ticket such as workshops, dinners, exhibition booths, meeting rooms must be added at the time of booking
- Payment is by a single credit-card payment only
- Event bookings can only be changed by administrators
Email campaigns
Connect with members through personalised email campaigns, including template customisation, targeted recipient lists, and insightful analytics.
Personalisation
Data-driven personalisation of content and user experience with customisations based on the user’s own data in the CRM.
Payments processing
Integrated payment processing is enabling businesses to handle payments, invoicing, and financial tracking seamlessly alongside customer data.
Xero integration
- Actions triggered in Sodalis
- Immediate payment received: Xero automatically generates an invoice and marks it as paid
- “Pay by invoice” selected: Xero automatically generates an approved invoice and emails it directly to the member.
- Actions triggered in Xero
- Invoice marked as paid: If the invoice originally came from Sodalis, Sodalis will automatically sync and update the status to paid
Sodalis additional features
The following list of features is not included in basic Sodalis subscription but can be added separately.
CPD module
Continuing Professional Development module is a structured learning unit designed to help professionals maintain, enhance, and expand their skills for ongoing career development.
Online community
Dedicated space where members can post messages, ask questions, and engage in conversations around specific topics, enabling community-based knowledge sharing and collaboration.
Elearning
Giving you the ability to create lessons, quizzes, and assignments with a simple drag-and-drop builder. Advanced options like drip-fed content, timed quizzes, and progress analytics help keep learners engaged, while branded certificates, badges, and leaderboards make the experience rewarding. We typically use LearnDash, but can explore other LMS options like Moodle to best fit your needs.
Sodalis Assistant
Our assistant is powered by artificial intelligence and designed to perform tasks, provide information, and assist with decision-making by understanding and responding to user inputs through natural language processing. We currently offer the following services that each need to be added separately to your subscription:
Association Assistant
Enables admins to query and work with the data using a conversational interface, saving the team a lot of time.
Member Assistant
A centralised digital resource designed to provide organised access to information, learning materials, and tools, enabling users to acquire, share, and manage knowledge effectively, using a conversational interface.