The iMIS Forms Module is a premium module offered in iMIS EMS. It is a powerful tool that allows associations to create dynamic, user-driven forms without the need for custom coding. Designed to streamline processes and enhance the member experience, Forms enables organizations to automate workflows, enforce validation rules, and trigger post-processing actions—all within the iMIS ecosystem. Whether it’s membership applications, event registrations, or certification submissions, iMIS Forms ensures data accuracy, eliminates manual intervention, and adapts to user input in real time.
The iMIS Forms Module isn’t just a tool—it’s a game-changer for associations looking to simplify processes and elevate their members’ experience. Gone are the days when complex workflows required extensive customizations to function properly. With Forms, organizations can now automate what previously demanded manual intervention and development work, leading to a smoother, more intuitive experience for both staff and members alike.
Forms: The End of Manual Customizations
Often, associations had to rely on custom-built solutions to process applications, registrations, and data updates. This often meant expensive development, time-consuming configurations, and maintenance headaches. The iMIS Forms Module eliminates this burden by offering built-in, customizable forms that handle these workflows effortlessly—often with no coding required.
A Frictionless, Intelligent Member Experience
- Intuitive Interface – Members complete forms without hassle, reducing confusion and frustration.
- Real-Time Data Processing – Submissions update iMIS records instantly, eliminating back-and-forth corrections.
- Automated Approvals & Notifications – No more waiting for processing; Forms ensures speedy responses.
- Dynamic, User-Driven Interactions – Forms adapt based on the data entered, ensuring a tailored experience for each user.
Dynamic Forms Rules: Making Data Work Smarter
One of the most powerful features of iMIS Forms is its ability to apply logic-driven rules that transform a static form into an intelligent workflow.
- Conditional Fields – Show or hide fields dynamically depending on the responses provided.
- Auto-Populated Data – Pre-fill member details based on their profile for a seamless submission process.
- Validation Rules – Prevent errors by enforcing structured data inputs, ensuring consistency across records.
- Adaptive Pathways – Guide users through different steps based on their selections, creating a personalized experience.
With these built-in rules, associations no longer need complicated custom coding or manual oversight to ensure data accuracy and workflow efficiency. Instead, Forms automatically responds to each member’s unique input, making processes more intuitive, streamlined, and error-free. |
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Real-Life Example: How our Team Transformed a Certification Process with Forms
As part of one client’s transition from iMIS 2017 to iMIS EMS, we sought to replace their custom-built, complex certification system with an out-of-the-box solution. Our goal was to design a streamlined, reliable process that eliminated errors, improved data integrity, and reduced the need for manual staff verification. Together, we redesigned their system using out-of-the-box iMIS Forms technology, eliminating the need for custom development while delivering a seamless, user-friendly experience for everyone involved. |
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How We Simplified the Process with iMIS Forms & iDMS:
- Leveraging Out-of-the-Box Functionality – Instead of relying on custom coding, we used built-in iMIS Forms features to create a smooth, intuitive workflow.
- Instant Certification Updates – Forms trigger post-processing scripts that validate eligibility and update certification records immediately, ensuring members (and staff) see their updated status in real time.
- Elimination of Manual Data Entry – Member submissions automatically populate iMIS, reducing administrative workload and eliminating human errors.
- Enhanced User Experience – iMIS Forms provides a streamlined, intuitive online experience for both members and staff—delivering the same level of customization and efficiency that once required custom-built solutions.
- Dynamic, User-Driven Interactions – Forms adapt based on the data entered, ensuring a smooth, intuitive process for every applicant.
- Compliance & Accuracy – Built-in validation rules prevent incomplete or incorrect submissions, ensuring data integrity without manual oversight.
- Processing is Fully Exposed to the Client – Unlike the previous custom-built system, the new solution allows the client to see and understand every step of the process, making it easier for them to make updates and adjustments without needing external development.
- Harnessing the Power of iDMS – We integrated iDMS tools to run additional processing, ensuring a fully optimized workflow.
By replacing a complex, custom-built solution with out-of-the-box iMIS Forms and iDMS technology, we eliminated inefficiencies, reduced costs, and created a frictionless experience for both staff and members. Now, our client has full visibility into their certification process, empowering them to manage and refine workflows independently—without relying on custom development. This transformation proves that smart automation and intelligent workflows can replace outdated, manual processes—creating a modern, efficient certification experience that members actually enjoy using.
Embrace the Future of Association Management
With iMIS Forms, associations can finally break free from outdated, custom-coded solutions. By using prebuilt, flexible forms that adapt to each user’s unique input, associations reduce costs, eliminate inefficiencies, and create a frictionless experience for their members—all while ensuring data integrity within iMIS.
Are you ready to modernize your processes, eliminate unnecessary customizations, and provide a smart, user-driven experience in the iMIS EMS environment? Start leveraging the power of Forms today!
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| Charting your Member Journey Map with Video |
One of the biggest factors in an association’s success lies in its member relationships. A great way to better understand the member journey, from first awareness all the way through continued retention is by mapping it out. Take time to consider what’s working and what isn’t. Where are your communication points, and where are some areas members might be accidentally left behind?
Once plotted, consider ways to fill those voids, making your overall messaging stronger. Video is the perfect tool to help, offering a more dynamic and personal way to inform and communicate with prospects and members. We’re going to take a look at what a membership journey looks like from start to finish, and how you can incorporate video in every phase.
READ THE FULL ARTICLE
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| Welcome to the final part of our series on ADA compliance in website design! Last month, we discussed why ADA compliance is important, covering legal requirements, inclusivity, enhanced user experience, and social responsibility. This month, we will explore the steps you can take to ensure your website is ADA compliant. |
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Conduct an Accessibility Audit:
- Evaluate Current Status: Assess your website to identify areas that need improvement. This includes checking for issues like missing alt text, inaccessible forms, and poor color contrast.
- Use Online Tools: There are several online tools available to help you conduct an accessibility audit. Tools like WAVE, Axe, and Lighthouse can automatically check your website for accessibility issues and provide detailed reports.
- Consult Experts: Work with accessibility experts to ensure thorough evaluation and compliance. They can provide insights and recommendations based on the latest accessibility standards.
Implement Necessary Changes:
- Update Content: Provide text alternatives, captions, and transcripts for all multimedia content. Ensure that images have descriptive alt text and videos include subtitles and transcripts.
- Enhance Navigation: Ensure keyboard accessibility and improve form usability. Make sure all interactive elements are reachable via keyboard shortcuts and forms are labeled clearly for screen readers.
Train Staff:
- Awareness and Sensitivity: Train employees on ADA requirements and how to assist individuals with disabilities. This includes understanding the importance of accessibility and how to implement best practices.
- Ongoing Education: Keep staff updated on best practices and new regulations. Regular training sessions can help maintain a high level of accessibility awareness within your organization.
Monitor and Maintain:
- Regular Reviews: Continuously monitor and review your website to ensure ongoing compliance. Regular audits can help identify and fix accessibility issues promptly.
- Feedback Mechanisms: Provide channels for users to report accessibility issues and make improvements based on feedback. Encourage users to share their experiences and suggestions for improving accessibility.
By following these steps, you can create an inclusive digital environment that benefits both your organization and the community it serves.
Thank you for following our series on ADA compliance in website design. We hope you found it informative and helpful. If you have any questions or need further information, feel free to reach out! |
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Earlier this month, a group of AT teammates had the pleasure of attending Association Forum’s Honors Gala 2025, an annual event that recognizes and celebrates excellence within the association community. This year marked the 11th Gala, held at the Griffin Museum of Science and Industry and attended by approximately 500 association professionals.
While the Honors Gala itself is just over a decade old, the awards it features have been a longstanding tradition within Association Forum. As the second-largest hub for associations in the country, Chicago boasts a rich and diverse network of organizations and leaders, making this celebration of achievements particularly meaningful.
This year’s event held special significance for our team, as Mary Lynn Fayoumi, CAE, SPHR, SHRM-SCP, President & CEO of HR Source, was honored with the Forum’s highest recognition: the Samuel B. Shapiro Award for Chief Staff Executive Achievement. This award is presented to a chief staff executive who demonstrates outstanding leadership and contributions to association and nonprofit management.
Mary Lynn’s impact on the association community spans nearly three decades. In addition to leading HR Source for over 30 years, she has served on numerous Association Forum committees, spoken at countless industry events, and held the role of Association Forum Board Chair in 2015. Her legacy of service, mentorship, and professional excellence is widely recognized across the sector.
We at AT have had the privilege of working closely with Mary Lynn for the past 18 years and have seen firsthand the deep respect she commands from both her team and her peers. It was an honor to celebrate this well-deserved milestone alongside her and several members of the HR Source team. |
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Join in the golfing fun or sponsor the Chicago Golf Outing Benefiting ASAE Research Foundation:
Monday September 22, 2025
Eagle Brook Country Club – 2288 Fargo Blvd, Geneva, IL
Lunch, Golf, Dinner
Various sponsorship levels available
ASAE Research Foundation exists to advance the development and careers of our future talent pipeline via scholarships and grants, and to provide resources that all of us can use. Year after year the Foundation distributes thousands of dollars in scholarships to deserving individuals in our association community. We’re proud of the ways the Foundation is changing lives and helping to mold the futures of ambitious, career-focused association professionals. In 2024, the Foundation launched the Future Leaders Professional Development Scholarship, which supports the career advancement of emerging leaders in our field.
Contact Jim Meyers with questions about participation and/or sponsorship.
Do not miss out on this fall spectacular - we are looking forward to seeing you there! |
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| Where Should CEOs Limit AI? |
As associations do more around the technology, they'll have to determine where experts fit in. The more training around that, the better.
Read More |
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| Leading With Courage: Lessons From “The Exchange: A Women’s Leadership Experience” |
Explore takeaways from ASAE’s women’s leadership event focused on resilience, authenticity, and leading with strength and purpose.
Read More |
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We have an archive of our newsletters and industry related
articles available on our website, click HERE to access them.
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| iUG Webinar: Mastering your Development of iMIS Dashboards |
Location: Virtual
Take your iMIS dashboard skills to the next level in this advanced session designed for users who are ready to move beyond the basics. We'll explore best practices for developing powerful, dynamic dashboards that deliver actionable insights and a more personalized user experience.
Ideal for iMIS administrators, developers, and data managers with experience in dashboard editing, this session will help you unlock the full potential of iMIS dashboards as strategic tools for engagement and decision-making.
Target Audience:
- iMIS Admins
- Developers
- IT Managers
- Operations
Takeaways:
- Learn to design custom dashboards tailored to specific roles and departments.
- Learn strategies for managing access and visibility across user groups.
- Learn to leverage IQA queries for dynamic data presentation. |
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| JULY |
| 30 |
| 9:30 AM - 12:00 PM |
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| Association Forum: Microsoft Copilot & AI Lab |
Location: Association Forum Office, 10 S. Riverside Plaza, Suite 800, Chicago, IL
Generative AI has demonstrated the potential to transform how associations operate and compete, offering unprecedented opportunities for efficiency, improved decision-making, and customer experience. Join this engaging LAB (Learn. Apply. Build.) workshop to share ideas and get a hands-on learning experience that will impact your adoption of AI. This session will provide an overview of various AI tools used today. Using Microsoft Copilot as a model, we will explore specific association use cases and best practices including security, acceptable use policies and intellectual property considerations.
Whether you are an experienced Copilot user or are new to the platform, join this session to learn and share successes and challenges, questions, concerns and curiosity that will propel your association down this innovative path.
Each participant should bring a laptop with an Office365 + Copilot license. Be ready to explore features and functionality in your own Copilot environment! |
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| ASAE Annual Meeting & Exposition |
Location: Los Angeles, California
The ASAE Annual Meeting & Exposition is where thousands of association professionals and industry partners gather to exchange knowledge, resources, strategies, solutions, and more. Over three days of learning, growing, and finding inspiration, attendees are equipped with a year’s worth of support in their daily responsibilities as leaders in the association industry.
The ASAE Annual Meeting provides a unique opportunity to partake in authentic, engaging, thought-provoking, and positive community-building experiences for attendees that support the power of the association community to shape a better future for the industries we serve and for the world we share. |
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| Golf Outing Benefiting ASAE Research Foundation |
Location: Eagle Brook Country Club – 2288 Fargo Blvd, Geneva, IL
ASAE Research Foundation exists to advance the development and careers of our future talent pipeline via scholarships and grants, and to provide resources that all of us can use. Year after year the Foundation distributes thousands of dollars in scholarships to deserving individuals in our association community. We’re proud of the ways the Foundation is changing lives and helping to mold the futures of ambitious, career-focused association professionals. In 2024, the Foundation launched the Future Leaders Professional Development Scholarship, which supports the career advancement of emerging leaders in our field.
Contact Jim Meyers with questions about participation and/or sponsorship. |
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| 2025 Annual iNNOVATIONS Conference |
Location: Sheraton Pentagon City Hotel, 900 South Orme Street, Arlington, Virginia, USA, 22204
Don't miss the 27th annual iNNOVATIONS Conference as we educate and celebrate our growing community of iMIS®, Clowder®, OpenWater, and TopClass LMS users and partners. At this 2-day conference we have educational tracks, product development insights, case studies, and recognition of our clients who are achieving great things using our suite of non-profit solutions. |
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| iUG Annual iMIS Users Conference 2025 |
Location: Nashville, TN
Learn from seasoned iMIS association professionals, authorized iMIS solution providers, and experienced consultants. These experts bring a wealth of knowledge from the nonprofit sector, offering interactive sessions filled with practical insights, real-world problem-solving, and proven solutions. Comprehensive Sessions: iUG takes pride in delivering sessions that go beyond the basics. Discover how to: Solve challenges with practical "how-to" guidance. Implement best practices for maximizing iMIS functionality. Explore creative, beyond out-of-the-box solutions. Achieve a measurable return on your iMIS investment. Use iMIS in ways you wouldn’t even think of through case studies from other iMIS user organizations. Stay tuned - more information and programming to come! |
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| DECEMBER |
| 3-4 |
| 00:00 AM EST |
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| Association Forum Holiday Showcase |
| Location: McCormick Place, Chicago |
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