For membership organisations, associations, and unions, strong communication is the foundation of member engagement. But when key emails are buried in individual inboxes or scattered across systems, it becomes difficult to get a complete picture of your members’ history and needs.
That’s where storing emails in iMIS can make a real difference.
By integrating email communication directly into iMIS, you can centralise engagement data, streamline staff collaboration, and build stronger, more accountable relationships with your members.
How to store emails in iMIS
Storing emails in iMIS means saving email conversations, such as Outlook messages, directly into a member’s profile in iMIS. The emails are typically stored in a linked SharePoint library, with a reference shown inside iMIS for easy access.
This process is often supported by iMIS email integration tools, like Zidebar by Zentso, which allow one-click uploads from Outlook into iMIS and SharePoint.
Benefits of uploading emails to iMIS
- Get a complete 360° view of member communication
Centralising email conversations in iMIS ensures that your entire team can see a member’s full history – including past queries, issues, and touchpoints, alongside event attendance, case records, and more. - Improve member service
When emails are stored in iMIS, staff don’t have to ask members to repeat themselves or go hunting for previous replies. It leads to faster, more personalised service and a smoother member experience. - Improve compliance and transparency
Unions and membership bodies often need to retain accurate records of communication for governance or legal reasons. Email logging supports audit trails and ensures your CRM reflects the full picture of interactions. - Strengthen cross-team collaboration
By uploading emails to iMIS, different departments, like membership, events, policy, or case management, can work from the same source of truth. No more missed updates or duplicate efforts. - Enhanced reporting and insights
With iMIS email integration, you can include email touchpoints in engagement reports, identify drop-offs in communication, and segment members based on interaction history. - Automate follow-ups and workflows
When emails are linked to cases or notes in iMIS, staff can assign follow-up tasks, prioritise urgent issues, and convert messages into actions – boosting efficiency across your team.
Integrate Microsoft Outlook, iMIS, and SharePoint
Easily upload emails and files from Outlook or directly within iMIS, store them in SharePoint, while linking them to relevant records in iMIS.
iMIS email integration
With Zidebar, you can:
• Search for a member or case in iMIS
• Attach the email and optional notes
• Automatically save the message in SharePoint
• Create a record in iMIS with a link to the email
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