Media, events and membership communityMembership Media & Events Community
A membership based media and events community built a custom Memberships object on Salesforce so it could track member status and renewals instead of losing them in spreadsheets.
A membership based media and events community ran its sales pipeline in Salesforce but had no structured way to track memberships, renewals, or the link between contacts and their membership status. Lead to opportunity data did not carry over cleanly, and renewal follow up was manual. The team engaged SiiMPLY7 to build a custom Memberships model tied to Experience Cloud and to automate the renewal motion.
The challenge
Membership status lived outside any reliable structure, so the organization could not easily see who was active, expiring, or lapsed. Data did not flow automatically from lead to opportunity, forcing rekeying and creating gaps. Renewal tasks were created by hand, and leadership lacked clean reporting on memberships, passes, and progress to revenue goals.
The solution
SiiMPLY7 built a custom Memberships object in Salesforce, tied to Experience Cloud, to track each contact and their membership status in one place. Field mapping was implemented so all data converts automatically from lead to opportunity. Automation creates follow up tasks on opportunity creation tied to the end of a membership, and reports and dashboards surface membership and renewal data for leadership.
Implementation highlights
What we built.
- Custom Memberships object tied to Experience Cloud for per contact status tracking
- Lead to opportunity field mapping for automatic, lossless data conversion
- Automated task creation on opportunity creation keyed to membership end dates
- Membership and renewal reports and dashboards for leadership visibility
- Contact to opportunity relationship surfacing so each contact shows linked deals
- Foundation for a products and passes catalog to standardize pricing and forecasting
Results
A single structured view of contact membership status replacing spreadsheets
Automated task creation tied to membership expiration
Lossless lead to opportunity conversion through field mapping
Engagement summary
SiiMPLY7 delivered a custom Memberships object on Experience Cloud, automated renewal task creation, lead to opportunity field mapping, and supporting reports, then continued on a monthly support retainer.
What's next
Ongoing managed support covers enhanced reports and dashboards, integration maintenance, and minor enhancements, with planned additions including a products and passes catalog, a percent-to-goal revenue report, and call logging and form intake integrations.
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