The Carbon Market Institute (CMI) is a national, independent, not-for-profit, membership-based organisation headquartered in Melbourne. Following the unprecedented debate on climate change policy in Australia and at a critical juncture in the development of international climate policy and carbon market, CMI was established with support from the Victorian Government.
CMI is a relatively new organisation with solid long-term plans. AMS was very pleased to be selected as the development partner to help it reach its goals.
As well as seeking a dynamic and fresh new look, CMI had a number of special technical requirements; one being the site was required to be integrated with its chosen CRM, Sugar.
The AMS Member Relationship Manager (MRM) is more than flexible enough to support such integration so our development team developed software enabling the two systems to seamlessly talk to each other.
New members can be created within the Sugar CRM, with the data pushed to the MRM on the live website in real-time. A notification email is sent out to the new member who then sets their own login password.
From MRM, the new member is allocated to a segment that will determine what content and resources they are able to access on the live site. If a user logs in to update their details via the member portal, this data is then pushed back to CRM creating a two-way integration of data.
From the MRM, CMI is able to view all members at an individual level or search at the company level. Company profiles are managed from the CMS as these require HTML layouts.
Choosing a website design agency that understands membership bodies was an important consideration for the Carbon Market Institute when we began our website redevelopment project. The all-important ground work at the beginning of the project provided reassurance that the brief would be filled through Cylinder’s methodical, transparent approach.
It’s great to work with a design team that talks the same language and who understands (and articulates) our brand. What's really great is that Cylinder isn't all about the technical wizardry of website design, so I never felt like technology was driving the project instead of our communication, brand and marketing strategies.
Tertiary courses related to the carbon market are all managed via its CMS. A new course can be created and allocated to a number of different categories which will subsequently update the website and allow a user to search on all course types and categories.
If someone wants to submit a course for inclusion in the directory, they can submit a request form, which is then added to a queue within the workflow before evaluation and submission to the live directory occurs.
Events are created from the Sugar CRM where price points for Full Members, Associate Members and Non-members are set. Event details such as location (with Google map included), event time and instructions are all specified along with a campaign ID so reports can be created once EDM campaigns are sent out to member segments. Once an event is created, it is synced with the CMS as part of the Sugar integration and the event registration workflow can then be applied to one or many pages throughout the website.
Registrations are accepted via the online form and then pushed back into Sugar CRM, where the registrations are then managed by the CMI team.
Glossary of Terms (Knowledge base)
A knowledge base of terms is available for viewing by the public. Members are able to submit new items to this database by logging in and adding the details of the new item. Once a new item is submitted, it joins the workflow queue where it can be moderated. Once approved from the CMS, it will be published to the live glossary on the website.
CMI shop products are also managed from the Sugar CRM and are included in the integration developed by AMS. CMI manages its memberships and product prices for each membership level and for all products. These are then synchronised with the CMS and are applied to the shop pages of the website enabling CMI to direct its members to a product's detail page from any other page of the website.