Customers and members
The other side of the record.
Your customers, members and supporters never meet a password. They get a link to the email you already hold, and a portal that reads like a letter rather than a control panel.
Their record
What you hold about them, and how to correct it.
A customer spots a wrong postcode and asks for a correction. Roost records the request and sends it to TellParrot, where a person reviews it. The customer watches it move from asked to applied, and the request closes itself when the new value arrives.
- A request, not an edit. The master record changes once, at the source, for every system that reads it.
- Checked as it is typed. Each field has a rule for the workspace's country, so a postcode with a letter in it never reaches the queue.
- Only what is theirs. The portal shows what the organisation has chosen to publish to them, and nothing about anyone else.
Hello Ada,
Here is what we hold about you. If something is wrong, tell us, and we will fix it at the source rather than in one place.
- Name
- Ada Demo
- ada.demo@example.org
- Postcode
- 4101
Your correction
- Asked
- With a reviewer
- Applied
Yes
Text
Paused
Their choices
A channel choice is honoured when the message goes, not when the list was built.
Email and text are separate decisions, each switched on, off, or paused by the person themselves. A campaign checks each person at the moment of sending, so a change of mind takes effect on the very next send.
On or off
One channel at a time
Paused
Quiet for a while
A receipt
The words they agreed to
Four reasons
Why a message did not go
Their money
Every payment has a receipt. Every regular payment has a way to stop.
Receipts
Everything they paid, in one list
Memberships
Renew, or stop renewing
Monthly gifts
A promise, a month at a time
Bookings and invoices
Book it, pay it
Their family
A guardian sees a child's programme, once the organisation says so.
A parent asks to see a child's record by name and date of birth. Roost matches it against a registration with their contact on it, and a person at the organisation approves. Then they see sessions, attendance and consents on file. Access ends on the child's eighteenth birthday.
Messages
A secure line to you
Courses · labs
Lessons in the portal
Next step
Give your customers a portal worth opening.
It comes with every workspace, and the sign-in link goes to the email your record already holds.