iMIS Features

iMIS Process Automation

Process Automation helps you improve staff productivity and constituent engagement by automating manual tasks and communications. Your constituents receive timely and relevant communications — such as a new member welcome, donation thank you, or event reminder — without burdening your staff so nothing falls through the cracks.


Visual Alerts

  • Leverage a library of configurable, pre-built alerts or easily create your own.
  • Put targeted and personalized alerts on your website that appear when your constituents login.
  • Constituent alert examples include reminders to register for a specific event, renew membership fees, support a fundraising campaign, or update missing contact information.
  • Create alerts to prompt staff to update constituent data or promote a specific event or product when viewing a constituent’s record.

Schedule Tasks

  • Leverage a library of configurable, pre-built tasks or easily create your own.
  • Scheduled Tasks can be an email, a report attached to an email, or a specific stored procedure.
  • Schedule Tasks can be run based on specific queries or changes to database tables in the iMIS Engagement Management System (EMS), such as when a row has been inserted, deleted, or updated.
  • Scheduled Task examples include event reminder emails, membership renewal fee reminders, thank you notices, and staff data entry corrections and prompts.

Learn More


Frequently asked questions about Process Automation.


Documentation, articles, and video tutorials for implementing, managing, and using iMIS Process Automation.