An experiment to utilize an iPad for day-to-day operations turned into an implementation of multiple forms, refined processes, and a positive engagement experience within the SM/JN branches of the YMCA of Greater Charlotte

1. JotForms and Membership
Response
How Simmons and Johnston are
using JotForms to improve
membership relations and how you
can crib from our notes

2. Outline
• Observations and Experiment
• Why/How Online Forms
• Our Experience and Results
• How you can learn more

3. Introduction
• Observations
• The Experiment

4. Why/How for Online
Forms
• Why
– Minimize form errors for common forms
– Increase membership engagement
– Demonstrate forward-thinking at YMCA
• How
– Use JotForms
– Emphasize staff blogs
– iPads/Tablets

5. Experience and Results
Linked Examples
• Tour Card (SM, JN)
• Facility Rental (SM) and Private/Semi-Private
Swim (SM)
• Cancel/Freeze/Health and Fitness
Consultations
View all SM Forms |View all JN Forms

6. Summary
• Increase our presence when engaging
members (build trust faster)
• Creating avenues of self-service for members
(enable)
• Find the holes in our BOS processes, and
quickly adapt/enable solutions (increase our
versatility)

7. Learn More
• Staff Blogs
– Simmons
– Johnston
– Siskey
• YLife
– Simmons