Nimble AMS Help

Find Nimble AMS documentation to help you succeed.


Release Notes

 

Getting Started

New to Nimble AMS, or just looking to expand your knowledge? Check out the Basics or go to Salesforce Trailhead, which is loaded with interactive modules for learning. The better you are at Salesforce, the better you are at Nimble AMS! 


Best Practices

Learn about Nimble AMS best practices, including working on the Salesforce platform. Read more 

 How Releases Work

We upgrade Nimble AMS three times a year, on top of Salesforce's upgrades three times a year. Learn about the Release Dates, how Patch Releases work, the Feature Lifecycle, or the Release Channels.


Spring '20 Major Features

Major Features

Read about the Major Features in the latest release of Nimble AMS, or head to the Changelog for a full list of every change.

Nimble Communities

Nimble Communities is a social collaboration platform that allows associations to connect and share information with and between their constituents.   Associations can create branded communities that brings the association experience right to members finger tips, wherever they are.  Customers can take advantage of a wealth of benefits to create a personalized community experience that engages constituents, by leveraging the platform capabilities directly tailored for associations.

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Nimble Predictions - Member Lapse Prevention

Artificial Intelligence is no longer just a technology of tomorrow for associations.  Using Nimble AMS and Salesforce Einstein Prediction Builder, associations can now leverage artificial intelligence to predict which members are most likely to lapse their membership.  Our Member Lapse Prediction solution can help reduce staff time by using the power of artificial intelligence to identify and highlight high risk members and avoid costly, time intensive analysis.  Staff will spend less time researching member retention problems and instead focus on actions to increasing retention. 

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Point of Sale

Save time, save money, and delight your customers with an enhanced point-of-sale payment experience from Nimble AMS. Point of Sale capability allows associations a convenient and simple way to accept secure credit card payments onsite automatically at conferences or events without the hassle of long lines. It's a secure and stable way of accepting credit card payments using a card reader that accepts chip and swipe card transactions which makes your organization more PCI-compliant. Imagine the flexibility and security of accepting payments from your constituents at a conference, fundraiser, or at a bookstore with a simple swipe.  

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Save Payment Method at Checkout

Community Hub now makes it even easier for association customers to save their payment right during the checkout process for use in future purchases.  Allowing payment options to be saved for later use helps ensure future orders are simple and quick for customers, and provide the easy experience they expect.  Saved payments can also make it easy for customers to schedule future payments, or choose how they want to handle recurring payments for orders such as memberships and donations. 

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Expo Logic Badge on Demand Integration

For associations who wish to print badges for event attendees, the Badge on Demand Integration is a badge printing solution that allows for badges to be printed during registration, prior to event attendance, or during self-check-in at an event. This integration solution allows for seamless passing of registrant information from the AMS into the badge printing software (Expo Logic) with little/no manual interference needed.

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Solution Hub

As associations change and grow, their needs will evolve beyond what was determined for their initial launch of Nimble AMS. Nimble AMS customers can now discover and install supporting Nimble AMS apps on demand using the new Solution Hub. With Solution Hub, It is easier than ever to adopt new capabilities and increase an organization's productivity.

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Transactions

  Accounting

Nimble AMS includes a full accounting sub-ledger with multi-entity management and constituent billing. Read more   (Go back to the top)

 Products

In Nimble AMS, you use products to represent the goods or services your association offers to your constituents. Your products are set up using product types which define what attributes the products have. For example, an event session product has a start and end date, but a merchandise product does not. Your products are purchased by your constituent using orders. Read more


  Deals

Deals let staff manage their current, future (pipeline), and past sales opportunities, and is a great first step for an organization that is centralizing and automating their existing sales process. For even more advanced sales management tools, an organization can enhance the process further by using Salesforce Sales Cloud. Read more

  Orders

There are many products that a constituent might want to purchase from an association, such as a membership, event registration, subscription, certification/accreditation fee, or store merchandise. Constituents can also make donations. For any other types of products, Nimble AMS can track them as "miscellaneous" products. Read more


  Payments

Administrators can set up payment preferences to support your associations business process. You can control means of payment available in Community Hub and Staff View, as well as how those payments are associated to the different entities your association manages. Read more

 Coupons

Coupons allow staff to create codes that can be used by Community Hub users to receive dollar amount or percentage-based discounts on eligible order items. The checkout page will show a Coupon card if there are active coupon codes for the primary entity and the current cart is over $0. Read more

Constituents

 Accounts

Your constituents are represented in Nimble AMS as account records which contain demographic and historical information of their interactions with your association. Read more        (Go back to the top)

 Affiliations

Your constituents are represented in Nimble AMS as account records which contain demographic and historical information of their interactions with your association. Read more


 Data Protection and Privacy

Learn about the guidance and tools in Nimble AMS and Salesforce that help your association comply with various data protection and privacy regulations. Read more

 Data Quality

You can use Salesforce Duplicate Management throughout Staff View and Community Hub to ensure your business account and company account data remains clean, dupe-free, and accurate. Read more

Engagement

  Committees

In Nimble AMS, staff can create and manage committees, committee positions, and committee memberships to track and facilitate constituent interactions. Read more        (Go back to the top)

  Engagements

Use engagements to track and manage your constituents' involvement with your association. Read more

  Memberships

The Nimble AMS Membership object and process enables you to easily manage the current, future, and past memberships for your association. This can be tuned to a professional association where the memberships are primarily individuals, to a trade association where the memberships are at the organization level with complex flow down rules, or to a combination of both professional and trade membership features within the same organization. Read more

  Programs

Nimble AMS Programs allow associations to track term-based education, accreditation, and certification programs. Program records are created in Nimble AMS through the order wizard, whether the program is cost-based or complimentary. Read more

 Donations

Nimble AMS provides functionality that allows staff to configure donation products and process them in Staff View. Constituents can also easily make monetary donations to your association from Community Hub. Read more

  Events

Staff can set up events of any size, from webinars to large, week-long conferences. Your event can be as simple or as advanced as you need, and your constituents can register and modify their registration in Community Hub; so staff focus on planning a great event. Read more

 Subscriptions

Staff can manage your constituents' subscriptions with your association, for specific publications, and individual issues. Read more

Integrations

 Integration Setup

Administrators can create integration settings to pass information to and from Nimble AMS using the Nimble Fuse API or a third-party API. Read more          (Go back to the top)

 Specific Integrations

Administrators can integrate Nimble AMS with other Community Brands applications to meet all of your association's needs. Nimble AMS is part of the larger Community Brands family of solutions. Read more

Security

 Security

Nimble AMS utilizes platform security tools provided by Salesforce. This section contains information about security configuration specific to Nimble AMS, such as the Nimble AMS Standard profile.


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Tools

 Analytics

The term analytics is used in many different manners, depending on how a company processes and views their data. In Nimble AMS and Salesforce, analytics are tied together in a neat little bow through the use of point-and-click reports and dashboards that leave plenty of room for unique configurations. Read more          (Go back to the top)

 Nimble Create Help

Nimble Create gives admins the power to create very flexible, dynamic custom reports and communication templates formatted with HTML to meet your specific needs, all without code. They can even be presented to constituents in Community Hub. Read more

 Nimble Query Help

Nimble Query makes it extremely easy to build SOQL Queries. This section of Help explains how theNimble Query (NQ) package works and provides detailed information about how SOQL queries work for those who are new to it. Read more

 Business Events

Business Events make it simple for app builders and administrators to use declarative tools to react to common system actions and activitiesFor example, rather than building elaborate triggering criteria for when a process should execute, wouldn't it be convenient if the triggering criteria could just be a simple, predefined platform event? This prevents repetitive setup across multiple processes and makes it simpler for non-technical users, abstracting out the complicated condition building in a process. Now, they can just ask, "What do I want to have happen when the complicated thing happens?" This also empowers app builders and admins to trigger processes in a powerful new way: time-based events that trigger when date and time fields elapse! Read more

 Business Rules

When customizing Nimble AMS to fit your business process, admins can use a business rule configured through point-and-click to control the behavior of a technical process based on a True or False result or customize business rules to suit your Organization through a developer. In the Business Rules tab, admins can set what evaluations are made to determine how the business rule resolves. Read more


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