Plan communications with membership context
Use the member context agreed for your organisation when planning communication and engagement activity in Upbeat.
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First-class integrations
Bring your Upbeat activity closer to the member record.
Agend's first-class Upbeat integration helps membership teams keep the context behind their communications and engagement work connected to the people they serve.
Discuss your Upbeat connectionConnected workflows
What this connection supports.
Keep teams working from a shared view
Give membership and communications teams a clearer view of the information each system is responsible for.
Authority and ownership
Agree what each system owns
The connection is shaped around agreed domain and field ownership, so the teams using Agend and Upbeat understand where information is maintained.
Agend
Membership operations and the member context assigned to Agend remain authoritative in Agend.
Agend provides the membership-specific context for the connection.
Upbeat
Upbeat remains authoritative for the communication and engagement activity assigned to it.
The agreed connection keeps that activity in its operational home.
Implementation approach
Map the connection around your work
Together, we define the member context, ownership boundaries and workflows that matter to your team before configuring the connection.
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Related integrations
Bring us the connection you need.
Bring the communications and membership workflows you want to connect to a practical conversation.
- Australian-owned
- Designed for membership organisations
- Governed implementation