Example configuration
Chapters, members and partners on one platform you can shape to your mission
Associations and nonprofits often work through chapters, volunteers and partners with very different needs. This example configuration shows how Mako can organise a federation, run steady outreach and give each person just the access they need.
Inquiry
Chapter assigned
Agreement sent
Member
Where the work gets stuck
Common friction in nonprofits and associations
Chapters or branches maintaining separate lists.
Member and partner outreach done by hand.
Volunteers who need limited access, not everything.
What you can run on Mako
Use cases for this example configuration
Chapters, members and partners
A national organization with child chapters, each with its own records, contacts and history.
Member communications
Paced personal e-mail, newsletters through Mailchimp and social posts drafted in your voice.
Agreements and renewals
Membership or partner agreements go out for e-signature, and reminders flag renewals.
Volunteer and staff access
Permissions limit each role to the lists and tabs it needs.
Workflow examples
How the modules work together here
Each step uses a capability the platform has. Steps marked as configured to your business are set up with you.
Inquiry to signed membership agreement
From a website inquiry to a filed agreement.
- A website form creates a prospect and assigns a chapter owner.Website form-fill intake and routing
- A call queue holds the follow-up call.Dialer and call queues
- Prepare proposal drafts the agreement packet from the record.Proposals and quote follow-up
- The agreement is signed electronically and filed.E-signature requests
Annual outreach to a segment
A yearly touchpoint that does not rely on one volunteer.
- The Records Explorer segments by type and region.Records Explorer
- A wide-area job sends paced messages inside a sending window.Wide-area communications
- Replies are filed and reminders prompt a personal follow-up.Mailbox inside the record
- Reports show activity by owner.Reports
Featured modules
The capabilities that matter most for this configuration
Multi-location and partner structures
Parents, children and partners, not a flat list.
DetailsWide-area communications
Outreach sent over time, tracked per recipient.
DetailsEmail marketing with Mailchimp
Compose with AI, send through your Mailchimp account.
DetailsE-signature requests
Agreements out for signature, chased and filed.
DetailsGranular permissions
Each menu, list and tab is a permission.
DetailsGlobal activity feed
What every user did, in one list.
DetailsRelated example configurations
Example configuration This page shows how Mako's modules can be arranged for Nonprofits & Associations. It uses sample data, is illustrative only and does not describe an existing customer or deployment. Anything described as configured to your business is set up with you.
Discuss a configuration for your organization
Describe your chapters, members and partners and we will show how Mako could be arranged around them.