AC Events Enterprise Updates: New Features and Performance Enhancements

Welcome to our latest product updates article! As we continue to invest in our product, we are excited to share with you the latest improvements and features that we’ve released. We understand that our users rely on our product to solve their problems, and it’s important for us to keep the product up-to-date to meet their needs.

In this article, we’ll highlight the most recent feature updates and performance enhancements that we’ve made to the AC Events Enterprise event management app

New major features

On February 14, 2023, AC Events Enterprise was upgraded on every sandbox. As a major release, it brings numerous new features and functionalities. Let’s highlight the exciting changes that have been made.

Event Creation Wizard for internal event managers 

By utilizing the Event Creation Wizard feature, internal event managers can now easily and quickly create events directly within the platform through a guided flow.

This involves selecting the appropriate event zone, specifying the event type, adding speakers, attaching a logo or image, and entering all necessary event details such as the name, date, time, location, and description. The Event Wizard automatically generates all relevant records such as Event Tabs, Tracks, Sessions, Sponsors, and more, so manual creation of these records is not required. Creating a new event, regardless of its type or complexity, can be done in a matter of moments using the Event Creation Wizard.

Event Creation Wizard

Integration with UTM sources via URL

With the use of UTM parameters in URLs, event managers are now able to track the origin of every participant in an event. The process works by the app examining the URL of the page after the participant clicks either the “Register” or “Follow” button, and then filling in the relevant fields on the Event Participation record with the values retrieved from the URL.

Thanks to this feature, event managers can now track marketing activities and get valuable insights on campaign performance to optimize marketing spend and make more informed decisions about where to allocate resources.

Integration with UTM sources via URL

New type of recurring event

With AC Events Enterprise event managers can create recurring events that take place on certain days during a month. For example, they can create a recurring event happening automatically each month on the second Saturday. 

This new recurring events feature can offer significant benefits for organizations looking to manage their time and schedule events more efficiently.

New type of recurring event

New checkbox on Event Zone object

A new checkbox has been added to the Event Zone object, which enables guest registration for users who are already registered. When this checkbox is set to “True”, it allows guest users to register by entering their email address without having to log in to the website.

Advanced Communities supports UNICEF and Ukrainian Professional Development Fund using AC Events Enterprise

Both UNICEF and PDK have joined forces to support children, teenagers, and their families impacted by the war. The joint project is called  "Together.   Meeting points"  and has delivered over 4000 events in the last 3 months. Read more about this amazing project in our article.
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Other new features:

Experience Cloud site definition in Event Settings. A new setting has been added to the Event Settings tab that allows for the definition of Experience Cloud sites with a working Events Management app (for Chatter Group synchronization).

Experience Cloud site definition in Event Settings

Automatic event participation cancellation for deleted Zoom users. The system automatically changes the status of Event Participation to “Canceled” if a user is deleted from the Zoom event through the Zoom interface.

Timezone modification during event cloning. The event cloning process now allows for modification of the event’s timezone. This feature enables users to set the timezone according to their preferences during the cloning process.

Email notifications for recurring events have been updated. If a user signs up for a recurring event, they will only receive a single notification, and they will not receive multiple emails which could be considered spam.

Multiple speakers for event sessions. Now it is allowed to add up to three speakers for one event session.

Multiple speakers for event sessions

Email notifications for modified or deleted events in a series. The system sends an email notification for modified or deleted events in a series. If a single event in a series is deleted or modified, an email notification is sent for that particular event. If a recurring event record is deleted, email notifications are sent for all deleted events in the series.

Budget and Expenses reports in Event Dashboard. The Event Dashboard component now includes Budget and Expenses reports, allowing for the tracking of expenses and budget for each event.

Budget and Expenses reports

Event visibility for guest users turned community users. Guest users who register for an event and become community users can now view all events they previously registered for as a guest.

Enhanced performance of Event Calendar for large numbers of events. The Event Calendar now delivers improved performance even when the number of events exceeds 100 records.

Note!

Important!

As per Salesforce’s recommendations, we strongly suggest switching from a profile-based access approach to permission sets. With permission sets, you can easily upgrade apps, minimize efforts, and avoid maintenance breaks. The AC Event Enterprise uses four permission sets, each separated by access level. Please contact our support team for more details.

Did you hear that Salesforce reported the end-of-life of permissions on profiles, which will take effect in the Spring ’26 release? Please read our article to know more about the new era of user management in Salesforce.

Streamlining Salesforce User Management: A Shift to Permission Set-Based Access

Salesforce has recently announced a significant change to the data access and user permission management, bringing a new era of user management in Salesforce.The company has reported the end-of-life (EOL) of permissions on profiles, which will take effect in the Spring ’26 release.
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Wrapping up

Whether you’re a long-time user or new to our product, we hope that you find this article informative and useful. 

If you have any questions or encounter any issues during the update process, our Advanced Communities support team is always happy to help. Please feel free to reach out to us with any thoughts or ideas you have.

Thank you for choosing our product, and we look forward to continuing to serve your needs with the latest updates and features.

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    AC Knowledge Management for Salesforce: How to Use It to Increase Support Efficiency

    Salesforce is an incredibly powerful CRM platform that enables organizations to manage their customer relations, and more. But keeping track of everything can be a challenge, especially if you’re relying on manual processes or outdated tools.

    Salesforce provides users with a great tool for storing and managing all their data – Salesforce Knowledge. It allows you to make important information easily accessible to partners, customers, and service agents. But Salesforce Knowledge’s out-of-the-box functionality is quite limited for Experience Cloud.

    That’s why we created AC Knowledge Management Enterprise — a 100% native to Salesforce app that makes knowledge management on Experience Cloud smooth and holistic.

    What is Knowledge Management?

    Knowledge management is a set of processes and practices that allow organizations to capture and store valuable information, such as internal policies, customer data, best practices, and more. 

    This helps businesses stay organized, foster employee collaboration, build on institutional knowledge and make data-driven decisions. Knowledge management incorporates business essential tools, like document management systems, collaborative networks, project management applications, and other technologies used to monitor, store and access enterprise-wide knowledge.

    Why are Self-Service Portals Becoming a Crucial Support Channel?

    Self-service portals are becoming increasingly important as customer service channels due to their convenience and cost-effectiveness. 

    With a self-service portal, customers are able to quickly access the information they need without having to contact customer service representatives. This reduces costs for businesses while providing a fast and easy solution for customers. 

    Additionally, self-service portals provide valuable insights into customer behavior, which can be used to make more informed decisions and improve the overall customer experience.

    Why Do You Need a Knowledge Management System?

    A knowledge management system is an essential tool for businesses looking to organize, store, and share their institutional knowledge. 

    Companies can remain organized, foster employee collaboration, and have the confidence to make data-driven decisions. In addition, a knowledge management system allows enterprises to capture customer data and develop better ways to serve them. 

    Businesses are better able to track changes within their organization, enabling them to stay ahead of the curve and continue to thrive in today’s competitive landscape.

    What is the AC Knowledge Management Enterprise Tool and How Does It Work?

    AC Knowledge Management Enterprise is a comprehensive software solution for sharing and managing knowledge articles on Salesforce Experience Cloud. Built native to Salesforce, it takes knowledge management in the community to the next level, preventing data silos and making important information easily accessible.

    Our cloud-based application suite provides a range of useful features, such as data categorization, file attachment support, multi-base support, user-created articles, data protection, user access management, and much more.

    Salesforce knowledge

    5 Ways the AC Knowledge Management Enterprise Improves Efficiency

    AC Knowledge Management Enterprise provides businesses with an array of features designed to increase efficiency and streamline collaboration. Here are the top five ways our solution can improve operational efficiency.

    1. Easy Navigation

    AC Knowledge Management Enterprise supports data category hierarchies which can be used as filters to quickly find relevant knowledge articles. Use advanced navigation features to structure articles for manuals and guides where the order is essential, and take advantage of long data category names support, which isn’t limited by the standard 40 symbols.

    2. User-Created Articles

    Increase user engagement by encouraging users to make a contribution to the knowledge base. Using the AC Knowledge Management Enterprise’s functionality site, users can create articles directly from the Experience Cloud site.

    3. Advanced Case Deflection Wizard

    Reduce the number of cases up to 70% by letting users go through the most common problems and questions and find solutions in relevant knowledge articles, instead of submitting cases.

    4. Customized Filters & Flexible Sorting

    Expand filtering options for your site users by creating custom filters for your knowledge bases. Add any custom values to the field set depending on your needs. A flexible search and sorting system allows article sorting by date and by the most viewed.

    5. Multiple Knowledge Bases Support

    Create separate knowledge bases for multiple products on a single system and let users search articles for specific products through each base, using separate filters.

    How AC Knowledge Management Enterprise improves support efficiency

    Knowledge Management Tips to Improve Your Customer Service

    Today, customers increasingly expect personalized, timely service from the businesses they interact with. 

    As a result, companies need to stay organized and have access to the most up-to-date information to provide the best possible customer experience. 

    Having a knowledge management system in place is an invaluable asset for a company looking to improve its customer service. Here are some tips on how you can use it to enhance your customer service:

    • Unified data management: store all relevant data in one secure location that is accessible from any device, allowing for quick access to information when needed.
    • User access control: allow administrators to grant and restrict access to certain users or groups as necessary, ensuring only authorized personnel have access to the system’s data.
    • Seamless collaboration: features, such as tagging and document sharing, make it easy for stakeholders to share files or discuss customer issues in real-time; thus improving overall customer satisfaction.
    • Insights and automation: analytics tools within the knowledge management system can monitor customer activity and help identify areas needing improvement; while also taking advantage of automated processes, like workflow optimization or predictive analytics.
    • Secure storage: with robust data protection protocols in place, your organization’s confidential information remains safe within the knowledge management system – even if employees leave the company or their credentials are compromised.

    To Summarize

    Overall, leveraging AC Knowledge Management Enterprise technology is an effective way for businesses looking to increase their support efficiency while providing excellent customer service every time! 

    With its intuitive user interface and range of features that enable streamlined collaboration between stakeholders, it’s no wonder many companies are turning to our knowledge management component as a fundamental part of their business strategy today.

    If you are looking for Salesforce self-service portal solutions, Advanced Communities is happy to help! 

    Our highly qualified, experienced experts know everything about Experience Cloud and are looking forward to helping you with its implementation and configuration.

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      The Top 3 Digital Challenges Membership Organizations Face – and How to Solve Them With Salesforce

      If you’re a membership organization struggling with data security, automation, or user experience, this post is for you. Learn how to solve digital challenges and improve your operations with Salesforce.

      Membership organizations have been struggling to keep up with the ever-changing digital landscape. As technology advances, these organizations must adapt their strategies and processes to remain competitive. In this blog post, we’ll be exploring the three most pressing digital challenges membership organizations face today – security and data protection, automation and digitization issues, UX and self-service – and offering tips on how to solve them using Salesforce. Keep reading to find out more!

      Automation and digitization issues

      Organizations are facing unprecedented changes in the way they do business due to the rapid adoption of digital technology. As a result, membership organizations must now grapple with automation and digitization issues that may greatly affect their operations.

      Addressing both automation and digitization issues allows you to streamline your operations and improve the user experience. Automation helps to reduce costs and increase efficiency, while digitization provides easy access to important documents and records. 

      Solution

      To successfully implement automation and digitization, opt for digital technologies that help address your specific automation and digitization needs and objectives. This is where Salesforce Experience Cloud comes in handy. 

      Salesforce is empowered with technologies, products, and solutions that allow you to create personalized sites and portals connected to your CRM data in Salesforce. Flexible, customizable, secure, and packed with excellent analytical and optimization tools, it’s the best software for companies that are undergoing digital transformation.

      Salesforce also provides great automation tools for the creation of criteria-based rules to automate business processes and repeatable actions, such as member onboarding, data entry, and customer service. Use Flow Builder to create powerful automation in Salesforce. For further automation functionality, use other Salesforce automation tools, like Approval Processes, Flow Orchestration, Process Builder, Apex, etc. 

      Data protection and security

      Membership organizations constantly collect and process tons of private data, including personal members’ or donors’ information and payment details. Many of them are worried about personal information online so, your members probably are, too. Using strong security protection is crucial to ensuring data privacy and security. 

      Solution

      Keep your members’ data in one secure location, such as a Salesforce CRM. Create a beautiful Experience Cloud member portal with integrated Salesforce CRM data to manage the membership experience. 

      You must ensure reliable payment processing is in place so you can quickly collect payments from members and donors. Look for solutions that are designed for membership organizations and support various types of payment plans. 

      For example, using the Salesforce-native AC MemberSmart component for your Experience Cloud member portal allows you to accept membership payments, subscriptions, and renewals, as well as collect donations through the member portal and track all revenue, plus fundraising sources, in a single system. In addition, specify the various amounts of money member’s can donate; they will click on the amount they’d like to contribute, and then proceed with a secure payment.

      AC MemberSmart – Comprehensive Solution for Member Organizations and Associations

      AC MemberSmart is a comprehensive package for membership and association management. Native to Salesforce, customizable and flexible, the app lets member organizations and associations easily work and manage members, track their activities, provide more value along with enabling growth and scaling.
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      User experience and self-service

      Your members expect a seamless and intuitive user experience, from signing up for membership and managing their profile to participating in online events and engaging with your other offerings.

      They also expect:

      • To find answers to their questions quickly without having to contact your organization;
      • To access your site on the road and engage with you anytime, anywhere; 
      • To get quick answers to their questions and efficiently resolve any problems.

      Solution

      Using Salesforce, almost everything can be customized to suit your needs. Let’s see how you can leverage the power of Salesforce to solve some of the user experience (UX) and self-service challenges you face.

      Go mobile-friendly. Responsive web design is a must to ensure visitors have an optimal experience, no matter what device they use. Use Salesforce Mobile Publisher to create a fully branded mobile app for your Experience Cloud site and get it published in Google Play or Apple Store by Salesforce. 

      Real-time customer support. Implementing real-time customer support through chatbots or messaging services will enhance your customer service capabilities, while also giving users more control over how they interact with your organization. Add Chatter Feed to your Experience Cloud site to allow members to reach out to your company and get expert help faster. Enable the Chatter Questions feature so moderators can create cases from questions posted in Chatter. 

      Enhanced self-service. Implementing self-service features, such as FAQs, articles, and guides, can go a long way in helping members get the answers they need without waiting for a response from a customer service representative. Salesforce provides valuable tools, like a Knowledge base and Case Deflection, to improve self-service on your site. 

      Taking these steps helps you overcome these digital challenges and create a better overall member experience.

      Empowering you with our expert assistance!

      At Advanced Communities, we understand that it can be difficult for membership organizations to navigate the challenges of digital transformation. That’s why we offer custom Salesforce native solutions tailored specifically to your organization’s unique needs and requirements. Whether you’re looking for help with Salesforce member portal implementation or configuration, or need robust custom solutions to enhance the capabilities of your Experience Cloud site, we’ll be there to assist you every step of the way.

      A Complete Guide on Salesforce Experience Cloud for Nonprofits

      Nonprofits around the world are facing significant fundraising challenges as their need for funding to continue operations increases. From volunteer engagement, donor retention and acquisition, to grant reporting, nonprofits must constantly look for innovative ways to maximize their fundraising efforts. One tool that has become increasingly popular in recent years is Salesforce Experience Cloud. It provides an integrated platform of tools that help nonprofit organizations efficiently manage their donors, boost engagement, and meet their goals.

      Salesforce is a powerful solution for any nonprofit organization looking to maximize the impact of their work. With Salesforce Experience Cloud, charities and nonprofits can leverage the power of the world’s leading customer relationship management (CRM) platform to streamline operations, increase donor engagement, boost fundraising, and gain insight into the causes they care about. In this blog post, we’ll explore the features of  Salesforce CRM for nonprofits and charities, and show you how it can help in accomplishing your philanthropic mission.

      Salesforce Experience Cloud for Nonprofits

      How Can Experience Cloud Help You Build Better Digital Communities?

      Salesforce Experience Cloud is a DXP platform empowered with technologies, products, and solutions that allow the creation of personalized digital experiences linked to the CRM data in Salesforce. Flexible, customizable, secure, and packed with excellent analytical and optimization tools, it enables nonprofits to connect with donors, volunteers, and supporters in a more efficient way.

      With Experience Cloud, nonprofits can build beautiful, fully-fledged sites aligned with their specific fundraising needs: member or volunteer portals, high ed/alumni sites, or fundraising portals to gather donations and help people in need. 

      The most outstanding Experience Cloud features charities can take advantage of when building beautiful Salesforce experiences are:

      • Flexibility and unlimited customization capabilities of Experience Builder;
      • Personalization and audience targeting;
      • The Salesforce Content Management System (CMS);
      • Automated email notifications;
      • Reports and dashboards;
      • Easy branding;
      • A flexible access control system;
      • Enhanced moderation of member-generated content;
      • Google Analytics integration;
      • … and more.
      Note!

      Salesforce has a new Experience Cloud for Nonprofits license, an impactful solution for both nonprofit organizations and donors. The Experience Cloud for Nonprofits license provides the same platform capabilities, functionality, and Lightning Experience Builder features as the PRM licenses, but for a significantly discounted price. Read more in our article.

      6 Ways Nonprofits Can Use Salesforce Experience Cloud

      Nonprofits are rapidly embracing Salesforce Experience Cloud to enhance their work. The combination of Salesforce features makes it a powerful tool to further their cause, and accomplish their missions. 

      Here are six ways nonprofits can use Salesforce Experience Cloud:

      1. Salesforce for donor management

      Nonprofits can create an efficient donor management system and cultivate meaningful relationships with supporters using Experience Cloud as a unified platform for communication, scheduling, tracking, and reporting on volunteer efforts. Experience Cloud’s cloud-based architecture allows staff members to collaborate with donors in real time from anywhere around the world. It also makes the reporting of donations, as well as  managing online events or auctions, easier while keeping everything secure within the organization’s internal network.

      2. E-commerce secure donations

      Nonprofits can use Experience Cloud’s site and eCommerce Salesforce integration solution – AC E-commerce for nonprofits – to raise money for their charitable projects by creating a stunning storefront to sell goods and services, or accept donations, directly on the site. Salesforce offers integration with donation processing services, such as PayPal and Stripe, to make it easy for nonprofits to collect donations from donors and keep donors’ data safe. 

      3. Fundraising campaigns

      Salesforce provides a comprehensive suite of tools that enables nonprofits to build, manage, and track their fundraising campaigns. This includes creating custom campaigns, tracking donations, managing donor profiles, as well as sending out emails and marketing materials, all from a single place. 

      4. Personalized interactions with donors

      With Experience Cloud, nonprofit organizations get a comprehensive view of their supporters, making it easier for staff members to segment donor bases effectively. Through tracking donor interactions across different channels, nonprofits can gain insights on supporter preferences, customizing messaging and experiences tailored specifically for each donor type. Experience Cloud also helps with streamlining communications through automated emails, targeted campaigns, and more so outreach initiatives reach the right people, at the right time.

      5. Events organization & management

      Nonprofits can use Experience Cloud to organize effective fundraising events to raise awareness for various causes, and generate significant revenue from new donors. 

      If you are a nonprofit organization and are looking for a 100% native to Salesforce event management solution, AC Events Enterprise is your best choice! As a robust Salesforce event app, it provides you with everything you need to build, promote, manage, track, and report on virtual, hybrid, or in-person events. 

      6. Members networking

      There are widely seen nonprofits using Salesforce to create online communities to connect with donors and supporters in a more personalized and efficient way, providing better support.  

      There are three ways nonprofits can use Experience Cloud for networking:

      • Create a Knowledge library full of helpful articles, FAQs and guides to enhance self-service so volunteers find the answers they need without contacting the organization. Use AC Knowledge Management Enterprise to bring your Salesforce knowledge management to the next level. 
      • Enable Chatter on an Experience Cloud site to ensure enhanced online collaboration and knowledge sharing.
      • Add local volunteer groups to allow members to ask questions, share knowledge, and discuss relevant topics with their peers.

      With Experience Cloud, nonprofits get complete control over data and performance metrics. They can use pulled data to create meaningful reports to keep donors updated of how each dollar is consumed and deployed by the nonprofit for their mission. 

      Salesforce Experience Cloud for Nonprofits

      Use Cases: How Are Nonprofits Using Salesforce Experience Cloud?

      Keep reading to see how real nonprofit companies are using Salesforce Experience Cloud. Learn how Advanced Communities helped them get the most out of their investment. 

      Guide Dogs

      Guide Dogs company provides a range of services to support people with visual impairment, equipping them with the skills they need to lead an active and independent life. 

      With their CustomEyes Books online store, they want to give children the chance to read a real book, just like every other child, for the same cost as every other child. 

      To make the distribution of CustomEyes large print books easier and more flexible, Advanced Communities provided Guide Dogs with the AC eCommerce component for launching an easy-to-use online store on their existing website. Now, members can easily search and browse the thousands of titles available to them, place their orders and pay online. They can also choose and customize book recommendations based on a child’s eyesight parameters, and save those custom preferences in their customer profile to make the ordering of more books easy in the future. Salesforce Experience Cloud combined with the AC eCommerce component was the perfect fit to achieve their goals.

      Wesleyan Church

      Wesleyan Church is a US Protestant church working with vulnerable and exploited communities to help alleviate poverty, suffering and injustice. They continually provide substantive support to ongoing international relief and development efforts.

      Wesleyan Church required a brand new and successful Salesforce-powered online giving portal that would make it quick and easy for donors to donate to the funds listed.

      The Advanced Communities team made a new modern, user-friendly design from scratch with a flawless user experience. We also configured the Nonprofit Success Pack (NPSP) out-of-the-box features with some additional customization so donors can manage their giving history, as well as recurring donations, in real time. By improving the donation flow and creating a reliable, secure Giving Cart (Shopping Cart) solution, we enabled multiple donation options with credit cards and ACH. 

      Greenpeace UK

      Greenpeace chose Experience Cloud to create a powerful, centralized community and help their volunteers. To make it even better, they used Advanced Communities to help them incorporate a wide range of functionality for better  engagement and to strengthen their relationships through managing events, volunteers, and groups working across the country. 

      Thanks to Advanced Communities, Greenpeace can now organize and manage events, allow volunteers to collaborate and communicate online, share their knowledge, and to find like-minded members according to their skills, locations, and groups. We empowered their site with AC Events Enterprise, AC Blogs and AC Member Directory (now part of AC MemberSmart) to meet their specific needs. 

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        Final Word

        SFDC Experience Cloud provides an innovative platform for nonprofits to manage their operations from end-to-end, especially when it comes to its crucial fundraising efforts. By leveraging advanced technology, such as AI and predictive analytics, in addition to cloud computing features, like remote access at anytime and real-time collaboration, Salesforce Experience Cloud enables nonprofit organizations of all sizes to unlock more potential from existing resources than ever before.

        If you need assistance with Salesforce Experience Cloud implementation or are looking for expert advice on how to use Salesforce for charities, Advanced Communities is your best choice. Our strong expertise and years of experience working with nonprofits have helped us understand your wants and needs, and paint better perspectives to deliver the best solutions aligned with your needs.

        Reach out for more information or book a demo session of our products for nonprofits.

        AC Partner Marketplace Product Sheet

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        • How the app streamlines the entire channel sales process, from onboarding to selling.
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        AC Knowledge Management Enterprise Product Sheet

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        Download the fact sheet now to explore:
        • Key features – Learn how AC Events Enterprise automates registration, marketing, and analytics.
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