Membership & CRM: Everything Your Organisation Needs, All in One Place

Manage members, collect payments, build relationships and communicate with your community - all through Learner Journey.

We’re excited to announce two major new additions to Learner Journey: Membership Management and CRM (Customer Relationship Management).

These powerful new features transform Learner Journey into an even more comprehensive platform for organisations looking to bring their people, learning, events and communications together.

Whether you’re a professional association, multi-academy trust, teaching school hub, training provider, membership organisation or community group, Learner Journey now gives you the tools to manage your entire community from one place.

And because everything is connected, you can spend less time managing different systems and more time engaging with your members.

Membership Management: Your Community, Your Way

Managing a membership organisation shouldn’t mean juggling spreadsheets, payment systems, databases and disconnected websites.

Our new Membership Management module brings everything together.

Create Flexible Membership Categories

Every organisation works differently. With Learner Journey, you can create membership categories that reflect how your organisation operates.

For example:

• Individual Membership – For professionals joining independently.

• Student Membership – Discounted or free access for students.

• Institutional Membership – For schools, colleges or organisations.

• Premium Membership – Additional benefits and exclusive content.

• Lifetime Membership – A single payment for ongoing membership.

Each category can have its own pricing, payment frequency and membership conditions.

Collect Membership Payments Automatically

We’ve integrated membership payments with Stripe, making it easier to collect fees and manage subscriptions.

Members can pay securely online, while organisations can offer monthly, annual, fixed-term or lifetime memberships.

The system supports:

• Online membership payments.

• Automatic recurring subscriptions.

• Membership renewals and reminders.

• Failed-payment notifications.

• Membership cancellations.

• Self-service billing management.

This reduces administration and helps organisations manage their membership income more effectively.

Simplify Membership Applications

Members can join directly through your Learner Journey workspace.

Depending on how you’ve configured your organisation, applications can be approved automatically or reviewed by an administrator.

Once approved and any required payment has been completed, members can access the benefits associated with their membership.

Administrators can track applications, membership statuses, renewal dates and payment information from one central location.

Introducing CRM: Build Stronger Relationships

Alongside Membership Management, we’re introducing a fully integrated CRM.

This gives organisations the ability to understand their audiences, communicate more effectively and build lasting relationships.

Rather than maintaining separate contact lists for events, learning programmes and memberships, Learner Journey brings these connections together.

One Central Contact Database

Your CRM can automatically build contact records as people interact with your organisation.

For example, when someone:

• Registers for an event.

• Joins your workspace.

• Enrols on a learning programme.

• Becomes a member.

• Submits their details through an approved contact-import process.

Their information can be brought into your CRM, helping you develop a clearer picture of your community.

Contact preferences and consent are managed within the system, supporting more responsible communications.

Create and Send Email Campaigns

You can now communicate directly with your audience without needing a separate email marketing platform.

Create campaigns, select your audience and schedule messages for delivery.

You might want to:

• Promote an upcoming conference.

• Announce a new training programme.

• Welcome new members.

• Share important organisational updates.

• Encourage members to renew.

• Promote new learning resources.

You can also track email engagement, including opens and clicks, to understand how your communications are performing.

Reach the Right People

Not every message is relevant to everyone.

Our CRM allows you to segment your contacts into meaningful groups.

For example, a professional association could communicate separately with student members, senior leaders and institutional members.

A multi-academy trust could target school leaders, teachers or staff participating in particular development programmes.

This means more relevant communications, better engagement and less unnecessary email.

Automated Communications That Save Time

One of the most exciting additions is the ability to create automated communication journeys.

Instead of manually sending messages every time someone joins, registers or completes an activity, Learner Journey can help automate the process.

Here’s an Example

Imagine someone joins your professional association.

Step 1: They select a membership category and submit their application.

Step 2: Their membership is approved and any required payment is processed.

Step 3: Their contact information becomes available within your CRM.

Step 4: An automated welcome email introduces them to the organisation.

Step 5: They receive relevant information about upcoming events and learning opportunities.

Step 6: As their renewal approaches, the membership system sends reminders.

All of this can happen within one connected platform.

The result is a more professional member experience with considerably less manual administration.

Membership, Events and Learning — Finally Connected

What makes these new features particularly powerful is how they connect with the rest of Learner Journey.

Many organisations currently use separate platforms for:

• Membership management.

• Event bookings and ticketing.

• Email marketing.

• Learning management.

• Certificates and professional development.

• Contact databases.

Learner Journey brings these activities together in one workspace.

Imagine a teaching school hub that manages its membership community, promotes CPD events, delivers online learning, issues certificates and communicates with participants — all through the same platform.

Or a professional association that collects annual subscriptions, runs conferences, delivers accredited learning and keeps its members informed.

Instead of switching between systems, administrators can manage their activities through a single connected environment.

And members benefit from a more joined-up experience.

Who Are These Features For?

We’ve designed Membership Management and CRM to support a wide range of organisations.

Professional Associations and Membership Bodies

Manage membership subscriptions, professional communities, events, communications and continuing professional development.

Multi-Academy Trusts

Bring staff development, training events, professional networks and communications into one place.

Teaching School Hubs

Coordinate CPD programmes, professional learning communities, event registrations and participant engagement.

Universities and Colleges

Support alumni networks, professional development communities, training programmes and institutional memberships.

Training Providers

Manage learners, professional communities, training opportunities and ongoing communications.

Charities and Community Organisations

Build engaged communities, manage membership programmes, organise events and keep supporters informed.

Getting Started

Both Membership Management and CRM are available as modules within Learner Journey.

Workspace administrators can enable the relevant modules through their workspace settings.

Once enabled, administrators can configure membership categories, set pricing, connect Stripe where payments are required, and manage membership applications.

The CRM provides tools for managing contacts, creating segments, sending campaigns and building automated communication journeys.

Organisations can choose the functionality that best suits their needs.

Whether you want a simple membership directory or a more comprehensive platform for running your organisation, Learner Journey gives you room to grow.

Our Vision: One Platform for Your Entire Learning Community

At Learner Journey, we believe organisations should spend less time managing technology and more time supporting people.

Too often, valuable information is spread across disconnected systems.

Event registrations sit in one platform. Membership records live in another. Email campaigns are managed somewhere else. Learning and professional development happen in yet another system.

This creates unnecessary costs, duplicated work and fragmented experiences.

We’re building Learner Journey to change that.

By connecting membership management, CRM, events, learning, AI-powered support and professional development, we’re creating a platform that helps organisations manage their communities more effectively.

The introduction of Membership Management and CRM is another important step towards that vision.

And we’re only getting started.

Ready to Bring Your Community Together?

If your organisation manages members, delivers learning, organises events or communicates regularly with a professional community, we’d love to show you what’s possible.

Discover how Learner Journey can simplify administration, strengthen engagement and create a better experience for your members.