Reduce admin work with centralized data and automated workflows
Convert manual data entry and disorganized files into streamlined, automated processes that empower your team.
Reclaim your time with custom forms and workflows at a fraction of the cost
Reduce your workload by managing data, automating updates, and tracking progress in one centralized location.
An interested individual submits the Member Application form.
The entry is assigned as a task for the internal admin staff to review.
The individual receives an email informing them of their application’s status.
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Reduce delays and keep everyone informed
Keep your team informed with instant updates whenever progress is made in the workflow. -
Create connected,
multi-form workflows Automatically trigger new workflows and prefill forms based on the completion of another form. -
Stay up to date on every process
Track submitted forms throughout your workflows and easily sort or filter views to see what matters most.
Association of Canadian Travel Agencies and Travel Advisors
Integrate with the apps you already use
Our data integrations make connecting your data with your
existing tools easy - for maximum impact.
Membership Registration & Renewals
Membership registration and renewals are foundational for membership organizations. However, inefficient methods like paper forms and manual data entry waste time and create frustration, often leading to missed engagement opportunities.
Cognito Forms streamlines member management with user-friendly online forms. Easily build registration and renewal forms with drag-and-drop functionality, automate emails and workflow steps, and securely collect payments. Create a smooth and hassle-free experience that keeps your community engaged.
That’s when I came across Cognito Forms, and I said, well, ‘this is great.’ It's a very actively developed product and has a ton of great functionality. The features you had were just the kind of stuff we were looking for.
Mike Smith
IT and Facility Director
Event Registration & Management
Events are vital to membership organizations, yet coordinating registrations quickly becomes overwhelming. Juggling sign-ups, payments, attendee details, and confirmations through manual and disorganized processes creates confusion and unnecessary work.
Cognito Forms simplifies event management with digital forms that handle registrations, payments, and notifications seamlessly. Streamline your event processes and gather data in one place while creating memorable experiences that strengthen connections with your members
I have been using Cognito for a few years now, and it has served us well! Cognito’s flexibility and power have been instrumental in evolving and scaling our brand.
Taylor Harrison
National Safety Council Southeastern Chapter
Donations & Fundraising
Fundraising is essential for membership organizations to sustain their mission and expand their impact in the community. However, managing donations can be complex, especially when dealing with multiple payment methods, donor records, and follow-ups.
Cognito Forms makes it easy to collect and track donations with our customizable forms. Securely accept payments on the form, use workflows to automate receipt and donor communication, and keep all your donor data organized in one place—so you can focus on growing support for your mission.
Cognito Forms is awesome! It is easily one of the best-designed and most user-friendly interfaces I have ever used.
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Alan S.
Volunteer Applications
Volunteers are integral to membership organizations, driving initiatives and creating meaningful community impact. However, recruiting and managing volunteers often involves complicated application processes, skills matching, and scheduling coordination.
Cognito Forms simplifies volunteer management with intuitive forms tailored to your organization's needs. Capture volunteer skills and availability, automate confirmations and notifications, and maintain a centralized volunteer database—building a more engaged volunteer network with ease.
I haven’t found conditional logic done well in any other platform. I haven’t had to look a lot [for other platforms] because everything I need to do, Cognito does.
Matt Dorn
Appleton Alliance Church
Surveys & Feedback Forms
Understanding your members’ needs and opinions is essential for your organization’s success and growth. However, collecting meaningful feedback becomes challenging when relying on manual processes or outdated methods, often resulting in low response rates and limited actionable insights.
Cognito Forms transforms your feedback process with intuitive digital surveys that engage members and capture valuable insights. Easily create tailored surveys, questionnaires, and feedback forms using custom form fields to gather actionable data, measure satisfaction, and identify improvement opportunities.
I wish I would have had Cognito Forms years ago because it would have saved me a lot of time!
Jerry Harman
H2Ozarks
Transform scattered workflows into purposeful team alignment
Give your team complete visibility into member activity, status updates, and task assignments.
Keep your workflows on track with automatic in-app task notifications for the right people at the right time.
Ensure up-to-date and reliable data with dynamic lists of people that automatically sync across all your forms.
Create a view that shows your users only the submissions shared with them.
Keep everyone in the loop with automatic, custom email notifications for submissions, updates, and tasks.
Provide members a secure, central space to complete new forms, view or update past entries, and track tasks and workflows.
Forms that work for you and your members
- Drag & Drop
- Any Device
- Conditional Logic
- Custom Branding
- Control Your Data
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Build custom forms and workflows in no time with our intuitive drag-and-drop form builder.
Plans for teams of all sizes
Individual
Pro
Team
Enterprise
1 user included
Unlimited forms
500 entries / mo.
Email notifications
Export data
Conditional logic
2 users included
2,000 entries / mo.
E-signatures
Email attachments
Bulk file downloads
Data Integrations
5 users included
10,000 entries / mo.
Workflow Tasks
Lookup fields
Data Encryption
Verified Email Domains
20 users included
Unlimited entries
2-year audit log
Single Sign On
Two-Factor Authentication
Folder Permissions