iMIS is a robust platform, but many of its most powerful capabilities go untapped.
Whether you're trying to streamline staff workflows, personalize member experiences, or strengthen your data strategy, these features can help—if you know where to look
Here are six underused tools in iMIS that can deliver big results with just a little configuration.
1. Expression Builder for Smarter Business Logic
Many users default to manual processes or external reports and aren't aware of how much logic can be embedded within iMIS itself. The Expression Builder in iMIS allows you to create calculated fields and apply conditional logic right inside the platform. No need for spreadsheets or external tools—these expressions can be embedded directly IQAs and displayed on content. This empowers your staff with cleaner, more actionable data at their fingertips.
Try This: Auto-calculate “Years of Membership” or flag members who haven't logged in within 90 days.
2. Query-Backed Drop-Downs on Panels and Forms
Many admins don’t know this is possible or stick with static lists for simplicity, missing out on major data integrity and usability gains. Rather than hard-coding static value lists, you can build drop-downs in iMIS that are populated by live IQA queries. This makes them dynamic, self-updating, and reflective of current data. This also reduces administrative burden, as you won’t need to update form options when your offerings change. It’s particularly useful for applications, and interest-based signups.
Try This: Show a filtered list of active chapters, open volunteer roles, or available sponsorships—automatically updated via IQA.
3. Content Tagging for Better Search and Personalization
Tagging is often done inconsistently or not at all, making it difficult to leverage the full power of personalization or contextual filtering. Tags in iMIS can be applied to any content—like events, news articles, and resources—and used to improve both search relevance and personalized content delivery. With consistent tagging, you can drive engagement by recommending relevant content to users based on their past activity. Tags also help you curate better resource libraries and news postings.
Tagging Tip: Make tagging hierarchies unique so tagged content ends up in the right place.
4. Dynamic Forms with Conditional Logic
Staff often use basic forms due to lack of time or training, missing out on features that reduce user friction and form abandonment. iMIS Form Builder supports conditional logic, so fields can appear, disappear, or change based on user input. This creates a smoother user experience and ensures you're collecting only the data you need. Smarter forms lead to cleaner data and fewer errors because users only see relevant questions. They also shorten form completion time, which increases submission rates.
Try this: On a join form, show continuing education options only if the user selects “Licensed Professional” as their member type.
5. Communication Preferences and Opt-In Management
Many organizations overlook this feature or never surface it to users, sticking with static lists and risking disengagement or spam complaints. iMIS has a built-in communication preferences system that allows users to control what kinds of emails they receive. It’s a great tool for compliance, engagement, and personalization—if you use it. Preference management also supports better list hygiene and reduces unsubscribes. When users feel in control of their inbox, they’re more likely to stay engaged.
Try this: Let members subscribe to topic-based updates like “Chapter Events” or “Policy Alerts,” and use those preferences in your marketing lists.
6. SEO Optimization Built into RiSE
These fields are easy to miss during content creation, and many teams skip them entirely—hurting discoverability. Every RiSE content page includes fields for SEO on the Properties tab like Description/Summary, Keywords/Metatags descriptions and Metatag image. These help your content show up properly on search engines and improve click-through rates. Good SEO hygiene doesn’t just help external search—it can also improve internal site search by using cleaner metadata. With minimal effort, you can drive more traffic to the right content.
Try this: Optimize public-facing pages like certification overviews or advocacy actions so they rank higher in Google search.
By surfacing and configuring these native iMIS features thoughtfully, you can unlock significant improvements across your organization’s digital strategy.
Want help putting these features into action? Whether it’s quick training, configuration support, or process design, we’d love to help you make the most of what you already have.
