Airtable Membership Database

Posted : admin On 1/25/2022

Through Airtable, the users can make a database, set up section types, include records, interface tables to each other, work together, sort records and distribute the data to external sites. Airtable believes that anyone should have the right to create the tools they need for their work. Autonomy in the use and customization of the database; possibility to automate simple and repetitive processes; link between the new database and our mailchimp audience, so that updates of our members’ information are automatically integrated into it. With this grocery list in hand, I did my research and proposed to the team to test Airtable. Autonomy in the use and customization of the database; possibility to automate simple and repetitive processes; link between the new database and our mailchimp audience, so that updates of our members’ information are automatically integrated into it. With this grocery list in hand, I did my research and proposed to the team to test Airtable.

A database is a collection of data that is organized so the information within can be easily accessed later. Your data will be more accurate, reliable, and easy to use if you have a database.

If you spend a good amount of time on the computer, you probably interact with databases several times a day—if not several times per hour. Databases power everything from banking software to scientific research to government records, as well as the websites you use every day, like Amazon, YouTube, Netflix, and Wikipedia. In fact, if you found this page through an Internet search engine, your search was powered by a (very, very large) database. But databases aren’t just for massive websites that serve millions of users per day—they can also be used by small businesses, or by a small group of people.

The reason why databases are so common, for use cases big and small, is because they make accessing information using a computer much, much easier. If you work with information on a daily basis—and most of us do!—it’s worth understanding what databases are. And once you understand what databases are, you might even want to build your own databases, which will work just the way you need them to.

What is a database?

To really explain why databases are important, it’s important to first define what a database actually is:

A database is a logically organized collection of information, designed in such a way that the information within can be accessed for later use by a computer program.

Software

Here’s another way to think about databases: a computer is a device that allows you to manipulate information, whether that information takes the form of words, numbers, pictures, or videos. However, a computer needs to store the information before that information can be referenced or changed, and it also needs to ensure that you can find the right information at the right time. Databases are how computers solve these two problems.

By definition, the data within a database needs to be arranged according to a consistent, logical set of underlying principles. The term data model describes the logical structure of a database, which determines the rules for how the information within can be organized and manipulated. There are many different types of databases, which are usually classified according to their underlying data models. For example, the most popular data model, the relational data model, organizes information into related two-dimensional tables, whereas the graph data model organizes information into nodes (points) and edges (the lines connecting those points).

Some abstract representations of data models: hierarchical data model (top left), network data model (top right), relational data model (bottom left), graph data model (bottom right).

Different data models have different benefits and drawbacks depending on what you’re trying to accomplish. If you’re trying to create a database with a high degree of data integrity that can scale flexibly, a relational database will likely work best; if you need a database that can handle massive quantities of data, a graph database could be a good option.

The implementation of a data model in a particular database is called a database schema. You can think of a schema as a blueprint for a specific database, describing details about how you want the database to be implemented—like required data types or other constraints. The schema of a database is what distinguishes it from a list or a spreadsheet: with a schema, you can rest assured that the data inside your database will be organized according to a certain set of rules, because it must be.

For example, if you were implementing a relational database to manage your media company’s content pipeline, the schema for this database would explain which tables the base would contain—Team members, Content pieces, Campaigns—as well as what data might be found in each of these tables, and how those tables are linked to each other.

No matter how your database is organized, you still need some way to interact with the database in order to perform your desired actions. A database management system (commonly abbreviated to DBMS) is the software that makes it possible for end users to create, modify, and manage databases, as well as define, store, manipulate, and retrieve the data inside those databases. Some examples of database management systems include MySQL, MongoDB, Oracle, FileMaker, and Airtable. As with data models, the right DBMS for you will depend on your goals, technical capabilities, and available resources.

What are the benefits of a database?

Even knowing what databases are, and knowing what crucial services rely on databases, you still may be wondering: “Why bother with a database?” What makes a database better than a list of information? When is a database more useful than a spreadsheet? Different kinds of databases offer different benefits, but there are shared features of all databases that make them incredibly valuable for managing data:

Databases are scalable

Database systems are capable of storing and handling truly massive quantities of information, which is why websites like Google that have to deal with terabytes (and even petabytes) of data every day need databases in order to function.

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You might not be dealing with terabytes of data on a day-to-day basis—yet!—but the fact that databases are capable of handling large amounts of data means that a well-designed database can last you for many years as you accumulate more data over time. Your business is only going to grow, and investing in a database that can grow with you will save you from future headaches.

Databases vs. spreadsheets: scalability

Imagine that you’re running an online clothing brand, and you want to keep records of every order that gets made, from request to fulfillment. If you have a small-scale operation and you’re only fulfilling one or two orders every day, it might seem simple enough to start by keeping track of order information in a spreadsheet.

However, if the volume of orders increases—maybe your brand gets more popular, you start offering more types of clothes, you have to bring more people on staff, or you open physical store locations—the sheer quantity of information will start to strain your spreadsheet, and you might experience sluggishness or even freezing. Performance issues in your spreadsheet will only compound over time if your business keeps thriving for multiple years. In contrast, databases have far greater storage capacity and are designed to work long-term.

You could try and address the problem by storing your order information in multiple spreadsheets—but this makes it harder to find the information that you need, and creates issues with data redundancy.

Databases can handle multiple users

Databases become an even more powerful tool when you need to collaborate with other people: unlike spreadsheets or lists, databases are designed from the ground up to support multiple people working together and taking action on a shared set of information. Database management systems also have built-in mechanisms to ensure that data stays consistent even if multiple people are accessing the same data—so you won’t have situations where one person tries to make a change that conflicts with a different change that someone else tried to make at the same time.

Furthermore, most database management systems also give you options to control who can access what information, as well as who can change what information.

Databases vs. spreadsheets: handling multiple users

Airtable Membership Database

Returning to our clothing brand example—as your company grows, you find that you need to bring more staff on to scale up production. If you’re managing your business on traditional spreadsheets, only one person can access and make changes to a file at any given time, making it hard for all employees to stay on the same page. The situation gets even worse if different employees work from different versions of the same spreadsheet, which become increasingly dissimilar over time.

Newer cloud-based spreadsheet programs can avoid some of the issues related to versioning and conflicting changes, but they also usually lack the granular access controls that most database management systems offer.

Databases are reliable

Errors in your data can be extremely costly, and in worst-case scenarios can even make your data useless. Fortunately, the fact that databases have a defined structure, as well as access controls, make it much easier to prevent human error.

Airtable Membership Database

Databases also have built-in mechanisms to safeguard against data loss, and to restore data if you need to roll back changes.

Databases vs. spreadsheets: reliability

Since a spreadsheet has no schema in the way that a database does, there are fewer rules regarding where and how users can input data—which means that, over time, human errors are likely to accumulate in your spreadsheet, especially if you have many humans trying to use the same spreadsheet. It’s very easy to accidentally mistype a product code, or type the right information but into the wrong cell.

No matter how good you might be at your job, mistakes can and do happen. Fortunately, with a database, any new data or changes to existing data have to abide by certain rules, so you can prevent mistakes from happening in the first place.

Databases avoid redundancy

The purpose of a database is to make information easily accessible for later use. One way in which a well-designed database can make this happen is by ensuring that each piece of data only exists in one location at a time. If you wanted to find out the answer to a specific question, such as “What is this person’s phone number?” or “What is the retail cost associated with this particular product code?” wouldn’t it save you time if you knew that you only had to look in one place to find a definitive answer?

This becomes even more critical if your workflow is one in which you need to update data on a regular basis. With a database, you can update information in one place and rest assured that any other places in which that data is referenced will be automatically updated as well—rather than scouring your files manually to try and find instances of the old, outdated data.

Databases vs. spreadsheets: redundancy

Suppose that every order you put into our online store’s spreadsheet of orders also has the customer’s contact information associated with it. What if you wanted to mail all your VIP customers special swag?

One way that you could try and do this is by making a separate spreadsheet devoted specifically to collecting customer contact information. If you do this, however, you’ll have the same customer contact information living in multiple places. If a customer changes their shipping address, that means you’ll need to manually update that information in multiple places—leaving your business open to potential errors if you forget to do this manual work, or if you accidentally copy and paste the wrong information. You might even end up sending an order to the wrong location! Redundancy costs you valuable time by creating unnecessary busywork, but perhaps more importantly, it also leaves you vulnerable to mistakes.

Databases are powerful

Since databases are designed to make it easy to retrieve data, they also make it possible to process that data in powerful and interesting ways. Essentially, you can ask—or “query”—your database in order to try and answer specific questions, like “How much of this kind of product was sold in this specific timeframe?” or “How does paid search advertising compare to partner referrals when it comes to acquiring new customers?”

When you query a database to try and answer a specific question, you can store the results of that query as a view, which, in the database world, is a defined subset of the database you can reference later. By narrowing the scope of available information, views help people who are working with the database to more easily find the relevant data that they need in order to accomplish their work. Additionally, most databases allow you to control access to these views with granular permissions, which means you can ensure that only the right people can see your data.

Historically, many databases have required that you learn specific kinds of computer languages in order to query your database. For example, one of the most widely known languages is SQL (an acronym for “Structured Query Language”), which is used for many relational database management systems. However, these days, there are several database systems—including Airtable—that come with more intuitive graphical user interfaces (GUIs) built in, allowing even the least experienced beginners to start using databases effectively right away.

At their core, the purpose of databases is to make working with information easier. Most people spend their work (and lives) in situations where managing information effectively is of the utmost importance. A cattle rancher, for example, needs to be able to manage information related to their herd, like each cow’s weight and vaccination history. The head of editorial at a major media company needs to be able to see and manage all the assets coming through their video production pipeline. A band needs to be able to plan out their touring schedule. A wedding planner needs to be able to juggle timelines and price points from multiple vendors.

Although you probably interact with databases every day, the idea of knowing how to make and use databases of your own might still seem pretty daunting. The good news is that you don’t actually need to have any prior experience with computer programming in order to understand the basics of databases and start reaping their benefits.

If you’re interested in seeing hundreds of examples of how people use databases for everything from marketing and video production, to nonprofit management and product planning, to UX research and sales, check out Airtable’s extensive gallery of free database templates.

The CQAM team offers you feedback on the adoption of the Airtable web application for the management of the organization's membership.

This summer, I presented five project management apps. I also mentioned the project we had with the CQAM team to explore Airtable as a management system for our membership. After a few months of implementation and testing, I’m happy to offer you some feedback on our experience!

Context and objectives

The context in which our approach took place was the following: in order to keep track of our membership, we were using a version of FileMaker Pro that was inexorably tending towards obsolescence. The software was installed on a computer at the office, whose operating system could no longer be updated, because the version of the software was not compatible with the most recent “mac OS” evolutions.

We then agreed as a team to make a list of our needs by imagining our dream database. Here are the wishes that emerged from the discussion:

  • remote access for the whole team (cloud computing software);
  • minimized costs;
  • simple and user-friendly interface;
  • possibility to customize the database;
  • autonomy in the use and customization of the database;
  • possibility to automate simple and repetitive processes;
  • link between the new database and our mailchimp audience, so that updates of our members’ information are automatically integrated into it.

With this grocery list in hand, I did my research and proposed to the team to test Airtable. We opened an account and took advantage of the free trial period of the “pro” package, after which we found the tool and its features satisfactory enough to get started.

Features

Among the functionalities that we find very practical within the team are views, forms, automations and apps.

Views allow us to create different ways to visualize the data in the database: in the form of grids, by sorting and grouping the information according to different criteria (a visualization mode similar to that of an excel spreadsheet) or in the form of a gallery, by presenting each entry in the database in the form of a rectangular card.

We then use the forms, shared via hyperlinks on our website, to automatically compile member information when they join (see the CQAM membership form for individuals, for example). You will no longer need to fill out a Word or PDF form and we will no longer have to enter this information manually into our database!

Automations make it possible to send automated emails, among other things. We program the conditions that must be met for an action to be triggered (an example: when the number of days before the expiration date of a member’s membership drops below 30, an automatic email could be sent to this member inviting them to renew their membership).

Also, with a Pro Airtable account, we have access to some useful apps, including Page designer. This tool allows us to create a document template (a receipt for the membership fee, for example) and to generate PDFs from this template that will include the data recorded in the base. This allows us to automatically generate receipts with information specific to each member: name, address, date of payment, etc.

Finally, it is always possible to download a copy of an Airtable base in CSV format in order to keep local backups and archives of your data. The files in CSV format can be read with various software and applications, including the widely used Excel, Libre Office and Google Sheet.

So far, our team is very satisfied with the choice of this tool and the way we have structured our first database for the management of membership. We will now focus on the creation of a base for the management of our various activities: training, workshops, events, etc!

The tone of this column may seem very optimistic – maybe we’re on a kind of honeymoon with our app – but what we can remember is that there are now, in the vast universe of web applications, simple, inexpensive and functional solutions for small organizations looking for a helping hand to put their operations in order.

Two templates to share

We therefore give interested parties access to a calendar template (in French) that outlines the major steps to be taken in the implementation of this type of tool. If the work is done internally, a two-month timeline may be realistic. If your team prefers to call on external expertise, the timeline may be a little shorter, depending on your commitment to the process and your availability for coordination, testing and validation.

Airtable Membership Database

And to close this column in beauty/practicality, in order for our members and the Quebec arts and culture milieu to benefit from our experimentation, we are also happy to share a simplified template of our base, available to all in the Airtable “universe”! You can copy this base with a simple click and make it your own by customizing it to your liking. We hope that this template will inspire you or save you time if you wish to take a similar step.

*edit (april 2021) : after a year of testing, we improved our template here!

If you have any questions on the subject, let me know!

Air Table Membership Database Software

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