2013 NAMI National Convention June 27-30 San Antonio, TX NAMI 360.

2013 NAMI National ConventionJune 27-30

San Antonio, TX

NAMI 360

NAMI 360: System Overview

New Membership System Goals

NAMI 360 was designed with the help of many NAMI State Organizations and NAMI Affiliates. Out of their comments emerged

the following main goals for the new system:

1. New members have access to their online benefits immediately after paying their dues

2. NAMI State Organizations and NAMI Affiliates receive their membership dues on a monthly basis

3. NAMI provides a shared, reliable, speedy, and easy to use system

4. The new system provides opportunities to reduce cost across the “NAMI network”

Raiser’s EdgeNet Community

TouchBase

MYNAMI.ORG(eJoin + web databases)

eJoinDatabase

A Look Back

NAMI 360IntegratedDatabaseCurrent Online

Donations

ConventionRegistration

Affiliate Contact Database

The NAMI office used to have a lot of disconnected systems, which meant information

needed to be entered in multiple locations.With NAMI 360, everything is in one

place!

Online Store

Education Leader and Class Data

Fundraising

Events Management(Convention Registration)

Email MarketingMembership

NAMI 360 Main Modules

Future ReleaseFuture Release

Used by NAMI, NAMI State Organizations, and NAMI Affiliates

Used by NAMI

Online Membership

State/Affiliate Office

Information

Individual Membership Management

1 Single Data Source, 3 User Interfaces

NAMI 360IntegratedDatabase

NAMI State Organization users

NAMI

Online Donations Fundraising

Management

Online Individual

Contact Info

Online Purchases

Online Event Registrations

Online Subscriptions

Online Demographics

Individual Record

Management

Membership

eMarketing(coming soon!)

Store Management

Convention Management

NAMI Affiliate users

Whenever any information is updated in NAMI 360, anyone

else who is authorized to access the

information can see the changes that were

made.

You will see and interact with the data differently depending

on if you are an individual user, a

NAMI State Organization or NAMI

Affiliate user, or a NAMI user.

Current NAMI 360 Capabilities

Currently, you can complete the following tasks in NAMI 360:

Manage Individual Records

Manage Memberships

Generate Reports

Manage NAMI State Organization and NAMI Affiliate Contact and Leader Information

Managing Individual Records in NAMI 360

• Each record in NAMI 360 contains one individual’s basic information, including:

Phone and/or Fax Numbers

Leadership Role with NAMI Office

Name

Relationship with Other

Records

Demographic Information

(optional)

Email AddressAddress

This is how an individual who logs into the NAMI.org website will see their information:

A NAMI member will be able to renew their membership from their profile.

The individual can add or edit their

information using this profile.

This is how a NAMI 360 user at the NAMI State Organization or NAMI Affiliate level will see that same

individual’s information:

The NAMI 360 user can add or

edit the individual’s

information on this profile, and add or renew a membership.

Membership Policies

NAMI Membership is for one year.

Memberships are not updated in NAMI 360 until payment is entered in the system by a NAMI State Organization or NAMI Affiliate using a credit or debit card.

Members are categorized based on the amount of dues paid.

Managing Membership

Since Standardized Dues took effect in July 2012, NAMI has two membership types which are determined by how much the member paid—there is no difference in benefits

• Regular member paid $35

• Open Door member paid $3

*There are no eligibility requirements for an Open Door membership. It is intended for those individuals who are not financially able to pay the Regular rate of $35.

Membership Terms used in NAMI 360

Membership source is determined by how the membership was last submitted

• Online member joined or renewed through NAMI.org

• Affiliate NAMI State Organization or NAMI Affiliate processed the membership in NAMI 360

• NAMI NAMI had to process or update the membership (for example, if a member needed to be transferred to another affiliate)

Membership Terms used in NAMI 360

Membership status is determined by expiration date

• Active expiration date has not yet passed

• Lapsed expiration date was less than one year ago

• Dropped expiration date was over one year ago

• Non-member no membership on the individual’s record

Flow of Membership Dues and Information

NAMI.org

Member

NAMI State Organization or NAMI Affiliate

NAMI 360

A member can either pay for their membership online via NAMI.org….

…or they can pay directly to their NAMI State

Organization or NAMI Affiliate…

…and their information and dues are automatically updated in NAMI 360…

…and that office will process the membership and dues

in NAMI 360.

Membership Dues

When you are updating memberships in NAMI 360, you will always be paying for the NAMI portion of dues:

• Regular $35NAMI receives $10

• Open Door $3NAMI receives $1

NAMI State Organization or NAMI Affiliate

NAMI 360

Membership Dues

If you are a NAMI Affiliate user, you can also pay the NAMI State Organization portion of dues at the same time you are paying the NAMI dues.

If you are a NAMI State Organization user, you can also pay the NAMI Affiliate portion of dues at the same time you are paying the NAMI dues.

The dues are split differently in each state, but they are generally split as follows:

Regular $35

NAMI: $10Affiliate: $15State: $10

Open Door$3

NAMI: $1Affiliate: $1State: $1

Membership Dues

Each month, NAMI sends any applicable payments owed to NAMI State Organizations and NAMI Affiliates.• We make direct deposits if we have a NAMI Affiliate’s bank account information;

otherwise, we send those dues to the state for them to send on to the NAMI Affiliate

NAMI 360

NAMI AffiliateNAMI State

Organization

*If a member makes a donation in the same transaction as a membership purchase on NAMI.org, the donation will be split equally between NAMI, the

NAMI State Organization, and the NAMI Affiliate they joined.

The payment includes:• NAMI.org memberships• Memberships processed in

NAMI 360• Split donations*

Generate Reports

There are currently 4 reports available in the “Generate Reports” area of NAMI 360:

• NAMI Membership Summary Report: if you want just numbers; a “snapshot”

• NAMI Membership Detail Report (PDF): detailed contact information and basic membership information to easily print out

• NAMI Membership Detail Report (Excel): detailed contact and membership information to manipulate/compare

• NAMI Membership Detail Report (5160 Label): if you want to send mail to certain members (newsletter, renewal notice, etc.)

The reports are pulling information from NAMI 360 as it is in the system at the moment you generate the report.

Generate Reports

Example of the NAMI Membership Summary Report

The number of members for each membership status and membership

type will be given…

…as well as the totals for each.

Generate Reports

Example of the NAMI Membership Detail Report (PDF)

Choose which members you want to see in the report

Generate Reports

Example of the NAMI Membership Detail Report (Excel)

(left side of Excel file)


Generate Reports

Example of the NAMI Membership Detail Report (Excel)

(right side of Excel file)

Generate Reports

Example of the NAMI Membership Detail Report (5160 Label)

(information has been blurred for security purposes)


State/Affiliate Contact Information

NAMI displays contact information for each NAMI State Organization and NAMI Affiliate on the NAMI.org website in the “Find Your

Local NAMI” section.

You can click on any state on the map to bring up the information

for the NAMI offices in that state.


The NAMI State Organization

information will be listed first…

…and the NAMI

Affiliates in the state will be listed in

alphabetical order below

that.

All of the information

that is displayed is controlled in NAMI 360.


You can click on any NAMI Affiliate name

for more detailed contact

information.

The “Geographic Service Area” describes

the area your NAMI Affiliate covers.

The City and Zip Code are from the NAMI Affiliate’s primary

address and are only displayed if you have chosen to show that

address online.


The primary contact

information for your NAMI

Affiliate will be listed first…

…and any of your NAMI Affiliate leaders that you have chosen to show online will be displayed below that.


To update the main contact information

for your NAMI Affiliate….


…you would go to the “Edit State/Affiliate Profile” area of NAMI 360.

You can see the primary contact

information for your office here...

…and you can see which fields will be displayed on NAMI.org (there is a

check mark) or not (there is a red x).

The Geographic Service Area will always be displayed on NAMI.org.

You can make changes to any of the information that is listed.


You can edit any of the information

that is listed, or add new information.

You can decide which information

should be displayed on NAMI.org.

You can also decide which NAMI office you would like to

have send renewal notices to your

members.

Renewal Notices

NAMI 360 users can choose whether renewal notices for their members should come from NAMI, the State, or the Affiliate.

NAMI has begun emailing renewal notices to the members of any NAMI Affiliate that has chosen to have them come from the NAMI office.• This will ensure each member is alerted when his/her

membership expires and give him/her an easy opportunity to renew.

Renewal Notices

If your office opts for NAMI to send renewal notices on your behalf, your members who do not have an email address in NAMI 360 will not receive a notice.

You will need to contact members without an email address separately regarding their renewal.

If your office chooses for the State or the Affiliate to send renewal notices, it will be that office’s responsibility to send those out.

Renewal Notices

Renewal notices are sent based on a member’s current expiration date in NAMI 360.

Schedule of email renewal notices from NAMI:• 2 months before expiration date• 1 month before expiration date• During month of expiration date• 1 month after expiration date• 2 months after expiration date

As soon as their membership is renewed in NAMI 360, the member will stop receiving renewal notices for that renewal cycle.

Renewal Notices

• The emails will change depending on which notice the member is receiving, but here is a sample of one:

The message thanks them for their

previous support to NAMI.

It also gives them instructions on how

they can renew online via the

NAMI.org website.


To update the individual contacts for your NAMI Affiliate….

State/Affiliate Leader Information

…you would go to the “Edit State/Affiliate Leaders” area of NAMI 360.

You can edit any of the leaders that are currently listed for your NAMI Affiliate.


You can edit any of the information

that is listed, or add new information.

You can check the “Show on Web” box

to have the individual’s name,

position, and chosen contact information

(phone and/or e-mail) display on

NAMI.org.

You can also remove someone from your list of leaders by

entering an “End Date”.


You can add a new leader to your NAMI Affiliate’s list of leaders.

…links to the NAMI 360 Help Site where you can find the NAMI 360 manual, training videos, and other helpful information……and a place to submit suggestions to

NAMI for new features you would like to see in NAMI 360.

In addition to the sections we have covered, you can also find…

There is also a “Contact NAMI” page in case you need to get in touch with NAMI staff.

NAMI 360: Phase II(Upcoming Features to the System)

NAMI 360: Phase IIAvailable Now!

• Online versions of the current Monthly Distribution spreadsheets that have been sent via email to those NAMI offices receiving a direct deposit

• 7 new reports NAMI State Organization Summary Report NAMI State Organization – NAMI Affiliates with Bank Information NAMI State Organization – NAMI Affiliates without Bank Information NAMI Affiliate Summary Online Memberships Chapter Memberships Split Donations

Monthly Distribution Reports

NAMI 360: Phase IIComing this Summer!

Education Classes

You will soon have the ability to manage your Education class data through NAMI 360 and have upcoming classes display on NAMI.org.

Education Leaders

NAMI 360: Phase IIComing this Summer!

You will also soon be able to manage your Education leader data.

Opt Outs & E-marketing

NAMI 360: Phase IIComing in 2014!

We are working on a way for individuals to manage what communications (mail or email) they receive from NAMI, their NAMI State Organization, and their NAMI Affiliate.

You will be able to send email messages to any individuals in your NAMI 360 data using our upcoming E-Marketing feature.

Field Online Donations

NAMI 360: Phase IIOther Upcoming Modules

Volunteer Management

The Field Online Donations feature will provide your NAMI office with the ability to collect and process donations through NAMI 360 instead of having to use an outside vendor.

The Volunteer Management feature would allow you to maintain data on your NAMI office’s volunteers, such as when a certain individual can help out at your office.

Questions?

How to Contact NAMI

Have further questions about NAMI 360? Contact Us!

Main Email: [email protected] Phone: 703-524-7600Toll Free: 1-800-950-6264 Voicemail: 1-888-999-6264, Menu Option 2 Elizabeth Monrad, Information Services Manager, [email protected] Roberts, Information Services Coordinator, [email protected] Norton, CRM Senior System Manager, [email protected] Texier, Chief Information Officer, [email protected] NAMI 360 Help Site: http://extranet.nami.org/NAMI360Help

Register for a NAMI 360 training session: http://tinyurl.com/NAMI360TrainingReg

mailto:[email protected]





http://extranet.nami.org/NAMI360Help

http://extranet.nami.org/NAMI360Help

http://tinyurl.com/NAMI360TrainingReg

http://tinyurl.com/NAMI360TrainingReg

2013 NAMI National Convention June 27-30 San Antonio, TX NAMI 360.

Documents

Transcript of 2013 NAMI National Convention June 27-30 San Antonio, TX NAMI 360.