Copyright © 2008 Affiniscape. All rights reserved. Member Management II Brad Hodgkinson, Product...

Copyright © 2008 Affiniscape. All rights reserved.

Member Management IIBrad Hodgkinson, Product Manager


Introduction

All conference presentations available at:http://www.affiniscape.com/displaycommon.cfm?an=1&subarticlenbr=256

Demo Members360 sites:http://training.affiniscape.com/

Username: confFirstLast

Password: Last

For example, John Doe’s login would be

Username: confJohnDoe

Password: Doe


Introduction

Questions? Interrupt

Technical Problems? Raise your hand


Smart Groups

What is a Smart Group?


Smart Groups

What is a Smart Group?

A subset of your members


Smart Groups

What Does a Smart Group Do?


Smart Groups


Nothing!


Smart Groups


Nothing!(On its own)


Smart Groups


Smart Group + Email Template = Bulk Email


Participation Smart Groups

What is a Participation Smart Group?


Smart Groups



Smart Groups


A set of manually selected members



Background:Three members volunteered to help out at your annual conference:

Jeff JeffersonHazel HazelwoodDave Davidson

You need to keep track of who has volunteered. You will need to communicate with the members of this group via email repeatedly.

Exercise:Create a smart group to hold annual conference volunteers. Add the first three volunteers to the group.



Background:You’ve assigned duties to your volunteers.

Now the volunteers need to be able to communicate with each other.

Exercise:Create a members only webpage that lists each volunteer’s contact information.


Characteristic Smart Groups

What is a Characteristic Smart Group?

A set of members who share some defining characteristic



What is a Characteristic Smart Group?



Background:You need more volunteers for your annual conference.

Maybe your retired members have some time to volunteer. Send them an email.

Exercise:Create a smart group composed of all retired members



Background:Many of your Student members forget to renew their membership.

Once a month, you’d like to send out a letter to expiring Students reminding them to renew.

Exercise:Create a smart group composed of each active Student member whose membership is set to expire within the a month



Background:You’ve been so successful at getting Student members to renew that you want to extend your reminder letter to Regular members as well as Students.

Exercise:Create a smart group composed of each active Student or Regular member whose membership is set to expire within a month



Exercise:Create a smart group composed of each active Student or Regular member whose membership is set to expire within a month

Conditions:(Member Type = Student or Member Type = Regular)

and

(Member is Active and

Membership set to expire within a month)



Background:You need some large sponsors for your annual conference.

Your large Corporate members may want to sponsor the conference.

You decide to mail a sponsorship brochure to the primary contact of each large Corporate member.

Exercise:Create a smart group composed of the primary contact from each Corporate member with over 10,000 employees


Bulk Actions

Using Smart Groups


Bulk Actions

Smart Group + Email Template = Bulk Email


Bulk Actions

Smart Group + Report Template = Report


Bulk Actions

Smart Group + Update Member Date = Bulk Update


Bulk Actions

Smart Group + Export Date = Member Excel Download


Bulk Actions

Smart Group + Renew = Bulk Renewal


Bulk Actions

Smart Group + Create Invoice = Bulk Invoice Creation


Bulk Actions

Smart Group + Delete = Bulk Delete


Bulk Actions

Smart Group + Create Relationship = Bulk Relationship Creation


Review

What does a Smart Group do?

What’s the difference between a Participation Smart Group and a Characteristic Smart Group?

How could you display the members of a Participation Smart Group on your website?

What is the ‘Use Relationships in Results’ option in a Characteristic Smart Group all about?

Copyright © 2008 Affiniscape. All rights reserved. Member Management II Brad Hodgkinson, Product...

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Transcript of Copyright © 2008 Affiniscape. All rights reserved. Member Management II Brad Hodgkinson, Product...