NAMI 360 Training Overview - NAMI : National Alliance on

September 2013

NAMI 360 Training Webinar

Conference Call #: 1-888-858-6021

Code: 703-524-7600# Please turn OFF the sound on your computer if you

are using your phone for the audio portion

*6 to mute your phone

#6 to unmute your phone

How to Ask Questions Online

We will pause for

questions throughout

the training and answer

any submitted through

the Q&A function as well

as over the phone.

Today’s Objectives

• To understand the NAMI membership process

• To be able to update individuals’ information in

NAMI 360

• To be able to add and renew memberships in

NAMI 360

• To be able to generate reports in NAMI 360

• To be able to update NAMI State Organization

and NAMI Affiliate contact information and

leaders in NAMI 360

Raiser’s

Edge

Net

Community

TouchBase

MYNAMI.ORG

(eJoin + web

databases)

eJoin

Database

A Look Back

NAMI 360

Integrated

Database Current

Online

Donations

Convention

Registration

Affiliate Contact

Database

Online Store

Education Leader

and Class Data

Fundraising

Events

Management

(Convention

Registration)

Email Marketing Membership

NAMI 360 Main Modules

Future Release Future Release

Online

Membership

State/Affiliate

Office

Information

Individual Membership

Management

1 Single Data Source, 3 User

Interfaces

NAMI 360

Integrated

Database

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

NAMI 360 Training

Agenda

1. Manage Individuals

2. Manage Membership

3. Generate Reports

4. Manage State/Affiliate Profile

5. Manage State/Affiliate Leaders

6. Logging In to NAMI 360

1. Manage Individuals

Managing Records in NAMI 360

• Each record 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

Address* Address

• All NAMI 360 records are individual records. If you have an

organization that you would like to keep track of, create a record for

the organization’s contact person and then list the organization on

their profile.

*The primary email on each record must be unique across the entire database.

Managing Individuals

NAMI 360 Training Database

NAMI 360 Training Database

www.nami.org/nami360test

Username: train

Password: nami1234

Please disregard the “Access Denied”

message and click on the “Home” button on

the left-hand side

*If you minimize your Live Meeting screen to open an internet browser, Live Meeting will still

be at the very bottom of your screen for you to select again.

Manage Individuals - Exercise

1. Add an Individual after searching

2. Add/Edit Address/Phone/Email

3. Add an eSubscription

4. Edit Demographics

5. Add a Related Individual

2. Manage 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.

Membership Terms

Membership type is 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

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

for whatever reason, NAMI had to process or update

the membership

Membership Terms

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

Membership Dues

You will always be paying for the NAMI portion

of dues in the system:

• Regular $35

NAMI receives $10

• Open Door $3

NAMI receives $1

Membership Dues Split Ratios

The remaining dues are split between the NAMI State

Organization and the NAMI Affiliate.

• Dues splits were communicated to NAMI by NAMI State

Organizations, so the system is already set up to

calculate that for you.

The default split is:

Regular

$35

NAMI: $10

Affiliate: $15

State: $10

Open Door

$3

NAMI: $1

Affiliate: $1

State: $1

Withholdings

Membership Dues Withholdings

Local Withholding

NAMI 360

Integrated

Database

NAMI Affiliate

NAMI State Organization

NAMI

NAMI Affiliate

State Withholding

NAMI 360

Integrated

Database

NAMI Affiliate


NAMI


Withhold Both Local and State

NAMI 360

Integrated

Database

NAMI Affiliate


NAMI

State/Affiliate

No Withholding

NAMI 360

Integrated

Database

NAMI Affiliate


NAMI

State/Affiliate

Online

Membership

+ Donation Individual

Online Membership and Donation

Split

NAMI 360

Integrated

Database

NAMI Affiliate


NAMI

Online

Membership* Individual

Membership Payment

Distribution

NAMI 360

Integrated

Database

NAMI Affiliate


NAMI

Chapter

Membership State/Affiliate

* Including online donation, if applicable

Managing Memberships


Since she expired on

March 31, 2013 her

renewal date can be any

date between April 1,

2013 and today

Renewing a member who has already expired


Since she has not

expired, the system will

automatically add a year

to her current

membership

Renewing a member who is active

Membership - Exercise

1. Create an eBatch

2. Add a New Individual and their Membership

3. Search for an Existing Individual and Add a

Membership for them

4. Search for an Existing Member and Renew

their Membership

5. Close eBatch and pay with Test Credit Card

(Visa, 4111 1111 1111 1111, CVV: 123)

3. Generate Reports

Generate Reports

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)

Generate Reports

Example of the NAMI Membership Summary Report

Generate Reports

Example of the NAMI Membership Detail Report (PDF)

Generate Reports

Example of the NAMI Membership Detail Report (Excel)

Part 1 of 2

Generate Reports

Example of the NAMI Membership Detail Report (Excel)

Part 2 of 2

Generate Reports

Example of the NAMI Membership Detail Report (5160 Label)

(information has been blurred for security purposes)

Generate Reports

There is one other report in the “Search-Query” area:

4. Manage

State/Affiliate Profile

5. Manage

State/Affiliate Leaders

State/Affiliate Organizations

and Organization Leaders

State/Affiliate Leader

• Leader Name

• Roles

• Addresses

• Phone Numbers

• Email Addresses

• Start and End Date

• Show On Web

• Receive Email Updates

State/Affiliate Profile

• Addresses

• Phone Numbers

• Email Addresses

• Fax Numbers

• Website

• Geographic Service Area

• Show On Web

• Renewal Notices Sent By

NAMI 360 Automatic

Email Notifications

A. States and Affiliates

1. New Membership or Renewal Notification

2. eBatch Purchase Confirmation

3. Individual Profile Changes (updated version coming soon)

B. Individuals

1. Membership Purchase Confirmation

2. Member Confirmation – Welcome Email

State/Affiliate Contact

Information

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.

The system requires you to make a choice, so if no choice

has been made NAMI will send renewal notices on your

behalf.

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.

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:


Information

To remove someone from your list of

leaders, enter an end date in the past


Information


Information

6. Logging In to

NAMI 360

Logging In to NAMI 360

NAMI 360

Integrated

Database

Affiliate User 1

Affiliate User 2

Affiliate User 3

Affiliate User 1’s

NAMI.org

homepage


NAMI.org

homepage


NAMI.org

homepage

• NAMI State Organization users can view all NAMI Affiliate data except eBatches

• Since accounts are tied to the user’s personal record and NAMI.org account,

NAMI 360 account information should not be shared

Each NAMI office can have multiple NAMI 360 users who will access the same data for your

NAMI State Organization or NAMI Affiliate. Individual users will log in to www.nami.org using

their own personal account and will have a link on their homepage to enter NAMI 360.

Executive Director's Report First Quarter FY11 92

Enter User Name and Password and Click on Sign In


Click on NAMI State Organization and NAMI Affiliate Management


NAMI 360 Help Site links

Suggestions for new features of the system

97

NAMI 360 Help Site

http://extranet.nami.org/NAMI360Help

http://extranet.nami.org/NAMI360Help

98

NAMI 360 Help Site: Suggestions

Add New Suggestion

99

NAMI 360 Help Site: Suggestions

What To Do Now

1. You will receive your NAMI 360 account

information within an hour after the training

ends.

2. Log in to NAMI 360 and complete the following:

• Verify your organization’s contact information on the “Edit State/Affiliate

Profile” page.

• Verify your organization’s leader information on the “Edit State/Affiliate

Leaders” page.

• Generate a report of your data using the “NAMI Membership Detail Report

(Excel)” report.

Compare the data in the report to your own files to see what information you may

need to update for your members.

Questions?

1. Questions about Membership Data:

Contact: [email protected]

2. System Errors or Bugs:

Contact: [email protected]

3. Suggestions for System Improvements:

Post them on the NAMI 360 Help Site: Suggestions page

NAMI 360 Training Overview - NAMI : National Alliance on

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