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Managing your members using Tendenci

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In-depth Memberships training for Tendenci software users wanting to better manage their members and grow their organization.

In-depth Memberships training for Tendenci software users wanting to better manage their members and grow their organization.

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  • Transcript

    • 1. Memberships
      • Getting the most of out Memberships
      • on your Tendenci Site
      Kerry Gayle and Nicole Newton Presented at Tendenci User Conference 2007 www.tendenci.com/uc2007
    • 2. Lets brush up on a little Intro To Tendenci Training
    • 3. What is the memberships module?
      • The memberships module manages the membership status of the members of your organization or your website.
    • 4. What is the users module?
      • The users module manages all of your site contacts.
      • Members are also stored in this module along with your site users. Look for the red member number
    • 5. What’s the difference between Users and Members?
    • 6. Site Users vs Members
      • Any person who makes contact with you through the web site is a Site User .
      • Members are a subset of Site Users. They are Site Users with benefits .
      • http://www.tendenci.com/en/cms/?288
    • 7. How can I become a site user?
      • Site Users are those users who have registered with your web site.
      • T o become a site user, someone must complete the Site Registration form.
      Understanding User Levels - http://www.tendenci.com/en/cms/?243
    • 8. How can I become a Member?
      • Members are site users that have joined your organization.
      • To become a member, someone must complete the Membership Application form.
    • 9. How does Tendenci tell the difference?
      • Tendenci recognizes members by looking for an entry in the Memberid  field of the User record.
      • Memberships can expire, users cannot.
    • 10. What can I do with the memberships module?
    • 11. 1. Set pricing for different Membership Types (regular, student, family, etc.) How to add membership types: http://www.tendenci.com/en/cms/?1838
    • 12. 2. Design your custom Membership application Building a membership application http:// www.tendenci.com/en/cms /?2032
    • 13. 3. Create business directory listings from your membership application Add Directory listings from your membership application http://www.tendenci.com/en/cms/?2090
    • 14. 4. Set areas of your site for member only viewing How to set a page for member only access http://www.tendenci.com/en/cms/?172
    • 15. 5. Track online and offline payment of Membership dues
    • 16. 6. Allow special pricing options for members
    • 17. 7. Create and send reminder notices for expiring Memberships How to send reminder notices http://www.tendenci.com/en/cms/?2290
    • 18. 8. Simple renewal of Membership status How to renew a membership http://www.tendenci.com/en/cms/?1874
    • 19. How can I get started using Membership?
    • 20. How to get started using Membership?
      • 1. Create your Membership Types
      • 2. Design your Custom Membership Application
      • 3. Import or Add your members!
      • 4. Run reports on member activity
    • 21. Step 1. Membership Types
      • Add the type of membership and pricing associated with the type
      • Tendenci can support as many Membership Types as needed to manage the members of your organization
      How to add Membership Types: http://www.tendenci.com/en/cms/?1838
    • 22. More on Membership Types
      • You can have Renewal Only membership Types or Admin Only Membership Types.
      How to add Admin Only Membership Types: http://www.tendenci.com/en/cms/?808 How to add Renewal Only Membership Types: http://www.tendenci.com/en/cms/?1777
    • 23. Step 2. Designing Your Membership Application
      • Use the default Tendenci Membership Application or design your own using Click Click Memberships.
      How to build a custom Membership Application: http://www.tendenci.com/en/cms/?2032
    • 24. You’ll be able to customize:
      • What fields to display on your application
      • What fields are required
      • Member numbers
      • Expiration dates
      • Introduction & member confirmation text
    • 25. Setting your expiration dates
    • 26. The memberships have been set up, lets get the site ready for new members!
    • 27. Step 1. Link to your new membership application from your navigation If the membership application is a self registration form then link to “ /en/memberships/applications/add.asp ” If the membership application is not a self registration form then link to “ /en/memberships/add_pre.asp ”
    • 28. Step 2. Change your site login page
      • Or to change your site Log In to link to the membership application.
      • Change your login options on Tendenci: http://www.tendenci.com/en/cms/?2080
    • 29. Step 3. Add your members
      • Members can be added by doing an import of your data or by using the new Membership Application
      How to add a member as an Admin http://www.tendenci.com/en/cms/?4703 How to bulk import members into Tendenci http://www.tendenci.com/en/cms/?2041
    • 30. Step 4. Run Membership Reports
      • Export by Expiration date http://www.tendenci.com/en/cms/?2036
      • Export by Join or Renewal Date http://www.tendenci.com/en/cms/?2036
    • 31. How will membership renewals work?
    • 32. Renewal Notices are automatically sent out to members
      • - System generated notices can be customized
      • - New notices can be added to the site
      • - Notices include a link directly to the member’s renewal page.
      • - Automatic reminders run behind the scene.
      How to set up Membership Renewal Reminders: http://www.tendenci.com/en/cms/?1767 http://www.tendenci.com/en/cms/?2290
    • 33. Tendenci gives you multiple ways to renew a member Renewing as an Admin http://www.tendenci.com/en/cms/?4568 Renewing Multiple Memberships http://www.tendenci.com/en/cms/?4576 Members Renew themselves! http://www.tendenci.com/en/cms/?1874
    • 34. What questions do you have?
    • 35. Let’s recap what we have learned
      • - The difference between site users and members
      • - What you can do with the memberships module
      • - How to get started with memberships
      • - How to handle imports, renewals and reports for members
    • 36. Help Files Online
      • http://www.tendenci.com/en/help/#memberships
      • http://www.tendenci.com/en/help/#membership%20applications
      • Need More Help?
      • Contact the Schipul Support team at [email_address] or call 281-497-6567 and ask for the Support Team.
      • Who’s on the support team anyway?
      • Kerry Gayle, Nicole Newton, Rodney Sabrsula, Emmy Gomez, Jonti Bolles, Jerri Stephenson and Rob Hays
    • 37. That’s a wrap!
    • 38. Thank you! Kerry Gayle and Nicole Newton Presented at the Tendenci User Conference 2007 Find all presentations at: www.tendenci.com/uc2007 Schipul - The Web Marketing Company 11757 Katy Freeway, Suite 930 Houston, TX 77079 USA www.schipul.com