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.

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  • Managing your members using Tendenci

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