september 2013 nami 360 training webinar conference call #: 1-888-858-6021 code: 703-524-7600#...

September 2013

NAMI 360 Training WebinarConference 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)

eJoinDatabase

A Look Back

NAMI 360IntegratedDatabase

Current Online

Donations

ConventionRegistration

Affiliate Contact Database

Online Store

Education Leader and Class Data

Fundraising

Events Management(Convention Registration)

Email MarketingMembership

NAMI 360 Main Modules

Future ReleaseFuture Release

Online Membership

State/Affiliate Office

Information

Individual Membership Management

1 Single Data Source, 3 User Interfaces


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/nami360testUsername: trainPassword: 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: $10Affiliate: $15State: $10

Open Door$3

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

Withholdings

Membership Dues Withholdings

Local Withholding


NAMI Affiliate

NAMI State Organization

NAMI

NAMI Affiliate

State Withholding


NAMI Affiliate


NAMI


Withhold Both Local and State


NAMI Affiliate


NAMI

State/Affiliate

No Withholding


NAMI Affiliate


NAMI

State/Affiliate

Online Membership

+ DonationIndividual

Online Membership and Donation Split


NAMI Affiliate


NAMI

Online

Membership*Individual

Membership Payment Distribution


NAMI Affiliate


NAMI

Chapter MembershipState/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 Organizationsand 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 AutomaticEmail NotificationsA. 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:

State/Affiliate Leader Information

To remove someone from your list of leaders, enter an end date in the past


6. Logging In to NAMI 360

Logging In to NAMI 360


Affiliate User 1

Affiliate User 2

Affiliate User 3

Affiliate User 1’s 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

september 2013 nami 360 training webinar conference call #: 1-888-858-6021 code: 703-524-7600#...

Documents

membership slide

phone slide

training database slide

related individual slide

nami office

nami membership process

user interfaces nami

individuals information