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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.

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Presentation on theme: "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."— Presentation transcript:

1 September 2013 NAMI 360 Training Webinar Conference Call #: Code: # 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

2 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.

3 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

4 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

5 Online Store Education Leader and Class Data Fundraising Events Management (Convention Registration) Marketing Membership NAMI 360 Main Modules Future Release

6 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

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9 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

10 1. Manage Individuals

11 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) 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 on each record must be unique across the entire database.

12 Managing Individuals

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23 NAMI 360 Training Database

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27   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.

28 Manage Individuals - Exercise 1.Add an Individual after searching 2.Add/Edit Address/Phone/ 3.Add an eSubscription 4.Edit Demographics 5.Add a Related Individual

29 2. Manage Membership

30 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.

31 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.

32 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

33 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

34 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

35 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

36 Withholdings Membership Dues Withholdings

37 Local Withholding NAMI 360 Integrated Database NAMI AffiliateNAMI State Organization NAMINAMI Affiliate

38 State Withholding NAMI 360 Integrated Database NAMI AffiliateNAMI State Organization NAMI NAMI State Organization

39 Withhold Both Local and State NAMI 360 Integrated Database NAMI AffiliateNAMI State Organization NAMI State/Affiliate

40 No Withholding NAMI 360 Integrated Database NAMI AffiliateNAMI State Organization NAMI State/Affiliate

41 Online Membership + Donation Individual Online Membership and Donation Split NAMI 360 Integrated Database NAMI Affiliate NAMI State Organization NAMI

42 Online Membership * Individual Membership Payment Distribution NAMI 360 Integrated Database NAMI Affiliate NAMI State Organization NAMI Chapter Membership State/Affiliate * Including online donation, if applicable

43 Managing Memberships

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56 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

57 Managing Memberships Since she has not expired, the system will automatically add a year to her current membership Renewing a member who is active

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62 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, , CVV: 123)

63 3. Generate Reports

64 Generate Reports

65 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)

66 Generate Reports Example of the NAMI Membership Summary Report

67 Generate Reports Example of the NAMI Membership Detail Report (PDF)

68 Generate Reports Example of the NAMI Membership Detail Report (Excel) Part 1 of 2

69 Generate Reports Example of the NAMI Membership Detail Report (Excel) Part 2 of 2

70 Generate Reports Example of the NAMI Membership Detail Report (5160 Label) (information has been blurred for security purposes)

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

72 4. Manage State/Affiliate Profile 5. Manage State/Affiliate Leaders

73 State/Affiliate Organizations and Organization Leaders State/Affiliate Leader Leader Name Roles Addresses Phone Numbers Addresses Start and End Date Show On Web Receive Updates State/Affiliate Profile Addresses Phone Numbers Addresses Fax Numbers Website Geographic Service Area Show On Web Renewal Notices Sent By

74 NAMI 360 Automatic 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

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81 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 ing 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.

82 Renewal Notices If your office opts for NAMI to send renewal notices on your behalf, your members who do not have an address in NAMI 360 will not receive a notice. You will need to contact members without an address separately regarding their renewal.

83 Renewal Notices Renewal notices are sent based on a member’s current expiration date in NAMI 360. Schedule of 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.

84 Renewal Notices The s will change depending on which notice the member is receiving, but here is a sample of one:

85 State/Affiliate Leader Information

86 To remove someone from your list of leaders, enter an end date in the past State/Affiliate Leader Information

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90 6. Logging In to NAMI 360

91 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 Affiliate User 2’s NAMI.org homepage Affiliate User 3’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 using their own personal account and will have a link on their homepage to enter NAMI 360.

92 Executive Director's Report First Quarter FY1192 Enter User Name and Password and Click on Sign In

93 Executive Director's Report First Quarter FY1193

94 Executive Director's Report First Quarter FY1194 Click on NAMI State Organization and NAMI Affiliate Management

95 Executive Director's Report First Quarter FY1195 NAMI 360 Help Site links Suggestions for new features of the system

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97 97 NAMI 360 Help Site

98 98 NAMI 360 Help Site: Suggestions Add New Suggestion

99 99 NAMI 360 Help Site: Suggestions

100 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.

101 Questions? 1.Questions about Membership Data:  Contact: 2.System Errors or Bugs:  Contact: 3.Suggestions for System Improvements:  Post them on the NAMI 360 Help Site: Suggestions page


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