1. Denver Section Electronic Communication Tools Tips and Tricks Jim Look – Denver Section Denver Section Electronic Communication Tools Tips and Tricks Jim Look – Denver Section

2. Electronic Communication Tools l SAMIEEE (IEEE Membership Database) l CVent (Event Management Tool) l E-Notice (IEEE Email Broadcast Tool) l Goozmo (Web Page Host for www.IEEE-Denver.org ) www.IEEE-Denver.org

3. SAMIEEE Siebel Analytics

4. What is SAMIEEE l IEEE member database l Contains data from member renewal forms and on-line updates l Extremely Useful information l Member number l E-mail l Phone numbers l Society and publication memberships l Grade codes l Recently migrated to Siebel Analytics l IEEE member database l Contains data from member renewal forms and on-line updates l Extremely Useful information l Member number l E-mail l Phone numbers l Society and publication memberships l Grade codes l Recently migrated to Siebel Analytics

5. Why is SAMIEE Useful l Current contact information l Targeted communications l Members of Society or Section l New members l Identify new members or non-renewals l Improve your communications to your members l Current contact information l Targeted communications l Members of Society or Section l New members l Identify new members or non-renewals l Improve your communications to your members

6. SAMIEE (Siebel) l Available to IEEE Officers Only l Login: l Username: [Your IEEE Web Account] l Password: [Your Password] l Training and Materials Available Online

7. How do I Access? l Online application through the IEEE website l Must have user ID and password l Check MyIEEE for your status l Access is restricted by position and organization l Access is automatic – through officer confirmation reporting system l Online application through the IEEE website l Must have user ID and password l Check MyIEEE for your status l Access is restricted by position and organization l Access is automatic – through officer confirmation reporting system

8. SAMIEEESAMIEEE

9. SAMIEEESAMIEEE

10. SAMIEE (Siebel)

11. SAMIEE

12. SAMIEE (Siebel)

15. How Do I Get the Data Out? l Searches may take a long time (30 sec. to 45 minutes) l Generate complex tables and graphs l Download to XLS, CSV or HTML l Searches may take a long time (30 sec. to 45 minutes) l Generate complex tables and graphs l Download to XLS, CSV or HTML

16. Rules for Use l For use only by IEEE Members, Officers and Committee members l Member information may not be furnished, with or without compensation, to outside entities l Cannot be used by IEEE members for other than approved IEEE business. l For use only by IEEE Members, Officers and Committee members l Member information may not be furnished, with or without compensation, to outside entities l Cannot be used by IEEE members for other than approved IEEE business.

17. Tips and Caveats l IEEE member number is always 8 digits l Pad with leading zeros if necessary l Use Geographic codes for Sections and Subsections l System not available on Tuesdays l Filter for do-not-contact flags l IEEE member number is always 8 digits l Pad with leading zeros if necessary l Use Geographic codes for Sections and Subsections l System not available on Tuesdays l Filter for do-not-contact flags

18. CVentCVent

19. CVentCVent l Integrated event management tool l Multi-tracks l Structured admission fees l Available under Denver Section contract l Send invitations via e-mail (text or HTML) l Track responses, payments, reservations and wait lists l Automatic responses l Confirmations l Reminders l Integrated event management tool l Multi-tracks l Structured admission fees l Available under Denver Section contract l Send invitations via e-mail (text or HTML) l Track responses, payments, reservations and wait lists l Automatic responses l Confirmations l Reminders

20. CVentCVent l Collect money via credit cards l Generates attendance lists, name badges and payment status l Post-event surveys l Powerful and very complex l Collect money via credit cards l Generates attendance lists, name badges and payment status l Post-event surveys l Powerful and very complex

21. CVent www.cvent.com

22. CVent

23. CVent

24. CVent l CVent Contact Database: l Contains IEEE-Denver Members l Periodically Updated with IEEE Denver Section Database (SAMIEEE) l Materials and Guides Available On-Line l Login l Account: IEEECO001 l Username: IEEEDENVER l Password: (contact Rick Robinson)

25. IEEE E-Notice

26. IEEE e-Notice l Email Announcement Tool l Provided by IEEE l Login: None l IEEE email address must be registered l Guidance: Create Your Announcement via an HTML editor (e.g. NVU) and paste HTML into form l Do Not Use MS Word as an HTML editor l Use NotePad

27. IEEE e-Notice E-notice

28. IEEE e-Notice l Acceptable uses Acceptable uses Acceptable uses l Acceptable uses Acceptable uses Acceptable uses

29. GoozmoGoozmo

30. Goozmo Website Management l Website design, support and hosting l Denver Section has contract with Goozmo Systems l Available to all Societies at no cost l Also may be linked to external sites l Each Society has unique USERID and password l Access through www.Goozmo.com l Website design, support and hosting l Denver Section has contract with Goozmo Systems l Available to all Societies at no cost l Also may be linked to external sites l Each Society has unique USERID and password l Access through www.Goozmo.com

31. GoozmoGoozmo Goozmo

32. GoozmoGoozmo

33. GoozmoGoozmo

34. GoozmoGoozmo

35. GoozmoGoozmo

36. GoozmoGoozmo

37. Additional Training l Detailed Training to be provided by IEEE-Denver via web-conference (February) l Look for CVent invite or send email to secretary(AT)ieee-denver.org if you are interested l Check websites for tutorials and documentation l Detailed Training to be provided by IEEE-Denver via web-conference (February) l Look for CVent invite or send email to secretary(AT)ieee-denver.org if you are interested l Check websites for tutorials and documentation

38. SAMIEEE, e-Notice, Goozmo, CVent Tools IEEE-Denver 2008 Society Officer and Member Training Jim Look (Jim.Look(AT)ieee.org) Chair-Elect, IEEE Denver Rick Robinson (rrobinson256(AT)ieee.org) Secretary, IEEE Denver (secretary(AT)ieee-denver.org)

39. Questions???Questions???