1. 2015 Section Email Opt-in Preference and Secondary Email Webinar
This module deals with recruitment and retention of Members and, specifically, what can be done at the local level.
Greet the attendees and welcome them to the session. Introduce yourself and give a bit of your background and experience with this topic.
Depending on the size of the group, you may ask participants to introduce themselves and indicate their leadership position, Section, and District.
In each of the last several years, between 6,000-7,000 new Members have joined ISA. Since membership has remained fairly constant for the past few yrs, this means that about 9,000 fail to renew their membership with ISA every year.
Finding out why Members join and why they stay, and how to influence their decision, will go a long way toward ensuring a positive membership experience for ISA Members.
Marty Bince, VP IMD
Rachael McGuffin, ISA Staff

2. Membership Chair Training: Email Preference Center
This module deals with recruitment and retention of Members and, specifically, what can be done at the local level.
Greet the attendees and welcome them to the session. Introduce yourself and give a bit of your background and experience with this topic.
Depending on the size of the group, you may ask participants to introduce themselves and indicate their leadership position, Section, and District.
In each of the last several years, between 6,000-7,000 new Members have joined ISA. Since membership has remained fairly constant for the past few yrs, this means that about 9,000 fail to renew their membership with ISA every year.
Finding out why Members join and why they stay, and how to influence their decision, will go a long way toward ensuring a positive membership experience for ISA Members.

3. Agenda
Introductions
IMD’s goals and charter to support membership
Preference Center
Secondary
Take it to the members!
Active Grace regular activities
Membership Chair Resources

4. Image & Membership Department
Goals
Chartered to manage the ISA brand
Retain and grow membership
Roles
IMD to marshal Society resources
Section Membership Chairs to work with local members
IMD and Section membership chairs to work together?
Would you consider joining IMD to assist at the Society level?

5. Received one too many emails?
preferences
Received one too many s?
“Unsubscribed All” but want to retain section or divisional news?
Wonder how to better manage s?

6. Opting In/Opting Out
Section members are allowed to opt-in or opt-out of society and section s. Method 1 go to login, and select the topics you wish to receive or Method 2 Bottom of any ISA Society To unsubscribe or change your communication preferences, please click here. Method 3 Preference Center: Member Profile
Builds on large bullets.
Note to Facilitator: Read each of the session objectives on the overhead.

7. Email Preference Center on Member Profile
Log-in to
Go to My ISA Account
Go to “Phone & ” (right side)
Select “Opt-in and Opt-out to ISA s”

8. Select “Opt-in and Opt-out to ISA Emails”

9. Technical topics and Products/Services

10. Select “society”, “division”, “section” communications.

11. Opt-out of ISA INCLUDES Opt-out of SECTION COMMUNICATIONS!

12. Secondary
Many members utilize “work” as primary and only
Some members move, no forwarding
ISA (Society nor Section) can no longer provide communications nor renew.
Members don’t leave – they just fail to renew
Secondary will provide another valuable contact method, only to be used in the event the primary can’t be reached and only for renewal.
Ask members to provide “secondary ”: Home, Other, Seasonal, Work

13. Recovery Email using “Other” email
Go to “Add New ”

14. Add Email address: Home, Other, Seasonal, Work

15. Share with your members: 5 minutes before a technical meeting
Short presentation available for technical meetings
Go to the very bottom of
Go live and demonstrate preference center
Opt-into Section Communications
Ask each member to add a home or other - preferably a personal address

16. Membership Chair Yearly Plan – Active Grace Follow up each month
Month/Date
Action:
Action by/Due Date
June
Call Membership Committee meeting to plan
Admin to send invite to board members. Location TBD
July 1
Officially take office
August 1
Prepare Budget
Send to Admin
September 10
Utilize Active Grace reports to invite members to September kickoff event
Membership committee to call/ invites to AG list
September 21
Membership Board update/report
Send brief report to admin
October 10
Utilize Active Grace reports to invite members to October technical meeting
October 21
Membership Board report
November 10
Utilize Active Grace reports to invite members to November technical meeting
November 21
January
Membership Committee meeting
Catch up, adjust plans
February 10
Utilize Active Grace reports to invite members to February technical meeting
February 21
Tradeshow Year Only:
February board meeting
Prepare Membership Desk for tradeshow: Invite board members and Life/retired members to volunteer at Membership Desk, order membership materials and computers for registration
Admin to send invite to board members.
Personal invites to life/retired members
Order membership materials/gifts
Confirm computers/wifi for registration
March 10
Utilize Active Grace reports to invite members to March technical meeting
March 21
April 10
Utilize Active Grace reports to invite members to April technical meeting
April 21
May
Plan for the Fall
May 10
Utilize Active Grace reports to invite members to May technical meeting
May 21

17. Active Grace phone script – leave a Message
Hello, is _________________ in? Not in, leave the following message:
This is ________, a volunteer on the membership committee calling from the local ISA Edmonton section. ­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­­ _________________ ‘s membership has lapsed and we’re wondering if ________________ would be interested in renewing ISA membership. Please have him/her call me at XXX- XXX-XXXX and I’ll fill them in. We have an interesting lineup of technical events this year and we’d like to help every instrumentation/automation member benefit from our technical resources.

18. Active Grace phone script - live
Thanks for taking my call. My name is _______, and I’m a volunteer on the ISA Section membership committee. You were a member in the past and your membership may have lapsed if we didn’t get our renewal notices to the correct or mailing address. Would you be interested in renewing your membership?
If not renewing: Could I ask why? Change Careers _ Meetings not of interest_ Lost job _ Moving____Other _______
Remaining on the mailing list. Would you be interested in continuing to receive our s? Yes ___ What would be your personal address _________________________________
If renewing, “Great, you could renew on-line at (can I send you the link)
This year we had 2 technical events, our monthly newsletter to stay abreast, and a webinar on XXXX topics. As well, all ISA standards are available to members at no charge and there are some 40 online presentations and courses for members to receive to keep their technical education current. Our next technical event is _______________
Can I update your ISA , address, phone numbers to ensure that the newsletter can be received? ( updated member information to …….)
If you need any assistance with your renewal, you can contact me,

19. Available Resources IMD Membership materials
Newsletter with best practices
Rachael McGuffin, staff
Membership materials
Rosters, membership guides, webinars

20. Help Your Members RENEW
Most Members
never leave ISA they
Just forget to renew
Help Your Members RENEW

21. Working Together IMD reaching out to sections
Assist with Membership Chair continuing education, best practices (your contributions appreciated).
Membership campaigns:
Monthly Active Grace
Senior Member Upgrade
Divisional membership campaign
Lapsed Member
Automation Community campaign
Defining, identifying and improving member value and benefits

22. Membership Assistance
Contact
Rachael McGuffin