NAMI 360 Training Overview

Report
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 your phone for the audio portion
*6 to mute your phone
#6 to unmute your phone
September 2013
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
A Look Back
Net
Community
Raiser’s
Edge
TouchBase
eJoin
Database
MYNAMI.ORG
(eJoin + web
databases)
Current
Online
Donations
Affiliate Contact
Database
Convention
Registration
NAMI 360
Integrated
Database
NAMI 360 Main Modules
Membership
Fundraising
Education Leader
and Class Data
Email Marketing
Future Release
Future Release
Online Store
Events
Management
(Convention
Registration)
1 Single Data Source, 3 User
Interfaces
Online
Individual
Contact Info
State/Affiliate
Office
Information
Online
Demographics
Individual
Record
Management
Membership
Online
Subscriptions
Individual
Online
Membership
NAMI State
Organization users
NAMI 360
Integrated
Database
eMarketing
(coming soon!)
NAMI Affiliate users
Membership
Management
Online
Donations
Fundraising
Management
Online
Purchases
Store
Management
Online Event
Registrations
Convention
Management
NAMI
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:
Email
Address*
Address
Name
Leadership
Role with NAMI
Office
Relationship
with Other
Records
Phone and/or
Fax Numbers
Demographic
Information
(optional)
*The primary email on each record must be unique across the entire database.
• 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.
Managing Individuals
Managing Individuals
Managing Individuals
Managing Individuals
Managing Individuals
Managing Individuals
Managing Individuals
Managing Individuals
Managing Individuals
Managing Individuals
Managing Individuals
NAMI 360 Training Database
NAMI 360 Training Database
NAMI 360 Training Database
NAMI 360 Training Database
NAMI 360 Training Database
www.nami.org/nami360test
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.
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: $10
Affiliate: $15
State: $10
Open Door
$3
NAMI: $1
Affiliate: $1
State: $1
Membership Dues Withholdings
Withholdings
Local Withholding
NAMI
NAMI Affiliate
NAMI 360
Integrated
Database
NAMI State
Organization
NAMI Affiliate
State Withholding
NAMI
NAMI State
Organization
NAMI 360
Integrated
Database
NAMI State
Organization
NAMI Affiliate
Withhold Both Local and State
NAMI
State/Affiliate
NAMI 360
Integrated
Database
NAMI State
Organization
NAMI Affiliate
No Withholding
NAMI
State/Affiliate
NAMI 360
Integrated
Database
NAMI State
Organization
NAMI Affiliate
Online Membership and Donation
Split
NAMI
Individual
Online
Membership
+ Donation
NAMI 360
Integrated
Database
NAMI State
Organization
NAMI Affiliate
Membership Payment
Distribution
NAMI
Individual
Online
Membership*
NAMI 360
Integrated
Database
State/Affiliate
NAMI State
Organization
Chapter
Membership
NAMI Affiliate
* Including online donation, if applicable
Managing Memberships
Managing Memberships
Managing Memberships
Managing Memberships
Managing Memberships
Managing Memberships
Managing Memberships
Managing Memberships
Managing Memberships
Managing Memberships
Managing Memberships
Managing Memberships
Managing Memberships
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
Managing Memberships
Since she has not
expired, the system will
automatically add a year
to her current
membership
Renewing a member who is active
Managing Memberships
Managing Memberships
Managing Memberships
Managing Memberships
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 Organizations
and Organization Leaders
State/Affiliate Profile
•
•
•
•
•
•
•
•
Addresses
Phone Numbers
Email Addresses
Fax Numbers
Website
Geographic Service Area
Show On Web
Renewal Notices Sent By
State/Affiliate Leader
•
•
•
•
•
•
•
•
Leader Name
Roles
Addresses
Phone Numbers
Email Addresses
Start and End Date
Show On Web
Receive Email Updates
NAMI 360 Automatic
Email 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 Email
State/Affiliate Contact
Information
State/Affiliate Contact
Information
State/Affiliate Contact
Information
State/Affiliate Contact
Information
State/Affiliate Contact
Information
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
State/Affiliate Leader
Information
To remove someone from your list of
leaders, enter an end date in the past
State/Affiliate Leader
Information
State/Affiliate Leader
Information
State/Affiliate Leader
Information
6. Logging In to
NAMI 360
Logging In to NAMI 360
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.
Affiliate User 1
Affiliate User 2
Affiliate User 3
•
•
Affiliate User 1’s
NAMI.org
homepage
Affiliate User 2’s
NAMI.org
homepage
NAMI 360
Integrated
Database
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
Enter User Name and
Password and Click on Sign In
Executive Director's Report First Quarter FY11
92
Executive Director's Report First Quarter FY11
93
Click on NAMI State Organization
and NAMI Affiliate Management
Executive Director's Report First Quarter FY11
94
NAMI 360 Help Site links
Suggestions for new features of the
system
Executive Director's Report First Quarter FY11
95
NAMI 360 Help Site
http://extranet.nami.org/NAMI360Help
http://extranet.nami.org/NAMI360Help
97
NAMI 360 Help Site: Suggestions
Add New Suggestion
98
NAMI 360 Help Site: Suggestions
99
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

similar documents