Standards Certification Education & Training Publishing Conferences & Exhibits 2015 Section Opt-in Preference and Recovery Webinar Marty Bince, VP IMD Rachael McGuffin, ISA Staff

Standards Certification Education & Training Publishing Conferences & Exhibits Membership Chair Training: Preference Center

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

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?

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

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 Profileclick here Opting In/Opting Out

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”

Technical topics and Products/Services

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

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

Recovery 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 Recovery 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 “recovery ”: Home, Other, Seasonal, Work

Recovery using “Other” Go to “Add New ”

Add address: Home, Other, Seasonal, Work

Share with your members: 5 minutes before a technical meeting Short presentation available for technical meetings Go to the very bottom of corner/leader-resources/operating- documents/section-officer-chair- guides/membership-chair/ corner/leader-resources/operating- documents/section-officer-chair- guides/membership-chair/ Go live and demonstrate preference center –Opt-into Section Communications Ask each member to add a home or other - preferably a personal address

Membership Chair Yearly Plan – Active Grace Follow up each month Month/DateAction:Action by/Due Date JuneCall Membership Committee meeting to plan Admin to send invite to board members. Location TBD July 1Officially take office August 1Prepare BudgetSend to Admin September 10 Utilize Active Grace reports to invite members to September kickoff event Membership committee to call/ invites to AG list September 21Membership Board update/reportSend brief report to admin October 10 Utilize Active Grace reports to invite members to October technical meeting Membership committee to call/ invites to AG list October 21Membership Board reportSend brief report to admin November 10 Utilize Active Grace reports to invite members to November technical meeting Membership committee to call/ invites to AG list November 21Membership Board reportSend brief report to admin JanuaryMembership Committee meetingCatch up, adjust plans February 10 Utilize Active Grace reports to invite members to February technical meeting Membership committee to call/ invites to AG list February 21Membership Board reportSend brief report to admin 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 Membership committee to call/ invites to AG list March 21Membership Board reportSend brief report to admin April 10 Utilize Active Grace reports to invite members to April technical meeting Membership committee to call/ invites to AG list April 21Membership Board reportSend brief report to admin MayMembership Committee meetingPlan for the Fall May 10 Utilize Active Grace reports to invite members to May technical meeting Membership committee to call/ invites to AG list May 21Membership Board reportSend brief report to admin

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.

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,

Available Resources IMD –Newsletter with best practices –Rachael McGuffin, staff Membership materials – resources/operating-documents/section-officer- chair-guides/membership-chair/ resources/operating-documents/section-officer- chair-guides/membership-chair/ –Rosters, membership guides, webinars

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

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

Membership Assistance Contact Rachael McGuffin