Copyright © 2008 Affiniscape. All rights reserved. Member Management II Brad Hodgkinson, Product Manager

Copyright © 2008 Affiniscape. All rights reserved. Introduction All conference presentations available at: Demo Members360 sites: Username: confFirstLast Password: Last For example, John Does login would be Username: confJohnDoe Password: Doe

Copyright © 2008 Affiniscape. All rights reserved. Introduction Questions? Interrupt Technical Problems? Raise your hand

Copyright © 2008 Affiniscape. All rights reserved. Smart Groups What is a Smart Group?

Copyright © 2008 Affiniscape. All rights reserved. Smart Groups What is a Smart Group?

Copyright © 2008 Affiniscape. All rights reserved. Smart Groups What is a Smart Group? A subset of your members

Copyright © 2008 Affiniscape. All rights reserved. Smart Groups What Does a Smart Group Do?

Copyright © 2008 Affiniscape. All rights reserved. Smart Groups What Does a Smart Group Do? Nothing!

Copyright © 2008 Affiniscape. All rights reserved. Smart Groups What Does a Smart Group Do? Nothing! (On its own)

Copyright © 2008 Affiniscape. All rights reserved. Smart Groups What Does a Smart Group Do? Smart Group + Template = Bulk

Copyright © 2008 Affiniscape. All rights reserved. Participation Smart Groups What is a Participation Smart Group?

Copyright © 2008 Affiniscape. All rights reserved. Smart Groups What is a Participation Smart Group?

Copyright © 2008 Affiniscape. All rights reserved. Smart Groups What is a Participation Smart Group? A set of manually selected members

Copyright © 2008 Affiniscape. All rights reserved. Participation Smart Groups Background: Three members volunteered to help out at your annual conference: Jeff Jefferson Hazel Hazelwood Dave Davidson You need to keep track of who has volunteered. You will need to communicate with the members of this group via repeatedly. Exercise: Create a smart group to hold annual conference volunteers. Add the first three volunteers to the group.

Copyright © 2008 Affiniscape. All rights reserved. Participation Smart Groups Background: Youve assigned duties to your volunteers. Now the volunteers need to be able to communicate with each other. Exercise: Create a members only webpage that lists each volunteers contact information.

Copyright © 2008 Affiniscape. All rights reserved. Characteristic Smart Groups What is a Characteristic Smart Group? A set of members who share some defining characteristic

Copyright © 2008 Affiniscape. All rights reserved. Characteristic Smart Groups What is a Characteristic Smart Group?

Copyright © 2008 Affiniscape. All rights reserved. Characteristic Smart Groups Background: You need more volunteers for your annual conference. Maybe your retired members have some time to volunteer. Send them an . Exercise: Create a smart group composed of all retired members

Copyright © 2008 Affiniscape. All rights reserved. Characteristic Smart Groups Background: Many of your Student members forget to renew their membership. Once a month, youd like to send out a letter to expiring Students reminding them to renew. Exercise: Create a smart group composed of each active Student member whose membership is set to expire within the a month

Copyright © 2008 Affiniscape. All rights reserved. Characteristic Smart Groups Background: Youve been so successful at getting Student members to renew that you want to extend your reminder letter to Regular members as well as Students. Exercise: Create a smart group composed of each active Student or Regular member whose membership is set to expire within a month

Copyright © 2008 Affiniscape. All rights reserved. Characteristic Smart Groups Exercise: Create a smart group composed of each active Student or Regular member whose membership is set to expire within a month Conditions: (Member Type = Student or Member Type = Regular) and (Member is Active and Membership set to expire within a month)

Copyright © 2008 Affiniscape. All rights reserved. Characteristic Smart Groups Background: You need some large sponsors for your annual conference. Your large Corporate members may want to sponsor the conference. You decide to mail a sponsorship brochure to the primary contact of each large Corporate member. Exercise: Create a smart group composed of the primary contact from each Corporate member with over 10,000 employees

Copyright © 2008 Affiniscape. All rights reserved. Bulk Actions Using Smart Groups

Copyright © 2008 Affiniscape. All rights reserved. Bulk Actions Smart Group + Template = Bulk

Copyright © 2008 Affiniscape. All rights reserved. Bulk Actions Smart Group + Report Template = Report

Copyright © 2008 Affiniscape. All rights reserved. Bulk Actions Smart Group + Update Member Date = Bulk Update

Copyright © 2008 Affiniscape. All rights reserved. Bulk Actions Smart Group + Export Date = Member Excel Download

Copyright © 2008 Affiniscape. All rights reserved. Bulk Actions Smart Group + Renew = Bulk Renewal

Copyright © 2008 Affiniscape. All rights reserved. Bulk Actions Smart Group + Create Invoice = Bulk Invoice Creation

Copyright © 2008 Affiniscape. All rights reserved. Bulk Actions Smart Group + Delete = Bulk Delete

Copyright © 2008 Affiniscape. All rights reserved. Bulk Actions Smart Group + Create Relationship = Bulk Relationship Creation

Copyright © 2008 Affiniscape. All rights reserved. Review What does a Smart Group do? Whats the difference between a Participation Smart Group and a Characteristic Smart Group? How could you display the members of a Participation Smart Group on your website? What is the Use Relationships in Results option in a Characteristic Smart Group all about?