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Using NAWBO Chapter Administrator Tools and Reports Once you have logged on to you will be directed to the Member Main Menu.

CHAPTER ADMINISTRATOR TOOLS Here you will find an array of helpful tools to assist you in the day to day management of your chapters membership, leadership roster and communications.  Managing Your Members Contact Information  Update Leadership Roster  Send to Chapter Members

MANAGING YOUR MEMBERS CONTACT INFORMATION Note: You must be a chapter member By selecting any letter of the alphabet the system will pull up all of those members whose last name begins with your selection. For more detailed searches you can enter the first letter of the last and first name and the system will pull up all of those members whose name begins with your search criteria. Please note: the system is case sensitive so use caps only. Once you have entered your search criteria click on the Lookup button.

UPDATING THE LEADERSHIP ROSTER o NAWBO Website o NAWBO Publications NAWBO Focus NAWBO Inside NAWBO SmartBrief o Media/PR o NAWBO Store o Social Media

SENDING TO MEMBERS Note about this function! Only active members will receive notifications. If a member is in Suspended status they will not receive your communication unless you add them manually to the Additional s box or Cc.

CHAPTER ADMINISTRATOR REPORTS Membership reports included are:  Membership Roster by Paid-thru Date  Membership Roster by Join Date  Upcoming Renewal Members within 30, 60, 90 Days  Non-renewal Members Past 90 Days All membership reports are exportable to Excel file extensions

MEMBERSHIP ROSTER PAID THRU DATE Report includes the following fields: Display Name First Name Last Name Customer ID # Member Since Paid Thru Date Membership Type Address Postal Code Country Phone Website NAICS Codes Business Description Volunteer Interest

MEMBER ROSTER BY JOIN DATE Membership always defaults to the first day of any given month and ends on the last day of the previous month a year later i.e. 12/01/2011 join and end date of 11/30/2012. You can search for any date range but must enter a Join After and Joined Before date in the correct format of (MM/DD/YYYY) i.e. 12/01/2010 and 11/30/2011 and the report will bring up all members who joined between those dates.

NAWBO STORE o Order NAWBO Branded Collateral Brochure Presentation Folders Invitation Cards

MEMBERSHIP DRIVE 2012 March & April 2012 New Members - $25 off National Dues Chapter Support Package In route to chapters January 2012 Power Your Chapter Challenge 3 Winners: Small * Medium * Large Chapters SW Voucher + WBC2012 Registration

MEMBERSHIP STRATEGY 2012 New Member Certificates Renewal Member Gift Lapsed Member Outreach Prospective Member Outreach Send Chapter Prospects List Member-Only Benefits Communications Chapter In Formation Support

WOMEN’S BUSINESS CONFERENCE 2012 Women’s Business Conference 2012 October 4-5, 2012 Louisville, Kentucky POWER OF ONE

Questions? Please contact

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