1 myLegion.org 2014 Training

myLegion is a free, secure internet site that provides access to member information and electronic communication tools. 2

3 NATIONAL HEADQUARTERS DATABASE The American Legion John H. Geiger Operations Center

4 Member Look Up Member Data Changes View on-line renewals Post Inquiry Consolidated Post Report Registered Members Member/Post Processing POST

5 Member Look Up (View Only) View on-line renewals Post Inquiry Consolidated Post Report Registered Posts Member/Post Processing DISTRICT / COUNTY

6 Publish Post Image Publish Newsletter Find Members in my Area Global Membership Lookup Tools POST

7 Publish Profile Image Find Members in my Area Global Membership Lookup Tools DISTRICT / COUNTY

8 Post Officer Manuals Brochures Suggested Speeches Materials Officer’s Forum

9 Administrators Member = Individual member Post = Post Adjutant County = County Commander District = District Commander Department = Department Adjutant ONLY THE SITE ADMINISTRATOR WILL BE PROVIDED WITH THE USER NAME AND PASSWORD IF LOST OR FOGOTTEN.

10 Data Available Member = Individual member only Post = Post and Squadron membership County = All Posts within County (View only) District = All Posts within District (View only) Department = All Legion and SAL

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HOME PAGE 12

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14 POST/DIST/CTY LOG IN PAGE

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Member/Post Processing List All Members By ID# By Name Mbr Data Change by ID Review Member Changes Members Renewed Online Post Inquiry Consolidated Post Report Registered myLgn Mbrs Member / Post Processing 16 Member Search

17 Alphabetical listing of all members. Undeliverable Flag Click on Member ID# to view more information. DOES NOT provide print roster from this screen. undeliverable Y LIST ALL MEMBERS

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22 To Edit membership information click on the Edit Data button to open the Member Data Change Form.

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24 DATA CHANGES ARE AVAILABLE FOR POST AND DEPARTMENT LEVELS ONLY. DISTRICT/COUNTY SITES HAVE VIEW ONLY ACCESS.

25 Member/Post Processing List All Members By ID# By Name Mbr Data Change by ID Review Member Changes Members Renewed Online Post Inquiry Consolidated Post Report Registered myLgn Mbrs

26 If you have changes to make and know the member’s ID# you can bypass the Member Information Page and go directly to the Data Change form.

27 Member/Post Processing List All Members By ID# By Name Mbr Data Change by ID Review Member Changes Members Renewed Online Post Inquiry Consolidated Post Report Registered myLgn Mbrs

28 All changes are forwarded to the Department Headquarters. NOTE: Transfers and New Member transactions must still be submitted through the Department at this time using the paper MDF or paper cards. Updates post at 5:00 pm EST

Online Renewals – How does it work? Member Renew online through Enter Payment - MasterCard, Visa or Discover Print Electronic Fulfillment form (PDF) o Thank you and instructions o Temporary card and payment receipt o Payment slip to mail to the post (optional) 29

Thank you from National Adjutant and Instructions. Temporary Card and member receipt. Receipt to mail to the post. 30

31 Members now have the option of setting their online-account for annual automatic renewal. Once a member sets their account, their dues will automatically be charged to their debit/credit card on or about July 15 th of each new membership year. Just tell your members to go to click “Renew Now” and follow the directions. It’s fast and easy! Auto-Renew

Online Renewals – How does it work? Post Notification myLegion Post site Report from Department Headquarters Member receipt / Temporary Card Mail members signed card 32 Post Dues Per Capita is paid or credited by your Department

33 Member/Post Processing List All Members By ID# By Name Mbr Data Change by ID Review Member Changes Members Renewed Online Post Inquiry Consolidated Post Report Registered myLgn Mbrs

34 Go to previous or next month

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Report Options 36 PDF – Portable Document Format Print only. CSV – Comma Separated Value Allows report to be opened in other applications such as Microsoft Excel and Access so you can work with the data in the file.

37 Members Renewed Online - PDF file format. Transaction Date Member ID# Name Total Dues Total # Members Renewed On-Line National/Dept/District/Post Dues Allocation

38 Members Renewed Online - CSV opened in Excel Includes addresses for custom letters/labels.

39 Member/Post Processing List All Members By ID# By Name Mbr Data Change by ID Review Member Changes Members Renewed Online Post Inquiry Consolidated Post Report Registered myLgn Mbrs

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41 Member/Post Processing List All Members By ID# By Name Mbr Data Change by ID Review Member Changes Members Renewed Online Post Inquiry Consolidated Post Report Registered myLgn Mbrs

42 Consolidated Post Report (CPR) Available February through July 1. Complete in sections. Departments Receive Copy. Displayed on Member myLegion page. Districts/Counties can view and print all reports submitted by their posts.

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47 Member/Post Processing List All Members By ID# By Name Mbr Data Change by ID Review Member Changes Members Renewed Online Post Inquiry Consolidated Post Report Registered myLgn Mbrs

48 Registered myLgn Members Displays all members within the post that have created a myLegion site. Districts/Counties can view all posts within their area that have registered.

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51 Member/Post Processing List All Members By ID# By Name Mbr Data Change by ID Review Member Changes Members Renewed Online Post Inquiry Consolidated Post Report Registered myLgn Mbrs

Tools 52 Tools Publish Post Image Publish Newsletter Find Members in my Area Global Member Lookup (Post Only)

Where will these images be displayed? 53 Image (Post / County / District) Forum Newsletter (Post only) Member’s myLegion site Post Locatorwww.legion.org

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56 MEMBER PAGE New Member Page

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Tools Publish Post Image Publish Newsletter Find Members in my Area Global Member Lookup Tools 59

60 Search for recently expired & new DMS members in your area. Enter a zip code and radius distance (1-99 miles). Create a report in CSV or PDF formats. Search returns only the first 500 records found. Any records over 500 will not be displayed. Find Members in my Area

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PDF and CSV Files provide the following information to assist with contacting the member: 63 Member ID# Name Address Branch of Service War Era Phone Number Last Paid Post Exp. Year Continuous Years # Miles from search

64 Make Contact! How do we transfer these members into our Post?  Contact: 1.Knock on the door 2.Phone 3. 4.Snail Mail  Convince them why they should belong to your Post.  Complete the transfer by filling out a Member Data Form and send to your Department.

Tools 65 Tools Publish Post Image Publish Newsletter Find Members in my Area Global Member Lookup

66 Search basic information for ALL Legion members to assist with transferring members and verifying eligibility for people wanting to join your SAL Squadron or Auxiliary Unit. Global Membership Lookup

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Tools 69 Tools Publish Post Image Publish Newsletter Find Members in my Area Global Member Lookup

Materials / Officer’s Forum 70 Materials Post Officer Manuals Brochures Suggested Speeches Officer’s Forum View Forum

71 Manuals Post Officer’s Guide and Manual of Ceremonies Post Adjutant’s Manual Post Operations Manual Post Membership Team Training Guide Post Training Guide New Member Application Why Belong Flag Code Available in PDF format only.

72 Brochures National Family Week Temporary Financial Assistance Make Halloween a Fun and Safe Night April is Children & Youth Month Gateway Drugs Children’s Miracle Network Family Support Network Child Welfare Foundation Operation: Military Kids Play It Safe Warning Signs Available in PDF format only.

73 Speeches Pearl Harbor Day Veteran’s Day American Legion Birthday Flag Day Memorial Day Printed versions are also available through your Department Headquarters. Available in PDF format only.

Materials / Officer’s Forum 74 Materials Post Officer Manuals Brochures Suggested Speeches Officer’s Forum View Forum

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Squadron Information 77

78 SAL DATA AVAILABLE FOR POST & DEPT ONLY NEW – Provides separate site for Squadron Officers with their own user name and password.

79 Database = SAL Member/Squadron Processing List All Members By ID# By Name Mbr Data Change by ID Review Member Changes Squadron Inquiry

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Downloads 82 PDF File Format Printable version only. Cannot Edit. CSV File Format Comma Separated Value Open in other Microsoft Applications to work with data. Ex. Excel, Access data spreadsheets.

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84 Current Roster

85 Current Paid

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Sign Up Today! Go to Posts/Districts/Counties: Complete an authorization form and mail or fax to National Headquarters. Members (Legion Only): Register in the Members area using your address and membership ID#. 87

HOME PAGE 88

Post/District/County Order Processing  Complete an Authorization Form and return to National HQs.  National will verify officer signature and obtain authorization from the department.  Once authorization is received by the department, an will be sent with registration instructions. 89

Access Information The user name is provided during registration and you will create your own password. Only one user name and password is assigned per site. If the user name or password is forgotten you must contact National Headquarters. Forgotten or lost log in information will only be provided to the current Post Adjutant or District/County Commander. 90

Questions 91

myLegion for Members 92 9-Digit ID# Must be in Current Status Legion Members only

93 MEMBERS

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95 MEMBER PAGE New Member Page

To receive an electronic version of this presentation contact: 96 Libby Vickers (toll free)