Difference between revisions of "TEI-C Membership Procedures"

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=Wild Apricot Membership Database=
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* URL to Wild Apricot: http://members.tei-c.org (login, top-right)
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* Admins Who Have Access to Wild Apricot:
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** Unsworth (Treasurer), Romary (Membership Secretary), Dalmau (Chair), Noughton (Virtual, Inc.)
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** If someone needs access to Wild Apricot, email: board@
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=Membership Directory=
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* http://members.tei-c.org/Directory
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* Members have the option to Opt-Out; not all Members will be listed on our web site.
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* For those who opt-in, contact info is available, which is handy for institutional members.
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=Membership Website=
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* Stand-alone site that’s been visually integrated with the TEI-C web site
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* HTML changes (Kevin and Luis to document this)
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=Checking-in with Members=
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* Run periodic searches to make sure email contacts are correct (!). If emails are bouncing contact the institution to update the contact.
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* Run periodic searches for lapsing members, send personalized message to remind them to re-up
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* Run periodic searches for lapsed members, encourage them to re-join
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* '''Laurent to document these steps in more detail for next membership secretary'''!
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=Members who Sign Up Through PayPal Donation=
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* Will require coordination with the Treasurer and Virtual, Inc., who have direct access to the PayPal account (follow up with Virtual, Inc.)
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* Anyone who submits a donation for any amount, will receive an individual membership.
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* PayPal only collects Name and email so Membership Secretary will have to follow up with donor to collect other information we need for Wild Apricot like institutional affiliation.
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* Membership Secretary will have to enter donors into Wild Apricot manually (for now).
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=Generating Ballots for Members During Elections=
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* Run two queries in Wild Apricot
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* This may change due to a new proposal we will submit to the membership
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=Member Benefits=
 
* Add info about the Oxygen discount and how it's managed by Wild Apricot
 
* Add info about the Oxygen discount and how it's managed by Wild Apricot
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[[Category:Board]]

Latest revision as of 03:59, 17 November 2017

Wild Apricot Membership Database

  • URL to Wild Apricot: http://members.tei-c.org (login, top-right)
  • Admins Who Have Access to Wild Apricot:
    • Unsworth (Treasurer), Romary (Membership Secretary), Dalmau (Chair), Noughton (Virtual, Inc.)
    • If someone needs access to Wild Apricot, email: board@

Membership Directory

  • http://members.tei-c.org/Directory
  • Members have the option to Opt-Out; not all Members will be listed on our web site.
  • For those who opt-in, contact info is available, which is handy for institutional members.

Membership Website

  • Stand-alone site that’s been visually integrated with the TEI-C web site
  • HTML changes (Kevin and Luis to document this)

Checking-in with Members

  • Run periodic searches to make sure email contacts are correct (!). If emails are bouncing contact the institution to update the contact.
  • Run periodic searches for lapsing members, send personalized message to remind them to re-up
  • Run periodic searches for lapsed members, encourage them to re-join
  • Laurent to document these steps in more detail for next membership secretary!

Members who Sign Up Through PayPal Donation

  • Will require coordination with the Treasurer and Virtual, Inc., who have direct access to the PayPal account (follow up with Virtual, Inc.)
  • Anyone who submits a donation for any amount, will receive an individual membership.
  • PayPal only collects Name and email so Membership Secretary will have to follow up with donor to collect other information we need for Wild Apricot like institutional affiliation.
  • Membership Secretary will have to enter donors into Wild Apricot manually (for now).

Generating Ballots for Members During Elections

  • Run two queries in Wild Apricot
  • This may change due to a new proposal we will submit to the membership

Member Benefits

  • Add info about the Oxygen discount and how it's managed by Wild Apricot