Difference between revisions of "TEI-C Membership Procedures"
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m (moved TEI-C Membership Benefits to TEI-C Membership Procedures) |
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+ | =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 | * Add info about the Oxygen discount and how it's managed by Wild Apricot | ||
+ | |||
+ | |||
+ | [[Category:Board]] |
Latest revision as of 03:59, 17 November 2017
Contents
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