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Liberalist Champions

Join us for a session on building local capacity through effective membership management. Explore powerful tools like creating member lists, saving searches, and executing email blasts to enhance communication within the Liberal Party. Learn how to track both active and expired members, utilize membership types, and manage your riding's database efficiently. This is your opportunity to streamline communication and ensure every member is engaged. Call 1-800-747-5150 for more information and access valuable resources tailored for you.

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Liberalist Champions

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Presentation Transcript

  1. Liberalist Champions Building local capacity; sharing Liberalist to infinity and beyond Call 1-800-747-5150 to hear the spoken portion of the session

  2. Membership andCommunication Tools Nadya Wilkinson Liberal Party HelpDesk Agent

  3. Today’s Session • Creating lists of members • Saving Searches • Communication Tools • Email Blasts

  4. Membership Module • Shared Contacts • Updated Daily • Source: NMR

  5. Membership Module • Your Riding’s members • Active & Expired • Associate and local • Auto Renew and Annual

  6. Membership Search Options • Date Joined • Date Expired • Membership Status • Membership Type • Member ID

  7. Most Recent Membership Only • Restricts your search to people who CURRENTLY meet your criteria • Eg. Expiry Dates: People who expired in December and have not since renewed. • Eg. Membership Type: People who have been associate members and have not since become full members.

  8. Creating Membership Lists • Anyone who has ever expired

  9. Creating Membership Lists • People who expired in specific years

  10. Creating Membership Lists • All Active Members

  11. Creating Membership Lists • All Active, Associate Members

  12. Creating Membership Lists • All Members who Joined in the past 7 Days

  13. Creating Membership Lists • You can add criteria to narrow your list • Eg. Active Members with Emails • Eg. Expired Members with Phone Numbers • Eg. Membership Expired in ‘08, interested in pensions • You can add / remove people

  14. Email Blasts • Set up Preferences • Purchase Blast Email Plan • Start Sending Emails!

  15. Email Blast Plan • Monthly / 6 Month / 1 year plans • Recipients per month, not emails • All Level 3’s

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