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Membership Processing

Membership Processing

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Membership Processing

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Presentation Transcript

  1. Membership Processing Current Workflows

  2. Manual Process - New Members and Renewals 3) Payment is Processed 2) Payment sent to Accounting Bank Member Affiliate 1) New Members Spreadsheet 4) Payment is Confirmed 6) Member Services Confirms Process Completion Member Services Member Services Accounting 7) Member Status Verification 5) New Members are Manually Entered In Raiser’s Edge TouchBase Pulls data from Raiser’s Edge TouchBase Raiser’s Edge 9) Members Receives Advocate 8) Advocate mailing is pulled 3x/year (Feb, May & Sep) Advocate 10) Member Services manually creates myNAMI account Members Login to my NAMI.ORG my NAMI.ORG

  3. TouchBase Electronic Renewals Process Affiliate Member State 2) Payment Processed Online Payment Processor TouchBase 1) Renewal Batch Member Services 3)EMail Notifications 4) Process Batch Raiser’s Edge 5) Advocate mailing is pulled 3 times a year Advocate 6) Members Receives Advocate my NAMI.ORG Members Login to my NAMI.ORG

  4. eJoin Process 2)Individual Purchases Membership Merchant Bank 3) Payment processed Online Payment Processor Member Affiliate Member Affiliate State State 1) Individual Creates Online Account 5) EMail Notifications my NAMI.ORG Member Services Accounting 4) EMail Notifications 6) Record is Manually Entered in Raiser’s Edge Raiser’s Edge Quarterly Payments 7) Advocate mailing is pulled 3x/year 8) Members Receives Advocate Advocate

  5. Member Services Received 70 requests a day in October 50% Members – 50% States & Affiliates NAMI Staff Affiliate Member State my NAMI.ORG Email Notifications eJoin – Maintenance Profile Updates Member Requests my NAMI Accounts Creation Member Services Affiliate Requests Batch Processing Technical Assistance TouchBase State Requests Raiser’s Edge Record Maintenance Staff Requests Raiser’s Edge