NAMI 360 Training Overview.pptx by malj

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									  NAMI 360 Training Webinar
Conference Call #: 1-888-858-6021
      Code: 681-023-6348#
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                              September 2012
             NAMI 360 Scope


Net Community       Raiser’s Edge



                       eJoin
  TouchBase
                      Database

                                     NAMI 360
 MYNAMI.ORG            Current      Integrated
  (eJoin + web         Online        Database
   databases)
                      Donations


Affiliate Contact    Convention
    Database         Registration
NAMI 360 Main Modules



 Membership      Chapter Membership   Online Membership




                 Events Management
  Online Store       Convention        Email Marketing
                    Registration

                                       Future Release
             NAMI 360 Integrated
              3 User Interfaces
                 Online Chapter                 Chapter
                  Information                  Management

                     Online                     Chapter
                   Individual                   Contact         State
                  Contact Info                 Management    Organization

                     Online                     Chapter
                  Demographics                 Membership

                                                Chapter        Affiliate
                     Online
                                   NAMI 360    eMarketing
                  Subscriptions
                                  Integrated
Individual                         Database
                    Online                     Membership
                  Membership                   Management

                    Online                     Fundraising
                   Donations                   Management

                                                 Store          NAMI
                    Online
                   Purchases                   Management

                  Online Event                 Convention
                  Registrations                Management
Executive Director's Report First Quarter FY11   5
Executive Director's Report First Quarter FY11   6
NAMI 360 Automatic
Email Notifications
A. States and Affiliates
  1. Individual Profile Changes
  2. New Membership or Renewal Notification
  3. Chapter Membership Purchase Confirmation
B. Individuals
  4. Membership Purchase Confirmation
  5. Member Confirmation – Welcome Email
Membership Payment
Distribution




                                               NAMI
                     Online
   Individual      Membership
                                 NAMI 360
                                Integrated
                                                State
                                 Database    Organization
                    Chapter
 State/Affiliate   Membership


                                              Affiliate
Online Membership Split Donation




                                            NAMI



                   Online     NAMI 360
                Membership   Integrated
   Individual                                State
                + Donation    Database    Organization




                                           Affiliate
NAMI 360 Functionality


 1. Manage Individuals
 2. Manage Membership
 3. Generate Reports
 4. Manage State/Affiliate Profile
 5. Manage State/Affiliate Leaders
1. Manage Individuals
Manage Individuals - Demo
NAMI 360 Training Login Method


 Øwww.nami.org/nami360test

 ØUsername: train

 ØPassword: nami1234

 ØHelp: extranet.nami.org/NAMI360Help
Manage Individuals - Exercise


  1. Add an Individual after searching
  2. Add/Edit Address/Phone/Email
  3. Add an eSubscription
  4. Edit Demographics
  5. Add a Related Individual
2. Manage Membership
Default Membership Split Ratios

 Ø Regular Membership Dues: $35
   ØAffiliate: $15
   ØState: $10
   ØNAMI: $10

 Ø Open Door Membership Dues: $3
   ØAffiliate: $1
   ØState: $1
   ØNAMI: $1
Chapter Membership
Dues Withholdings




                     Withholdings
Local Withholding




                                            NAMI



                              NAMI 360
                 Chapter
                             Integrated
    Affiliate   Membership                   State
                              Database    Organization




                                           Affiliate
State Withholding




                                          NAMI



                            NAMI 360
               Chapter
                           Integrated
    State     Membership                   State
                            Database    Organization




                                         Affiliate
Withhold Both Local and State




                                                 NAMI



                                   NAMI 360
                      Chapter
                                  Integrated
   State/Affiliate   Membership                   State
                                   Database    Organization




                                                Affiliate
No Withholdings




                                                NAMI



                                  NAMI 360
                     Chapter
                                 Integrated
  State/Affiliate   Membership                   State
                                  Database    Organization




                                               Affiliate
Membership - Demo
Membership - Exercise

  1. Create an eBatch
  2. Add a New Individual and their
     Membership
  3. Search for an Existing Individual and
     Add a Membership for them
  4. Search for an Existing Member and
     Renew their Membership
  5. Close eBatch and pay with Test Credit
     Card (Visa, 4111 1111 1111 1111)
3. Generate Reports
Membership Reports - Demo
4. Manage
State/Affiliate Profile
5. Manage
State/Affiliate Leaders
State/Affiliate Organizations
 and Organization Leaders


  State/Affiliate Profile   State/Affiliate Leader
  • Addresses               • Leader Name
  • Phone Numbers           • Roles
  • Email Addresses         • Addresses
  • Web Page                • Phone Numbers
  • Geographic Service      • Email Addresses
  • Show On Web             • Start and End Date
                            • Show On Web
                            • Receive Email
State/Affiliate/Leaders - Demo
State/Affiliate Leaders - Exercise


  1. Add a Leader
  2. Edit a Leader
  3. Add a Phone or Email
  4. Select what information should
     be displayed on nami.org
Enter User Name and
Password and Click On Sign In




      Executive Director's Report First Quarter FY11   30
Executive Director's Report First Quarter FY11   31
Click on Chapter Management


     Executive Director's Report First Quarter FY11   32
Click here to access
NAMI 360 Help Site
extranet.nami.org/NAMI360Help
Questions?

 1. Questions about Membership Data:
  Ø Contact: memberservices@nami.org


 2. Questions Regarding the System:
  Ø Contact: jtexier@nami.org


 3. Suggestions for System Improvements:
  1. Post them on the NAMI 360 Help Site:
      Extranet.nami.org/nami360Help

								
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