Denver Section Electronic Communication Tools Tips and Tricks Jim Look – Denver Section

1. Denver Section Electronic Communication Tools Tips and Tricks Jim Look – Denver Section

2. Electronic Communication Tools SAMIEEE (IEEE Membership Database) CVent (Event Management Tool) E-Notice (IEEE Email Broadcast Tool) Goozmo (Web Page Host for www.IEEE-Denver.org )

3. SAMIEEE Siebel Analytics

4. What is SAMIEEE • IEEE member database • Contains data from member renewal forms and on-line updates • Extremely Useful information • Member number • E-mail • Phone numbers • Society and publication memberships • Grade codes • Recently migrated to Siebel Analytics

5. Why is SAMIEE Useful • Current contact information • Targeted communications • Members of Society or Section • New members • Identify new members or non-renewals • Improve your communications to your members

6. SAMIEE (Siebel) Available to IEEE Officers Only Login: Username: [Your IEEE Web Account] Password: [Your Password] Training and Materials Available Online

7. How do I Access? • Online application through the IEEE website • Must have user ID and password • Check MyIEEE for your status • Access is restricted by position and organization • Access is automatic – through officer confirmation reporting system

8. SAMIEEE

9. SAMIEEE

10. SAMIEE (Siebel)

11. SAMIEE (Siebel) SAMIEE

12. SAMIEE (Siebel)

13. SAMIEE (Siebel)

14. SAMIEE (Siebel)

15. How Do I Get the Data Out? • Searches may take a long time (30 sec. to 45 minutes) • Generate complex tables and graphs • Download to XLS, CSV or HTML

16. Rules for Use • For use only by IEEE Members, Officers and Committee members • Member information may not be furnished, with or without compensation, to outside entities • Cannot be used by IEEE members for other than approved IEEE business.

17. Tips and Caveats • IEEE member number is always 8 digits • Pad with leading zeros if necessary • Use Geographic codes for Sections and Subsections • System not available on Tuesdays • Filter for do-not-contact flags

18. CVent

19. CVent • Integrated event management tool • Multi-tracks • Structured admission fees • Available under Denver Section contract • Send invitations via e-mail (text or HTML) • Track responses, payments, reservations and wait lists • Automatic responses • Confirmations • Reminders

20. CVent • Collect money via credit cards • Generates attendance lists, name badges and payment status • Post-event surveys • Powerful and very complex

21. CVent www.cvent.com

22. CVent

23. CVent

24. CVent CVent Contact Database: Contains IEEE-Denver Members Periodically Updated with IEEE Denver Section Database (SAMIEEE) Materials and Guides Available On-Line Login Account: IEEECO001 Username: IEEEDENVER Password: (contact Rick Robinson)

25. IEEE E-Notice

26. IEEE e-Notice Email Announcement Tool Provided by IEEE Login: None IEEE email address must be registered Guidance: Create Your Announcement via an HTML editor (e.g. NVU) and paste HTML into form Do Not Use MS Word as an HTML editor Use NotePad

27. IEEE e-Notice E-notice

28. IEEE e-Notice • Acceptable uses

29. Goozmo

30. Goozmo Website Management • Website design, support and hosting • Denver Section has contract with Goozmo Systems • Available to all Societies at no cost • Also may be linked to external sites • Each Society has unique USERID and password • Access through www.Goozmo.com

31. Goozmo Goozmo

32. Goozmo

33. Goozmo

34. Goozmo

35. Goozmo

36. Goozmo

37. Additional Training • Detailed Training to be provided by IEEE-Denver via web-conference (February) • Look for CVent invite or send email to secretary(AT)ieee-denver.org if you are interested • Check websites for tutorials and documentation

38. SAMIEEE, e-Notice, Goozmo, CVent Tools IEEE-Denver 2008 Society Officer and Member Training Jim Look (Jim.Look(AT)ieee.org) Chair-Elect, IEEE Denver Rick Robinson (rrobinson256(AT)ieee.org) Secretary, IEEE Denver (secretary(AT)ieee-denver.org)

39. Questions???