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Liberalist Champions. Building local capacity; sharing Liberalist to infinity and beyond. Call 1-800-747-5150 to hear the spoken portion of the session. Membership and Communication Tools. Nadya Wilkinson Liberal Party HelpDesk Agent. Today’s Session. Creating lists of members

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Liberalist Champions


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    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