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September 2013

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  1. NAMI 360 Training Webinar Conference Call #: 1-888-858-6021 • Code: 703-524-7600# Please turn OFF the sound on your computer if you are using your phone for the audio portion *6 to mute your phone #6 to unmute your phone September 2013

  2. How to Ask Questions Online We will pause for questions throughout the training and answer any submitted through the Q&A function as well as over the phone.

  3. Today’s Objectives • To understand the NAMI membership process • To be able to update individuals’ information in NAMI 360 • To be able to add and renew memberships in NAMI 360 • To be able to generate reports in NAMI 360 • To be able to update NAMI State Organization and NAMI Affiliate contact information and leaders in NAMI 360

  4. A Look Back Net Community Raiser’s Edge TouchBase eJoin Database NAMI 360 Integrated Database MYNAMI.ORG (eJoin + web databases) Current Online Donations Affiliate Contact Database Convention Registration

  5. NAMI 360 Main Modules Email Marketing Education Leader and Class Data Membership Future Release Future Release Fundraising Online Store Events Management (Convention Registration)

  6. 1 Single Data Source, 3 User Interfaces State/Affiliate Office Information Online Individual Contact Info NAMI Affiliate users NAMI State Organizationusers Individual NAMI Individual Record Management Online Demographics Membership Online Subscriptions eMarketing (coming soon!) NAMI 360 Integrated Database Online Membership Membership Management Online Donations Fundraising Management Online Purchases Store Management Convention Management Online Event Registrations

  7. NAMI 360 Training Agenda • Manage Individuals • Manage Membership • Generate Reports • Manage State/Affiliate Profile • Manage State/Affiliate Leaders • Logging In to NAMI 360

  8. 1. Manage Individuals

  9. Managing Records in NAMI 360 • Each record contains one individual’s basic information, including: Address Email Address* Phone and/or Fax Numbers Name Leadership Role with NAMI Office Demographic Information (optional) Relationship with Other Records *The primary email on each record must be unique across the entire database. • All NAMI 360 records are individual records. If you have an organization that you would like to keep track of, create a record for the organization’s contact person and then list the organization on their profile.

  10. Managing Individuals

  11. Managing Individuals

  12. Managing Individuals

  13. Managing Individuals

  14. Managing Individuals

  15. Managing Individuals

  16. Managing Individuals

  17. Managing Individuals

  18. Managing Individuals

  19. Managing Individuals

  20. Managing Individuals

  21. NAMI 360 Training Database

  22. NAMI 360 Training Database

  23. NAMI 360 Training Database

  24. NAMI 360 Training Database

  25. NAMI 360 Training Database • www.nami.org/nami360test • Username: train • Password: nami1234 • Please disregard the “Access Denied” message and click on the “Home” button on the left-hand side *If you minimize your Live Meeting screen to open an internet browser, Live Meeting will still be at the very bottom of your screen for you to select again.

  26. Manage Individuals - Exercise • Add an Individual after searching • Add/Edit Address/Phone/Email • Add an eSubscription • Edit Demographics • Add a Related Individual

  27. 2. Manage Membership

  28. Membership Policies • NAMI Membership is for one year. • Memberships are not updated in NAMI 360 until payment is entered in the system by a NAMI State Organization or NAMI Affiliate using a credit or debit card. • Members are categorized based on the amount of dues paid.

  29. Membership Terms • Membership type is determined by how much the member paid—there is no difference in benefits • Regular member paid $35 • Open Door member paid $3 *There are no eligibility requirements for an Open Door membership. It is intended for those individuals who are not financially able to pay the Regular rate of $35.

  30. Membership Terms • Membership source is determined by how the membership was last submitted • Online member joined or renewed through NAMI.org • Affiliate NAMI State Organization or NAMI Affiliate processed the membership in NAMI 360 • NAMI for whatever reason, NAMI had to process or update the membership

  31. Membership Terms • Membership status is determined by expiration date • Active expiration date has not yet passed • Lapsed expiration date was less than one year ago • Dropped expiration date was over one year ago • Non-member no membership on the individual’s record

  32. Membership Dues • You will always be paying for the NAMI portion of dues in the system: • Regular $35 NAMI receives $10 • Open Door $3 NAMI receives $1

  33. Membership Dues Split Ratios • The remaining dues are split between the NAMI State Organization and the NAMI Affiliate. • Duessplits were communicated to NAMI by NAMI State Organizations, so the system is already set up to calculate that for you. • The default split is: Regular $35 • NAMI: $10 • Affiliate: $15 • State: $10 Open Door $3 • NAMI: $1 • Affiliate: $1 • State: $1

  34. Membership Dues Withholdings Withholdings

  35. Local Withholding NAMI Affiliate NAMI Affiliate NAMI State Organization NAMI NAMI 360 Integrated Database

  36. State Withholding NAMI Affiliate NAMI State Organization NAMI NAMI State Organization NAMI 360 Integrated Database

  37. Withhold Both Local and State NAMI Affiliate NAMI State Organization NAMI State/Affiliate NAMI 360 Integrated Database

  38. No Withholding NAMI Affiliate NAMI State Organization NAMI State/Affiliate NAMI 360 Integrated Database

  39. Online Membership and Donation Split NAMI Affiliate NAMI State Organization Individual NAMI NAMI 360 Integrated Database Online Membership + Donation

  40. Membership Payment Distribution NAMI Affiliate State/Affiliate NAMI State Organization Individual NAMI Online Membership* NAMI 360 Integrated Database Chapter Membership * Including online donation, if applicable

  41. Managing Memberships

  42. Managing Memberships

  43. Managing Memberships

  44. Managing Memberships

  45. Managing Memberships

  46. Managing Memberships

  47. Managing Memberships

  48. Managing Memberships