These instructions apply to an organization just getting started using groupable. This does not apply to a new secretary taking over a local already using groupable.
For a step-by-step guide, please click here for our YouTube series Groupable Onboarding for New Organizations.
Phase 1, Part 1: Getting Started Training
- How to get access to groupable and create your account
- Find your way around
- Roster: print it out or export it as excel spreadsheet
- Homework: Review your Roster and make note of any:
- Members who need to be marked inactive (NPDs, Demits, Deceased, Expulsions, etc)
- New members who need to be added (or plural affiliated)
- Inactive members who need to be reactivated
- Be ready with these before Part 2
Phase 1, Part 2: Roster Training
- Update your Roster
- Add all types of events to make members inactive (NPDs, Demits, Deceased, Expulsions, etc)
- Add new members
- Activate Inactive Members
- Homework: Review Glossary of Groupable Terms
Phase 2: Member Management Training
- Watch How To Playlist
- Attend a scheduled Member Management Training to deepen your understanding of updating your member records.
- Contact Information
- Bio Info
- Review member event management
- Add a Certificate of Election for your local to update local officers if necessary
- Send an email to your members that you're using a new system to manage members, dues, email blasts, etc
Phase 3: Finances
- Watch Finances Playlist
- Attend a scheduled Finances Management Training to learn how to use the Finances (Dues, Income/Expenses)
- Assign Member Types
- Set Up Dues For the First Time
Phase 4: Member Engagement
- groupable|m2: Learn how to send emails
- OLP:
- Populate OLP Calendars, News, etc
- Email Dues Notices
- Set up Merchant Account to Accept Online Payments from Members
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