SHRM Affiliate CMS Membership Database

Transcription

1 SHRM Affiliate CMS Membership Database Page 1

2 Contents Introduction... 3 How Can the Website Membership Database be Used?... 4 Search Members... 5 Membership Classification... 6 Membership Expiration Date... 7 Action Items... 7 Page 2

3 Introduction This guide was designed to provide additional information on the website membership database that is built-into the SHRM Content Management System that is used to manage SHRM hosted websites. The website membership database was designed to be managed by the chapter/council and SHRM does not maintain any information contained in the database. There is no link between the built-in website membership database and SHRM s member database. Page 3

4 How Can the Website Membership Database be Used? Manage members (active, pending & expired) Manage non-member records Manage website administrators Create categories to help identify different member types/groups (ex: Professional, Student) Export a list of members into an excel spreadsheet Send mass s that can be formatted and include attachments Member login protect content Members can view/modify their member record content The database is broken into easy to use sections which allow you to search for a member or a group of members based on different criteria you enter from the following options: Search Members Membership Classification Membership Expiration Date Action Items Page 4

5 Search Members Below is a screen print of this search section: Name: Use the Name field to find a user by their first or last names. All members are required to fill in their first and last name. Organization: If the member added a company name to his or her profile, you will be able to find that member by the name of their organization. Location: The City, State and Zip fields allow you to find members by location. Optout: Use the Optout checkbox to create a list of all people who have opted out of receiving s that you send. Page 5

6 Membership Classification Below is a screen print of this search section: Category The software allows you to create member categories and assign members to those category groups. This means that you can narrow your search by any category by selecting multiple categories. An example would be: Professional Member, Student Member, and Retired-Life Member Membership Status Any: This includes Pending, Active and Expired Pending: Pending Members Only Active: Active Members Only Expired: Expired Members Only Non Member: Non Members Only Page 6

7 Membership Expiration Date Below is a screen print of this search section: By using the Start Date and End Date fields, you can find members whose membership will expire, or did expire, between any given periods of time. Action Items Once a search is conducted and you have a list of members meeting the criteria you entered, you can just review the search results or you have additional options on what you can do with the search results and these options are found under Action Items. Below is a screen print of the Action Items section: Description of Action Items: This is a page within the Training Center that explains in detail each of the Action Items. Export to Excel: This option allows you to export the results of your search to a downloadable Excel document. Send Mass This option allows you to create and send an to the list created based on your search. The mass can be formatted using a tool bar and can include attachments. Page 7

8 Below is a screen print of the mass creation screen: Activate Accounts: This option enables you to Mass Activate accounts from the Status of Pending to Active by first allowing you to select the members and then clicking the Activate Accounts button. Expire Accounts: This option allows you to Mass Expire Accounts, by first selecting the members then clicking the Expire Accounts button. Page 8

9 Change Expiration Date: Choosing this option allows you to Mass change the expiration date for every Active record in the database. Delete Accounts: This option allows you to Mass Delete Pending and Expired Accounts, by first selecting the members and then clicking the Delete Accounts button. Page 9