1. using nawbo chapter administrator tools and reports once you have logged on to you will be...
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Using NAWBO Chapter Administrator
Tools and Reports
Once you have logged on to www.nawbo.org you will be directed to the Member Main Menu.
CHAPTER ADMINISTRATOR TOOLS
Here you will find an array of helpful tools to assist you in the day to day management of your chapters membership, leadership
roster and email communications.
Managing Your Members Contact Information Update Leadership Roster Send Email to Chapter Members
MANAGING YOUR MEMBERS CONTACT INFORMATIONNote: You must be a chapter member
By selecting any letter of the alphabet the system will pull up all of those members whose last name begins with your selection. For more detailed searches you can enter the first letter of the last and first name and the system will pull up all of those members whose name begins with your search criteria. Please note: the system is case sensitive so use caps only. Once you have entered your search criteria click on the Lookup button.
UPDATING THE LEADERSHIP ROSTER
o NAWBO Websiteo NAWBO Publications
• NAWBO Focus• NAWBO Inside• NAWBO SmartBrief
o Media/PR o NAWBO Storeo Social Media
SENDING EMAIL TO MEMBERS
Note about this function! Only active members will receive
notifications. If a member is in Suspended status they will not receive your email communication unless you add them manually to the Additional emails box or Cc.
CHAPTER ADMINISTRATOR REPORTS
Membership reports included are:
Membership Roster by Paid-thru Date Membership Roster by Join Date Upcoming Renewal Members within 30, 60, 90 Days Non-renewal Members Past 90 Days
All membership reports are exportable to Excel file extensions
MEMBERSHIP ROSTER PAID THRU DATE
Report includes the following fields:
• Display Name• First Name• Last Name• Customer ID #• Member Since• Paid Thru Date• Membership Type
• Address• Postal Code• Country• Phone • Email• Website• NAICS Codes• Business Description• Volunteer Interest
MEMBER ROSTER BY JOIN DATE
• Membership always defaults to the first day of any given month and ends on the last day of the previous month a year later i.e. 12/01/2011 join and end date of 11/30/2012.
• You can search for any date range but must enter a Join After and Joined Before date in the correct format of (MM/DD/YYYY) i.e. 12/01/2010 and 11/30/2011 and the report will bring up all members who joined between those dates.
NAWBO STORE
o Order NAWBO Branded Collateral• Brochure• Presentation Folders• Invitation Cards
MEMBERSHIP DRIVE 2012
March & April 2012New Members - $25 off National Dues
Chapter Support PackageIn route to chapters January 2012
Power Your Chapter Challenge3 Winners: Small * Medium * Large Chapters
SW Voucher + WBC2012 Registration
MEMBERSHIP STRATEGY 2012
New Member Certificates
Renewal Member Gift
Lapsed Member Outreach
Prospective Member OutreachSend Chapter Prospects List
Member-Only Benefits Communications
Chapter In Formation Support
WOMEN’S BUSINESS CONFERENCE 2012
Women’s Business Conference 2012October 4-5, 2012
Louisville, Kentucky
POWER OF ONE
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