nami 360il.nami.org/ilconferencenami360presentation2013.pdf · 2013-10-23 · nami 360. integrated....
TRANSCRIPT
2013
NAMI 360
NAMI 360: System Overview
New Membership System Goals
NAMI 360 was designed with the help of many NAMI State
Organizations and NAMI Affiliates. Out of their comments emerged
the following main goals for the new system:
1.New Members have access to their Online Benefits immediately
after
paying their dues
2.NAMI State Organizations and NAMI Affiliates receive their
membership dues on a monthly
basis
3.NAMI provides a shared,
reliable, speedy, and easy to use
system
4.The new system provides opportunities to reduce cost
across the
“NAMI network”
Raiser’s EdgeNet Community
TouchBase
MYNAMI.ORG(eJoin + web
databases)
eJoinDatabase
A Look Back
NAMI 360IntegratedDatabaseCurrent Online
Donations
ConventionRegistration
Affiliate Contact
Database
The NAMI office used to have a lot of
disconnected systems, which meant information
needed to be entered in multiple locations.
With NAMI 360, everything is in one
place!
Online Store
Education Leader
and Class Data
Fundraising
Events
Management(Convention
Registration)
Email MarketingMembership
Main Areas of NAMI 360
Future ReleaseFuture Release
Used by NAMI, NAMI State Organizations, and NAMI Affiliates
Used by NAMI
Online
Membership
State/Affiliate
Office
Information
Individual Membership
Management
1 Single Data Source, 3 User Interfaces
NAMI 360IntegratedDatabase
NAMI State Organization users
NAMI
Online
Donations Fundraising
Management
Online
Individual
Contact Info
Online
Purchases
Online Event
Registrations
Online
Subscriptions
Online
Demographics
Individual
Record
Management
Membership
eMarketing(coming soon!)
Store
Management
Convention
Management
NAMI Affiliate users
Whenever any
information is
updated in NAMI 360,
anyone else who is
authorized to access
the information can
see the changes that
were made.
You will see and
interact with the data
differently depending
on if you are an
individual user, a
NAMI State
Organization or NAMI
Affiliate user, or a
NAMI user.
Current NAMI 360 Capabilities
Currently, you can complete the following tasks in NAMI 360:
Manage Individual Records
Manage Memberships
Generate Reports
Manage NAMI State Organization and NAMI Affiliate Contact and Leader Information
Managing Individual Records in NAMI 360
• Each record in NAMI 360 contains one individual’s basic information,
including:
Phone and/or
Fax Numbers
Leadership Role
with NAMI
Office
Name
Relationship
with Other
Records
Demographic
Information
(optional)
Email AddressAddress
This is how an individual who logs into the NAMI.org
website will see their information:
A NAMI member will be able to renew
their membership from their profile.
The individual
can add or edit
their information
using this profile.
This is how a NAMI 360 user at the NAMI State
Organization or NAMI Affiliate level will see that same
individual’s information:
The NAMI 360
user can add or
edit the
individual’s
information on
this profile, and
add or renew a
membership.
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.
Managing Membership
Since Standardized Dues took effect in July 2012, NAMI has two membership types
which are determined by how
much the member paid—there is no
difference in benefits
• Regularmember paid $35
• Open Doormember 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.
Membership Terms used in NAMI 360
Membership source is determined by how the membership was
last submitted
• Onlinemember joined or renewed through NAMI.org
• AffiliateNAMI State Organization or NAMI Affiliate processed the
membership in NAMI 360
• NAMI
NAMI had to process or update the membership (for example, if a
member needed to be transferred to another affiliate)
Membership Terms used in NAMI 360
Membership status is determined by expiration date
• Activeexpiration date has not yet passed
• Lapsedexpiration date was less than one year ago
• Droppedexpiration date was over one year ago
• Non‐memberno membership on the individual’s record
Flow of Membership Dues and Information
NAMI.org
Member
NAMI Illinois or
NAMI Affiliate
NAMI 360
A member can either pay
for their membership online
via NAMI.org….
…or they can pay directly to
NAMI Illinois or their NAMI
Affiliate…
…and their information and
dues are automatically
updated in NAMI 360…
…and that office will
process the membership
and dues in NAMI 360.
Membership Dues
When you are updating memberships in NAMI 360, you will always be paying for the NAMI
portion of dues:
• Regular
$35NAMI receives $10
• Open Door $3NAMI receives $1
NAMI Illinois or
NAMI Affiliate
NAMI 360
Membership Dues
You can also pay the NAMI Illinois portion of dues at the same time you are paying the NAMI dues.
The dues are split in Illinois as follows:
Regular $35
NAMI: $10Affiliate: $10State: $15
Open Door$3
NAMI: $1Affiliate: $1State: $1
Membership Dues
Each month, NAMI sends any applicable payments owed to NAMI
Illinois and its affiliates.• We make direct deposits if we have your bank account information;
otherwise, we send your dues to NAMI Illinois for them to send on to you
NAMI 360
NAMI AffiliateNAMI Illinois
*If a member makes a donation in the same transaction as a membership
purchase on NAMI.org, the donation will be split equally between
NAMI,
NAMI Illinois, and the NAMI Affiliate they joined.
The payment includes:•NAMI.org memberships
•Memberships processed in NAMI
360
•Split donations*
Generate Reports
There are currently 4 reports available in the “Generate Reports”
area of NAMI
360:
• Membership Summary Report: if you want just numbers; a “snapshot”
• Membership Detail Report (PDF):
detailed contact information and
basic membership information to easily print out
• Membership Detail Report (Excel): detailed contact and membership
information to manipulate/compare
• Membership Detail Report (5160 Label): if you want to send mail to
certain members (newsletter, renewal notice, etc)
The reports are pulling information from NAMI 360 as it is in the system at the
moment you generate the report.
Generate Reports
Example of the Membership Summary Report
The number of members for each
membership status and membership
type will be given…
…as well as the totals for each.
Generate Reports
Example of the Membership Detail Report (PDF)
Choose which members you want to see
in the report
Generate Reports
Example of the Membership Detail Report (Excel)
(left side of Excel file)
Choose which members you
want to see in the report
Generate Reports
Example of the Membership Detail Report (Excel)
(right side of Excel file)
Generate Reports
Example of the Membership Detail Report (5160 Label)
(information has been blurred for security purposes)
Choose which members you
want to see in the report
State/Affiliate Contact Information
NAMI displays contact information for
each NAMI State Organization and NAMI
Affiliate on the NAMI.org website in the
“Find Your Local NAMI”
section.
You can click on any state on
the map to bring up the
information for the NAMI
offices in that state.
State/Affiliate Contact Information
The NAMI State
Organization
information will
be listed first…
…and the
NAMI
Affiliates in
the state
will be
listed in
alphabetical
order below
that
All of the
information
that is
displayed is
controlled in
NAMI 360.
State/Affiliate Contact Information
You can click
on any NAMI
Affiliate
name for
more
detailed
contact
information.
The “Geographic
Service Area”
describes the area
your NAMI Affiliate
covers.
The City and Zip Code
are from the NAMI
Affiliate’s primary
address and are only
displayed if you have
chosen to show that
address online.
State/Affiliate Contact Information
The primary
contact
information for
your NAMI
Affiliate will be
listed first…
…and any of your
NAMI Affiliate leaders
that you have chosen
to show online will be
displayed below that.
State/Affiliate Contact Information
To update the main
contact information
for your NAMI
Affiliate….
State/Affiliate Contact Information
…you would go to the “Edit State/Affiliate
Profile”
area of NAMI 360.
You can see the
primary contact
information for
your office here...
…and you can see which
fields will be displayed
on NAMI.org (there is a
check mark) or not
(there is a red x).
The Geographic Service Area will always be displayed
on NAMI.org.
You can edit any of the information that is
listed
State/Affiliate Contact Information
You can edit any of
the information
that is listed, or
add new
information.
You can decide
which information
should be
displayed on
NAMI.org.You can also
decide which NAMI
office you would
like to have send
renewal notices to
your members.
Renewal Notices
NAMI 360 users can choose whether renewal notices for their members should come from NAMI, the State, or the Affiliate.
NAMI has begun emailing renewal notices to the members of any NAMI Affiliate that has chosen to have them come
from the NAMI office.
• This will ensure each member is alerted when his/her
membership expires and give him/her an easy opportunity to
renew.
Renewal Notices
If your office opts for NAMI to send renewal notices on your behalf, your members who do not have an email
address in NAMI 360 will not receive a notice.
You will need to contact members without an email address separately regarding their renewal.
If your office chooses for the State
or the Affiliate
to send renewal notices, it will be that office’s responsibility to
send those out.
Renewal Notices
Renewal notices are sent based on a member’s current expiration date in NAMI 360.
Schedule of email renewal notices from NAMI:
• 2 months before expiration date• 1 month before expiration date• During month of expiration date• 1 month after expiration date• 2 months after expiration date
As soon as their membership is renewed in NAMI 360, the member will stop receiving renewal notices for that
renewal cycle.
Renewal Notices
• The emails will change depending on which notice the member is receiving, but here is a sample of one:
The message
thanks them for
their previous
support to NAMI.
It also gives them
instructions on
how they can
renew online via
the NAMI.org
website.
State/Affiliate Contact Information
To update the
individual contacts for
your NAMI Affiliate….
State/Affiliate Leader Information
…you would go to the “Edit State/Affiliate
Leaders”
area of NAMI 360.
You can edit any of the leaders that are
currently listed for your NAMI Affiliate.
State/Affiliate Leader Information
You can edit any of
the information
that is listed, or
add new
information.
You can check the
“Show on Web”
box
to have the
individual’s name,
position, and
chosen contact
information (phone
and/or e‐mail)
display on
NAMI.org.
You can also remove someone
from your list of leaders by
entering an “End Date”.
State/Affiliate Leader Information
You can add a new leader to your NAMI
Affiliate’s list of leaders.
…links to the NAMI 360 Help Site
where you can find the NAMI 360
manual, training videos, and other
helpful information……and a place to submit suggestions to
NAMI for new features you would like to
see in NAMI 360.
In addition to the sections we have
covered, you can also find…
There is also a “Contact NAMI”
page in
case you need to get in touch with NAMI
staff.
NAMI 360: Phase II(Upcoming Features to the System)
NAMI 360: Phase IIAvailable Now!
• Online versions of the current Monthly Distribution spreadsheets
that have been
sent via email to those NAMI offices receiving a direct deposit
• 7 new reports
NAMI State Organization Summary Report
NAMI State Organization – NAMI Affiliates with Bank Information
NAMI State Organization – NAMI Affiliates without Bank Information
NAMI Affiliate Summary
Online Memberships
Chapter Memberships
Split Donations
Monthly Distribution Reports
NAMI 360: Phase IIComing this Summer!
Education Classes
You will soon have the ability to manage
your Education class data through NAMI 360
and have upcoming classes display on
NAMI.org.
Education Leaders
NAMI 360: Phase IIComing this Summer!
You will also soon be able to manage your
Education leader data.
Opt Outs & E‐marketing
NAMI 360: Phase IIComing in 2014!
We are working on a way for individuals to
manage what communications (mail or email)
they receive from NAMI, their NAMI State
Organization, and their NAMI Affiliate.
You will be able to send email messages to any
individuals in your NAMI 360 data using our
upcoming E‐Marketing feature.
Field Online Donations
NAMI 360: Phase IIOther Upcoming Modules
Volunteer Management
The Field Online Donations feature will provide
your NAMI office with the ability to collect and
process donations through NAMI 360 instead
of having to use an outside vendor.
The Volunteer Management feature
would allow you to maintain data on your
NAMI office’s volunteers, such as when a
certain individual can help out at your
office.
Questions?
How to Contact NAMI
Have further questions about NAMI 360? Contact Us!
Main Email:
Phone:
703‐524‐7600Toll Free:
1‐800‐950‐6264 Voicemail:
1‐888‐999‐6264, Menu Option 2
Elizabeth Monrad, Information Services Manager, [email protected] Roberts, Information Services Coordinator, [email protected]
NAMI 360 Help Site:
http://extranet.nami.org/NAMI360Help
Register for a NAMI 360 training session:
http://tinyurl.com/NAMI360TrainingReg