| | 1 | = Membership Organizing = |
| | 2 | |
| | 3 | == Tags == |
| | 4 | |
| | 5 | The control panel has a tagging functionality. Here are some of the properties of tags: |
| | 6 | |
| | 7 | * Tags can only be added, and are only visible, to individuals with site-wide admin access. |
| | 8 | * Tags are space delimited, so place do not try to use tags with spaces in them. |
| | 9 | * Tags can be added to a member on all pages showing a single member's resources by filling in the box next to the button that says "Add tag". |
| | 10 | * Tags are visible on all pages showng a single member's resource and appear as hyper links. If you click on a tag, you will see a list of all members with the same tag. This search is the equivalent of Clicking Top => Search and entering in the search box: tag:SEARCH-STRING |
| | 11 | * When searching for a tag, partial matches are returned. You can use this feature to your advantage. For example, if you use the tags mm-2012-attend-yes, mm2012-attend-no, mm2012-attend-virtual, you can find all the members tagged for the membership meeting with the search string: mm-2012 (this will also show tags mumm-2012 or mm-2012-13 so try to choose unambiguous tags). |
| | 12 | |
| | 13 | This feature is flexible. Please document uses on this page so we can all be consistent in our use of tags |
| | 14 | |
| | 15 | * Outreach - When organizing an event that we want members to attend, please use the following tags: |
| | 16 | * indicate the person responsible for contacting the member using the format EVENT-DATE-outreach-PERSONRESPONSIBLE (e.g. mm-2012-outreach-jamie for the 2012 membership meeting) |
| | 17 | * indicate the response using the format EVENT-DATE-attend-yes|no|maybe|virtual (e.g. mm-2012-attend-yes) |
| | 18 | * Needs contact - Sometimes we see indications that a member may be considering leaving the organization (for example if their DNS is pointing elsewhere or the ask a question on support suggesting they are considering leaving. Support team members should tag these memberships with: needs-contact, add a note explaining why (see notes below), and send an email to {{{info@mayfirst.org}}} to alert the staff. When a staff person has contacted the member, they can delete the tag and write a follow up note. |
| | 19 | |
| | 20 | == Notes == |
| | 21 | |
| | 22 | Like tags, notes are only visible and can only be added or edited by users with site-wide admin privileges. Notes appear as a tab in the member area (where invoices, ocntacts, etc are located). Notes are designed to keep track of any special exceptions or contact history with members. For example, if a member has negotiated a special membership dues rate or has an explanation for a complex payment plan. |
