Changes between Version 1 and Version 2 of control-panel/membership-organizing


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Timestamp:
Nov 9, 2012, 11:00:14 AM (7 years ago)
Author:
Daniel Kahn Gillmor
Comment:

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  • control-panel/membership-organizing

    v1 v2  
    55The control panel has a tagging functionality. Here are some of the properties of tags:
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    7  * Tags can only be added, and are only visible, to individuals with site-wide admin access.
     7 * Tags apply only to memberships as a whole.  No other object in the control panel can be tagged
     8 * Users must have site-wide admin access to see, add, or remove tags.
    89 * Tags are space delimited, so place do not try to use tags with spaces in them.
    910 * 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).
     11 * Tags are visible on all pages showing 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`
     12 * 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`, `mm-2012-attend-no`, `mm-2012-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).
    1213
    1314This feature is flexible. Please document uses on this page so we can all be consistent in our use of tags
    1415
    1516 * 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.
     17  * 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)
     18  * indicate the response using the format `EVENT-DATE-attend-{yes|no|maybe|virtual}` (e.g. `mm-2012-attend-yes`)
     19 * 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 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.
    1920
    2021== Notes ==
    2122
    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.
     23Like tags, notes are only visible to 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, contacts, 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.