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). |
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. |