Version 3 (modified by 11 years ago) ( diff ) | ,
---|
Membership Organizing
Tags
The control panel has a tagging functionality. Here are some of the properties of tags:
- Users must have admin access to the control panel to see, add, or remove tags.
- Tags apply only to memberships as a whole. No other object in the control panel can be tagged
- Tags are space delimited, so place do not try to use tags with spaces in them.
- 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".
- 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
- 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
ormm-2012-13
so try to choose unambiguous tags).
This feature is flexible. Please document uses on this page so we can all be consistent in our use of tags
- Outreach - When organizing an event that we want members to attend, please use the following tags:
- 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) - indicate the response using the format
EVENT-DATE-attend-{yes|no|maybe|virtual}
(e.g. mm-2012-attend-yes)
- indicate the person responsible for contacting the member using the format
- 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.
Notes
Like 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.
Note:
See TracWiki
for help on using the wiki.