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| * [[Membership procedures]] | | * [[Membership procedures]] |
| * [[Forms]] | | * [[Financial Forms]] |
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| This is the back-end procedure for becoming a member of Creatorspace. There are five actions that must be performed.
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| First is finding out when someone joins on the website. That's done in Square (there's a different process for PayPal and Cash), which needs to be checked at least weekly. I also check when I see an invoice with a name I don't recognize in the Treasurer email.
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| ==== Square (for member info) ====
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| * Payments & Invoices/All Orders/
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| ** Shipping Address
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| ** Phone Number
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| ** Email
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| ** Creation Date
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| * Customer Directory/Directory/Group:New Customers
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| ** Sort by Created
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| ** Email
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| ** Phone
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| ** First Visit date
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| Second is updating the Master Membership spreadsheet. This is super important because this is the only way tp know how many members there are.
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| We currently use a spreadsheet to manage membership data. This works well as long as it is continuously kept up to date. The Data description is (will be) here.
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| ==== Update MasterMemberList spreadsheet with info ====
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| * Add First Name, Last Name
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| * Add whole name
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| ** Add other names, if needed
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| * Billing email
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| ** Add other emails, if needed
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| * Address, Phone
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| * Checkboxes
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| ** Add x for Member, Square
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| ** Add Dues: Mthly and Actual
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| ** Add type of membership
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| ** Add Join Date Add Notes, if needed
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| * Save As, with date in name
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| Third is sending a Welcome to Creatorspace email. This is to confirm to the member that they have become a member. This email includes a Welcome Letter outlining the rights and responsibilities of membership.
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| ==== Email ====
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| * Copy older welcome letter
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| * Attach Welcome Letter
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| Fourth is adding the new member to the various Mailchimp mailing lists, or Audiences as they call it in Mailchimp. We maintain a list of current members, a list for all members past and present, and a Master List which is used for the newsletter.
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| ==== Mailchimp ====
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| * Audience
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| ** Creatorspace Member
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| *** Add Single Contact
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| **** Permission checkbox
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| **** Email
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| **** First Name, Last Name
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| **** Address
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| **** Phone
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| *** Contacts
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| **** Select checkbox
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| **** three dots:Copy to audience
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| **** Copy to Creatorspace Members and Friends
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| **** Repeat, and copy to Master List
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| Fifth and final task is adding the new member to Slack! This is done last because they aren't fully a member until everything else is done. I have found changing the order tasks are preformed usually leads to errors. Also data gathered from each task gets used in later tasks.
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| ==== Slack ====
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| * Creatorspace menu
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| ** Invite people to Creatorspace
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| *** Send to: email
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| *** Invite as Member
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