1. using nawbo chapter administrator tools and reports once you have logged on to you will be...

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Using NAWBO Chapter Administrator

Tools and Reports

Once you have logged on to www.nawbo.org you will be directed to the Member Main Menu.

CHAPTER ADMINISTRATOR TOOLS

Here you will find an array of helpful tools to assist you in the day to day management of your chapters membership, leadership

roster and email communications.

Managing Your Members Contact Information Update Leadership Roster Send Email to Chapter Members

MANAGING YOUR MEMBERS CONTACT INFORMATIONNote: You must be a chapter member

By selecting any letter of the alphabet the system will pull up all of those members whose last name begins with your selection. For more detailed searches you can enter the first letter of the last and first name and the system will pull up all of those members whose name begins with your search criteria. Please note: the system is case sensitive so use caps only. Once you have entered your search criteria click on the Lookup button.

UPDATING THE LEADERSHIP ROSTER

o NAWBO Websiteo NAWBO Publications

• NAWBO Focus• NAWBO Inside• NAWBO SmartBrief

o Media/PR o NAWBO Storeo Social Media

SENDING EMAIL TO MEMBERS

Note about this function! Only active members will receive

notifications. If a member is in Suspended status they will not receive your email communication unless you add them manually to the Additional emails box or Cc.

CHAPTER ADMINISTRATOR REPORTS

Membership reports included are:

Membership Roster by Paid-thru Date Membership Roster by Join Date Upcoming Renewal Members within 30, 60, 90 Days Non-renewal Members Past 90 Days

All membership reports are exportable to Excel file extensions

MEMBERSHIP ROSTER PAID THRU DATE

Report includes the following fields:

• Display Name• First Name• Last Name• Customer ID #• Member Since• Paid Thru Date• Membership Type

• Address• Postal Code• Country• Phone • Email• Website• NAICS Codes• Business Description• Volunteer Interest

MEMBER ROSTER BY JOIN DATE

• Membership always defaults to the first day of any given month and ends on the last day of the previous month a year later i.e. 12/01/2011 join and end date of 11/30/2012.

• You can search for any date range but must enter a Join After and Joined Before date in the correct format of (MM/DD/YYYY) i.e. 12/01/2010 and 11/30/2011 and the report will bring up all members who joined between those dates.

NAWBO STORE

o Order NAWBO Branded Collateral• Brochure• Presentation Folders• Invitation Cards

MEMBERSHIP DRIVE 2012

March & April 2012New Members - $25 off National Dues

Chapter Support PackageIn route to chapters January 2012

Power Your Chapter Challenge3 Winners: Small * Medium * Large Chapters

SW Voucher + WBC2012 Registration

MEMBERSHIP STRATEGY 2012

New Member Certificates

Renewal Member Gift

Lapsed Member Outreach

Prospective Member OutreachSend Chapter Prospects List

Member-Only Benefits Communications

Chapter In Formation Support

WOMEN’S BUSINESS CONFERENCE 2012

Women’s Business Conference 2012October 4-5, 2012

Louisville, Kentucky

POWER OF ONE

Questions?

Please contact chapterservices@nawbo.org

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