Membership Processing

Current Workflows

Raiser’s Edge

Affiliate

Member Services

1) New MembersSpreadsheet

2) Payment sent to

Accounting

5) New Membersare Manually

EnteredIn Raiser’s Edge

Bank

Manual Process - New Members and Renewals

Accounting

TouchBase

7) Member Status

Verification

TouchBase Pulls data fromRaiser’s Edge

4) Payment is Confirmed

3) Payment is Processed

Membermy NAMI.ORG

Advocate9) MembersReceives Advocate

MembersLogin to my NAMI.ORG

8) Advocate mailing

is pulled 3x/year (Feb, May & Sep)

Member Services

10) Member Services manually creates myNAMI account

6) Member Services Confirms

Process Completion

TouchBase

Raiser’s Edge

Affiliate

Member Services

1) Renewal Batch

Online Payment Processor

4) Process Batch

TouchBase Electronic Renewals Process

State

3)EMailNotifications

Membermy NAMI.ORG

Advocate

2) Payment Processed

5) Advocate mailing is pulled 3 times a year

6) MembersReceives Advocate

MembersLogin to my NAMI.ORG

Raiser’s EdgeAffiliate

Member Services

2)Individual Purchases

Membership

Online Payment Processor

1) Individual Creates Online

Account

6) Record is Manually Entered in

Raiser’s Edge

Merchant Bank

eJoin Process

State

4) EMailNotifications

Membermy NAMI.ORG

Advocate

3) Payment processed

7) Advocate mailing is pulled 3x/year

5) EMailNotifications

Member

8) MembersReceives Advocate

Accounting

Quarterly Payments

AffiliateState

Raiser’s Edge

Affiliate Member Services

Member Requests

Raiser’s EdgeRecord

Maintenance

Member ServicesReceived 70 requests a day in October

50% Members – 50% States & Affiliates

State

Member

my NAMI.ORG

Email Notifications

eJoin – Maintenance

Profile Updates

NAMI Staff

TouchBase

my NAMIAccountsCreation

Batch ProcessingTechnical Assistance

Affiliate Requests

State Requests

StaffRequests