WEBVTT 1 00:00:01.169 --> 00:00:07.320 I just thank you. So now we get that button away. All right. Okay. 2 00:00:07.320 --> 00:00:11.009 So, I usually start, um. 3 00:00:11.009 --> 00:00:23.064 At the V tools website that's always this 1st slide. Um, if nothing else you remember to go to this website, this will probably lead you to everything you've seen today and more. 4 00:00:23.454 --> 00:00:29.783 So, visuals has a main website that will volunteers can see a lot of material. 5 00:00:30.384 --> 00:00:39.084 And in this slide, I'm showing you that you can search for some of the answers to your questions links to all the tools applications as well as what. 6 00:00:40.350 --> 00:00:52.799 Other applications supports such as, um, membership validator. Um, you'll see that there's remote conferencing information there a link to oh, you analytics. So. 7 00:00:52.799 --> 00:00:56.729 If you don't know where to go, when you say, oh, I remember, you know. 8 00:00:56.729 --> 00:01:02.725 Margaret mentioning this, you can find the links here, so that's called quick links quickly. 9 00:01:02.725 --> 00:01:07.944 Get you to the application tools is really just a tab that gives you, 10 00:01:07.944 --> 00:01:08.155 like, 11 00:01:08.155 --> 00:01:17.004 1 or 2 sentence high level description of what the tool does the tutorials or more detailed, 12 00:01:17.004 --> 00:01:18.834 and they're broken down by function. 13 00:01:18.834 --> 00:01:30.834 So, a lot of times some information that you ask me about, I add in the tutorials, because I think it's probably more relevant than me just coming up with old press this button and such. 14 00:01:30.834 --> 00:01:40.465 So, tutorials are there to help if you have a need to contact anybody specifically I am on that email list. 15 00:01:40.704 --> 00:01:49.375 The contact tab is there and blog is posting information such as when there's a release for Tripoli as well as V tools. 16 00:01:49.375 --> 00:01:57.954 If there's some downtime, I even asked, add some information like, I put below want to know who has access to the tools, things like that. All kinds of. 17 00:01:58.650 --> 00:02:02.219 Quick tips or choose. Okay. 18 00:02:02.219 --> 00:02:07.290 So, the 1st, um, application going to talk about is events, um. 19 00:02:08.094 --> 00:02:14.574 There is like, a lot of other choices out there for you to promote your events and build your membership. 20 00:02:14.604 --> 00:02:29.004 Um, but with events, you have a, um, integration with the other vetos applications that knows who you are, um, your your membership and such. So, the advantage of putting your events in there is that it's a, um. 21 00:02:29.310 --> 00:02:42.599 It it makes your job a little bit easier to communicate and engage your members. So I show a picture of the home page here. So it basically is a contact. 22 00:02:42.599 --> 00:02:48.900 Management says, if you wanted to think about it, you create your events and then you promote them. Um. 23 00:02:48.900 --> 00:03:00.810 On this slide here it says new 1 event multiple host 1 report. So last summer we put in, um, a feature where you can create an event, and you can have multiple. 24 00:03:00.810 --> 00:03:07.884 You know, sections, chapters, affinity, group, student branches that are part of that event and you add it there. 25 00:03:07.914 --> 00:03:08.455 Um, 26 00:03:08.664 --> 00:03:10.044 and the advantage of that is, 27 00:03:10.134 --> 00:03:11.784 there's only 1 event that's needed, 28 00:03:11.814 --> 00:03:22.675 but everybody that's supporting that event has access and that's it advantageous because it reaches all of those members when you communicate, 29 00:03:23.125 --> 00:03:23.514 um, 30 00:03:23.514 --> 00:03:31.014 through another vetos application you notice and it also allows you to when you finally done reporting it to headquarters. 31 00:03:31.044 --> 00:03:34.525 You only have to do 1 report versus if you add 5 hosts. 32 00:03:34.830 --> 00:03:41.729 So, it makes it more simple and this is something somebody's, they've been they've been asking for a long time. 33 00:03:41.729 --> 00:03:56.129 Last summer, obviously, last year we had a lot of virtual conferences, so there is a space on the form that allows you to put Webex or zoom or Google there. And, um, we do allow we've asked the Webex. Um. 34 00:03:56.129 --> 00:04:10.164 Management group in in Tripoli, if they could post Webex and so you're welcome to do that on the public view. I know some volunteers are hesitant to do that, but that is supported. We just recently put it in the spring, um, the option to do flyers. 35 00:04:10.164 --> 00:04:15.564 So, there's a PDF that's generated that you could forward as well to your membership. 36 00:04:16.170 --> 00:04:23.490 Um, the application collects registration and it does have a payment functionality. So that's available to. 37 00:04:24.175 --> 00:04:25.194 Utilize if you'd, 38 00:04:25.194 --> 00:04:25.495 like, 39 00:04:25.495 --> 00:04:28.584 and need a concentration banking account and, 40 00:04:28.584 --> 00:04:28.795 um, 41 00:04:28.795 --> 00:04:30.115 if you don't have 1, 42 00:04:30.535 --> 00:04:31.045 um, 43 00:04:31.074 --> 00:04:41.035 you'd have to set that up but there's a 2nd part to it if you want to use the payment piece of events you need to have the linkage of the tools to, 44 00:04:41.214 --> 00:04:41.754 um, 45 00:04:41.904 --> 00:04:46.615 enable the functionality to make the payments and those payments are made and pay pal. 46 00:04:46.615 --> 00:04:50.245 So, um, that's, um, we do have a. 47 00:04:50.519 --> 00:05:02.968 It's supported in region 1 through 7 for U. S and Canadian dollars and we do have some other sections outside, like region, 8 and region. 9 has some sections that are also, um. 48 00:05:02.968 --> 00:05:15.778 Using the payment functionally, and it will say that is in U. S dollars, but if you're interested in that you are in regions, 8 and 9 and 10, you can take advantage of that. Um, you could also register through the mobile app. 49 00:05:15.778 --> 00:05:30.119 And the ad event is a feature we did about 5 years ago, which is really, when you're on site, you can go into this application into events, the tools, events, and check in the people so that you can mark that they've attended or not notice. 50 00:05:30.119 --> 00:05:37.168 I'm sorry, Eve event notice integration is creating your notice message through events. Um. 51 00:05:37.463 --> 00:05:44.153 And using that content to form a message is a little more formatted and such, 52 00:05:44.153 --> 00:05:47.303 and it pulls in the list of members based on the hosts that are, 53 00:05:47.303 --> 00:05:48.564 on your event, 54 00:05:49.014 --> 00:05:53.574 all your events would feed into websites and as well as like, 55 00:05:53.574 --> 00:05:54.624 your section website. 56 00:05:54.774 --> 00:06:08.903 It is available in the mobile app and also in cloud protects. So that's another way to engage your members as well as maybe bring in other people who are not members because does allow non Tripoli members to join. 57 00:06:08.903 --> 00:06:14.723 So, having your events feed into collaborative tech is advantageous in that way to help you. 58 00:06:15.713 --> 00:06:29.394 Build your membership, you can also promote it through Facebook, LinkedIn and Twitter and then, as I mentioned reports, I'm very simple. If you have an event with multiple host, only 1 report is needed. Um, okay. 59 00:06:29.663 --> 00:06:41.363 So this is the public view of an event. And here, I'm showing you that there are multiple hosts under the column says host and then I will also show an example of I'm putting a zoom link there. 60 00:06:41.783 --> 00:06:47.033 So that's what the public anybody that comes to be tools events with C. 61 00:06:47.603 --> 00:06:59.543 And, um, inside setting up a multiple hosts since this is new. Um, a lot of people have used it but then there are some people I still see are creating, you know, duplicates. I'll say it, but it's very simple. 62 00:06:59.783 --> 00:07:13.884 You put in, um, hosted in the beginning and on the upper left has primary host. That really is. We just need like an anchor and that simply means that there's the host is going to be ghostwriting Capital territory section. If you need to add somebody else. 63 00:07:14.033 --> 00:07:27.894 The Beijing section, or the Santa Clara Valley section, or a chapter, a student branch I'm an affinity group. Any of those will use their available in the browse tab. So I show I indicate there that, um. 64 00:07:28.168 --> 00:07:37.528 You can add any other host that's in the list in the browse tab. Um, certainly you need a contact for that, but you would coordinate that. 65 00:07:37.528 --> 00:07:50.754 So that you'd have your email address to add any updates to the events. All of the hosts, their email addresses will receive the emails to them. So everybody will be aware when there's a change to the event. 66 00:07:51.144 --> 00:08:05.574 And I noted on the bottom, if payment is enabled the primary host is the 1 that will receive the funds that are collected. So that's important to know that. Um, if you have an event with registration and payment, I'm sorry payment um, that. 67 00:08:06.059 --> 00:08:13.619 It's the only the primary house, we can only have 1 host being able to collect the money. So you need to maybe land. 68 00:08:13.619 --> 00:08:20.189 To see, who would be the 1 that would be able to provide that. If that is what you would like. 69 00:08:20.189 --> 00:08:26.399 Conference information, I'm only focusing on some of the new features just so that we know that, um. 70 00:08:26.694 --> 00:08:39.053 You know, that that it's there, so putting, in your conference information is there we've expanded this amount of space that you can provide in there. Um, you can put a, you know, any kind of description you want in there. 71 00:08:39.384 --> 00:08:47.214 And then the public view, um, somebody will see it when someone registers the email that they receive also will include that information. 72 00:08:47.844 --> 00:09:01.524 As long as you as the volunteer have added it to the event That'll have that email confirmation and that makes it a little bit easier for them to, um, ensure that they attend. Because sometimes they go. I never got the notice. 73 00:09:01.524 --> 00:09:07.134 You may say, and then send an E, notice separately with the conference information, and they may not receive it. 74 00:09:07.438 --> 00:09:17.099 And so we want to take 1 step sooner and say, okay, if the information is there, we're providing it when they register. Okay. So when you. 75 00:09:17.573 --> 00:09:27.114 Advantage of an event. This is the page that you would see and I'm showing examples where this event has been reported, um, on the right hand side. 76 00:09:27.114 --> 00:09:34.913 It shows that that there are 2 hosts and that 1 person Sharon, um, reported this. 77 00:09:35.188 --> 00:09:43.438 And so it's very simple 11, um, report 1 event for multiple hosts. And when the rebate process is. 78 00:09:43.438 --> 00:09:48.058 Conducted at in the early part of the year. 79 00:09:48.058 --> 00:09:54.928 Each oh, you would be their event. This event would count toward their, um, required. 80 00:09:54.928 --> 00:10:04.073 Reporting events search is a page where, um, and this is an advanced search page to be more specific. 81 00:10:04.104 --> 00:10:13.464 We're now giving you an option to say you want to look for just events where your reports are are I'm, I'm sorry your reports are there for the events. 82 00:10:13.583 --> 00:10:21.384 You can filter it through there and you can also download that information when you download, we give you more than what you see on this page. 83 00:10:22.558 --> 00:10:29.428 So, this has been changed just as a slight bit from the spring. We've kind of like, reduced the. 84 00:10:29.428 --> 00:10:38.668 Mount of space the search parameters, but in general, if you want to just look for events that are reported, you can easily find them now on that tap. 85 00:10:38.994 --> 00:10:53.514 So once you have you, an event you want to communicate to your members, um, you know, this is the application that volunteers are using, where they take a lot of times the event content and import it's imported into email just message. 86 00:10:53.874 --> 00:11:02.063 And there you can compose your message, you can tweak whatever you have in there or you could just go directly and E, notice and send out. 87 00:11:02.519 --> 00:11:11.428 We have an express, um, option express means that if you click on that button, it's going to deliver it the same day. 88 00:11:11.428 --> 00:11:24.089 Okay, um, within a 2 hour window, if you have it, um, you noticed that you want to schedule for 2 days away or 10 days away, and you click the express button. 89 00:11:24.089 --> 00:11:34.318 Um, it's still going to go the day that you choose the send by date. So say, I said 2 weeks ahead of time, it will schedule it. And when that. 90 00:11:34.318 --> 00:11:45.989 Day comes up the system looks for expressing notices and automatically sends it. And the reason I'm emphasizing this, because we didn't realize that people thought that if you send Express, it would go the same day. But. 91 00:11:45.989 --> 00:11:57.443 And it does, but if you schedule it for 2 weeks in the future, it still will go express without any staff intervention. So we're encouraging everybody to always click express. 92 00:11:57.443 --> 00:12:01.464 If that is an option that works for you, they also have a reminder. 93 00:12:01.464 --> 00:12:14.453 So, if you click any notice, and you create any notice, and you also want to remind the same recipients, the same members, you're going to have skip be able to schedule your reminder as well. You would pick a date for that. 94 00:12:14.874 --> 00:12:27.024 And in the future, the system will automatically send that as Express. Um, there are some features, any notice that allow you to customize the information such as the from the reply. 95 00:12:27.354 --> 00:12:38.484 Say you wanna, um, personalize the notice insert the 1st name last name. You can do that as well. Every E, notice has a footer where it indicates who actually sent it. 96 00:12:38.484 --> 00:12:47.063 So, if you're if your host or target are you in this case is, um, the Santa Clara Val section if they have a website, their link will be in the footer. 97 00:12:47.339 --> 00:12:52.318 Everybody can opt out if they want to, um, they have. 98 00:12:52.318 --> 00:13:01.918 And so they have the option to manage that communication preferences and we do check everybody, um, communication preferences and. 99 00:13:01.918 --> 00:13:06.149 When it's outside the United States, we are GDPR compliant. 100 00:13:06.149 --> 00:13:09.298 There's an example of, um. 101 00:13:09.594 --> 00:13:23.063 The home page for your list of be notices I just kind of give you some quick information. You have an idea of when, when this was sent, how many recipients were sent? I do have an example of a custom recipient list. 102 00:13:23.244 --> 00:13:28.224 Say someone registers for your an event um, you can send an E, notice. 103 00:13:28.528 --> 00:13:32.369 Directly to the registration list. 104 00:13:32.369 --> 00:13:38.668 Events has an option to say, send a notice to registrants and so that is a custom recipient list. 105 00:13:38.668 --> 00:13:48.418 Those email addresses that were collected during the registration are loaded into E notice and then the notice uses that registration list to send. 106 00:13:48.418 --> 00:13:57.418 That you notice, only those people registered that it means that if there's somebody who wasn't a member and registered for your event, you have their email. 107 00:13:57.418 --> 00:14:01.379 And you directly communicating to them. 108 00:14:01.379 --> 00:14:14.249 And the advantage of that is, you may follow up because they're going to ask about the registration form does ask if they want if you if it's okay for I. Tripoli to communicate. 109 00:14:14.874 --> 00:14:26.724 Back to them, based, on the event that they're registering for. So you have you able to reply back to them again using event to E, notice integration with the registration list? 110 00:14:27.203 --> 00:14:41.724 Um, to further, maybe see if they want to join so that's another advantage of somebody who's registered and not a member, and you can communicate with them through E notice. So, this is just a manage page again. Any notice that shows you the information of of. 111 00:14:43.014 --> 00:14:52.583 The noticed when it, when it was submit, when it submitted the delivery date, there's no reminder and how many people it was sent and this is the example of personalization. 112 00:14:52.583 --> 00:15:02.214 When you look at it as a volunteer, you're going to see just those values 1st name last name because at this time, we don't have the list, but once it's sent. 113 00:15:03.264 --> 00:15:17.754 The email vendor has the 1st name in the last name, and has all of the variables on the left hand side that they can insert in your message. So you can use personalization. And that is about a, on the toolbar. 114 00:15:18.089 --> 00:15:22.528 For the E, notice message that option is there and. 115 00:15:22.528 --> 00:15:35.969 As I spoke about creating a notice from events, that's just the integration upper left is the event click create a notice from event. And then you can see that the message content was copied into E, notice. 116 00:15:35.969 --> 00:15:39.058 Okay, hopefully I'm not going too fast, but. 117 00:15:39.058 --> 00:15:45.989 So, another tool that we have is vito's voting, and this is a online, um. 118 00:15:45.989 --> 00:15:59.668 Voting to support your local elections, and it support section chapters. If any group student branches, and also technical, um, committees, you have a dashboard like you would for. 119 00:15:59.668 --> 00:16:04.408 Will of the other vetos applications we recently added um. 120 00:16:04.884 --> 00:16:12.864 An option to create a motion and I apologize because some of the slides are not updated and I realized that this morning. 121 00:16:12.864 --> 00:16:27.203 But, um, so I'm going to speak to it but I will update this presentation after which that give you a little more information on motions. But I will speak to it today. So, emotion is basically having a set group of people voting. Yes. Or no. 122 00:16:27.653 --> 00:16:39.203 Okay. Um, and we've had people in the past ask and there's been a way to set it up, but it's been a lot of effort. So, now we have an option if you want to select to create. 123 00:16:39.509 --> 00:16:52.464 And a ballot, it's a form that is going to be used for motion. You have that option now otherwise you're going to create about a form a ballot for an election. So there's 2 types election and emotion. 124 00:16:52.734 --> 00:17:03.683 So you can, um, for a ballot. Obviously you have multiple positions and then you may have multiple candidates and election has an ability for you to. 125 00:17:04.554 --> 00:17:05.604 Create your ballot, 126 00:17:05.814 --> 00:17:09.594 the system gives you an auto load, 127 00:17:09.713 --> 00:17:10.104 so you, 128 00:17:10.134 --> 00:17:13.794 it will know the eligible voters so you click a button and the, 129 00:17:13.884 --> 00:17:17.423 the voter list of those eligible are loaded to your ballot, 130 00:17:17.993 --> 00:17:19.584 you can preview your ballot. 131 00:17:19.584 --> 00:17:24.713 We recommend that strongly. So, if there's any typos, um, you can correct them. 132 00:17:25.199 --> 00:17:29.818 And, um, with both of a ballot and emotion. 133 00:17:30.263 --> 00:17:38.364 You have you provide now on the, when someone comes into vote and explicit option to abstain? 134 00:17:38.903 --> 00:17:52.913 Um, there's been a lot of question about that, how that works and simply is say, you have a position in 2 candidates so the 2 candidates are listed and then the option to abstain, they don't, you don't not have to choose it when you're a voter. 135 00:17:53.094 --> 00:17:55.374 But it's there, cause people wanted to know. 136 00:17:55.648 --> 00:18:00.749 If you know, if there were people abstaining, we don't know who. 137 00:18:00.749 --> 00:18:08.638 Votes we don't know anyone who votes for anybody. So, voting is anonymous and want to make that clear. We do. 138 00:18:08.638 --> 00:18:17.878 We will be able to tell you who's it how many have abstained, but we don't know the individuals. So that's very important to remember. We do not track. 139 00:18:17.878 --> 00:18:30.989 Voting by member at all we just we do not know we don't have any knowledge of that. So, you know, I know that there's concern, um, every time an election runs, there's somebody always ask about that, but, um. 140 00:18:31.794 --> 00:18:46.763 Be assured we have no knowledge of it so once your election is open, you can send emails and it's easy to send it through the voting tool because we've got the list of eligible voters and that list that was loaded to the ballot is also. 141 00:18:46.913 --> 00:19:00.953 I'm sorry also includes their email address and there you can use that list. You all you do is compose your email. We give you some default template you can send it directly to him. Why? I'm emphasizing this is if you go in the E, notice, and then email. 142 00:19:01.409 --> 00:19:10.348 All of the members, some of them may not be eligible. And so that's a little confusing. So, using the voter list is what is. 143 00:19:10.348 --> 00:19:15.148 That is, um, we're recommending that you do through the voting tool. 144 00:19:16.013 --> 00:19:25.644 Once your election is over, you can review results. So this is how someone comes into voting if there's an election open or coming up, it will see it on their ballot. 145 00:19:25.673 --> 00:19:38.243 I'm showing you an example with a volunteer, um, with the red arrow means that they have the option to creat ballots emotions, but a voter also sees this. Um, the button is clearly there. 146 00:19:38.578 --> 00:19:52.858 Again, if they go to the ballots, it shows them their history of their ballots. So a member could see what other ballots are there. This is an example of what a member would see when there's an online vote. Um. 147 00:19:52.858 --> 00:20:02.814 Election and, as I said, um, this slide needs to be updated to show the abstain option but in essentially, it's just listed below the, um, candidates. 148 00:20:02.814 --> 00:20:16.463 So, this is what an online bout looks like the dashboard when you were volunteer. You can see, now there's an option, choose the type either election or motion. Um, you create, um, a ballot. 149 00:20:16.739 --> 00:20:22.229 By clicking the button, the list of ballots below you can see I've kind of. 150 00:20:22.229 --> 00:20:32.189 Show knew the tool tip a hammer or gravel is the motion and Alexa is a check. So there it distinguishes or identifies which. 151 00:20:32.189 --> 00:20:43.104 Um, is the type that you've created, so you can see when when you have some draft as well as passed if you're a volunteer and you create a ballad, you're the only 1 that has access to it. 152 00:20:43.403 --> 00:20:54.263 Your other officers within the same organization say, is the section would see that it exists, but would not have the option manage. You could see on the right hand side. There is the options. 153 00:20:54.538 --> 00:21:01.259 Column and a manage means that you or the creator, you have the ability to access. 154 00:21:01.259 --> 00:21:05.999 The, the information, like, how many. 155 00:21:05.999 --> 00:21:11.729 Voting members were loaded to the ballot, et cetera and looking at the results. Um. 156 00:21:11.729 --> 00:21:12.534 Okay, let's see. 157 00:21:12.743 --> 00:21:15.742 So this is the form for the ballot and basically, 158 00:21:15.742 --> 00:21:16.013 again, 159 00:21:16.013 --> 00:21:17.814 I have to update this a little bit more, 160 00:21:17.814 --> 00:21:20.153 but it's just you fill out the form, 161 00:21:20.243 --> 00:21:22.884 you have some information like introduction, 162 00:21:23.064 --> 00:21:27.894 you add your positions and candidates and I'm the option to vote. 163 00:21:28.253 --> 00:21:34.584 I'm sorry, load your voter list is there, um, highlighted in red when they, when an election is running. 164 00:21:34.888 --> 00:21:47.723 I'm highlighting on the left hand side that you can send email. Like I said, it uses the voter list email addresses to send them. Um, so this is the managed page for the person who's create the ballot. 165 00:21:47.723 --> 00:21:58.344 You can see it tells you the dates and the time zone and how many people registered, how many emails you can send you can send up to 3 within 72 hour window. I believe. I think that 72 hours between. 166 00:21:59.459 --> 00:22:07.469 And then when you're done, when the ballot is passed on the lower, right? You can look at the results. You can export them. 167 00:22:07.469 --> 00:22:19.318 And I'll mention 1 more thing we are working on when the results are over to be able to take them and import them into officer reporting. 168 00:22:19.318 --> 00:22:33.509 Which is the next tool um, we still have some work to do on that. So it's a design, but we are working on that. So that would make it much easier where you can have an option and day. Okay. Now I'm ready to report the officers. Um, from voting. 169 00:22:33.834 --> 00:22:47.634 So, office reporting, it is the tool you used most importantly, you have a new officer, or an officer changes a role due to an election or such, or even an appointed person needs access to vetos voting, or it needs access to another. 170 00:22:47.663 --> 00:23:01.493 I triple application, like, oh, you analytics officer reporting is the tool that you would use to officially record that that member is supporting your section, your chapter affinity group, um, student branch, et cetera. 171 00:23:01.794 --> 00:23:05.213 So it is an update that. 172 00:23:05.489 --> 00:23:08.878 Happens automatically, um. 173 00:23:09.263 --> 00:23:18.503 It means, like, within a minute, this person could sign in and get access to events and you notice and such it updates the roster, which is an overnight process. 174 00:23:18.503 --> 00:23:24.624 So say, you even choose to have your officers list on your website. 175 00:23:25.229 --> 00:23:25.739 Um, 176 00:23:25.794 --> 00:23:30.023 because you've updated and reported the member as an officer, 177 00:23:30.384 --> 00:23:31.733 the feed will, 178 00:23:31.763 --> 00:23:32.064 um, 179 00:23:32.064 --> 00:23:40.314 that you have in your section website will reflect the changes because we do update the roster overnight once the, 180 00:23:40.314 --> 00:23:40.703 um. 181 00:23:42.118 --> 00:23:53.094 Overnight process runs, so the feature is that you see the, or the or organization roster is the list of officers that may be in that position, all the positions are listed there. 182 00:23:53.094 --> 00:24:00.564 If there's an alias, like a different type of officer position name that's listed there and, um, there's a. 183 00:24:00.868 --> 00:24:14.308 Validation that's done based on their status of I. Tripoli membership. Is it active their grade? Do they reside in the oh, you if it's a chapter, they must also have a membership in this society. Um. 184 00:24:14.483 --> 00:24:16.824 If it's a student like branch, 185 00:24:16.824 --> 00:24:19.644 then the grades or student member in GSM, 186 00:24:19.673 --> 00:24:20.423 if it's, 187 00:24:20.723 --> 00:24:21.384 um, 188 00:24:21.534 --> 00:24:22.163 a section, 189 00:24:22.163 --> 00:24:26.003 we know that it's GSM and higher grades and such recently, 190 00:24:26.003 --> 00:24:29.094 we put in a validation for we, 191 00:24:29.094 --> 00:24:31.523 that you're required to have a we membership. 192 00:24:31.523 --> 00:24:36.054 So, that's important as well to, um. 193 00:24:36.358 --> 00:24:45.298 Have that validated um, and again, I have to apologize. There's a, a piece missing here. Um, it is on here saying, add the end. 194 00:24:46.163 --> 00:25:00.894 Add and the end term to hood officer, we did change that where every new officer report requires an end term to be entered there. The range is up to 6 years. It's according to the M. J. 195 00:25:00.894 --> 00:25:13.973 operations manual. So, if you add an officer, you can put them in for them in for a year, or if you feel like they're gonna be needed for 2 years, your end term would be 2 years from whatever the start date is it can be up to 6 years. 196 00:25:14.574 --> 00:25:16.554 Um, officer logs is really. 197 00:25:16.828 --> 00:25:29.933 A log of every report that's been submitted for the no, you so you can go in there and see the reports you filed, or any other officer based on the O you. So, you can look for your section and see what reports have been submitted and such. 198 00:25:29.993 --> 00:25:32.304 Um, and then if you have a website. 199 00:25:32.608 --> 00:25:36.509 We put this in a few years ago you can actually. 200 00:25:36.509 --> 00:25:41.909 Update and make sure that the main database has the web address. 201 00:25:41.909 --> 00:25:54.959 And that would be helpful, because then the web address is always inserted into E, notice if it's available to, um, if you've added it and you can go into office reporting and the option is manage you around. So that does a. 202 00:25:54.959 --> 00:26:01.888 Online instantaneous way an easy way to manage your website. 203 00:26:01.888 --> 00:26:05.729 Um, address, so officer reporting, um. 204 00:26:05.729 --> 00:26:13.618 In order to do that, you need to find it. Oh, you that you were going to report to pull to tell the system. Oh, which officer roster should I pull up? 205 00:26:14.064 --> 00:26:25.943 So once the roster is pulled up here, you can see this option, add officer end term, you would select the position. You can see newsletter. Editor is bacon at this time. 206 00:26:25.943 --> 00:26:37.703 But once you click that on the left hand side, a pop up will ask you to add the member number. So you do need to know the member number beforehand and then you need to add the term dates. Um. 207 00:26:38.489 --> 00:26:47.038 We always ask you to confirm because sometimes you like the wrong date. So the step to confirm shows you here that you're able to, um. 208 00:26:47.038 --> 00:26:55.318 Look at what you've chosen and you can undo your changes, you can save them and once you save them, you will. 209 00:26:55.318 --> 00:27:06.358 Then get an email confirmation that says, oh, this is the officer report that you submitted and it below. I, I note nightly process updates. Oh, you analytics as well as the online roster. 210 00:27:06.743 --> 00:27:21.743 So that would mean if you reported someone that needs access to oh, you analytics, um, by using Office reporting, they gain access and then I mentioned manage you were out this is just an example where you could go in and change or update. 211 00:27:22.163 --> 00:27:26.483 If you don't have a website anymore, you can go in and remove. You've actually can just. 212 00:27:26.759 --> 00:27:31.259 Wipe out the URL and submit it. That's another way to update. 213 00:27:31.259 --> 00:27:45.743 To correct, the records. So 1 of the most often asked questions, um, is who can access Beatles. So I gave you a list here of all of the officers that automatically have access. 214 00:27:47.068 --> 00:27:56.638 If you have somebody that needs to use a notice, and that's all they're going to do, you can set up them up as you notice coordinator. So they would. 215 00:27:56.638 --> 00:28:06.868 Just have access to you notice, but if that's if that's something that you need, if you need that person to have access to create an event, and then create the notice. 216 00:28:06.868 --> 00:28:16.169 Um, you would then need to set them up either as an officer or coordinator and vito's coordinator is a position that can. 217 00:28:16.169 --> 00:28:21.239 Um, support, maybe just have support staff there that is maybe not even a member. 218 00:28:21.239 --> 00:28:26.999 Someone can report it be reported as a P2 corner. Otherwise you see the, um. 219 00:28:26.999 --> 00:28:38.519 Standard executive committee member positions are there as well web master and newsletter doesn't require as well. Um, an active I tripling membership, but whenever, um. 220 00:28:38.519 --> 00:28:47.578 People ask the student branches who has access it is all the executive committee members, and the adviser in the council. So this is a pretty. 221 00:28:47.578 --> 00:28:55.439 Good extensive list um, if you have a position where you've come up with oh, area chair um. 222 00:28:56.548 --> 00:29:08.818 It's not here, but we could report them as a vetos coordinator. It, it is essentially giving that person access. Um, even though the position that they did, you've assigned is every chair. 223 00:29:08.818 --> 00:29:16.979 The whole goal is get access to the tools and that is usually the solution that we provide. 224 00:29:16.979 --> 00:29:21.659 We are working on on trying to be a little more granular, but it kind of. 225 00:29:22.374 --> 00:29:35.963 Doesn't help if you say, you have a new position so we do have a solution if you feel it, somebody needs access. Well, you have to do is write to us and we can recommend what can be done. Okay. So there is a question. 226 00:29:35.963 --> 00:29:37.884 A lot of times what type of. 227 00:29:38.189 --> 00:29:44.519 Geo units does veto support so I came up with a chart here and this 1 shows I'm. 228 00:29:44.519 --> 00:29:48.118 That we practically support it. 229 00:29:48.118 --> 00:30:02.124 You know, every O. U. that's a geo unit and, um, student branch is 1 of the unique ones where it is a, um, a tool for the student branches to submit their annual plans. And it's only the student branch. 230 00:30:02.124 --> 00:30:09.144 There are chapters and affinity groups. But that all the parents is really the student branch so they are, um, just. 231 00:30:09.659 --> 00:30:18.298 Um, that owe you that's supported for them is just a student branch so you can see here that, um, a good portion of a notice. I'm sorry. 232 00:30:18.298 --> 00:30:23.638 Um, the tools support most of the geo units that you're looking for um. 233 00:30:23.638 --> 00:30:25.403 I think that's it. 234 00:30:25.433 --> 00:30:39.173 Yeah, the contact information, if you need anything and then my email is on the 1st line, and I will update this this deck and provide you with a little bit more updated information records to the voting. 235 00:30:39.233 --> 00:30:42.084 I apologize for that. I hadn't realized I, um. 236 00:30:42.358 --> 00:30:46.828 Didn't change that slide. Okay. Any questions. 237 00:30:51.689 --> 00:30:56.098 Thanks for the presentation. Mercury was very well detail. 238 00:30:57.054 --> 00:31:11.483 So, I, I've taken myself off mute and if you could chat any questions that you may have in the chat, you can certainly send them to the entire group or you could send them just to the panelists. 239 00:31:11.759 --> 00:31:25.769 Or you could send them directly to marguerite. I can you send them just to us? I will repeat the question and then she can answer the question to you and certainly you can ask a question of anything that she may have covered. 240 00:31:26.273 --> 00:31:36.324 To stop sharing. Okay. 241 00:31:36.324 --> 00:31:41.453 So the 1st question is, will an E, notice be sent automatically after creating an event. 242 00:31:42.808 --> 00:31:48.989 No, there are 2 or separate in that. You create the event you save it. Um. 243 00:31:48.989 --> 00:31:54.778 You have to explicitly say I'd like to send E notice. 244 00:31:56.669 --> 00:32:11.574 And I want to use the contents that I created in events. Um, so it's not automatic. We, you really have to click a button. That's really essentially it. Um, if you want, I can show you. 245 00:32:11.878 --> 00:32:15.838 If that's the case, let me see here now, in here. 246 00:32:15.838 --> 00:32:20.848 It's really pretty simple. Um. 247 00:32:20.848 --> 00:32:26.909 And it's easier to show then, to the words. Okay, I'm in here. So I'm going to look at. 248 00:32:26.909 --> 00:32:34.709 Any 1 of these staff, I get to see everything so right here creating notice from event. 249 00:32:34.709 --> 00:32:38.909 This going to that's the button you would choose on the managed page. 250 00:32:40.169 --> 00:32:44.548 Otherwise it, I guess another way saying is they're separate databases. 251 00:32:44.548 --> 00:32:50.788 Events is a separate database any notice they don't talk to each other unless you explicitly click click this button. 252 00:32:55.259 --> 00:32:58.919 Anymore is that is that clear. 253 00:33:10.913 --> 00:33:25.703 So, I have a question, so if you wanted to send a follow up message to someone, you've created any notice from the event, you would have to go in and send another even notice from the event and create your own follow up message. Is that correct? 254 00:33:25.979 --> 00:33:34.528 Every every individual mess, I was just curious if you said no, no, it's a good question. Okay so you could send it to. Okay in this example, Boston. 255 00:33:34.528 --> 00:33:49.048 Is the host, and then in the notice, the target or you or the recipients or the members in the Boston section, and based on what you do, any notice, you know, what grade you choose. So, if you want to do a follow up, you don't even have to. 256 00:33:49.048 --> 00:33:52.318 Go into events, you're going to compose a unique message. 257 00:33:52.318 --> 00:34:01.949 Then just go directly and Dee notice and say, okay, based on my Boston leadership meeting, because that probably is you're going to be your subject. 258 00:34:02.364 --> 00:34:08.664 I want to follow up and, you know, remind you or I want to tell you that we're going to have an extra guest. 259 00:34:09.023 --> 00:34:23.153 You couldn't just go directly in the notice, but if you want to use the contents, um, like, this is the button here on that manage side preview E, notice content. If this is going to tell you what your E notice looks like. And I apologize. 260 00:34:23.184 --> 00:34:24.353 I'm having that block there. 261 00:34:24.898 --> 00:34:28.108 That's because we're taking the information. 262 00:34:28.108 --> 00:34:37.798 That is in events, but if you have a new message, go directly and do you notice but I will tell you another thing you can do if you feel like you like some of this information. 263 00:34:37.798 --> 00:34:49.139 You don't want to have everything you could still use, creating notice and when you're in E notice and I'm gonna do this, I'm not going to do anything else is going to open up the form. 264 00:34:49.139 --> 00:35:00.119 You can edit because you notice is an editor that message can be changed to anything you want. Like, you could just strip out all of this. 265 00:35:00.119 --> 00:35:05.518 And you can say, oh, I want the date there to look like that. And I want to get this. 266 00:35:05.518 --> 00:35:09.628 And then what you've got is you got the subject copied. 267 00:35:09.628 --> 00:35:13.018 You've got a day today, cause it automatically set up. 268 00:35:13.018 --> 00:35:21.539 Um, you recipients already automatically are the Boston section, and we support that, but you can change that. 269 00:35:21.539 --> 00:35:27.119 You can change anything here and the message if you have a unique message, but you like some of events. 270 00:35:27.119 --> 00:35:37.438 Stuff you could edit this. We don't tell we just give you content to start with. With some people said, look, I, I'm gonna, you know, I don't wanna have to. 271 00:35:37.438 --> 00:35:50.369 Copy everything I did in events and now do it any notice so we provide this and there's a button here too. So, I mean, you want to get rid of that. There's anything you want. So special message. You just go directly and he noticed. 272 00:35:50.369 --> 00:35:54.599 But if you want to use some of this, I would still say, go over to. 273 00:35:54.599 --> 00:36:01.829 I don't know, I would have to go back. I'm sorry. Um, go back to, um, events and use it. Just like I did. Now the option. 274 00:36:01.829 --> 00:36:09.838 And I'm going to cancel if you don't mind. So I don't and I'm going to land in events. 275 00:36:09.838 --> 00:36:13.829 Yeah, so let me go back, um. 276 00:36:13.829 --> 00:36:28.469 Okay, hopefully, that's clear I did mention and maybe this is a little confusing. I said something about, like, you've used the registrant list to go and communicate with them and you can follow up with them. So I'll explain that to you. 277 00:36:28.469 --> 00:36:35.128 Maybe that's another way you were thinking, you've got an event, it took place now and here's registration, right? 278 00:36:35.128 --> 00:36:43.619 Mm um, the event is over, you've done it. You Sandy notice to register. You could come back again. 279 00:36:44.938 --> 00:36:51.088 And click send E, notice to registrants and say to him. Well, I'm really happy that you attended. 280 00:36:51.088 --> 00:37:03.119 Um, here's the slides I promised you and and please go and look at my other events. You can use this list again because 1, this person, when they registered these people, I'm sorry. 281 00:37:03.119 --> 00:37:07.318 They, they, they, they do agree that that. 282 00:37:07.318 --> 00:37:13.679 They will permit you to communicate with them if it is within. 283 00:37:13.679 --> 00:37:17.909 Because of the fact that they attended this meeting, you are doing. 284 00:37:17.909 --> 00:37:32.333 They were already, um, participated and you were able to communicate. You can't go blindly to them and say, hey, by the way, you know, we're thinking of, um, you know, having a pizza lunch, would you like to go? It has nothing to do with this event. 285 00:37:32.364 --> 00:37:40.284 It has to be related that you can use that and I don't know if anybody's doing it. I'm sure they figure that out, but you could use this. 286 00:37:41.009 --> 00:37:46.858 Um, registered list again to follow up is I, I guess the clearest way to say it. 287 00:37:47.304 --> 00:37:56.213 Yeah, I didn't go ahead. I was just curious if you could set up multiple emails at a time, but basically, what you're saying is, you would go in you'd send your 1st E. 288 00:37:56.244 --> 00:38:04.764 E, notice, and then you would manually go back in and send a follow up message and you could use the content and just tweak it as you see fit. 289 00:38:05.068 --> 00:38:09.688 Yeah, and remember I E, noticed am I over there any notice? No, not. 290 00:38:09.688 --> 00:38:18.989 Um, well, the, the, the links to all of the tools are up on the upper left hand corner. If you didn't know that. 291 00:38:18.989 --> 00:38:23.969 I'm staff, so you see everything, you. 292 00:38:23.969 --> 00:38:32.400 But when there's a reminder presentation and tour of revision energy you created, when this, he notices going out. 293 00:38:32.400 --> 00:38:43.320 There's a reminder there, so the same contents will be sent, but oh, okay. Okay. I mean, that's the reminder that's the follow up. If you did a custom list, it doesn't work that way. But again. 294 00:38:43.320 --> 00:38:58.320 If you want to reminder, I see what you're saying. Yeah. Okay. There's a reminder and the reminder simply is, oh, I'm sending the same message it's telling the system. Oh, Here's any notice it's going out on the 27th of June. These are the recipients. This is the message, et cetera. 295 00:38:58.320 --> 00:39:01.500 Okay, okay. Yep. Got it good. 296 00:39:02.789 --> 00:39:12.960 And just so I'm clear sorry to be no, no, the social media, social media links at the top. What do they what do they do? What they get you. 297 00:39:12.960 --> 00:39:15.960 They get you to the door, um. 298 00:39:15.960 --> 00:39:21.300 With content, like, um, a U. R rail and such you have to have an account. 299 00:39:21.300 --> 00:39:24.630 And Twitter and Facebook and and we. 300 00:39:24.630 --> 00:39:34.559 We, we've worked on this for another application. We really basically we can give you some content to post there, but you have to have a Facebook page. 301 00:39:34.559 --> 00:39:40.230 So you have to have that account you have to sign in to that account. That's all it does. I'm it. 302 00:39:40.230 --> 00:39:50.789 You know, volunteers had asked for that and so we've provided it in that way, you know, when some have said, well, why can't you just automatically have vetos posted? But vetos doesn't have an account. 303 00:39:51.114 --> 00:39:59.815 So, Facebook would say, well, vetos, you need to sign in and we couldn't sign in because V, tools is, you know, my Tripoli and right. 304 00:39:59.875 --> 00:40:09.925 You know, we're not if you're for the Boston section, you might have a Facebook page for Boston section and and that's how maybe a Webmaster you might want to ask you to do that. 305 00:40:11.849 --> 00:40:26.579 Oh, am I just go ahead this collects this I'm sorry I should have it yes. To present. No, it's it's always good to repeat. I will say I didn't mention this before, but there are I'm in. 306 00:40:26.579 --> 00:40:29.699 For web masters, I don't know if they're on this call at all. 307 00:40:29.699 --> 00:40:38.574 But maybe somebody will convey we have now, some more documentation that a web master can look at to get the feeds into the website. 308 00:40:39.144 --> 00:40:45.295 And the advantage of that is your, your broadcasting to everybody that can get to your website. 309 00:40:45.570 --> 00:41:00.085 Members non members and such, and if you have a need for, um, a custom feed and such, we have an option there and I apologize because I am staff, I don't have all the features I'm not sending as volunteer, but we have more documentation for feeds. 310 00:41:00.085 --> 00:41:04.855 I mean, that's an enhancement that we provided earlier this spring. Um. 311 00:41:05.159 --> 00:41:13.409 To help the web masters. All right. Let me see and there's 1 thing I didn't mention um, because it's not necessarily. 312 00:41:13.409 --> 00:41:19.019 Part of membership development, but if you register for an event, we now have a page. Cool. My events. 313 00:41:19.019 --> 00:41:25.889 Okay, and in this page, it shows you every registration you've done. So if I signed in. 314 00:41:25.889 --> 00:41:31.315 And I am signed into staff, it shows my registrations here. I haven't signed up for anything upcoming. 315 00:41:31.554 --> 00:41:43.675 If somebody is an individual someone and not a member they've registered, they can go now to vito's event and see the list of registrations at this time, or you can do is look at the information. 316 00:41:43.675 --> 00:41:58.224 We can't really provide you like a receipt. It's there, but the contents of the event is there and say you are somebody who register, but you're not a member. We ask you to set up a I Tripoli account. That's all it is. 317 00:41:58.255 --> 00:42:02.005 It's it's a way for you now to gain access. But, um. 318 00:42:02.784 --> 00:42:15.264 It's the 1st step in providing, like a page that says, Here's all my registrations. Who do I contact who can I speak to? Um, and I, as a staff, obviously, I didn't register so not a good example. 319 00:42:15.264 --> 00:42:23.244 But if you are a member, new sign in, you see your events there, you'll see that there is the page that tells you, you know oh um. 320 00:42:23.550 --> 00:42:28.710 Here's an event that I, I I tend to this event and then there's the information that. 321 00:42:28.710 --> 00:42:33.809 You attended and such and there's your contact information here if you need it. Um. 322 00:42:33.809 --> 00:42:39.389 And another piece of information I can that we've just put in. 323 00:42:39.389 --> 00:42:44.849 I will show you is we have something called events activity. 324 00:42:44.849 --> 00:42:50.309 This really is a visual representation of your events. 325 00:42:50.309 --> 00:42:56.969 So, let's do this, and this is not really part of membership development, but I figured I'd show it to, you. 326 00:42:56.969 --> 00:43:10.164 You have charts here that show you these date accounts and charts include that selected oia, which is the Princeton, central Jersey and related organizational units. So it shows you events by categories. You know, how many were technical in the future? 327 00:43:10.164 --> 00:43:22.405 How many were reported and such and then events by the week, and we're working on this. This is just the 1st phase, but this gives you information that oh, how many events did hold. 328 00:43:22.889 --> 00:43:34.559 In 2021, the year 2021, so far nothing but there were this chapter the 2nd, 1, New Jersey coast hold 9 technical events so far. 329 00:43:34.559 --> 00:43:40.079 You could see their graphs and such so that's another thing that's not membership development, but it's. 330 00:43:40.079 --> 00:43:50.280 Events activity in a visual way to represent the data. And again, we're tweaking that. It's, it's something that, um, this is 1 of the societies asked for. So. 331 00:43:50.280 --> 00:43:55.980 As a officer you might be interested in that, um, is not really. 332 00:43:55.980 --> 00:43:59.099 As I said, membership development, focus, but. 333 00:43:59.099 --> 00:44:06.630 It gives you an idea if you're responsible for reporting, maybe, you know, like, how many events that I have what's the most busiest day? You know. 334 00:44:06.630 --> 00:44:11.670 This by category is really important, I think, when you or the. 335 00:44:11.670 --> 00:44:18.780 Maybe the person reporting and want to know if you met the criteria to qualify for a rebate. So. 336 00:44:18.780 --> 00:44:22.710 It's a couple pieces, and I do not have that in the slide. I'm in. 337 00:44:22.710 --> 00:44:28.559 I will, I can add that as a comment, but it's really not anything that's focused on membership developments. So. 338 00:44:28.559 --> 00:44:32.400 All right any questions. 339 00:44:35.489 --> 00:44:44.699 I don't see any other questions. Um, okay. I really, I really appreciate you going over this. I just want to say that this is really a a good. 340 00:44:44.699 --> 00:44:57.385 A good a good tool to use if you're, you know, doing events. And this is a good a good way of engaging your your section to have events and pushing out the notices. 341 00:44:57.385 --> 00:45:00.324 You all do a lot of good, um, data will. 342 00:45:00.900 --> 00:45:10.289 Good work in creating these events and engaging people in your sections. And this is, this is how our members see the value of membership. 343 00:45:10.289 --> 00:45:22.375 And that's how we're going to make an impact on keeping and recruiting members. And even if you're holding an event for non members, you can show them that this is what the section does and then encourage them to join. I. Tripoli. 344 00:45:22.824 --> 00:45:29.425 So, I know that you have found a lot of great information here, this, this, uh. 345 00:45:30.030 --> 00:45:40.704 This event will be recorded, we do have another session this evening for people who, uh, from other time zones. So, either this 1 or the 1 from this evening will be posted. 346 00:45:40.704 --> 00:45:47.815 I hope you were able to 10 other sessions for membership development modules and again, 347 00:45:47.815 --> 00:45:51.565 I appreciate you all spending time today with us, 348 00:45:51.594 --> 00:45:57.474 wherever you are in the world and with that if there are no further questions, 349 00:45:57.864 --> 00:45:59.755 I'm Marguerite did put her. 350 00:46:00.059 --> 00:46:06.750 Email contact information, either hers or the, uh, general, um. 351 00:46:06.750 --> 00:46:10.380 I am actually the tools. 352 00:46:10.380 --> 00:46:20.514 Sorry, the Beatles email her email. Okay. And then, at the end, she has the gentle going through. I'm sorry that's fine. 353 00:46:20.965 --> 00:46:31.315 Again you'll have all this information from all the modules from the membership development training. And again, I would like to thank you for joining us today. 354 00:46:31.375 --> 00:46:40.614 And enjoy the rest of your day, the rest of your week and best of luck. And thank you for all you do from membership development. 355 00:46:40.980 --> 00:46:44.130 Thank you, thank you for having me. 356 00:46:44.130 --> 00:46:48.179 All right Thank you. Stops, you.