Thursday, October 24, 2013

Membership Enrollment Instructions


TO RAPID RENEW (TO ACTIVATE RETURNING MEMBERS)

  • Login into the membership site
  • Click Rapid Renew
  • Leave the search field blank
  • Click search – this will bring up all past members from the last two years
  • Click on the box next to the returning members name
  • Click all names that have made a payment to the PTA
  • Click Update renewals at bottom


TO ADD/REMOVE OR UPDATE YOUR ACTIVE BOARD

  • Click on Search Active member
  • Enter last name
  • Click search
  • Click on their name
  • Click more info
  • Click individual
  • Click on board position
  • Click save


TO UPDATE AN ACTIVE MEMBER RECORD

  • Log into the membership site
  • Click Search Active Members
  • Either add name or leave the search field blank
  • Click on name
  • Click Edit
  • Make changes
  • Click submit



TO EMAIL YOUR ACTIVE MEMBERSHIP





  • Log into membership site
  • Click Membership Reports
  • Click "Current Members" under Email Members (bottom blue box on left)
  • Leave search field blank, click search
  • Search results comes up
  • Click Email Members
  • Add Subject Line
  • Add Message
  • Click Send
  • This will send to all active members.