NAMI 360il.nami.org/ILConferenceNAMI360Presentation2013.pdf · 2013-10-23 · NAMI 360. Integrated. Current Online. Database. Donations. Convention. Registration. Affiliate Contact

2013

NAMI 360

NAMI 360: System Overview

New Membership System Goals

NAMI 360 was designed with the help of many NAMI State

Organizations and NAMI Affiliates. Out of their comments emerged

the following main goals for the new system:

1.New Members have access to their Online Benefits immediately

after

paying their dues

2.NAMI State Organizations and NAMI Affiliates receive their

membership dues on a monthly

basis

3.NAMI provides a shared,

reliable, speedy, and easy to use

system

4.The new system provides opportunities to reduce cost

across the

“NAMI network”

Raiser’s EdgeNet Community

TouchBase

MYNAMI.ORG(eJoin + web

databases)

eJoinDatabase

A Look Back

NAMI 360IntegratedDatabaseCurrent Online

Donations

ConventionRegistration

Affiliate Contact

Database

The NAMI office used to have a lot of

disconnected systems, which meant information

needed to be entered in multiple locations.

With NAMI 360, everything is in one

place!

Online Store

Education Leader

and Class Data

Fundraising

Events

Management(Convention

Registration)

Email MarketingMembership

Main Areas of NAMI 360

Future ReleaseFuture Release

Used by NAMI, NAMI State Organizations, and NAMI Affiliates

Used by NAMI

Online

Membership

State/Affiliate

Office

Information

Individual Membership

Management

1 Single Data Source, 3 User Interfaces

NAMI 360IntegratedDatabase

NAMI State Organization users

NAMI

Online

Donations Fundraising

Management

Online

Individual

Contact Info

Online

Purchases

Online Event

Registrations

Online

Subscriptions

Online

Demographics

Individual

Record

Management

Membership

eMarketing(coming soon!)

Store

Management

Convention

Management

NAMI Affiliate users

Whenever any

information is

updated in NAMI 360,

anyone else who is

authorized to access

the information can

see the changes that

were made.

You will see and

interact with the data

differently depending

on if you are an

individual user, a

NAMI State

Organization or NAMI

Affiliate user, or a

NAMI user.

Current NAMI 360 Capabilities

Currently, you can complete the following tasks in NAMI 360:

Manage Individual Records

Manage Memberships

Generate Reports

Manage NAMI State Organization and NAMI Affiliate Contact and Leader Information

Managing Individual Records in NAMI 360

• Each record in NAMI 360 contains one individual’s basic information,

including:

Phone and/or

Fax Numbers

Leadership Role

with NAMI

Office

Name

Relationship

with Other

Records

Demographic

Information

(optional)

Email AddressAddress

This is how an individual who logs into the NAMI.org

website will see their information:

A NAMI member will be able to renew

their membership from their profile.

The individual

can add or edit

their information

using this profile.

This is how a NAMI 360 user at the NAMI State

Organization or NAMI Affiliate level will see that same

individual’s information:

The NAMI 360

user can add or

edit the

individual’s

information on

this profile, and

add or renew a

membership.

Membership Policies

NAMI Membership is for one year.

Memberships are not updated in NAMI 360 until payment is entered in the system by a NAMI State

Organization or NAMI Affiliate using a credit or debit card.

Members are categorized based on the amount of dues paid.

Managing Membership

Since Standardized Dues took effect in July 2012, NAMI has two membership types

which are determined by how

much the member paid—there is no

difference in benefits

• Regularmember paid $35

• Open Doormember paid $3

*There are no eligibility requirements for an Open Door membership. It is intended for those individuals who are not financially able to pay the Regular rate of $35.

Membership Terms used in NAMI 360

Membership source is determined by how the membership was

last submitted

• Onlinemember joined or renewed through NAMI.org

• AffiliateNAMI State Organization or NAMI Affiliate processed the

membership in NAMI 360

• NAMI

NAMI had to process or update the membership (for example, if a

member needed to be transferred to another affiliate)

Membership Terms used in NAMI 360

Membership status is determined by expiration date

• Activeexpiration date has not yet passed

• Lapsedexpiration date was less than one year ago

• Droppedexpiration date was over one year ago

• Non‐memberno membership on the individual’s record

Flow of Membership Dues and Information

NAMI.org

Member

NAMI Illinois or

NAMI Affiliate

NAMI 360

A member can either pay

for their membership online

via NAMI.org….

…or they can pay directly to

NAMI Illinois or their NAMI

Affiliate…

…and their information and

dues are automatically

updated in NAMI 360…

…and that office will

process the membership

and dues in NAMI 360.

Membership Dues

When you are updating memberships in NAMI 360, you will always be paying for the NAMI

portion of dues:

• Regular

$35NAMI receives $10

• Open Door $3NAMI receives $1

NAMI Illinois or

NAMI Affiliate

NAMI 360

Membership Dues

You can also pay the NAMI Illinois portion of dues at the same time you are paying the NAMI dues.

The dues are split in Illinois as follows:

Regular $35

NAMI: $10Affiliate: $10State: $15

Open Door$3

NAMI: $1Affiliate: $1State: $1

Membership Dues

Each month, NAMI sends any applicable payments owed to NAMI

Illinois and its affiliates.• We make direct deposits if we have your bank account information;

otherwise, we send your dues to NAMI Illinois for them to send on to you

NAMI 360

NAMI AffiliateNAMI Illinois

*If a member makes a donation in the same transaction as a membership

purchase on NAMI.org, the donation will be split equally between

NAMI,

NAMI Illinois, and the NAMI Affiliate they joined.

The payment includes:•NAMI.org memberships

•Memberships processed in NAMI

360

•Split donations*

Generate Reports

There are currently 4 reports available in the “Generate Reports”

area of NAMI

360:

• Membership Summary Report: if you want just numbers; a “snapshot”

• Membership Detail Report (PDF):

detailed contact information and

basic membership information to easily print out

• Membership Detail Report (Excel): detailed contact and membership

information to manipulate/compare

• Membership Detail Report (5160 Label): if you want to send mail to

certain members (newsletter, renewal notice, etc)

The reports are pulling information from NAMI 360 as it is in the system at the

moment you generate the report.

Generate Reports

Example of the Membership Summary Report

The number of members for each

membership status and membership

type will be given…

…as well as the totals for each.

Generate Reports

Example of the Membership Detail Report (PDF)

Choose which members you want to see

in the report

Generate Reports

Example of the Membership Detail Report (Excel)

(left side of Excel file)

Choose which members you

want to see in the report

Generate Reports

Example of the Membership Detail Report (Excel)

(right side of Excel file)

Generate Reports

Example of the Membership Detail Report (5160 Label)

(information has been blurred for security purposes)

Choose which members you

want to see in the report

State/Affiliate Contact Information

NAMI displays contact information for

each NAMI State Organization and NAMI

Affiliate on the NAMI.org website in the

“Find Your Local NAMI”

section.

You can click on any state on

the map to bring up the

information for the NAMI

offices in that state.


The NAMI State

Organization

information will

be listed first…

…and the

NAMI

Affiliates in

the state

will be

listed in

alphabetical

order below

that

All of the

information

that is

displayed is

controlled in

NAMI 360.


You can click

on any NAMI

Affiliate

name for

more

detailed

contact

information.

The “Geographic

Service Area”

describes the area

your NAMI Affiliate

covers.

The City and Zip Code

are from the NAMI

Affiliate’s primary

address and are only

displayed if you have

chosen to show that

address online.


The primary

contact

information for

your NAMI

Affiliate will be

listed first…

…and any of your

NAMI Affiliate leaders

that you have chosen

to show online will be

displayed below that.


To update the main

contact information

for your NAMI

Affiliate….


…you would go to the “Edit State/Affiliate

Profile”

area of NAMI 360.

You can see the

primary contact

information for

your office here...

…and you can see which

fields will be displayed

on NAMI.org (there is a

check mark) or not

(there is a red x).

The Geographic Service Area will always be displayed

on NAMI.org.

You can edit any of the information that is

listed


You can edit any of

the information

that is listed, or

add new

information.

You can decide

which information

should be

displayed on

NAMI.org.You can also

decide which NAMI

office you would

like to have send

renewal notices to

your members.

Renewal Notices

NAMI 360 users can choose whether renewal notices for their members should come from NAMI, the State, or the Affiliate.

NAMI has begun emailing renewal notices to the members of any NAMI Affiliate that has chosen to have them come

from the NAMI office.

• This will ensure each member is alerted when his/her

membership expires and give him/her an easy opportunity to

renew.

Renewal Notices

If your office opts for NAMI to send renewal notices on your behalf, your members who do not have an email

address in NAMI 360 will not receive a notice.

You will need to contact members without an email address separately regarding their renewal.

If your office chooses for the State

or the Affiliate

to send renewal notices, it will be that office’s responsibility to

send those out.

Renewal Notices

Renewal notices are sent based on a member’s current expiration date in NAMI 360.

Schedule of email renewal notices from NAMI:

• 2 months before expiration date• 1 month before expiration date• During month of expiration date• 1 month after expiration date• 2 months after expiration date

As soon as their membership is renewed in NAMI 360, the member will stop receiving renewal notices for that

renewal cycle.

Renewal Notices

• The emails will change depending on which notice the member is receiving, but here is a sample of one:

The message

thanks them for

their previous

support to NAMI.

It also gives them

instructions on

how they can

renew online via

the NAMI.org

website.


To update the

individual contacts for

your NAMI Affiliate….

State/Affiliate Leader Information

…you would go to the “Edit State/Affiliate

Leaders”

area of NAMI 360.

You can edit any of the leaders that are

currently listed for your NAMI Affiliate.


You can edit any of

the information

that is listed, or

add new

information.

You can check the

“Show on Web”

box

to have the

individual’s name,

position, and

chosen contact

information (phone

and/or e‐mail)

display on

NAMI.org.

You can also remove someone

from your list of leaders by

entering an “End Date”.


You can add a new leader to your NAMI

Affiliate’s list of leaders.

…links to the NAMI 360 Help Site

where you can find the NAMI 360

manual, training videos, and other

helpful information……and a place to submit suggestions to

NAMI for new features you would like to

see in NAMI 360.

In addition to the sections we have

covered, you can also find…

There is also a “Contact NAMI”

page in

case you need to get in touch with NAMI

staff.

NAMI 360: Phase II(Upcoming Features to the System)

NAMI 360: Phase IIAvailable Now!

• Online versions of the current Monthly Distribution spreadsheets

that have been

sent via email to those NAMI offices receiving a direct deposit

• 7 new reports

NAMI State Organization Summary Report

NAMI State Organization – NAMI Affiliates with Bank Information

NAMI State Organization – NAMI Affiliates without Bank Information

NAMI Affiliate Summary

Online Memberships

Chapter Memberships

Split Donations

Monthly Distribution Reports

NAMI 360: Phase IIComing this Summer!

Education Classes

You will soon have the ability to manage

your Education class data through NAMI 360

and have upcoming classes display on

NAMI.org.

Education Leaders

NAMI 360: Phase IIComing this Summer!

You will also soon be able to manage your

Education leader data.

Opt Outs & E‐marketing

NAMI 360: Phase IIComing in 2014!

We are working on a way for individuals to

manage what communications (mail or email)

they receive from NAMI, their NAMI State

Organization, and their NAMI Affiliate.

You will be able to send email messages to any

individuals in your NAMI 360 data using our

upcoming E‐Marketing feature.

Field Online Donations

NAMI 360: Phase IIOther Upcoming Modules

Volunteer Management

The Field Online Donations feature will provide

your NAMI office with the ability to collect and

process donations through NAMI 360 instead

of having to use an outside vendor.

The Volunteer Management feature

would allow you to maintain data on your

NAMI office’s volunteers, such as when a

certain individual can help out at your

office.

Questions?

How to Contact NAMI

Have further questions about NAMI 360? Contact Us!

Main Email:

[email protected]

Phone:

703‐524‐7600Toll Free:

1‐800‐950‐6264 Voicemail:

1‐888‐999‐6264, Menu Option 2

Elizabeth Monrad, Information Services Manager, [email protected] Roberts, Information Services Coordinator, [email protected]

NAMI 360 Help Site:

http://extranet.nami.org/NAMI360Help

Register for a NAMI 360 training session:

http://tinyurl.com/NAMI360TrainingReg

mailto:[email protected]



http://extranet.nami.org/NAMI360Help

http://tinyurl.com/NAMI360TrainingReg

Documents

NAMI 360il.nami.org/ILConferenceNAMI360Presentation2013.pdf · 2013-10-23 · NAMI 360. Integrated. Current Online. Database. Donations. Convention. Registration. Affiliate Contact