Transcript Membership Processing

Membership Processing
Current Workflows
Manual Process - New Members and Renewals
3) Payment
is Processed
2) Payment
sent to
Accounting
Bank
Accounting
Affiliate
7) Member
Status
Verification
1) New Members
Spreadsheet
6) Member
Services Confirms
Process Completion
Member Services
TouchBase
9) Members
Receives
Advocate
Member
4) Payment
is Confirmed
Members
Login to my
NAMI.ORG
TouchBase
Pulls data from
Raiser’s Edge
Advocate
my NAMI.ORG
5) New Members
are Manually
Entered
In Raiser’s Edge
Raiser’s Edge
8) Advocate
mailing
is pulled 3x/year
(Feb, May & Sep)
10) Member Services
manually creates
myNAMI account
Member Services
TouchBase Electronic Renewals Process
Affiliate
1) Renewal
Batch
3)EMail
Notifications
TouchBase
2) Payment
Processed
4) Process Batch
Member Services
Raiser’s Edge
State
5) Advocate mailing is pulled 3 times a year
Member
6) Members
Receives
Advocate
Advocate
Members
Login to my
NAMI.ORG
my NAMI.ORG
Online
Payment
Processor
eJoin Process
2)Individual
Purchases
Membership
Member
1) Individual
Creates
Online
Account
Online
Payment
Processor
my NAMI.ORG
4) EMail
Notifications
Affiliate
Raiser’s Edge
3) Payment
processed
Merchant
Bank
5) EMail
Notifications
Member Services
6) Record is
Manually
Entered in
Raiser’s Edge
Quarterly
Payments
7) Advocate mailing is
pulled 3x/year
State
8) Members
Receives
Advocate
Accounting
Advocate
Member
State
Affiliate
Member Services
Received 70 requests a day in October
50% Members – 50% States & Affiliates
my NAMI.ORG
Member
Member
Requests
my NAMI
Accounts
Creation
Affiliate Requests
Affiliate
Member Services
Staff
Requests
State
TouchBase
Raiser’s Edge
Record
Maintenance
Raiser’s Edge
NAMI Staff