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Technology Tools

Technology Tools. Concur Salesforce.com SharePoint Outlook (Business Communications ) NSHMBA.org - Website, Events, Promotions, Communications. Abilities: Process vendor i nvoices and expense r eimbursements

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Technology Tools

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  1. Technology Tools Concur Salesforce.com SharePoint Outlook (Business Communications) NSHMBA.org - Website, Events, Promotions, Communications

  2. Abilities: Process vendor invoices and expense reimbursements Training videos are available on Concur website at http://www.concurtraining.com/customers/concur/std_training/enduseronly.asp You can use Concur to manage your expenses both on the Web and on your mobile device. Concur's mobile app is available at no cost to you so you can access Concur anytime, anywhere. Visit the appropriate app store to download the mobile app. Who has access? All chapter officers Send a request to chapterpayable@nshmba.org for access

  3. Abilities: Track and view activity Create sales packages Store company agreements and notes Find leads Keep company contacts View and keep update relationships with companies history. Track and create tasks Who has access? Two officers per chapter currently can access President just needs to complete the online Power User Access for at https://www.nshmba.org/?PowerUsersAccess

  4. Abilities: Store event promotions & planning documents Hot announcements Check your NSHMBA emails Much, much more capable abilities Primarily a chapter document repository Monthly chapter financial statements Board meeting minutes Quick NSHMBA links Who has access? All officer with a nshmba.org email account. Access is granted when the Chapter Roster for has been submitted online @ https://www.nshmba.org/?ChapterRoster

  5. Abilities: Sync to other devices NSHMBA Calendar Collaborate with other officers in the same role at other chapters Unified nshmba.org email for easy customer experience Store contacts by role for year of year ease and transitions Who has access? All officer with a nshmba.org email account through https://exchange.nshmba.org/owa Access is granted when the Chapter Roster for has been submitted online @ https://www.nshmba.org/?ChapterRoster

  6. Abilities: Sync to other devices NSHMBA Calendar Collaborate with other officers in the same role at other chapters Unified nshmba.org email for easy customer experience Store contacts by role for year of year ease and transitions Who has access? All officer with a nshmba.org email account. Access is granted when the Chapter Roster for has been submitted online @ https://www.nshmba.org/?ChapterRoster

  7. Abilities: Online Member registration and renewal Online secure donations Surveys & Quizzes Member Sign-in with Facebook & Twitter iBrading to your profile. Over 300 share platform connection to promote your chapter. Page ranking options Online store Member App WEBSITE Chapter website give you the ability to have you own local look and content. Photo Gallery Group Directory Blogs Forums Highlight Calendar Promote your board Group feed Custom pages Custom homepage layout options Promote local chapter events, members, and Sponsors

  8. Abilities Continued: Registration approval screening Preschedule an event that can be set to auto activated Admin registration notification alerts Recurring import dates or event option Local and National calendar promotion CEU credits award ability Event image/Logo display on event page Custom event descriptions for better promotion of the event. Attendance tracking Member guest registering Set max # of registrants Additional purchase or donation options Registration auto close deadline ability Automatic Registered attendee reminders Map the Event EVENTS Online Event Registration Independently create events Member type pricing Member only registration option Custom registration forms Custom prices Promotion discount codes RSVP for just head count Online check in Share who is already registered User Friendly Registration URLs Session and session group abilities Custom confirmation & thank you messages with macros to personalize the message.

  9. Abilities Continued: COMMUNICATION E-blast promotion marketing with stylish emails Member to Member connections Member online chat Over 300 share platform connection to promote your chapter. Tell a Friend Feature Custom templates • Quick messages • Auto Alerts • Facebook Sign-in, Share content and updates, & Twitter iBrading to your profile. • Over 300 share platform connection to promote your chapter.

  10. Abilities Continued: • Custom Reports • Member type(s) • Member Status • Member donations • Member event attendance behavior • Location • Personal • Profession • Business • Education • And more… REPORTING Up to date Membership & Event reports Independent Custom Reporting One click Exports Full member reports for campaign and events analyzing Who has access? All officer have access to front end chapter website upon roster submissions President just needs to complete the online Power User Access for at https://www.nshmba.org/?PowerUsersAccess ( 4 user per chapter)

  11. Introducing your chapter dedicated support! Monica Gonzalez – Chapter Liaison magonzalez@nshmba.org (214)-524-7553

  12. Further look into website tools: NSHMBA provides tutorials on how to use these as NSHMBA.org back end tools (Power User Access) OrChapter Webpage (Front end Admin access) The tutorials can be found through Board Conexion website group. http://www.nshmba.org/members/group_content_view.asp?group=89698&id=138185

  13. E-blast to Members & Nonmembers through YM Sending communication via Chapter Webpage

  14. Through YM See Membership for your Chapter See who has registered for your event

  15. Searching for a particular type of member? This will help you add/edit information on your Chapter Page The Facebook integration leverages Facebook Connects technology, allowing members to sign in to our online community using their Facebook credentials (username/password). Editing for both Eblast & Chapter webpage

  16. Example: PDF Tutorial

  17. Example: Tutorial Video

  18. A Good Source Advanced Training on Technology & Software http://www.lynda.com/member.aspx

  19. Areas of Assistance: • Need a one on one training on our tools • NSHMBA email troubleshooting • SharePoint troubleshooting • Marketing Needs • Chapter Webpage • E-blast • Social media • Event Creation • Registration • Promo Codes • Ticket pricing • As you seek my assistance please keep your RM in the loop as they will assist me on setting priorities.

  20. 90 Days prior to event • Custom web banner (3 edit rounds within first 30 days, this doesn’t included adding sponsors) • Custom event flyer (3 edit rounds within first 30 days) • Event promotion web page with up 5 corresponding pages (Built inside the chapter website, National create layout and buttons): Must be provided 60 days out • About • Agenda • Speakers • Sponsors • Registration Event Creation/Ticket pricing/Promo Codes • Custom registration questions

  21. 90 Days prior to Event Cont. • Regional Media alert (Content must be provide by 60 days prior to the event from chapter) • Will not go out till 6 weeks before, content turned by 8 weeks • Social Media promotion image • Chapter Newsletter promotion image • Bi-Weekly Member/Non-member dedicated event announcement E-Blasts • Bi-weekly National & Chapter Facebook event announcement(Chapter postings only for those who provided login) • Officer website edit training via one on one webinar

  22. 30 days prior to event • Custom web banner (1 edit rounds within first 30 days, this doesn’t included adding sponsors) • Custom event flyer (1 edit rounds within first 30 days) • Event promotion web page with up 2 corresponding pages (Built inside the chapter website, National create layout and buttons) Must be provided 30days out • Agenda • Sponsor • Registration- Event Creation/Ticket pricing/Promo Codes • Custom registration questions • Social Media promotion image • 3 Member/non-members dedicated event announcement E-blast • 5 National & Chapter Facebook event announcements • Chapter posting only for those who provided login • Officer website edit training via one on one webinar

  23. 2 weeks prior to event • Choice of one of two pre-made web banners • Choice of one of two pre-made flyers • Flyer will be added to chapter home page • Registration • Event Creation • Ticket pricing • Promo Codes • 2 Member/Non-member dedicated event announcement E-Blasts • 2 National & Chapter Facebook event announcements • Chapter posting only for those who provided login

  24. Tips: • Identify Lead board member who will be leading this project with me • Please keep your RM in the loop as they will assist me on setting priorities. • Ensure logistics to event are ready

  25. Example of a event website @ 90 days out.

  26. 30 days

  27. 2 weeks example still under construction Will be provided upon completion

  28. Your success is my Success! If you have any further questions or would like to set up a training please feel to contact me. Time for Q/A?

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