2013 NAMI National Convention June 27-30 San Antonio, TX

1. NAMI 360 2013 NAMI National Convention June 27-30 San Antonio, TX

2. NAMI 360: System Overview

3. 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: • New members have access to their online benefits immediately after paying their dues • NAMI State Organizations and NAMI Affiliates receive their membership dues on a monthlybasis • NAMI provides a shared,reliable, speedy, and easy to use system • The new system provides opportunities to reduce cost across the “NAMI network”

4. A Look Back 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! Net Community Raiser’s Edge TouchBase eJoin Database NAMI 360 Integrated Database MYNAMI.ORG (eJoin + web databases) Current Online Donations Affiliate Contact Database Convention Registration

5. NAMI 360 Main Modules Used by NAMI, NAMI State Organizations, and NAMI Affiliates Email Marketing Education Leader and Class Data Membership Future Release Future Release Fundraising Online Store Events Management (Convention Registration) Used by NAMI

6. 1 Single Data Source, 3 User Interfaces Whenever any information is updated in NAMI 360, anyone else who is authorized to access the information can see the changes that were made. State/Affiliate Office Information Online Individual Contact Info NAMI Affiliate users NAMI State Organizationusers Individual NAMI Individual Record Management Online Demographics Membership Online Subscriptions eMarketing (coming soon!) NAMI 360 Integrated Database Online Membership Membership Management 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. Online Donations Fundraising Management Online Purchases Store Management Convention Management Online Event Registrations

7. 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

8. Managing Individual Records in NAMI 360 • Each record in NAMI 360 contains one individual’s basic information, including: Address Email Address Phone and/or Fax Numbers Name Leadership Role with NAMI Office Demographic Information (optional) Relationship with Other Records

9. 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.

10. 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.

11. 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.

12. 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 • Regular member paid $35 • Open Door member 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.

13. Membership Terms used in NAMI 360 • Membership source is determined by how the membership was last submitted • Online member joined or renewed through NAMI.org • Affiliate NAMI 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)

14. Membership Terms used in NAMI 360 • Membership status is determined by expiration date • Active expiration date has not yet passed • Lapsed expiration date was less than one year ago • Dropped expiration date was over one year ago • Non-member no membership on the individual’s record

15. Flow of Membership Dues and Information …or they can pay directly to their NAMI State Organization or NAMI Affiliate… A member can either pay for their membership online via NAMI.org…. Member NAMI.org NAMI State Organization or NAMI Affiliate NAMI 360 …and that office will process the membership and dues in NAMI 360. …and their information and dues are automatically updated in NAMI 360…

16. Membership Dues • When you are updating memberships in NAMI 360, you will always be paying for the NAMI portion of dues: • Regular $35 NAMI receives $10 • Open Door $3 NAMI receives $1 NAMI State Organization or NAMI Affiliate NAMI 360

17. Membership Dues • If you are a NAMI Affiliate user, you can also pay the NAMI State Organization portion of dues at the same time you are paying the NAMI dues. • If you are a NAMI State Organization user, you can also pay the NAMI Affiliate portion of dues at the same time you are paying the NAMI dues. • The dues are split differently in each state, but they are generally split as follows: Regular $35 • NAMI: $10 • Affiliate: $15 • State: $10 Open Door $3 • NAMI: $1 • Affiliate: $1 • State: $1

18. Membership Dues • Each month, NAMI sends any applicable payments owed to NAMI State Organizations and NAMI Affiliates. • We make direct deposits if we have a NAMI Affiliate’s bank account information; otherwise, we send those dues to the state for them to send on to the NAMI Affiliate NAMI 360 • The payment includes: • NAMI.org memberships • Memberships processed in NAMI 360 • Split donations* NAMI State Organization NAMI Affiliate *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, the NAMI State Organization, and the NAMI Affiliate they joined.

19. Generate Reports • There are currently 4 reports available in the “Generate Reports” area of NAMI 360: • NAMI Membership Summary Report: if you want just numbers; a “snapshot” • NAMI Membership Detail Report (PDF): detailed contact information and basic membership information to easily print out • NAMI Membership Detail Report (Excel): detailed contact and membership information to manipulate/compare • NAMI 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.

20. Generate Reports Example of the NAMI Membership Summary Report The number of members for each membership status and membership type will be given… …as well as the totals for each.

21. Generate Reports Example of the NAMI Membership Detail Report (PDF) Choose which members you want to see in the report

22. Generate Reports Example of the NAMI Membership Detail Report (Excel) Choose which members you want to see in the report (left side of Excel file)

23. Generate Reports Example of the NAMI Membership Detail Report (Excel) (right side of Excel file)

24. Generate Reports Example of the NAMI Membership Detail Report (5160 Label) Choose which members you want to see in the report (information has been blurred for security purposes)

25. 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.

26. State/Affiliate Contact Information The NAMI State Organization information will be listed first… All of the information that is displayed is controlled in NAMI 360. …and the NAMI Affiliates in the state will be listed in alphabetical order below that.

27. State/Affiliate Contact Information 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 “Geographic Service Area” describes the area your NAMI Affiliate covers. You can click on any NAMI Affiliate name for more detailed contact information.

28. State/Affiliate Contact Information 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.

29. State/Affiliate Contact Information To update the main contact information for your NAMI Affiliate….

30. State/Affiliate Contact Information …you would go to the “Edit State/Affiliate Profile” area of NAMI 360. …and you can see which fields will be displayed on NAMI.org (there is a check mark) or not (there is a red x). You can see the primary contact information for your office here... The Geographic Service Area will always be displayed on NAMI.org. You can make changes to any of the information that is listed.

31. State/Affiliate Contact Information 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.

32. 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.

33. 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 Stateor the Affiliate to send renewal notices, it will be that office’s responsibility to send those out.

34. 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.

35. 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.

36. State/Affiliate Contact Information To update the individual contacts for your NAMI Affiliate….

37. 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.

38. State/Affiliate Leader 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 edit any of the information that is listed, or add new information. You can also remove someone from your list of leaders by entering an “End Date”.

39. State/Affiliate Leader Information You can add a new leader to your NAMI Affiliate’s list of leaders.

40. In addition to the sections we have covered, you can also find… …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.

41. There is also a “Contact NAMI” page in case you need to get in touch with NAMI staff.

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

43. NAMI 360: Phase II Available Now! • Monthly Distribution Reports • 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

44. NAMI 360: Phase II Coming 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.

45. NAMI 360: Phase II Coming this Summer! • Education Leaders You will also soon be able to manage your Education leader data.

46. NAMI 360: Phase II Coming 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. • Opt Outs & E-marketing You will be able to send email messages to any individuals in your NAMI 360 data using our upcoming E-Marketing feature.

47. NAMI 360: Phase II Other Upcoming Modules 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. • Field Online Donations • Volunteer Management 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.

48. Questions?

49. How to Contact NAMI Have further questions about NAMI 360? Contact Us! Main Email:memberservices@nami.org Phone: 703-524-7600 Toll Free: 1-800-950-6264 Voicemail: 1-888-999-6264, Menu Option 2 Elizabeth Monrad, Information Services Manager, elizabethm@nami.org Amanda Roberts, Information Services Coordinator, aroberts@nami.org Liz Norton, CRM Senior System Manager, lnorton@nami.org Jean-Michel Texier, Chief Information Officer, jtexier@nami.org NAMI 360 Help Site:http://extranet.nami.org/NAMI360Help Register for a NAMI 360 training session:http://tinyurl.com/NAMI360TrainingReg