Using NAWBO Chapter Administrator Tools and Reports

2. Using NAWBO Chapter Administrator Tools and Reports Once you have logged on to www.nawbo.org you will be directed to the Member Main Menu.

3. CHAPTER ADMINISTRATOR TOOLS Here you will find an array of helpful tools to assist you in the day to day management of your chapters membership, leadership roster and email communications. • Managing Your Members Contact Information • Update Leadership Roster • Send Email to Chapter Members

4. By selecting any letter of the alphabet the system will pull up all of those members whose last name begins with your selection. For more detailed searches you can enter the first letter of the last and first name and the system will pull up all of those members whose name begins with your search criteria. Please note: the system is case sensitive so use caps only. Once you have entered your search criteria click on the Lookup button. MANAGING YOUR MEMBERS CONTACT INFORMATIONNote: You must be a chapter member

5. NAWBO Website NAWBO Publications NAWBO Focus NAWBO Inside NAWBO SmartBrief Media/PR NAWBO Store Social Media UPDATING THE LEADERSHIP ROSTER

6. Note about this function! Only active members will receive notifications. If a member is in Suspended status they will not receive your email communication unless you add them manually to the Additional emails box or Cc. SENDING EMAIL TO MEMBERS

7. CHAPTER ADMINISTRATOR REPORTS Membership reports included are: • Membership Roster by Paid-thru Date • Membership Roster by Join Date • Upcoming Renewal Members within 30, 60, 90 Days • Non-renewal Members Past 90 Days All membership reports are exportable to Excel file extensions

8. Report includes the following fields: Display Name First Name Last Name Customer ID # Member Since Paid Thru Date Membership Type Address Postal Code Country Phone Email Website NAICS Codes Business Description Volunteer Interest MEMBERSHIP ROSTER PAID THRU DATE

9. Membership always defaults to the first day of any given month and ends on the last day of the previous month a year later i.e. 12/01/2011 join and end date of 11/30/2012. You can search for any date range but must enter a Join After and Joined Before date in the correct format of (MM/DD/YYYY) i.e. 12/01/2010 and 11/30/2011 and the report will bring up all members who joined between those dates. MEMBER ROSTER BY JOIN DATE

10. NAWBO STORE • Order NAWBO Branded Collateral • Brochure • Presentation Folders • Invitation Cards

11. MEMBERSHIP DRIVE 2012 March & April 2012 New Members - $25 off National Dues Chapter Support Package In route to chapters January 2012 Power Your Chapter Challenge 3 Winners: Small * Medium * Large Chapters SW Voucher + WBC2012 Registration

12. MEMBERSHIP STRATEGY 2012 New Member Certificates Renewal Member Gift Lapsed Member Outreach Prospective Member Outreach Send Chapter Prospects List Member-Only Benefits Communications Chapter In Formation Support

13. WOMEN’S BUSINESS CONFERENCE 2012 Women’s Business Conference 2012 October 4-5, 2012 Louisville, Kentucky POWER OF ONE

14. Questions? Please contact chapterservices@nawbo.org