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Council of Clubs - August Meeting - Membership Management

Whether you're a small club just starting out, or a large, well-established club that's been around for years, this presentation will provide some ideas and describe some tools for better managing club members - practically, if not politically, that is.    -- Basics There are some basic functions all clubs need to keep track of: Up-to-date list of members in good standing Dues paid Registered Democrat Occupation, employer List of members eligible to vote May be different to good-standing depending on when they joined the cub, or how many meetings they've attended Email system that tracks emails delivered, or bounced Important for noticing requirements Attendance or sign-in sheets  Voting rules in club bylaws may require tracking  Update email list with guest emails Record of dues paid Cash, check, credit card, online Update email list with new members Communications Simple email limits on number of recipients Gmail, Google Contacts U.S. CAN-SPAM Act - FTC regulations Campaign Monitor, Constant Contact, Emma, MailChimp You must confirm where you got your contacts An unsubscribe link must be in every email You must include your contact information in every email you send, including a physical mailing address or P.O. Box where you can receive mail You may not falsify your contact information or subject line You’re subject to the terms of use for any integration or connected e-commerce platform you use Emails you send through these systems must comply with the U.S. CAN-SPAM Act Dues At meetings Cash, checks Credit/debit cards - Square, PayPal Online payments Square, PayPal, ActBlue, Stripe Stripe Integration with websites, other tools Event Tracking Calendar of Events Integration with Google Calendar - subscribe Push events to Facebook/Twitter - easy ticketing Sync events to the County Democratic Party Calendar Sync attendees to MailChimp Pulling it all together Shared online tools for all the club officers to easily access: Google Sheets Airtable Tools to automate tasks between different cloud applications Zapier IFTTT - If This Then That Membership management software that integrates different software MailChimp - Email Stripe - Payments Eventbrite - Events No monthly fee for 20% discount for political non-profits Gmail - CRM MailChimp - Email Stripe - Payments Eventbrite - Events Discourse Civilized private discussion space for clubs  Engage in searchable discussions with fellow club members  Share knowledge and build answers as a community Login with Google, Facebook or Twitter  If you have questions, suggestions, or comments please communicate them to me, your Director of Clubs, or bring them to the Council of Clubs.Remember! This month's Council of Clubs meeting takes place at: IBEW Local 465, 7444 Trade St, San Diego, CA 92121 Cheers, John John Loughlin, Director of Clubs(619) 302-4751

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