Revision history for AppendixLMaterialRequests
No Differences
Deletions:
Refers to requesting brochures to distribute to family and friends. These are sent in bundles of 10 (unless otherwise requested) with a corresponding letter. You will receive these requests via email and over the phone, unless you send out an email to members/ ambassadors asking if they want some to distribute. Do not send large amounts of brochures (over 100), unless the person is holding a talk about Vote Smart that will reach many politically engaged people (or if we have extra/ old brochures to get rid of).
Additions:
**Possible Requests**
There are currently 9 different options to request materials listed on the renewal envelope. These include:
1) The 4-minute Vote Smart video //(this can be remotely sent via email to members who provide their email addresses. It must be sent as a DVD to members who do not have emails)//
2) One or both of the Vote Smart posters
3) Vote Smart bumper stickers
4) A sample letter to the editor about Vote Smart //(this can be remotely emailed to members who provide their email addresses. It must be printed and mailed to members who do not have emails)//
5) Vote Smart brochures
6) Information on contacting local news organizations about Vote Smart’s data //(this request can be sent on to Adelaide remotely)//
7) Information on legacy giving //(this request can be sent on to Adelaide remotely)//
8) Information on scheduling a presentation by a Vote Smart board member //(this request can be sent on to Richard remotely)//
9) Giving gift memberships
**Data Entry**
We receive most materials requests from the boxes that members can check for various materials on the renewal envelopes we send out throughout the year. However, requests will also occasionally come in over email or mainline calls. As soon as you receive a request for materials, make sure to data enter it into the requester’s DonorPerfect contact notes and the Material/Membership Requests spreadsheet.
There are three form letters I use to fulfill materials requests, and three corresponding tabs on the Material/Membership Requests spreadsheet. When data entering materials requests, make sure to put each request in the correct tab:
Ambassadors → Ambassadors tab
Members without email addresses → No Email Members tab
Members with emails addresses → Members tab.
//When requests come in via email or phone, they can be entered into the spreadsheet remotely. All other requests come in through the mail and must be processed in-office.//
==**Gift Memberships**==
Processing gift memberships is not part of fulfillment, but they are important to data enter along the way and will be a necessary part of each thank-you mailing.
**Gift Givers**
When a member sends in gift memberships, give them the “Gift Membership Giver” flag. Also make sure to enter the name of each gift membership receiver in their contact notes in DonorPerfect, as well as in the “Gift Membership” box at the bottom of their profile. This should be formatted as “Name, Name, and Name” so that it will generate correctly in the gift membership thank-you letter.
Give the givers a freebie donation for $0 with the “Gift membership TY” thank you letter.
**Gift Receivers**
DO NOT WAIT to create DonorPerfect profiles for the gift membership receivers — the people whose names and addresses were provided to us by the member who is giving their gift memberships. We need these profiles in order to generate their letters for the thank-you mailing, and it is easy to lose track of them if they are not entered right away.
We treat these gift membership receivers as new members, so create a new profile (after checking to make sure they aren’t already in DonorPerfect), and give them the “Member” and “Gift Membership Receiver” flags. Make an entry in their contact notes and the “Gift Membership” box at the bottom of their profile with the name of the person who gave their gift membership.
Give the receivers a freebie donation for $0 with the “Gift Membership Receiver” thank you letter.
==**Fulfillment**==
**Emailing**
To begin fulfillment, first email the members whose email addresses we have. We ask all members who request materials if they would like to become Ambassadors, and this email is their first introduction to the program. You can find the templates I use (“2019-2020 Newsletter Materials Request Email Responses”) in files under Membership → Letters → Common Requests → Materials Requests. For members who request digital materials, such as the 4-minute Vote Smart video or an example letter to the editor, you can go ahead and include these in the initial email inviting them to become Ambassadors.
You will find that some emails bounce and some addresses are incorrect. As these members will therefore not receive the emailed Ambassador invitation, make sure to move their requests over to the “No Email Members” tab in the spreadsheet.
//Once requests from the mail have been entered in the sheet, all of this preliminary emailing can be completed remotely.//
**Letters and Packaging**
Now generate letters for each tab of the spreadsheet via mail merge on the Windows computer. Members receive “Materials Request Letter for Members,” No Email Members receive “Materials Request Letter for Potential AMBs,” and Ambassadors receive “Materials Request Letter for Ambassadors.” All of these letter templates can be found in files under Membership → Letters → Common Requests → Materials Requests.
If there are many requests, it is also faster to generate address labels rather than write each member’s address out by hand. To do this, log in to the Vote Smart account on Avery and use the Materials/Membership Requests spreadsheet to generate labels.
Print and sign the fulfillment letters — if there is time and we have few enough requests, it is a good idea to personalize the Ambassador letters, even if just with a handwritten “thank you!”
Package each letter along with the specific materials requested. When all packages are sealed, finish the mailing by weighing each envelope, generating stamps through our Endicia account on the Windows computer, and bringing the packages to the front for the mail carrier to collect.
Be sure to move all the materials requests you have just fulfilled into the “Completed” tab of the spreadsheet.
==**Unusual Cases**==
**VSDM**
We also receive requests for the Voter’s Self Defense Manual throughout the year. If we do not yet have printed copies available to mail out, enter these requests into the Material/Membership Requests spreadsheet in the VSDM tab so that they can be fulfilled later. If a member requests VSDMs as well as brochures or other standard materials, split the request between the appropriate tabs so that we can fulfill as much of the order as possible right away.
**Misc.**
Some renewal mailings will have options to check boxes for information on legacy giving, scheduling a board member presentation, or contacting local news organizations about Vote Smart’s data. We do not handle these requests directly, but compile them in a separate spreadsheet to send to Adelaide or Richard.
Member requests for information on legacy giving and/or contacting local news organizations should be entered in the Contact News Orgs spreadsheet for Adelaide to follow up on. Periodically, it is a good idea to resend the link to this spreadsheet to Adelaide as a reminder. We still send these members the email inviting them to become Ambassadors, so make sure to put them in the appropriate tab of the regular Materials/Membership Requests sheet as well.
Email board member presentation requests directly to Richard with the requester’s info sheet from DonorPerfect.
//Once requests from the mail have been recorded in the main sheet, all of these requests can be separated and sent on to Richard and Adelaide remotely.//
There are currently 9 different options to request materials listed on the renewal envelope. These include:
1) The 4-minute Vote Smart video //(this can be remotely sent via email to members who provide their email addresses. It must be sent as a DVD to members who do not have emails)//
2) One or both of the Vote Smart posters
3) Vote Smart bumper stickers
4) A sample letter to the editor about Vote Smart //(this can be remotely emailed to members who provide their email addresses. It must be printed and mailed to members who do not have emails)//
5) Vote Smart brochures
6) Information on contacting local news organizations about Vote Smart’s data //(this request can be sent on to Adelaide remotely)//
7) Information on legacy giving //(this request can be sent on to Adelaide remotely)//
8) Information on scheduling a presentation by a Vote Smart board member //(this request can be sent on to Richard remotely)//
9) Giving gift memberships
**Data Entry**
We receive most materials requests from the boxes that members can check for various materials on the renewal envelopes we send out throughout the year. However, requests will also occasionally come in over email or mainline calls. As soon as you receive a request for materials, make sure to data enter it into the requester’s DonorPerfect contact notes and the Material/Membership Requests spreadsheet.
There are three form letters I use to fulfill materials requests, and three corresponding tabs on the Material/Membership Requests spreadsheet. When data entering materials requests, make sure to put each request in the correct tab:
Ambassadors → Ambassadors tab
Members without email addresses → No Email Members tab
Members with emails addresses → Members tab.
//When requests come in via email or phone, they can be entered into the spreadsheet remotely. All other requests come in through the mail and must be processed in-office.//
==**Gift Memberships**==
Processing gift memberships is not part of fulfillment, but they are important to data enter along the way and will be a necessary part of each thank-you mailing.
**Gift Givers**
When a member sends in gift memberships, give them the “Gift Membership Giver” flag. Also make sure to enter the name of each gift membership receiver in their contact notes in DonorPerfect, as well as in the “Gift Membership” box at the bottom of their profile. This should be formatted as “Name, Name, and Name” so that it will generate correctly in the gift membership thank-you letter.
Give the givers a freebie donation for $0 with the “Gift membership TY” thank you letter.
**Gift Receivers**
DO NOT WAIT to create DonorPerfect profiles for the gift membership receivers — the people whose names and addresses were provided to us by the member who is giving their gift memberships. We need these profiles in order to generate their letters for the thank-you mailing, and it is easy to lose track of them if they are not entered right away.
We treat these gift membership receivers as new members, so create a new profile (after checking to make sure they aren’t already in DonorPerfect), and give them the “Member” and “Gift Membership Receiver” flags. Make an entry in their contact notes and the “Gift Membership” box at the bottom of their profile with the name of the person who gave their gift membership.
Give the receivers a freebie donation for $0 with the “Gift Membership Receiver” thank you letter.
==**Fulfillment**==
**Emailing**
To begin fulfillment, first email the members whose email addresses we have. We ask all members who request materials if they would like to become Ambassadors, and this email is their first introduction to the program. You can find the templates I use (“2019-2020 Newsletter Materials Request Email Responses”) in files under Membership → Letters → Common Requests → Materials Requests. For members who request digital materials, such as the 4-minute Vote Smart video or an example letter to the editor, you can go ahead and include these in the initial email inviting them to become Ambassadors.
You will find that some emails bounce and some addresses are incorrect. As these members will therefore not receive the emailed Ambassador invitation, make sure to move their requests over to the “No Email Members” tab in the spreadsheet.
//Once requests from the mail have been entered in the sheet, all of this preliminary emailing can be completed remotely.//
**Letters and Packaging**
Now generate letters for each tab of the spreadsheet via mail merge on the Windows computer. Members receive “Materials Request Letter for Members,” No Email Members receive “Materials Request Letter for Potential AMBs,” and Ambassadors receive “Materials Request Letter for Ambassadors.” All of these letter templates can be found in files under Membership → Letters → Common Requests → Materials Requests.
If there are many requests, it is also faster to generate address labels rather than write each member’s address out by hand. To do this, log in to the Vote Smart account on Avery and use the Materials/Membership Requests spreadsheet to generate labels.
Print and sign the fulfillment letters — if there is time and we have few enough requests, it is a good idea to personalize the Ambassador letters, even if just with a handwritten “thank you!”
Package each letter along with the specific materials requested. When all packages are sealed, finish the mailing by weighing each envelope, generating stamps through our Endicia account on the Windows computer, and bringing the packages to the front for the mail carrier to collect.
Be sure to move all the materials requests you have just fulfilled into the “Completed” tab of the spreadsheet.
==**Unusual Cases**==
**VSDM**
We also receive requests for the Voter’s Self Defense Manual throughout the year. If we do not yet have printed copies available to mail out, enter these requests into the Material/Membership Requests spreadsheet in the VSDM tab so that they can be fulfilled later. If a member requests VSDMs as well as brochures or other standard materials, split the request between the appropriate tabs so that we can fulfill as much of the order as possible right away.
**Misc.**
Some renewal mailings will have options to check boxes for information on legacy giving, scheduling a board member presentation, or contacting local news organizations about Vote Smart’s data. We do not handle these requests directly, but compile them in a separate spreadsheet to send to Adelaide or Richard.
Member requests for information on legacy giving and/or contacting local news organizations should be entered in the Contact News Orgs spreadsheet for Adelaide to follow up on. Periodically, it is a good idea to resend the link to this spreadsheet to Adelaide as a reminder. We still send these members the email inviting them to become Ambassadors, so make sure to put them in the appropriate tab of the regular Materials/Membership Requests sheet as well.
Email board member presentation requests directly to Richard with the requester’s info sheet from DonorPerfect.
//Once requests from the mail have been recorded in the main sheet, all of these requests can be separated and sent on to Richard and Adelaide remotely.//
Deletions:
Membership@votesmart.org receives emails with the subject line “[pypvs] API Subscription Activation Review”. These emails are auto-generated from people on our site stating that they are a member and are requesting access for our API. Though, the majority of these people are not members, so it is DevComm’s job to confirm whether or not they have a membership with us. Membership for the API is defined as any current member (donating in the past 3 years) of Vote Smart.
**How To:**
- First check the name and address in Donor Perfect.
- If you cannot find them in Donor Perfect, check their name in Cybersource to see if they donated recently and you haven’t data entered them yet.
- **If they are NOT in Donor Perfect or in Cybersource,** respond and say:
Dear [Person interested in API's Name],
Thank you for your interest in the Vote Smart API. You indicated on your registration form that you are a member; however, we don't have record of your membership in our database. In order to complete your application, you login into My Vote Smart and then review our subscription types (found here: http://votesmart.org/share/api/register) and select the one that is most appropriate for you. If you are unsure of which subscription level to choose, please email me back at [your email] and we can discuss this further.
Please let me know if you have any questions.
Best,
[Your Name]
- **If they ARE a member as defined above**:
- Click the link in the email “If this registrant is a valid member, please visit this link”:
- Clicking the link activates their API. You should see a message saying something along the lines of “1 Key Activated”
Additions:
Before you continue, you should make sure you are receiving emails to membership@votesmart.org and have access to the [[https://docs.google.com/spreadsheets/d/146nKJ3E_vzk98XNd1dcQV4ol0Kwj7MdZGzt-gNn9CvQ/edit#gid=0 Materials Request Spreadsheet]]
Deletions:
Additions:
DevComm receives emails from request@votesmart.org with the subject line “Publications Requested”. The email consists of basic information the requester fills out on Vote Smart’s website before submitting to DevComm. Input the information from the request email into the corresponding column on the [[https://docs.google.com/spreadsheets/d/146nKJ3E_vzk98XNd1dcQV4ol0Kwj7MdZGzt-gNn9CvQ/edit#gid=0 Materials Request Spreadsheet]].
**Materials Requests are handled all at once every Thursday.**
**Materials Requests are handled all at once every Thursday.**
Deletions:
Additions:
DevComm receives emails from request@votesmart.org with the subject line “Publications Requested”. The email consists of basic information the requester fills out on Vote Smart’s website before submitting to DevComm. Input the information from the request email into the corresponding column on the [[https://docs.google.com/spreadsheets/d/146nKJ3E_vzk98XNd1dcQV4ol0Kwj7MdZGzt-gNn9CvQ/edit#gid=0 Materials Request Spreadsheet]]. **Materials Requests are handled all at once every Thursday.**
Deletions:
Additions:
Refers to requesting brochures to distribute to family and friends. These are sent in bundles of 10 (unless otherwise requested) with a corresponding letter. You will receive these requests via email and over the phone, unless you send out an email to members/ ambassadors asking if they want some to distribute. Do not send large amounts of brochures (over 100), unless the person is holding a talk about Vote Smart that will reach many politically engaged people (or if we have extra/ old brochures to get rid of).
Deletions:
Additions:
===**MRE**===
Refers to requesting brochures to distribute to family and friends. These are sent in bundles of 10 (unless otherwise requested) with a corresponding letter. You will receive these requests via email and over the phone, unless you send out an email to members/ ambassadors asking if they want some to distribute. Do not send large amounts of brochures (over 100), unless the person is holding a talk about Vote Smart that will reach many politically engaged people.
Refers to requesting brochures to distribute to family and friends. These are sent in bundles of 10 (unless otherwise requested) with a corresponding letter. You will receive these requests via email and over the phone, unless you send out an email to members/ ambassadors asking if they want some to distribute. Do not send large amounts of brochures (over 100), unless the person is holding a talk about Vote Smart that will reach many politically engaged people.
Deletions:
**__MRE__**
Refers to “Vote Smart or …..” brochures. These are sent in bundles of 10 unless asked for a different number with a corresponding letter. If entering from a call, try to get a specific type of brochure; some people do not like the “Vote Smart or Vote Stupid”.
**
To get to letter**
Windows: network → POPROCKS → membership → Letters → Common Requests → Membership brochure request 2016 -OR- Non-member Info & VSDM letter June 2016
Linux: membership → Letters → Common Requests → Membership brochure request 2016 -OR- Non-member Info & VSDM letter June 2016
For the MRE use the Membership brochure request 2016 letter. Make sure to fill out name, address, salutation, print on letterhead, and sign before sending.
Additions:
DevComm receives emails from request@votesmart.org with the subject line “Publications Requested”. The email consists of basic information the requester fills out on Vote Smart’s website before submitting to DevComm. Input the information from the request email into the corresponding column on the [[https://docs.google.com/spreadsheets/d/146nKJ3E_vzk98XNd1dcQV4ol0Kwj7MdZGzt-gNn9CvQ/edit#gid=0 Materials Request Spreadsheet]]. **Materials Requests are handled all at once every Thursday. **
Deletions:
Additions:
The common format of the email is:
Deletions:
Additions:
**The common format of the email is:**
Deletions:
Additions:
===**API Subscription Activation Review**===
Deletions:
Additions:
===**Requests from Votesmart.org/request-materials**===
==**Info**==
"Information about Vote Smart -- including how to become a member." Send this person via email or mail an information sheet on Vote Smart, brochure, and a letter about becoming a member.
==**Member (VOL)**==
"Information on volunteering"
Enter this person onto the [[https://docs.google.com/spreadsheets/d/146nKJ3E_vzk98XNd1dcQV4ol0Kwj7MdZGzt-gNn9CvQ/edit#gid=0 Materials Request Spreadsheet]], and put them in DonorPerfect with the VIR flag. Forward this request onto the internship/ volunteer coordinator for them to answer.
==**Student**==
"Information on student internships" - forward to internship coordinator!
==**VSDM**==
"Send me the 20xx Voter's Self Defense Manual"
When we have a recently released Voters Self Defense Manual, we will have IT add a checkbox on this page: http://votesmart.org/request-materials where people are able to check a box and request a printed copy. Make sure to send them a current letter that is specific to their VSDM request. Also include a brochure.
**To get to letters:** Membership → Letters → Common Requests → Materials Requests
==**Info**==
"Information about Vote Smart -- including how to become a member." Send this person via email or mail an information sheet on Vote Smart, brochure, and a letter about becoming a member.
==**Member (VOL)**==
"Information on volunteering"
Enter this person onto the [[https://docs.google.com/spreadsheets/d/146nKJ3E_vzk98XNd1dcQV4ol0Kwj7MdZGzt-gNn9CvQ/edit#gid=0 Materials Request Spreadsheet]], and put them in DonorPerfect with the VIR flag. Forward this request onto the internship/ volunteer coordinator for them to answer.
==**Student**==
"Information on student internships" - forward to internship coordinator!
==**VSDM**==
"Send me the 20xx Voter's Self Defense Manual"
When we have a recently released Voters Self Defense Manual, we will have IT add a checkbox on this page: http://votesmart.org/request-materials where people are able to check a box and request a printed copy. Make sure to send them a current letter that is specific to their VSDM request. Also include a brochure.
**To get to letters:** Membership → Letters → Common Requests → Materials Requests
Deletions:
**Common Requests**: Info, Member, Student, VSDM (When it has been recently released)
**Info**
"Information about Vote Smart -- including how to become a member." Send this person via email or mail an information sheet on Vote Smart, brochure, and a letter about becoming a member.
**Member (VOL)**
"Information on volunteering"
Enter this person onto the [[https://docs.google.com/spreadsheets/d/146nKJ3E_vzk98XNd1dcQV4ol0Kwj7MdZGzt-gNn9CvQ/edit#gid=0 Materials Request Spreadsheet]], and put them in DonorPerfect with the VIR flag. Forward this request onto the internship/ volunteer coordinator for them to answer.
**Student**
"Information on student internships" - forward to internship coordinator!
**VSDM**
"Send me the 20xx Voter's Self Defense Manual"
When we have a recently released Voters Self Defense Manual, we will have IT add a checkbox on this page: http://votesmart.org/request-materials where people are able to check a box and request a printed copy. Make sure to send them a current letter that is specific to their VSDM request. Also include a brochure.
**To get to letters**
Membership → Letters → Common Requests → Materials Requests
Additions:
>>{{{toc}}}>>
Deletions:
- Info
- Member (VOL)
- Student
- VSDM
- MRE
- API Subscription Review
Additions:
DevComm receives emails from request@votesmart.org with the subject line “Publications Requested”. The email consists of basic information the requester fills out on Vote Smart’s website before submitting to DevComm. Input the information from the request email into the corresponding column on the [[https://docs.google.com/spreadsheets/d/146nKJ3E_vzk98XNd1dcQV4ol0Kwj7MdZGzt-gNn9CvQ/edit#gid=0 Materials Request Spreadsheet]]
Membership → Letters → Common Requests → Materials Requests
Membership → Letters → Common Requests → Materials Requests
Deletions:
**Logging Information Onto the Sheet**
Input the information from the request email into the corresponding column.
**__Student__**
When a student request is made, log in any other requests and then forward the student request email to the Internship coordinator at intern@votesmart.org .
Additions:
**Info**
"Information about Vote Smart -- including how to become a member." Send this person via email or mail an information sheet on Vote Smart, brochure, and a letter about becoming a member.
**Member (VOL)**
"Information on volunteering"
Enter this person onto the [[https://docs.google.com/spreadsheets/d/146nKJ3E_vzk98XNd1dcQV4ol0Kwj7MdZGzt-gNn9CvQ/edit#gid=0 Materials Request Spreadsheet]], and put them in DonorPerfect with the VIR flag. Forward this request onto the internship/ volunteer coordinator for them to answer.
**Student**
"Information on student internships" - forward to internship coordinator!
**VSDM**
"Send me the 20xx Voter's Self Defense Manual"
When we have a recently released Voters Self Defense Manual, we will have IT add a checkbox on this page: http://votesmart.org/request-materials where people are able to check a box and request a printed copy. Make sure to send them a current letter that is specific to their VSDM request. Also include a brochure.
"Information about Vote Smart -- including how to become a member." Send this person via email or mail an information sheet on Vote Smart, brochure, and a letter about becoming a member.
**Member (VOL)**
"Information on volunteering"
Enter this person onto the [[https://docs.google.com/spreadsheets/d/146nKJ3E_vzk98XNd1dcQV4ol0Kwj7MdZGzt-gNn9CvQ/edit#gid=0 Materials Request Spreadsheet]], and put them in DonorPerfect with the VIR flag. Forward this request onto the internship/ volunteer coordinator for them to answer.
**Student**
"Information on student internships" - forward to internship coordinator!
**VSDM**
"Send me the 20xx Voter's Self Defense Manual"
When we have a recently released Voters Self Defense Manual, we will have IT add a checkbox on this page: http://votesmart.org/request-materials where people are able to check a box and request a printed copy. Make sure to send them a current letter that is specific to their VSDM request. Also include a brochure.
Deletions:
"Information about Vote Smart -- including how to become a member." Send this person via email or mail an information sheet on Vote Smart, brochure, and a letter about becoming a member.
**VSDM**
"Send me the 20xx Voter's Self Defense Manual"
When we have a recently released Voters Self Defense Manual, we will have IT add a checkbox on this page: http://votesmart.org/request-materials where people are able to check a box and request a printed copy. Make sure to send them a current letter that is specific to their VSDM request. Also include a brochure.
**Member (VOL)**
"Information on volunteering"
Enter this person onto the [[https://docs.google.com/spreadsheets/d/146nKJ3E_vzk98XNd1dcQV4ol0Kwj7MdZGzt-gNn9CvQ/edit#gid=0 Materials Request Spreadsheet]], and put them in DonorPerfect with the VIR flag. Forward this request onto the internship/ volunteer coordinator for them to answer.
**Student**
"Information on student internships" - forward to internship coordinator!
Additions:
Membership@votesmart.org receives emails with the subject line “[pypvs] API Subscription Activation Review”. These emails are auto-generated from people on our site stating that they are a member and are requesting access for our API. Though, the majority of these people are not members, so it is DevComm’s job to confirm whether or not they have a membership with us. Membership for the API is defined as any current member (donating in the past 3 years) of Vote Smart.
Deletions:
Membership for the API is defined as any current member (donating in the past 3 years) of Vote Smart.
Additions:
==**API Subscription Activation Review**==
==**Requests from Votesmart.org/request-materials**==
==**Requests from Votesmart.org/request-materials**==
Deletions:
**Requests from Votesmart.org/request-materials**
Additions:
- Info
- Student
- VSDM
==**__API Subscription Activation Review__**==
Dear [Person interested in API's Name],
Thank you for your interest in the Vote Smart API. You indicated on your registration form that you are a member; however, we don't have record of your membership in our database. In order to complete your application, you login into My Vote Smart and then review our subscription types (found here: http://votesmart.org/share/api/register) and select the one that is most appropriate for you. If you are unsure of which subscription level to choose, please email me back at [your email] and we can discuss this further.
Please let me know if you have any questions.
Best,
[Your Name]
**Requests from Votesmart.org/request-materials**
DevComm receives emails from request@votesmart.org with the subject line “Publications Requested”. The email consists of basic information the requester fills out on Vote Smart’s website before submitting to DevComm. The request is then logged into the [[https://docs.google.com/spreadsheets/d/146nKJ3E_vzk98XNd1dcQV4ol0Kwj7MdZGzt-gNn9CvQ/edit#gid=0 Materials Request Spreadsheet]]. Different letters apply to different requests.
**The common format of the email is:**
Name: xxxxxxx
Address: xxxxxxxxx
City, State Zip: xxxxxxxxxxx
Phone: xxxxxxx
E-mail: xxxxxxxxxxxxxx
Country: United States
Are you a member? X
Please send me: xxxxxxxxx
**Common Requests**: Info, Member, Student, VSDM (When it has been recently released)
**Info**
"Information about Vote Smart -- including how to become a member." Send this person via email or mail an information sheet on Vote Smart, brochure, and a letter about becoming a member.
**VSDM**
"Send me the 20xx Voter's Self Defense Manual"
When we have a recently released Voters Self Defense Manual, we will have IT add a checkbox on this page: http://votesmart.org/request-materials where people are able to check a box and request a printed copy. Make sure to send them a current letter that is specific to their VSDM request. Also include a brochure.
**Member (VOL)**
"Information on volunteering"
Enter this person onto the [[https://docs.google.com/spreadsheets/d/146nKJ3E_vzk98XNd1dcQV4ol0Kwj7MdZGzt-gNn9CvQ/edit#gid=0 Materials Request Spreadsheet]], and put them in DonorPerfect with the VIR flag. Forward this request onto the internship/ volunteer coordinator for them to answer.
**Student**
"Information on student internships" - forward to internship coordinator!
Input the information from the request email into the corresponding column.
- Student
- VSDM
==**__API Subscription Activation Review__**==
Dear [Person interested in API's Name],
Thank you for your interest in the Vote Smart API. You indicated on your registration form that you are a member; however, we don't have record of your membership in our database. In order to complete your application, you login into My Vote Smart and then review our subscription types (found here: http://votesmart.org/share/api/register) and select the one that is most appropriate for you. If you are unsure of which subscription level to choose, please email me back at [your email] and we can discuss this further.
Please let me know if you have any questions.
Best,
[Your Name]
**Requests from Votesmart.org/request-materials**
DevComm receives emails from request@votesmart.org with the subject line “Publications Requested”. The email consists of basic information the requester fills out on Vote Smart’s website before submitting to DevComm. The request is then logged into the [[https://docs.google.com/spreadsheets/d/146nKJ3E_vzk98XNd1dcQV4ol0Kwj7MdZGzt-gNn9CvQ/edit#gid=0 Materials Request Spreadsheet]]. Different letters apply to different requests.
**The common format of the email is:**
Name: xxxxxxx
Address: xxxxxxxxx
City, State Zip: xxxxxxxxxxx
Phone: xxxxxxx
E-mail: xxxxxxxxxxxxxx
Country: United States
Are you a member? X
Please send me: xxxxxxxxx
**Common Requests**: Info, Member, Student, VSDM (When it has been recently released)
**Info**
"Information about Vote Smart -- including how to become a member." Send this person via email or mail an information sheet on Vote Smart, brochure, and a letter about becoming a member.
**VSDM**
"Send me the 20xx Voter's Self Defense Manual"
When we have a recently released Voters Self Defense Manual, we will have IT add a checkbox on this page: http://votesmart.org/request-materials where people are able to check a box and request a printed copy. Make sure to send them a current letter that is specific to their VSDM request. Also include a brochure.
**Member (VOL)**
"Information on volunteering"
Enter this person onto the [[https://docs.google.com/spreadsheets/d/146nKJ3E_vzk98XNd1dcQV4ol0Kwj7MdZGzt-gNn9CvQ/edit#gid=0 Materials Request Spreadsheet]], and put them in DonorPerfect with the VIR flag. Forward this request onto the internship/ volunteer coordinator for them to answer.
**Student**
"Information on student internships" - forward to internship coordinator!
Input the information from the request email into the corresponding column.
Deletions:
- Student
**__API Subscription Activation Review__**
**Definition:**
Dear [Person interested in API's Name],
Thank you for your interest in the Vote Smart API. You indicated on your registration form that you are a member; however, we don't have record of your membership in our database. In order to complete your application, you login into My Vote Smart and then review our subscription types (found here: http://votesmart.org/share/api/register) and select the one that is most appropriate for you. If you are unsure of which subscription level to choose, please email me back at [your email] and we can discuss this further.
Please let me know if you have any questions.
Best,
[Your Name]
**__Info, VSDM__**
Instructions by John Dubinski 08.19.2016
DevComm receives emails from request@votesmart.org with the subject line “Publications Requested”. The email consists of basic information the requester fills out on Vote Smart’s website before submitting to DevComm. The request is then logged into the Material/Membership Request sheet. Different letters apply to different requests.
Input the information from the request email into the corresponding column. If there are any requests that need to be dealt with by Adelaide, make sure to highlight the row with the request.
**The common format of the email is:**
Name: xxxxxxx
Address: xxxxxxxxx
City, State Zip: xxxxxxxxxxx
Phone: xxxxxxx
E-mail: xxxxxxxxxxxxxx
Country: United States
Are you a member? X
Please send me: xxxxxxxxx
**Common Requests**: Info, VSDM, MRE, Member, Student
**Definitions:**
Info - Asking for more information about Vote Smart. If alone in the “Please send me” section, can send a letter and one brochure.
VSDM - Voters Self Defence Manual. This gets a letter specific to it, as well as single brochure mailed with it.
**__Member (VOL)__**
This request is found in the “Please Send Me” section and is entered into the sheet as VOL which will then be dealt with by Adelaide. Make sure to place the request in the sheet and then highlight the row corresponding to the request for Adelaide.
Additions:
- **If they are NOT in Donor Perfect or in Cybersource,** respond and say:
- **If they ARE a member as defined above**:
- **If they ARE a member as defined above**:
Deletions:
- If they ARE a member as defined above:
Additions:
Membership for the API is defined as any current member (donating in the past 3 years) of Vote Smart.
- Click the link in the email “If this registrant is a valid member, please visit this link”:
- Clicking the link activates their API. You should see a message saying something along the lines of “1 Key Activated”
- Click the link in the email “If this registrant is a valid member, please visit this link”:
- Clicking the link activates their API. You should see a message saying something along the lines of “1 Key Activated”
Deletions:
- **If they ARE in Donor Perfect or in Cybersource but are NOT a $45 level member:**
- Hit reply to officemgr@votesmart.org and explain that they have donated but are not at the $45 membership level needed for the API
- Click the link in the email “If this registrant is a valid member, please visit this link”:
- Clicking the link activates their API. You should see a message saying something along the lines of “1 Key Activated”
- No need to reply to officemgr@votesmart.org now.
Additions:
- **If they ARE in Donor Perfect or in Cybersource but are NOT a $45 level member:**
Deletions:
Additions:
-** If they are NOT in Donor Perfect or in Cybersource,** respond and say:
**- If they ARE in Donor Perfect or in Cybersource but are NOT a $45 level member:**
**- If they ARE in Donor Perfect or in Cybersource but are NOT a $45 level member:**
Deletions:
- Respond and say:
- If they ARE in Donor Perfect or in Cybersource but are NOT a $45 level member:
Additions:
Membership@votesmart.org receives emails with the subject line “[pypvs] API Subscription Activation Review”. These emails are auto-generated from people on our site stating that they are a member and are requesting access for our API. Though, the majority of these people are not members, so it is DevComm’s job to confirm whether or not they have a membership with us.
**How To:**
- First check the name and address in Donor Perfect.
- If you cannot find them in Donor Perfect, check their name in Cybersource to see if they donated recently and you haven’t data entered them yet.
- If they are NOT in Donor Perfect or in Cybersource:
- Respond and say:
Dear [Person interested in API's Name],
Thank you for your interest in the Vote Smart API. You indicated on your registration form that you are a member; however, we don't have record of your membership in our database. In order to complete your application, you login into My Vote Smart and then review our subscription types (found here: http://votesmart.org/share/api/register) and select the one that is most appropriate for you. If you are unsure of which subscription level to choose, please email me back at [your email] and we can discuss this further.
Please let me know if you have any questions.
Best,
[Your Name]
- If they ARE in Donor Perfect or in Cybersource but are NOT a $45 level member:
- Hit reply to officemgr@votesmart.org and explain that they have donated but are not at the $45 membership level needed for the API
- If they ARE a member as defined above:
- Click the link in the email “If this registrant is a valid member, please visit this link”:
- Clicking the link activates their API. You should see a message saying something along the lines of “1 Key Activated”
- No need to reply to officemgr@votesmart.org now.
**How To:**
- First check the name and address in Donor Perfect.
- If you cannot find them in Donor Perfect, check their name in Cybersource to see if they donated recently and you haven’t data entered them yet.
- If they are NOT in Donor Perfect or in Cybersource:
- Respond and say:
Dear [Person interested in API's Name],
Thank you for your interest in the Vote Smart API. You indicated on your registration form that you are a member; however, we don't have record of your membership in our database. In order to complete your application, you login into My Vote Smart and then review our subscription types (found here: http://votesmart.org/share/api/register) and select the one that is most appropriate for you. If you are unsure of which subscription level to choose, please email me back at [your email] and we can discuss this further.
Please let me know if you have any questions.
Best,
[Your Name]
- If they ARE in Donor Perfect or in Cybersource but are NOT a $45 level member:
- Hit reply to officemgr@votesmart.org and explain that they have donated but are not at the $45 membership level needed for the API
- If they ARE a member as defined above:
- Click the link in the email “If this registrant is a valid member, please visit this link”:
- Clicking the link activates their API. You should see a message saying something along the lines of “1 Key Activated”
- No need to reply to officemgr@votesmart.org now.
Deletions:
How To:**
First check the name and address in Donor Perfect.
If you cannot find them in Donor Perfect, check their name in Cybersource to see if they donated recently and you haven’t data entered them yet.
If they are NOT in Donor Perfect or in Cybersource:
Hit reply to officemgr@votesmart.org and say “Not a member”.
If they ARE in Donor Perfect or in Cybersource but are NOT a $45 level member:
Hit reply to officemgr@votesmart.org and explain that they have donated but are not at the $45 membership level needed for the API
If they ARE a member as defined above:
Click the link in the email “If this registrant is a valid member, please visit this link”:
Clicking the link activates their API. You should see a message saying something along the lines of “1 Key Activated”
No need to reply to officemgr@votesmart.org now.
Additions:
Before you continue, you should receive emails to membership@votesmart.org and have access to the [[https://docs.google.com/spreadsheets/d/146nKJ3E_vzk98XNd1dcQV4ol0Kwj7MdZGzt-gNn9CvQ/edit#gid=0 Materials Request Spreadsheet]]
Deletions:
Instructions by Melisa Oberti 8.19.2016
Additions:
====**Materials Requests**====
**This page covers:**
- API Subscription Review
- Info, VSDM
- Member (VOL)
- MRE
- Student
**This page covers:**
- API Subscription Review
- Info, VSDM
- Member (VOL)
- MRE
- Student
Deletions:
API Subscription Review
Info, VSDM
Member (VOL)
MRE
Student
Additions:
This page covers:
API Subscription Review
Info, VSDM
Member (VOL)
MRE
Student
Before you continue, you should receive emails to membership@votesmart.org and have access to: [[http://www.example.com Page Title]]https://docs.google.com/spreadsheets/d/146nKJ3E_vzk98XNd1dcQV4ol0Kwj7MdZGzt-gNn9CvQ/edit#gid=0
API Subscription Review
Info, VSDM
Member (VOL)
MRE
Student
Before you continue, you should receive emails to membership@votesmart.org and have access to: [[http://www.example.com Page Title]]https://docs.google.com/spreadsheets/d/146nKJ3E_vzk98XNd1dcQV4ol0Kwj7MdZGzt-gNn9CvQ/edit#gid=0
No Differences
No Differences
Additions:
**__API Subscription Activation Review__**
Instructions by Melisa Oberti 8.19.2016
Membership@votesmart.org receives emails from officemgr@votesmart.org with the subject line “[pypvs] API Subscription Activation Review”. These emails are auto-generated from people on our site stating that they are a member and are requesting access for our API. Though, the majority of these people are not members, so it is DevComm’s job to confirm whether or not they have a membership with us.
**Definition:**
Membership for the API is defined as the donor has donated $45 or more at within the last 5 years.
**
How To:**
First check the name and address in Donor Perfect.
If you cannot find them in Donor Perfect, check their name in Cybersource to see if they donated recently and you haven’t data entered them yet.
If they are NOT in Donor Perfect or in Cybersource:
Hit reply to officemgr@votesmart.org and say “Not a member”.
If they ARE in Donor Perfect or in Cybersource but are NOT a $45 level member:
Hit reply to officemgr@votesmart.org and explain that they have donated but are not at the $45 membership level needed for the API
If they ARE a member as defined above:
Click the link in the email “If this registrant is a valid member, please visit this link”:
Clicking the link activates their API. You should see a message saying something along the lines of “1 Key Activated”
No need to reply to officemgr@votesmart.org now.
**__Info, VSDM__**
Instructions by John Dubinski 08.19.2016
DevComm receives emails from request@votesmart.org with the subject line “Publications Requested”. The email consists of basic information the requester fills out on Vote Smart’s website before submitting to DevComm. The request is then logged into the Material/Membership Request sheet. Different letters apply to different requests.
**To get to letters**
Windows: network → POPROCKS → membership → Letters → Common Requests → Membership brochure request 2016 -OR- Non-member Info & VSDM letter June 2016
Linux: membership → Letters → Common Requests → Membership brochure request 2016 -OR- Non-member Info & VSDM letter June 2016
**Logging Information Onto the Sheet**
Input the information from the request email into the corresponding column. If there are any requests that need to be dealt with by Adelaide, make sure to highlight the row with the request.
**The common format of the email is:**
Name: xxxxxxx
Address: xxxxxxxxx
City, State Zip: xxxxxxxxxxx
Phone: xxxxxxx
E-mail: xxxxxxxxxxxxxx
Country: United States
Are you a member? X
Please send me: xxxxxxxxx
**Common Requests**: Info, VSDM, MRE, Member, Student
**Definitions:**
Info - Asking for more information about Vote Smart. If alone in the “Please send me” section, can send a letter and one brochure.
VSDM - Voters Self Defence Manual. This gets a letter specific to it, as well as single brochure mailed with it.
For the Info and VSDM use the Non-member Info & VSDM letter June 2016 letter. Make sure to fill out name, address, salutation, print on letterhead, and sign before sending.
**__Member (VOL)__**
This request is found in the “Please Send Me” section and is entered into the sheet as VOL which will then be dealt with by Adelaide. Make sure to place the request in the sheet and then highlight the row corresponding to the request for Adelaide.
**__MRE__**
Refers to “Vote Smart or …..” brochures. These are sent in bundles of 10 unless asked for a different number with a corresponding letter. If entering from a call, try to get a specific type of brochure; some people do not like the “Vote Smart or Vote Stupid”.
**
To get to letter**
Windows: network → POPROCKS → membership → Letters → Common Requests → Membership brochure request 2016 -OR- Non-member Info & VSDM letter June 2016
Linux: membership → Letters → Common Requests → Membership brochure request 2016 -OR- Non-member Info & VSDM letter June 2016
For the MRE use the Membership brochure request 2016 letter. Make sure to fill out name, address, salutation, print on letterhead, and sign before sending.
**__Student__**
When a student request is made, log in any other requests and then forward the student request email to the Internship coordinator at intern@votesmart.org .
Instructions by Melisa Oberti 8.19.2016
Membership@votesmart.org receives emails from officemgr@votesmart.org with the subject line “[pypvs] API Subscription Activation Review”. These emails are auto-generated from people on our site stating that they are a member and are requesting access for our API. Though, the majority of these people are not members, so it is DevComm’s job to confirm whether or not they have a membership with us.
**Definition:**
Membership for the API is defined as the donor has donated $45 or more at within the last 5 years.
**
How To:**
First check the name and address in Donor Perfect.
If you cannot find them in Donor Perfect, check their name in Cybersource to see if they donated recently and you haven’t data entered them yet.
If they are NOT in Donor Perfect or in Cybersource:
Hit reply to officemgr@votesmart.org and say “Not a member”.
If they ARE in Donor Perfect or in Cybersource but are NOT a $45 level member:
Hit reply to officemgr@votesmart.org and explain that they have donated but are not at the $45 membership level needed for the API
If they ARE a member as defined above:
Click the link in the email “If this registrant is a valid member, please visit this link”:
Clicking the link activates their API. You should see a message saying something along the lines of “1 Key Activated”
No need to reply to officemgr@votesmart.org now.
**__Info, VSDM__**
Instructions by John Dubinski 08.19.2016
DevComm receives emails from request@votesmart.org with the subject line “Publications Requested”. The email consists of basic information the requester fills out on Vote Smart’s website before submitting to DevComm. The request is then logged into the Material/Membership Request sheet. Different letters apply to different requests.
**To get to letters**
Windows: network → POPROCKS → membership → Letters → Common Requests → Membership brochure request 2016 -OR- Non-member Info & VSDM letter June 2016
Linux: membership → Letters → Common Requests → Membership brochure request 2016 -OR- Non-member Info & VSDM letter June 2016
**Logging Information Onto the Sheet**
Input the information from the request email into the corresponding column. If there are any requests that need to be dealt with by Adelaide, make sure to highlight the row with the request.
**The common format of the email is:**
Name: xxxxxxx
Address: xxxxxxxxx
City, State Zip: xxxxxxxxxxx
Phone: xxxxxxx
E-mail: xxxxxxxxxxxxxx
Country: United States
Are you a member? X
Please send me: xxxxxxxxx
**Common Requests**: Info, VSDM, MRE, Member, Student
**Definitions:**
Info - Asking for more information about Vote Smart. If alone in the “Please send me” section, can send a letter and one brochure.
VSDM - Voters Self Defence Manual. This gets a letter specific to it, as well as single brochure mailed with it.
For the Info and VSDM use the Non-member Info & VSDM letter June 2016 letter. Make sure to fill out name, address, salutation, print on letterhead, and sign before sending.
**__Member (VOL)__**
This request is found in the “Please Send Me” section and is entered into the sheet as VOL which will then be dealt with by Adelaide. Make sure to place the request in the sheet and then highlight the row corresponding to the request for Adelaide.
**__MRE__**
Refers to “Vote Smart or …..” brochures. These are sent in bundles of 10 unless asked for a different number with a corresponding letter. If entering from a call, try to get a specific type of brochure; some people do not like the “Vote Smart or Vote Stupid”.
**
To get to letter**
Windows: network → POPROCKS → membership → Letters → Common Requests → Membership brochure request 2016 -OR- Non-member Info & VSDM letter June 2016
Linux: membership → Letters → Common Requests → Membership brochure request 2016 -OR- Non-member Info & VSDM letter June 2016
For the MRE use the Membership brochure request 2016 letter. Make sure to fill out name, address, salutation, print on letterhead, and sign before sending.
**__Student__**
When a student request is made, log in any other requests and then forward the student request email to the Internship coordinator at intern@votesmart.org .
Deletions:
=====Available materials:=====
Brochures
2016 Voter's Self-Defense Manual
10 min DVD
Posters (PVS Main or Internship Posters)
====Mail Package by Request====
**__Volunteer Information__**
**Receives:**
1. \\PEZ\membership\Letters\Intern Info Docs\**MI Information Request Letter.doc**
2. \\PEZ\membership\Letters\Intern Info Docs\**Member Interns FAQ.doc**
3. \\PEZ\membership\Letters\Intern Info Docs\**2012 member intern app template.doc**
**__Student Intern Information__**
**Receives:**
1. \\PEZ\membership\Letters\Intern Info Docs\**NI Info letter.doc**
2. \\PEZ\membership\Letters\Intern Info Docs\**National Internship FAQ.doc**
**__Non-Member VSDM Request__**
**Recieves:**
1. \\PEZ\membership\Letters\Common Requests\**Non-member VSDM letter 2012.doc**
2. **Voter's Self Defense Manual**
3. **1 brochure**
**__Member Brochure Request__**
**Receives:**
1. \\PEZ\membership\Letters\Common Requests\**Member brochure request.doc**
2. **the # of brochures requested**
**__Ambassador Initial Packet__**
**Receives**
1. \\PEZ\membership\Ambassador Program Directory\For New Ambs\**Amb Initial Letter Updated (2) 02.12.doc**
2. \\PEZ\membership\Ambassador Program Directory\For New Ambs\**Ambassador Guide.pdf**
3. **DVD**
4. **1 brochure**
====Data Entry for Material Requests in Donor Perfect====
===Procedure for inputting Members' Material Requests===
1. Within the donor file in DonorPerfect, click on the "Contact Tab"
2. Click on the "Add" button
3. For the "Activity" choose "Materials requested/mailed" from the drop-down box. Choose "Ambassador materials requested" if they have specified that information
4. Select the contact person as the person who will be fulfilling the request
5. Select the "due date" corresponding to the date you wish the materials to be mailed out by
6. Leave the "completed date" blank
7. In the "Notes" field describe the amount and types of materials requested
8. In the "Contact Tab" of Donor Perfect add a reminder phone call for the Development Director and/or AMB program Coordinator to follow up on the material request
9. If this is the first time the member has requested materials add the MRE flag if they're requesting general information. Give them the AMB flag if they have requested information on the Ambassador Program
===Procedure for inputting Non-Members' requests; the MRE Flag ===
1. Create a new donor file if not already in the system
2. DO NOT give them a "MEM" flag, and instead give them a "MRE" flag if they're requesting general information. Give them the AMB flag if they have requested information on the Ambassador Program
3. Within the donor file in DonorPerfect, click on the "Contact Tab"
4. Click on the "Add" button
5. For the "Activity" choose "Materials requested/mailed" from the drop-down box for general info. Choose "Ambassador materials requested" if they have specified that information
6. Select the contact person as the person who will be fulfilling the request
7. Select the "due date" corresponding to the date you wish the materials to be mailed out by
8. Leave the "completed date" blank
9. In the "Notes" field describe the amount and types of materials requested
10. In the "Contact Tab" of Donor Perfect add a reminder phone call for the Development Director and/or AMB program Coordinator to follow up on the material request
====Data File for Material Requests- How to run query to begin fulfilling material requests ====
1. At the beginning of each day when logging in to DonorPerfect, if you have outstanding "past due" materials requests needing to be fulfilled and you were chosen as the contact person; a screen will prompt you after signing in.
The prompt will say: "You have contacts that are due or overdue. Run listing of outstanding activities? Report will be run for your ID only."
2. Click "YES"
3. In the following screen click the button "Preview"
4. Print off the generated report and fulfill the material requests
5. Right before you drop the envelopes/packages of material request into the outgoing mail, go back into the donor's contact field for each request and mark the "date completed" with the current day
Additions:
2016 Voter's Self-Defense Manual
10 min DVD
10 min DVD
Deletions:
10 min DVD
Business cards
Additions:
**Note: The procedure on this page may be out of date as of 7/5/2016**
Additions:
====Mail Package by Request====
====Data Entry for Material Requests in Donor Perfect====
===Procedure for inputting Members' Material Requests===
===Procedure for inputting Non-Members' requests; the MRE Flag ===
====Data File for Material Requests- How to run query to begin fulfilling material requests ====
====Data Entry for Material Requests in Donor Perfect====
===Procedure for inputting Members' Material Requests===
===Procedure for inputting Non-Members' requests; the MRE Flag ===
====Data File for Material Requests- How to run query to begin fulfilling material requests ====
Deletions:
@@======Procedure for inputting Members' Material Requests======@@
@@=====Procedure for inputting Non-Members' requests; the MRE Flag =====@@
@@=====How to run query to begin fulfilling material requests =====@@
Revision [9973]
Edited on 2013-10-08 14:50:32 by RachelHartman [deleted pvs pens from available materials. grammar]Additions:
9. If this is the first time the member has requested materials add the MRE flag if they're requesting general information. Give them the AMB flag if they have requested information on the Ambassador Program
2. DO NOT give them a "MEM" flag, and instead give them a "MRE" flag if they're requesting general information. Give them the AMB flag if they have requested information on the Ambassador Program
1. At the beginning of each day when logging in to DonorPerfect, if you have outstanding "past due" materials requests needing to be fulfilled and you were chosen as the contact person; a screen will prompt you after signing in.
2. DO NOT give them a "MEM" flag, and instead give them a "MRE" flag if they're requesting general information. Give them the AMB flag if they have requested information on the Ambassador Program
1. At the beginning of each day when logging in to DonorPerfect, if you have outstanding "past due" materials requests needing to be fulfilled and you were chosen as the contact person; a screen will prompt you after signing in.
Deletions:
9. If this is the first time the member has requested materials add the MRE flag if they're requesting general information. Give them the AMB flag if they have requested information on the Ambassador Program.
2. DO NOT give them a "MEM" flag, and instead give them a "MRE" flag if they're requesting general information. Give them the AMB flag if they have requested information on the Ambassador Program.
1. At the beginning of each day when logging in to DonorPerfect, if you have outstanding "past due" materials requests need to be fullfilled in the case that you were chosen as the contact person; a screen will prompt you after signing in.
Revision [9951]
Edited on 2013-10-04 16:41:29 by RachelHartman [Added difference between MRE and AMB requests]Additions:
3. For the "Activity" choose "Materials requested/mailed" from the drop-down box. Choose "Ambassador materials requested" if they have specified that information
9. If this is the first time the member has requested materials add the MRE flag if they're requesting general information. Give them the AMB flag if they have requested information on the Ambassador Program.
1. Create a new donor file if not already in the system
2. DO NOT give them a "MEM" flag, and instead give them a "MRE" flag if they're requesting general information. Give them the AMB flag if they have requested information on the Ambassador Program.
5. For the "Activity" choose "Materials requested/mailed" from the drop-down box for general info. Choose "Ambassador materials requested" if they have specified that information
9. If this is the first time the member has requested materials add the MRE flag if they're requesting general information. Give them the AMB flag if they have requested information on the Ambassador Program.
1. Create a new donor file if not already in the system
2. DO NOT give them a "MEM" flag, and instead give them a "MRE" flag if they're requesting general information. Give them the AMB flag if they have requested information on the Ambassador Program.
5. For the "Activity" choose "Materials requested/mailed" from the drop-down box for general info. Choose "Ambassador materials requested" if they have specified that information
Deletions:
1. Create a new donor file if not already in the system
2. DO NOT give them a "MEM" flag, and instead give them a "MRE" flag
5. For the "Activity" choose "Materials requested/mailed" from the drop-down box
Revision [9726]
Edited on 2013-09-07 14:09:09 by RachelHartman [Added difference between MRE and AMB requests]Additions:
1. \\PEZ\membership\Letters\Intern Info Docs\**MI Information Request Letter.doc**
2. \\PEZ\membership\Letters\Intern Info Docs\**Member Interns FAQ.doc**
3. \\PEZ\membership\Letters\Intern Info Docs\**2012 member intern app template.doc**
1. \\PEZ\membership\Letters\Intern Info Docs\**NI Info letter.doc**
2. \\PEZ\membership\Letters\Intern Info Docs\**National Internship FAQ.doc**
8. In the "Contact Tab" of Donor Perfect add a reminder phone call for the Development Director and/or AMB program Coordinator to follow up on the material request
10. In the "Contact Tab" of Donor Perfect add a reminder phone call for the Development Director and/or AMB program Coordinator to follow up on the material request
2. \\PEZ\membership\Letters\Intern Info Docs\**Member Interns FAQ.doc**
3. \\PEZ\membership\Letters\Intern Info Docs\**2012 member intern app template.doc**
1. \\PEZ\membership\Letters\Intern Info Docs\**NI Info letter.doc**
2. \\PEZ\membership\Letters\Intern Info Docs\**National Internship FAQ.doc**
8. In the "Contact Tab" of Donor Perfect add a reminder phone call for the Development Director and/or AMB program Coordinator to follow up on the material request
10. In the "Contact Tab" of Donor Perfect add a reminder phone call for the Development Director and/or AMB program Coordinator to follow up on the material request
Deletions:
2. \\PEZ\membership\Intern Info Docs\**Member Interns FAQ.doc**
3. \\PEZ\membership\Intern Info Docs\**2012 member intern app template.doc**
1. \\PEZ\membership\Intern Info Docs\**NI Info letter.doc**
2. \\PEZ\membership\Intern Info Docs\**National Internship FAQ.doc**
Revision [7316]
Edited on 2012-11-13 16:57:20 by EricHenderson [Added difference between MRE and AMB requests]Additions:
=====@@Types Of Requested Materials@@=====
@@======Procedure for inputting Members' Material Requests======@@
@@=====Procedure for inputting Non-Members' requests; the MRE Flag =====@@
@@=====How to run query to begin fulfilling material requests =====@@
@@======Procedure for inputting Members' Material Requests======@@
@@=====Procedure for inputting Non-Members' requests; the MRE Flag =====@@
@@=====How to run query to begin fulfilling material requests =====@@
Deletions:
=====@@======Procedure for inputting Members' Material Requests======@@=====
=====@@=====Procedure for inputting Non-Members' requests; the MRE Flag =====@@=====
=====@@=====How to run query to begin fulfilling material requests =====@@=====
Revision [7315]
Edited on 2012-11-13 16:56:40 by EricHenderson [Added difference between MRE and AMB requests]Additions:
===========@@Types Of Requested Materials@@===========
**__Volunteer Information__**
=====@@======Procedure for inputting Members' Material Requests======@@=====
=====@@=====Procedure for inputting Non-Members' requests; the MRE Flag =====@@=====
=====@@=====How to run query to begin fulfilling material requests =====@@=====
**__Volunteer Information__**
=====@@======Procedure for inputting Members' Material Requests======@@=====
=====@@=====Procedure for inputting Non-Members' requests; the MRE Flag =====@@=====
=====@@=====How to run query to begin fulfilling material requests =====@@=====
Deletions:
=====**__Volunteer Information__**=====
@@======Procedure for inputting Members' Material Requests======@@
@@=====Procedure for inputting Non-Members' requests; the MRE Flag =====@@
@@=====How to run query to begin fulfilling material requests =====@@
Revision [7314]
Edited on 2012-11-13 16:55:31 by EricHenderson [Added difference between MRE and AMB requests]Additions:
=====**__Volunteer Information__**=====
Deletions:
Revision [7313]
Edited on 2012-11-13 16:55:00 by EricHenderson [Added difference between MRE and AMB requests]Additions:
2. **Voter's Self Defense Manual**
3. **1 brochure**
2. **the # of brochures requested**
2. \\PEZ\membership\Ambassador Program Directory\For New Ambs\**Ambassador Guide.pdf**
3. **DVD**
4. **1 brochure**
3. **1 brochure**
2. **the # of brochures requested**
2. \\PEZ\membership\Ambassador Program Directory\For New Ambs\**Ambassador Guide.pdf**
3. **DVD**
4. **1 brochure**
Deletions:
3. 1 brochure
2. the # of brochures requested
2. \\PEZ\membership\Ambassador Program Directory\For New Ambs\Ambassador Guide.pdf
3. DVD
4. 1 brochure
Revision [7311]
Edited on 2012-11-13 14:19:10 by EricHenderson [Added difference between MRE and AMB requests]Additions:
5. Right before you drop the envelopes/packages of material request into the outgoing mail, go back into the donor's contact field for each request and mark the "date completed" with the current day
Deletions:
Revision [7310]
Edited on 2012-11-13 14:18:29 by EricHenderson [Added difference between MRE and AMB requests]Additions:
The prompt will say: "You have contacts that are due or overdue. Run listing of outstanding activities? Report will be run for your ID only."
2. Click "YES"
3. In the following screen click the button "Preview"
4. Print off the generated report and fulfill the material requests
5. Right before you drop the envelopes/packages of material request into the outgoing mail, go back into the donor's contact field for each requet and mark the "date completed" as the current day
2. Click "YES"
3. In the following screen click the button "Preview"
4. Print off the generated report and fulfill the material requests
5. Right before you drop the envelopes/packages of material request into the outgoing mail, go back into the donor's contact field for each requet and mark the "date completed" as the current day
Deletions:
Revision [7309]
Edited on 2012-11-13 14:13:30 by EricHenderson [Added difference between MRE and AMB requests]Additions:
@@======Procedure for inputting Members' Material Requests======@@
1. Within the donor file in DonorPerfect, click on the "Contact Tab"
2. Click on the "Add" button
3. For the "Activity" choose "Materials requested/mailed" from the drop-down box
4. Select the contact person as the person who will be fulfilling the request
5. Select the "due date" corresponding to the date you wish the materials to be mailed out by
6. Leave the "completed date" blank
7. In the "Notes" field describe the amount and types of materials requested
@@=====Procedure for inputting Non-Members' requests; the MRE Flag =====@@
1. Create a new donor file if not already in the system
2. DO NOT give them a "MEM" flag, and instead give them a "MRE" flag
3. Within the donor file in DonorPerfect, click on the "Contact Tab"
4. Click on the "Add" button
5. For the "Activity" choose "Materials requested/mailed" from the drop-down box
6. Select the contact person as the person who will be fulfilling the request
7. Select the "due date" corresponding to the date you wish the materials to be mailed out by
8. Leave the "completed date" blank
9. In the "Notes" field describe the amount and types of materials requested
@@=====How to run query to begin fulfilling material requests =====@@
1. At the beginning of each day when logging in to DonorPerfect, if you have outstanding "past due" materials requests need to be fullfilled in the case that you were chosen as the contact person; a screen will prompt you after signing in.
2.
1. Within the donor file in DonorPerfect, click on the "Contact Tab"
2. Click on the "Add" button
3. For the "Activity" choose "Materials requested/mailed" from the drop-down box
4. Select the contact person as the person who will be fulfilling the request
5. Select the "due date" corresponding to the date you wish the materials to be mailed out by
6. Leave the "completed date" blank
7. In the "Notes" field describe the amount and types of materials requested
@@=====Procedure for inputting Non-Members' requests; the MRE Flag =====@@
1. Create a new donor file if not already in the system
2. DO NOT give them a "MEM" flag, and instead give them a "MRE" flag
3. Within the donor file in DonorPerfect, click on the "Contact Tab"
4. Click on the "Add" button
5. For the "Activity" choose "Materials requested/mailed" from the drop-down box
6. Select the contact person as the person who will be fulfilling the request
7. Select the "due date" corresponding to the date you wish the materials to be mailed out by
8. Leave the "completed date" blank
9. In the "Notes" field describe the amount and types of materials requested
@@=====How to run query to begin fulfilling material requests =====@@
1. At the beginning of each day when logging in to DonorPerfect, if you have outstanding "past due" materials requests need to be fullfilled in the case that you were chosen as the contact person; a screen will prompt you after signing in.
2.
Deletions:
=====Procedure for inputting Members' requests=====
=====Procedure for inputting Non-Members' requests; the MRE Flag =====
=====Information regarding box sizes, postage costs, etc.=====
Revision [7307]
Edited on 2012-11-13 13:45:26 by EricHenderson [Added difference between MRE and AMB requests]Additions:
======@@Types Of Requested Materials@@======
**Receives:**
1. \\PEZ\membership\Intern Info Docs\**MI Information Request Letter.doc**
2. \\PEZ\membership\Intern Info Docs\**Member Interns FAQ.doc**
3. \\PEZ\membership\Intern Info Docs\**2012 member intern app template.doc**
**Receives:**
1. \\PEZ\membership\Intern Info Docs\**NI Info letter.doc**
2. \\PEZ\membership\Intern Info Docs\**National Internship FAQ.doc**
**Recieves:**
1. \\PEZ\membership\Letters\Common Requests\**Non-member VSDM letter 2012.doc**
2. Voter's Self Defense Manual
3. 1 brochure
**Receives:**
1. \\PEZ\membership\Letters\Common Requests\**Member brochure request.doc**
2. the # of brochures requested
**__Ambassador Initial Packet__**
**Receives**
1. \\PEZ\membership\Ambassador Program Directory\For New Ambs\**Amb Initial Letter Updated (2) 02.12.doc**
2. \\PEZ\membership\Ambassador Program Directory\For New Ambs\Ambassador Guide.pdf
3. DVD
4. 1 brochure
**Receives:**
1. \\PEZ\membership\Intern Info Docs\**MI Information Request Letter.doc**
2. \\PEZ\membership\Intern Info Docs\**Member Interns FAQ.doc**
3. \\PEZ\membership\Intern Info Docs\**2012 member intern app template.doc**
**Receives:**
1. \\PEZ\membership\Intern Info Docs\**NI Info letter.doc**
2. \\PEZ\membership\Intern Info Docs\**National Internship FAQ.doc**
**Recieves:**
1. \\PEZ\membership\Letters\Common Requests\**Non-member VSDM letter 2012.doc**
2. Voter's Self Defense Manual
3. 1 brochure
**Receives:**
1. \\PEZ\membership\Letters\Common Requests\**Member brochure request.doc**
2. the # of brochures requested
**__Ambassador Initial Packet__**
**Receives**
1. \\PEZ\membership\Ambassador Program Directory\For New Ambs\**Amb Initial Letter Updated (2) 02.12.doc**
2. \\PEZ\membership\Ambassador Program Directory\For New Ambs\Ambassador Guide.pdf
3. DVD
4. 1 brochure
Deletions:
\\PEZ\membership\Intern Info Docs\**MI Information Request Letter.doc**
and
\\PEZ\membership\Intern Info Docs\**Member Interns FAQ.doc**
and
\\PEZ\membership\Intern Info Docs\**2012 member intern app template.doc**
**Receives:**
\\PEZ\membership\Intern Info Docs\**NI Info letter.doc**
and
\\PEZ\membership\Intern Info Docs\**National Internship FAQ.doc**
**Recieves:**
\\PEZ\membership\Letters\Common Requests\**Non-member VSDM letter 2012.doc**
and
VSDM
and
1 brochure
**Receives:**
\\PEZ\membership\Letters\Common Requests\**Member brochure request.doc**
Revision [7305]
Edited on 2012-11-13 10:38:26 by EricHenderson [Added difference between MRE and AMB requests]Deletions:
Revision [7304]
Edited on 2012-11-13 10:38:04 by EricHenderson [Added difference between MRE and AMB requests]No Differences
Revision [7303]
Edited on 2012-11-13 10:37:41 by EricHenderson [Added difference between MRE and AMB requests]No Differences
Revision [7302]
Edited on 2012-11-13 10:37:22 by EricHenderson [Added difference between MRE and AMB requests]Additions:
**__Non-Member VSDM Request__**
**Recieves:**
\\PEZ\membership\Letters\Common Requests\**Non-member VSDM letter 2012.doc**
VSDM
1 brochure
**__Member Brochure Request__**
**Receives:**
\\PEZ\membership\Letters\Common Requests\**Member brochure request.doc**
**Recieves:**
\\PEZ\membership\Letters\Common Requests\**Non-member VSDM letter 2012.doc**
VSDM
1 brochure
**__Member Brochure Request__**
**Receives:**
\\PEZ\membership\Letters\Common Requests\**Member brochure request.doc**
Revision [7300]
Edited on 2012-11-13 10:33:21 by EricHenderson [Added difference between MRE and AMB requests]Additions:
\\PEZ\membership\Intern Info Docs\**MI Information Request Letter.doc**
and
\\PEZ\membership\Intern Info Docs\**Member Interns FAQ.doc**
and
\\PEZ\membership\Intern Info Docs\**2012 member intern app template.doc**
\\PEZ\membership\Intern Info Docs\**NI Info letter.doc**
and
\\PEZ\membership\Intern Info Docs\**National Internship FAQ.doc**
and
\\PEZ\membership\Intern Info Docs\**Member Interns FAQ.doc**
and
\\PEZ\membership\Intern Info Docs\**2012 member intern app template.doc**
\\PEZ\membership\Intern Info Docs\**NI Info letter.doc**
and
\\PEZ\membership\Intern Info Docs\**National Internship FAQ.doc**
Deletions:
and
\\PEZ\membership\Intern Info Docs\**Member Interns FAQ.doc**
and
\\PEZ\membership\Intern Info Docs\**2012 member intern app template.doc**
\\PEZ\membership\Intern Info Docs\**NI Info letter.doc**
and
\\PEZ\membership\Intern Info Docs\**National Internship FAQ.doc**
Revision [7299]
Edited on 2012-11-13 10:32:47 by EricHenderson [Added difference between MRE and AMB requests]Additions:
**__Volunteer Information__**
**Receives:**
\\PEZ\membership\Intern Info Docs\**MI Information Request Letter.doc**
\\PEZ\membership\Intern Info Docs\**Member Interns FAQ.doc**
\\PEZ\membership\Intern Info Docs\**2012 member intern app template.doc**
**__Student Intern Information__**
**Receives:**
\\PEZ\membership\Intern Info Docs\**NI Info letter.doc**
\\PEZ\membership\Intern Info Docs\**National Internship FAQ.doc**
**Receives:**
\\PEZ\membership\Intern Info Docs\**MI Information Request Letter.doc**
\\PEZ\membership\Intern Info Docs\**Member Interns FAQ.doc**
\\PEZ\membership\Intern Info Docs\**2012 member intern app template.doc**
**__Student Intern Information__**
**Receives:**
\\PEZ\membership\Intern Info Docs\**NI Info letter.doc**
\\PEZ\membership\Intern Info Docs\**National Internship FAQ.doc**
Deletions:
Receives:
\\PEZ\membership\Intern Info Docs\MI Information Request Letter.doc
\\PEZ\membership\Intern Info Docs\Member Interns FAQ.doc
\\PEZ\membership\Intern Info Docs\2012 member intern app template.doc
__Student Intern Information__
Receives:
\\PEZ\membership\Intern Info Docs\NI Info letter.doc
\\PEZ\membership\Intern Info Docs\National Internship FAQ.doc
Revision [7297]
Edited on 2012-11-13 10:31:50 by EricHenderson [Added difference between MRE and AMB requests]Additions:
__Volunteer Information__
Receives:
\\PEZ\membership\Intern Info Docs\MI Information Request Letter.doc
and
\\PEZ\membership\Intern Info Docs\Member Interns FAQ.doc
and
\\PEZ\membership\Intern Info Docs\2012 member intern app template.doc
__Student Intern Information__
Receives:
\\PEZ\membership\Intern Info Docs\NI Info letter.doc
and
\\PEZ\membership\Intern Info Docs\National Internship FAQ.doc
Receives:
\\PEZ\membership\Intern Info Docs\MI Information Request Letter.doc
and
\\PEZ\membership\Intern Info Docs\Member Interns FAQ.doc
and
\\PEZ\membership\Intern Info Docs\2012 member intern app template.doc
__Student Intern Information__
Receives:
\\PEZ\membership\Intern Info Docs\NI Info letter.doc
and
\\PEZ\membership\Intern Info Docs\National Internship FAQ.doc
