NAMI 360 Understanding the NAMI Membership System

NAMI 360: Understanding the NAMI
Membership System
Presenters:
Jean-Michel Texier, NAMI Chief Information Officer
Elizabeth Monrad, Information Services Manager
Amanda Roberts, Information Services Coordinator
Liz Norton, CRM Senior System Manager
June 1, 2013

NAMI 360: System Overview

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:
1. New Members have access to their Online Benefits immediately
after paying their dues
2. NAMI State Organizations and NAMI Affiliates receive their
membership dues on a monthly basis
3. NAMI provides a shared, reliable, speedy, and easy to use system
4. The new system provides opportunities to reduce cost across the
“NAMI network”

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
MYNAMI.ORG
(eJoin + web databases)
eJoin
Database
Current Online
Donations
NAMI 360
Integrated
Database
Affiliate Contact
Database
Convention
Registration

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

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.
Individual
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
Individual
Contact Info
Online
Demographics
Online
Subscriptions
Online
Membership
Online
Donations
Online
Purchases
Online Event
Registrations
NAMI 360
Integrated
Database
State/Affiliate
Office
Information
Individual
Record
Management
Membership
eMarketing
(coming soon!)
Membership
Management
Fundraising
Management
Store
Management
Convention
Management
NAMI State
Organization users
NAMI Affiliate users
NAMI

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

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

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.

The NAMI 360
user can add or
edit the
individual’s
information on
this profile, and
add or renew a
membership.
This is how a NAMI 360 user at the NAMI State
Organization or NAMI Affiliate level will see that same
individual’s information:

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.

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.

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)

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

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

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
NAMI Virginia or
NAMI Affiliate
• Open Door $3
NAMI receives $1
NAMI 360

Membership Dues
‣ You can also pay the NAMI Virginia portion of dues at the
same time you are paying the NAMI dues.
‣ The dues are split in Virginia as follows:
Regular
$35
‣NAMI: $10
‣Affiliate: $10
‣State: $15
Open Door
$3
‣NAMI: $1
‣Affiliate: $1
‣State: $1

Membership Dues
‣ Each month, the system sends any applicable payments owed to
NAMI Virginia and its affiliates.
• We make direct deposits if we have your bank account information;
otherwise, we send your dues to NAMI Virginia for them to send on to you
NAMI 360
NAMI Virginia
The payment includes:
• NAMI.org memberships
• Memberships processed in
NAMI 360
• Split donations*
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,
NAMI Virginia, and the NAMI Affiliate they joined.

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.

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.

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

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)

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

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)

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.

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

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

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.

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

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

State/Affiliate Contact
Information
You can edit any of
the information
that is listed, or add
new information.
You can also decide
which NAMI office
you would like to
have send renewal
notices to your
members.
You can decide
which information
should be displayed
on NAMI.org.

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.

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

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.

Renewal Notices
• The emails will change depending on which notice the
member is receiving, but here is a sample of one:
It also gives them
instructions on how
they can renew
online via the
NAMI.org website.
The message thanks
them for their
previous support to
NAMI.

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

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.

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

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

In addition to the sections we have
covered, you can also find…
…and a place to submit suggestions to
NAMI for new features you would like to
see in NAMI 360.
…links to the NAMI 360 Help Site
where you can find the NAMI 360
manual, training videos, and other
helpful information…

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

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

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

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.

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

NAMI 360: Phase II
Coming in 2014!
‣ Opt Outs & E-marketing
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.
You will be able to send email messages to any
individuals in your NAMI 360 data using our
upcoming E-Marketing feature.

NAMI 360: Phase II
Other Upcoming Modules
‣ Field Online Donations
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.
‣ 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.

Questions?

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
NAMI 360 Help Site: http://extranet.nami.org/NAMI360Help
Register for a NAMI 360 training session: http://tinyurl.com/NAMI360TrainingReg