The Online Audit - FreeToastHost

Getting into Membership Management

Now that you've covered the main Website Settings tabs, it's now time to use the Select a Module dropdown box to access other functions. Let's start with Membership Management. Select the Select a Module dropdown, then select Membership Management.

Membership Management, like other modules, consists of several tabs. In this case, they are lists of people in different categories.

Because of it's more powerful and convenient mail list features, the RDG program recommends you keep prospects, guests, and former members lists up to date. To view any of those, simply select their respective tab.

Auditing Members

In the RDG program, your members should primarily be listed in your Member Site; however, having your members listed in FTH is useful as well. You should check your members list against the list that Toastmasters International has. If you find your list has members that TI doesn't have, you need to find out why and fix that. If TI has members you don't have, they should be added. Also, you should be sure that officers are setup correctly on this screen, otherwise people will not receive mails from contact forms and such.

Adding People to Lists

1. In the Membership Management window, select the Quick Add tab.  
   
2. For the Add the following people as: dropdown box, select the group you want to add people to (usually Guests). 
3. In the blank box underneath, enter contact details. Enter one person per line. The format is <First Name> <Last Name> <E-Mail Address> <Phone # in NNN-NNN-NNNN>. For example:
   

   John Smith jdsmith@gmail.com 123-456-7890
   Jane Smith janesmith@hotmail.com 987-654-3210

4. Select Save when complete.

Move People Between Lists

This task is useful when guests become members and members become former members.

1. Select the tab of the list you want to move members from (for example, if you want to move a guest to the member list, start on the Guests tab). 
   
2. Locate who you want to move on the list and select the check box next to their name. (You can make multiple selections if appropriate)
   
3. From the Membership Tools dropdown box, select the appropriate Move to option. (for example, to move a guest to the members list, use Move to Members List)  
   
4. Select Save when done.
   

Edit Contact Details

1. In Membership Management, select the tab of the list that contains the person you want to edit.
   
2. Select the field you want to edit and make the appropriate changes.
   
3. Select Save when done.
   

When all your changes are done, use Close to return to the main control panel.