File talk:Draft - membership welcome and reminder process.pdf

Please put your thoughts here!

• What stages are missed - is there another activity stage missing?
• What else might we include in these emails in terms of content - i.e. surveys? videos? VLE sign up?
• What problems can you see with this - where might the process work less well?

Feedback

(Copied from @Yaris678: comment on Watercooler)

I don't really understand the shorthand used in the flow chart. e.g. What does "Memb - signup - new - 11 months" mean? Presumably it means something happens after being a member for 11 months, but I don't know what. I don't recall getting any emails for specific times after joining. Or is this a process that hasn't been implemented yet?

For me, the main thing that is currently missing from the process is an email to a member that clearly states "You are approaching the end of your membership. Please renew." Sticking something on the bottom of the newletter is just asking to be missed. It must be the main purpose of the email and in the email's subject.

Yaris678 (talk) 16:23, 3 September 2014 (BST)

Yep that is what it means - it means you get an email at those points which reminds you about membership. Sorry I thought it was clear from the diagram :( Sounds like it meets your requirements anyway.

:( Just noticed the file I uploaded has a line missing - give me a moment to fix this!

Sigh. There is something up with the licence for the programme and I don't think I can fix it tonight. I will upload an updated image tomorrow but the essential change I wanted to make was an arrow connecting the 'Individual visits website' to 'Redirecting to renewing member form' to clarify that after visiting the membership part of our site the bits you fill in are different if you a new member or a renewing member. Will try and get fixed tomorrow. Katherine Bavage (WMUK) (talk) 18:31, 3 September 2014 (BST)

Email key

Probably shouldn't have assumed the template titles were self-explanatory :(

№	Template name	Content	What else could be included?
1	Memb - Sign up - New - Reject -	Explaining membership rejected, grounds, further process	Add ideas
2	Memb - Sign up - New - Approve and welcome	Confirm approved, welcome, invite to create User account on the wiki	Add ideas
3	Memb - Sign up - New - 3 months	Remind to create user account, flag up events, let know can contact staff	Add ideas
4	Memb - Sign up - New - 11 months	Reminder membership will be in grace in a month and to renew.	Add ideas
5	Memb - Sign up - Renew - Welcome	Thank for rejoining.	Link to satisfaction survey? Link to grants?
6	Memb - Sign up - Renew - Six months	Link to future events	Board of Trustees profiles? Link to Engine room?
7	Memb - Sign up - Renew - 11 months	Reminder membership will be in grace in a month and to renew	Add ideas
8	Memb - Sign up - New and Renew - Lapsed	Email to say membership in grace	Flag up date of next AGM and whether will be eligible to vote?
9	Memb - Sign up - Monthly Grace reminder	Reminder on a monthly basis membership not current	Add ideas
10	Memb - Sign up - New and Renew - Expiry - 3 days	Email to say expired in three days, and will need to be re approved if want to rejoin, offline payment methods may lead to this	Add ideas
11	Memb - Sign up - New and Renew - Expiry	Confirm expired and how to re-join as a new member	Add ideas