Configuring Hybrid Workloads for SharePoint 2013 and O365 by Neil Hodgkinson
Copyright © 2008 Affiniscape. All rights reserved. Member Management II Brad Hodgkinson, Product...
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Transcript of Copyright © 2008 Affiniscape. All rights reserved. Member Management II Brad Hodgkinson, Product...
Copyright © 2008 Affiniscape. All rights reserved.
Member Management IIBrad Hodgkinson, Product Manager
Copyright © 2008 Affiniscape. All rights reserved.
Introduction
All conference presentations available at:http://www.affiniscape.com/displaycommon.cfm?an=1&subarticlenbr=256
Demo Members360 sites:http://training.affiniscape.com/
Username: confFirstLast
Password: Last
For example, John Doe’s login would be
Username: confJohnDoe
Password: Doe
Copyright © 2008 Affiniscape. All rights reserved.
Introduction
Questions? Interrupt
Technical Problems? Raise your hand
Copyright © 2008 Affiniscape. All rights reserved.
Smart Groups
What is a Smart Group?
Copyright © 2008 Affiniscape. All rights reserved.
Smart Groups
What is a Smart Group?
Copyright © 2008 Affiniscape. All rights reserved.
Smart Groups
What is a Smart Group?
A subset of your members
Copyright © 2008 Affiniscape. All rights reserved.
Smart Groups
What Does a Smart Group Do?
Copyright © 2008 Affiniscape. All rights reserved.
Smart Groups
What Does a Smart Group Do?
Nothing!
Copyright © 2008 Affiniscape. All rights reserved.
Smart Groups
What Does a Smart Group Do?
Nothing!(On its own)
Copyright © 2008 Affiniscape. All rights reserved.
Smart Groups
What Does a Smart Group Do?
Smart Group + Email Template = Bulk Email
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Participation Smart Groups
What is a Participation Smart Group?
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Smart Groups
What is a Participation Smart Group?
Copyright © 2008 Affiniscape. All rights reserved.
Smart Groups
What is a Participation Smart Group?
A set of manually selected members
Copyright © 2008 Affiniscape. All rights reserved.
Participation Smart Groups
Background:Three members volunteered to help out at your annual conference:
Jeff JeffersonHazel HazelwoodDave Davidson
You need to keep track of who has volunteered. You will need to communicate with the members of this group via email repeatedly.
Exercise:Create a smart group to hold annual conference volunteers. Add the first three volunteers to the group.
Copyright © 2008 Affiniscape. All rights reserved.
Participation Smart Groups
Background:You’ve assigned duties to your volunteers.
Now the volunteers need to be able to communicate with each other.
Exercise:Create a members only webpage that lists each volunteer’s contact information.
Copyright © 2008 Affiniscape. All rights reserved.
Characteristic Smart Groups
What is a Characteristic Smart Group?
A set of members who share some defining characteristic
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Characteristic Smart Groups
What is a Characteristic Smart Group?
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Characteristic Smart Groups
Background:You need more volunteers for your annual conference.
Maybe your retired members have some time to volunteer. Send them an email.
Exercise:Create a smart group composed of all retired members
Copyright © 2008 Affiniscape. All rights reserved.
Characteristic Smart Groups
Background:Many of your Student members forget to renew their membership.
Once a month, you’d like to send out a letter to expiring Students reminding them to renew.
Exercise:Create a smart group composed of each active Student member whose membership is set to expire within the a month
Copyright © 2008 Affiniscape. All rights reserved.
Characteristic Smart Groups
Background:You’ve been so successful at getting Student members to renew that you want to extend your reminder letter to Regular members as well as Students.
Exercise:Create a smart group composed of each active Student or Regular member whose membership is set to expire within a month
Copyright © 2008 Affiniscape. All rights reserved.
Characteristic Smart Groups
Exercise:Create a smart group composed of each active Student or Regular member whose membership is set to expire within a month
Conditions:(Member Type = Student or Member Type = Regular)
and
(Member is Active and
Membership set to expire within a month)
Copyright © 2008 Affiniscape. All rights reserved.
Characteristic Smart Groups
Background:You need some large sponsors for your annual conference.
Your large Corporate members may want to sponsor the conference.
You decide to mail a sponsorship brochure to the primary contact of each large Corporate member.
Exercise:Create a smart group composed of the primary contact from each Corporate member with over 10,000 employees
Copyright © 2008 Affiniscape. All rights reserved.
Bulk Actions
Using Smart Groups
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Bulk Actions
Smart Group + Email Template = Bulk Email
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Bulk Actions
Smart Group + Report Template = Report
Copyright © 2008 Affiniscape. All rights reserved.
Bulk Actions
Smart Group + Update Member Date = Bulk Update
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Bulk Actions
Smart Group + Export Date = Member Excel Download
Copyright © 2008 Affiniscape. All rights reserved.
Bulk Actions
Smart Group + Renew = Bulk Renewal
Copyright © 2008 Affiniscape. All rights reserved.
Bulk Actions
Smart Group + Create Invoice = Bulk Invoice Creation
Copyright © 2008 Affiniscape. All rights reserved.
Bulk Actions
Smart Group + Delete = Bulk Delete
Copyright © 2008 Affiniscape. All rights reserved.
Bulk Actions
Smart Group + Create Relationship = Bulk Relationship Creation
Copyright © 2008 Affiniscape. All rights reserved.
Review
What does a Smart Group do?
What’s the difference between a Participation Smart Group and a Characteristic Smart Group?
How could you display the members of a Participation Smart Group on your website?
What is the ‘Use Relationships in Results’ option in a Characteristic Smart Group all about?