The Intake Management system is used for the onboarding of new Members like Prospects into Member Essentials Plus. If you would like to use this feature, please contact [email protected] and send us the steps of your Intake process.
Here is a sample:
- Complete Member Application
- Update Profile
- Attend a Meeting for New Members
- Pay Dues
Required access:
You will need Intake Administrator and Member Administrator or Administrator access level. Intake Administrators will be able to access the Intake Manager. Member Administrator allows you to access the Admin Profile to actually make changes to Members' contact information, status, position, etc.
How to get there:
- Go to Admin > Member Management
- Find Intake Manager
Steps to be taken:
The Intake Process for the Member
- The Prospective Member fills out the initial application, which can be thought of as an interest indicator form because it has only contact information and a place for them to create their username and password.
- In the confirmation email they receive, they click the link to validate their email address and are passed through into the system where they will be locked down to the Prospective Member Homepage and will only be able to access pages you specifically link to in their Intake Path.
- Then, they complete a series of steps (the Intake Path) that your League has decided upon.
- Once they've completed all of their steps, the next status will be applied to their Profile, either immediately or when the specified date has passed.
The Intake Process for Administrators
Entry Point Management
Entry Point Management is where you create a new incoming member class or type of incoming Member. This is the first step for your Administrators. Here, you can actually configure the title of the initial application/interest indicator and the Welcome Message displayed below it.
You can add text to the Prospective Member Homepage, set which status they receive upon completing their steps, and even customize the email that is sent when the Prospective Member completes their Intake Path.
To learn more about the Entry Point Manager, see Adding an Entry Point
For Local Statuses, you have the option to set it to the Parent Status of "Prospect" in Status Management.
(ex) Prospective Member maps out to Prospect
See Create Local Statuses (Member Essentials Plus) for more info.
Intake Manager
The Intake Manager is where you will likely be spending most of your time as an Administrator after the initial configuration. This is where Prospective Members will remain until they've completed their steps.
The Intake Manager includes helpful information like a Member's Name, Entry Point, Status, Notes, Progress Status, the number of days they've been working on their steps, as well as how far along in the Intake Path they are. This is also where you can manually approve steps to push the Prospective forward in their path.
