Difference between revisions of "Membermatters"

208 bytes added ,  Yesterday at 08:16
→‎Membermatters-related workflow: Formatting the steps to make someone a member. And adding some better explanation. Note the 6. And 7. Steps are literal chars bc doing a nested list didn't work easily.
(→‎Membermatters-related workflow: Formatting the steps to make someone a member. And adding some better explanation. Note the 6. And 7. Steps are literal chars bc doing a nested list didn't work easily.)
Tags: Mobile edit Mobile web edit Advanced mobile edit
 
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# User adds payment info to member matters and selects a payment plan - Membership Status: noob. Subscription Status: active
# User adds payment info to member matters and selects a payment plan - Membership Status: noob. Subscription Status: active
# User gets 3 endorsements achieved. Membership Status: noob. Subscription Status: active
# User gets 3 endorsements achieved. Membership Status: noob. Subscription Status: active
# Current members have next member meeting, check for new forms, review Taiga. For any members that meet all reqs, add them to members mailing list, reply to their request form email, move them in Taiga as needed, and on MM in the django page for their profile, change user's Membership Status. Membership Status: active. Subscription Status: active
# Current members have next member meeting, check for new forms, review Taiga.
# User is a member!
 
6. For any members that meet all reqs:
 
* add them to members mailing list
 
* reply to their request form email that they have met reqs and are a member (this lets existing members know)
 
* on MM in the django page for their profile, change user's Membership Status to Active. Note: is this the Make Member button in the front-end? Also does this do the Send Welcome Email automatically? (The user in MM should now be Membership Status: active. Subscription Status: active)
 
7. User is a member!


=== I want to become a member!! Onboarding Steps ===
=== I want to become a member!! Onboarding Steps ===