Membermatters: Difference between revisions

(5 intermediate revisions by the same user not shown)

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# 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

# 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, ~~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, to make them a member:

* [[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 frontend, go to Admin Tools >Signup Progress > click on SomeUser. (Can also see via Admin Tools > Members, Filter - All > click on SomeUser) Click the Make Member button. This sets their Membership Status in MM to active, and sends the Welcome Email.

* [[get them door access]]

7. User is a member!

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

@@ Line 105: / Line 105: @@
 # 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
-# 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, 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!
+. For any members that meet all reqs, to make them a member:
+* [[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 frontend, go to Admin Tools >Signup Progress > click on SomeUser. (Can also see via Admin Tools > Members, Filter - All > click on SomeUser) Click the Make Member button. This sets their Membership Status in MM to active, and sends the Welcome Email.
+* [[get them door access]]
+. User is a member!
 === I want to become a member!! Onboarding Steps ===