Membermatters: Difference between revisions

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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, review Taiga ~~and email list~~. For any members that meet all reqs, 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 ===

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# '' Contact Info (Constance Config) - some of that is still membermatters / defaults (notably the email!)

# '' Seems like some timedate setting is still configured to be DD/MM/YYYY somehow?

# '' UX: The ending page takes someone to Contact Us page, kinda unclear what the actual steps are

# '' UX: Welcome email sent from MM says "here are some next steps" but it's empty, ha.

# '' see also maybe [https://github.com/sudoroom/MemberMatters/issues the github issues page]

@@ 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, review Taiga and email list. For any members that meet all reqs, 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 ===
@@ Line 137: / Line 148: @@
 # '' Contact Info (Constance Config) - some of that is still membermatters / defaults (notably the email!)
 # '' Seems like some timedate setting is still configured to be DD/MM/YYYY somehow?
+# '' UX: The ending page takes someone to Contact Us page, kinda unclear what the actual steps are
+# '' UX: Welcome email sent from MM says "here are some next steps" but it's empty, ha.
+# '' see also maybe [https://github.com/sudoroom/MemberMatters/issues the github issues page]