Learners will be trained on how to search for and manage constituent records within Personify. This is done in CRM360®. You will work with background information, involvement history, contact information, and much more. Included with this training is a brief overview of the Contact Tracking module.
The AOA & affiliate websites all have a constituent profile section called “MyAOA” which allows constituents to update their profile information via the internet. Learn how to assist your constituency with accessing the web, updating the profile contact info, “Find a Doctor” information, manage staff using the Online Staff Management tool, join ancillary memberships, pay dues online, and contribute to foundations & PACs.
All aspects of our business revolve around members and nonmembers. This course will educate participants on how to read a membership order in Personify and distinguish between a member record vs a non-member record. This training will also cover the federated membership dues model.