Member Management Team: Difference between revisions

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To preserve volunteer involvement, the main goal of MMT is to help distill member support inquires into automated self-service functions and concise resources that reduce maintenance efforts and input from volunteers while maintaining a high degree of accuracy and reliance. Primarily focused on resolving support inquiries, MMT is well positioned to identify pain points and patterns that can be delegated to an area's team or an infrastructure team such as the Tech Team. While there are coders on MMT, it's important to maintain that there should not be an expectation to code in order to join the team.
To preserve volunteer involvement, the main goal of MMT is to help distill member support inquires into automated self-service functions and concise resources that reduce maintenance efforts and input from volunteers while maintaining a high degree of accuracy and reliance. Primarily focused on resolving support inquiries, MMT is well positioned to identify pain points and patterns that can be delegated to an area's team or an infrastructure team such as the Tech Team. While there are coders on MMT, it's important to maintain that there should not be an expectation to code in order to join the team.


== Member Management Procedures ==
== Membership Administration Procedures ==
 
Member management at PS1 involves a combination of the Wild Apricot member management system, PayPal, Stripe, Freshdesk, with some involvement of WordPress, Slack, Discourse and other systems. Wild Apricot is the core system, PayPal is a legacy payment system, and FreshDesk is the current trouble ticket/customer service platform. Email for the domain is handled by Google, but members are not generally using domain email.


=== New Member ===
=== New Member ===
* New members initiate their own member profile at https://pumpingstationone.org/join  
* New members initiate their own member profile at https://pumpingstationone.org/join  
* Before a new members account is approved, the prospective member should start a Stripe subscription through http://ps1.link/stripe
* Before a new members account is approved, the prospective member needs to start a Stripe subscription through https://ps1.link/stripe
* An in-person or virtual ID check is performed as the final step to approve a new member's account.
* An in-person or virtual ID check is performed as the final step to approve a new member's account.
* As a courtesy, a user's first fob is typically set up at the time of the ID check, but members are able to set up their own fobs. Instructions can be found on the [[Fob|fob wiki page]].
=== Returning Members ===
* Returning members need to set up their subscription using https://ps1.link/stripe
* A volunteer with admin WA access should review the returning members WA profile and confirm the Stripe subscription status before re-enabling the account.


=== FreshDesk ===
=== FreshDesk ===
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=== Wild Apricot ===
=== Wild Apricot ===
Wild Apricot (WA) is the primary membership management software used to hold and maintain all PSOne member records. While it can be used to process payments, there is an ongoing effort to use Stripe subscriptions directly in order to remove reliance on WA. Older accounts in WA will still perform charges through WA, but as of August 2024 new members are set up through a Stripe subscription model outside of WA.
Wild Apricot (WA) is the primary membership management software used to hold and maintain all PSOne member records. While it can be used to process payments, there is an ongoing effort to use Stripe subscriptions directly in order to remove reliance on WA. Older accounts in WA will still perform charges through WA, but as of August 2024 new members are set up through a Stripe subscription model outside of WA.
== Resources ==
* [https://membership.pumpingstationone.org/sys/website/?pageId=18069 Stripe Subscription Selection Page]
* [http://canvas.pumpingstationone.org/ Canvas]
* [https://discourse.pumpingstationone.org/ Discourse]
* [https://calendar.google.com/calendar/u/0/embed?src=hhlp4gcgvdmifq5lcbk7e27om4@group.calendar.google.com&ctz=America/Chicago Events Calendar]
* [https://membership.pumpingstationone.org/ Wild Apricot]
* [https://tinyurl.com/iwillnotdiehere Liability Waiver]
* [[Fob|Fob Setup Instructions]]
[[Category:Admin]]
[[Category:Admin]]
[[Category:Board Procedures]]
[[Category:Board Procedures]]