How To Add A New Member To OUAT Website

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LEARN TO ADD NEW MEMBERS AND SEND WELCOME E-MAILS WITH LOGIN INFORMATION. How To Add A New Member In OUAT Free Toast Host

Transcript of How To Add A New Member To OUAT Website

Page 1: How To Add A New Member To OUAT Website

LEARN TO ADD NEW MEMBERS AND SEND WELCOME E -MAILS WITH LOGIN

INFORMATION.

How To Add A New Member In OUAT Free

Toast Host

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Permissions

The below officers have access to add members to the Orange Upon A Time Website and send welcome messages: Club President VP Membership Club Secretary

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Go to http://ouat.toastmastersclubs.org/

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Click on Member Login

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Enter your E-mail or Name, select your name, and then enter your password.

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Your first time?

If this is your first time logging in to our website, or if you forgot your password, just select your name and click "Authenticate / Login" without entering in a password. An authentication link will be e-mailed to you. You will then be prompted to reset your password.

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Review the “Members Only” Section

The “Members Only” section gives access to the parts of the site that you as a member and officer can review.

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Select, “Membership Management.”

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You will then be navigated to the Membership Management page.

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Move to Members List

You can move members from the “Guest” or “Prospects” tab to the “Members” tab by the following:

Check the box next to the person’s name.Select “Move To Members List” from the

dropdown menu.

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Move to Members List

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Quick Add Directly To Members List

If the member hasn’t been entered as a guest or prospect, you can add them directly to the members list by selecting the, “Quick Add” tab.

Simply enter each person's name followed by their e-mail address, then phone number (optional),

each part separated by a space. One entry per line. Make sure phone numbers

*do not contain any spaces*, and contain at least 3 digits. Example: William Patonkis, DTM [email protected] 212-555-1234.

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Quick Add Directly To Members List

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Once the information is entered, click, “Save.”

You should get a message which reads, “Success! Information updated. Continue to edit membership info or close window.”

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Success! Information Updated

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Action Completed

You will now see the new member’s information under the “Member” tab.

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New Member Added…… What Next?

Following these steps will ensure your new members will receive e-blasts from the club.

To send the new member a welcome e-mail, complete the following steps.

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Send a Welcome E-mail To New Members

On the “Members” tab, check the box next to the name of the new member(s) you want to send the welcome e-mail to.

Scroll to the top of the “Members” tab.On the drop down menu, select , “Send New

Member Welcome”.

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Send a Welcome E-mail To New Members

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Send a Welcome E-mail To New Members

The pop up box will show the names of the members to whom you are sending welcome messages.

Click, “OK,” to continue.

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Send a Welcome E-mail To New Members

When you click, “OK,” you should get a message saying, “Success! Welcome messages sent.

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Welcome Message Sent!