In This Issue YM User Group Announcements User Group Announcements l Thank you to everyone who submitted ideas for our presentation on events next week. We hope to be able to address all of your Feature Presentation concerns. l As some of you might know, we recently had our first beta financials Tips and Tricks class. Thank you to the participants of this class for all of the helpful feedback. The next classes have been posted on the sandbox site for Recent YM Updates registration. Please feel free to register for classes if you are a new or a more seasoned user. l Congratulations to the following clients that have recently gone live Forums with their YM sites! ¡ NFDA - National Fastener Distributors Association ¡ WOCN - Wound Ostomy and Continence Nurses Society YM User Guides ¡ NAHAM - National Association of Healthcare Access Management YM Video Tutorials

YM Client List

Community Calendar Feature Presentation

Now Feed This month’s Featured discussion will be event setup in YM along with some work arounds and suggestions for certain types of events. Latest News Areas that we will cover will be:

l Event setup for beginners including product setup. l Promotion codes for events l Other Issues

There is still time to submit questions through our topic suggestion form. Please submit if there is anything you'd like to cover that is not listed above.

Tips and Tricks

This month’s Tips & Tricks section will cover how to change the "Location” field in YM to read "State” and also make the field a drop down selection as opposed to a free standing text box. You will also learn how you can make the United States the preferred country selection.

To do all this mentioned above you will need to go to Content & Settings -> Control Panel -> Locality & Settings -> Countries & Locations

Here you will find a full list of all countries in YM. To make changes to the United States, scroll down to find the country and then click on the nut/bolt icon to the left.

The next page will allow you to change the settings for United States. Here you can change it to a preferred country; this in essence will make the field the default selection when registering. You also can change the Location label. You can place any label here and this is what the member will see. Most use either "State” or "State/Province”.

When you’re finished, click save & continue to save your settings and move to a second screen that allows you to add predefined locations for the United States. This will turn the field into a drop down selection. Once added you can go in and clean out any selections you might not want to have as the initial list will include outer territories and Army Post. You can also use this to add Locations one at a time if there are territories not included in the drop down that you would like.

Recent YM Updates

1. Printable Membership Card Feature Now Available Your organization may now provide printable Membership Cards to its members. Membership Cards may be customized by Member Type and are accessible to Members from their Profile Management page. A member's Membership Card may also be accessed from the backend Complete Profile view by clicking the "View/Print Membership Card" icon.

To customize the Membership Cards for your organization's Member Types, navigate to Member Types from the main administrative menu under Content & Settings > Control Panel > Member Configuration and click the "Membership Cards" icon for a specific Member Type. The Membership Card for each Member Type may be enabled and its layout customized by using the available macros. Please be aware that Membership Cards are not enabled by default for new Member Types when they are created. 2. Event RSVP Adds New Options and Better Management Members may now give a "No" or "Maybe" RSVP for events which have RSVP enabled. Registering for an event will automatically record a "Yes" RSVP, which can also be selected when giving an RSVP for events which do not use online registration. In addition to the new RSVP options for members, RSVP lists can now be managed by your organization.

To manage an RSVP list, navigate to Dates & Events from the main administrative menu under Features > Calendar & Events and click Manage Member RSVPs from the "More Options" menu for a specific event. From here, site administrators can manage RSVPs and export RSVP lists based upon their RSVP response. 3. News & Event RSS Feeds Now Available By Category News and Events RSS feeds are now available for each News or Event category. The RSS icon located in the frontend Event Calendar and News sections now links to feeds which apply the same category filtering as the page being viewed. 4. New Macros Available for Select Admin Alert Notifications The Event Registration Admin Alert Notification, which is sent to its recipients whenever someone registers for an event, now offers the following macros:

Registrant's First Name (@@FIRST_NAME@@) Registrant's Last Name (@@LAST_NAME@@) Registration ID/Badge # (@@REGISTRATION_ID@@)

The Store Order Admin Alert Notification, which is sent to its recipients whenever someone places a store order, now offers the following new macros:

Order Details (@@ORDER_DETAILS@@) Order Number (@@ORDER_NUMBER@@) Product Count (@@PRODUCT_COUNT@@) Purchase Date (@@DATE@@) Total Price (@@TOTAL_PRICE@@) 5. Attendee Information Now Reusable Through Event Registration Process When registering multiple attendees for an event, users now have the option to pre-fill the event registration form of any additional attendees with the registration information of any attendee whose registration has already been submitted. This enhancement allows for a faster and simpler registration process in cases where the registration information is the same for all or multiple attendees.

On subsequent registrations, the user may simply click the name of an attendee from the Attendee List at the top of the registration form. The registration form will automatically fill with the information from that attendee's registration form.

Please note that this functionality is only available for events that show the registration form for additional attendees. 6. New Community Directory Export Options Now Available Two additional export options have been added to the backend directory search. In addition to the existing Standard Export, your organization now has the option to export an Email List or Phone List. The Email List Export includes the Web Site Member ID, First Name, Last Name, Organization and Email Address. The Phone List Export includes the Web Site Member ID, First Name, Last Name, Organization and all phone numbers including area codes.

To use this feature, navigate to Directory Search from the backend administrative menu under Directory & CRM > Community Directory. Enter any desired search criteria than click the Search button. You will see the option to When you hover your mouse over the "Export All ### Records" link a menu will appear. You may then select one of three export options: Standard, Email List and Phone List. 7. SocialConnect enhanced with integrated Social Mention feature Social Mention is a third-party service that has been integrated into YourMembership.com's SocialConnect® add-on service and is included free of charge for all customers using the SocialConnect add-on. Beginning later this week you will see a new zone on your administrative backend dashboard highlighting the latest social media posts and activity related to your organization -- it's integrated Social CRM!

What is Social Mention exactly? Social Mention is a social media search and analysis platform that aggregates user generated content from across many different web- based sources into a single stream that is presented on the backend of your website. It allows you to easily track and measure what people are saying about your organization across the web's social media landscape in real-time. Social Mention monitors 100+ social media properties directly including: Twitter, Facebook, FriendFeed, YouTube, Digg, Google etc.

Want the SocialConnect add-on for your organization? If you would like to add SocialConnect to your service or learn more about it, please contact your IT Manager.

Social Mention is optional, if you are a customer with SocialConnect and would prefer it to be turned off, please make your request to your IT Manager. 8. Homepage Slideshow Updated for Compatibility with More Devices

The Homepage Slideshow has been updated to be compatible with more devices including the iPhone and iPad. The new slideshow uses different technology and as a result, has a couple of notable differences. The transition animation when switching between slides is no longer a fade, rather a right-to-left sliding motion. Also of note is that slide images which are larger than the slideshow height and/or width are now centered and cropped as opposed to being downsized.

To manage your organization's Homepage Slideshow, navigate to Homepage Slideshow from the main administrative menu under Content & Settings > Content Management. It shouldn't be necessary to make changes to your existing slides as a result of this update however, it is advisable to replace any images which do not meet the exact slideshow dimensions with one that is properly sized.

Please note: This update is only applicable to those templates which have a Homepage Slideshow. 9. Membership Expiration Macro Now Available for Bulk Emails A macro for Membership Expiration Date is now available for Directory and Dues Bulk Emails. To use this macro, copy/paste "@@membership_exp_date@@" (without quotes) into the body of an applicable Bulk Email. The list of available macros and detailed instructions regarding their use is location in the "About Macros" section of the Bulk Email Job editor. 10. Bulk Printing of Invoices Now Available Your organization may now bulk print invoices based on search results from each commerce system, Dues, Donations and Store Orders. Simply click Print Invoices from the list of Dues, Donation or Store Order search results and the printable view for each invoice will open in a multi-page popup window. Invoices will print one to a sheet and a maximum of 100 at a time. If more than 100 invoices are to be printed, simply click "Next Page" then print each page until there are no more pages to print. 11. PO Field Added to Store Orders Customers may now provide a PO (Purchase Order) during Store Order Checkout. Typically the PO would appear on the customer's invoice and has been added to the default Store Order Invoice Template. Your organization may choose whether or not to include it and customize the invoice template accordingly.

To view all updates, login to YM and view the admin dashboard.