1

myLegion.org

Updated September 2015

myLegion is a free, secure internet site that provides access to member information and

electronic communication tools.

2

3

The American LegionJohn H. Geiger

Operations Center

myLegion provides a direct link to National

Headquarters’ database at the John Geiger

Operations Center in Indianapolis, IN.

Access through www.legion.org

4

Access through www.legion.org

5

HOME PAGE

6

7

Available myLegion Sites

• Member = Individual member only

• Post = Post and Squadron membership

• County = All Posts within County (View only)

• District = All Posts within District (View only)

• Department = All Legion and SAL

8

POST/DIST/CTY/DEPT

LOG IN PAGE

9

Member / Post Processing

10

Member Search

11

• Does not provide print roster from this screen. Rosters and reports are available in the Downloads area.

undeliverable

Y

LIST ALL MEMBERS

12

13

14

15

16

To Edit membership information click on the Edit Data button to open the Member Data Change Form.

17

18

19

If you have changes to make and know the member’s ID# you can bypass the Member Information Page

and go directly to the Data Change form.

20

DATA CHANGES ARE AVAILABLE FOR POST

AND DEPARTMENT LEVELS ONLY.

DISTRICT/COUNTY SITES HAVE

VIEW ONLY ACCESS.

21

22

• All changes are forwarded to the Department Headquarters.

• NOTE: Transfers and New Member transactions must still be submitted through the Department at this time using the paper MDF or paper cards.

Updates post at 5:00 pm EST

23

24

Move to previous

or next month

25

Report Options

26

PDF – Portable Document Format• Print only.

CSV – Comma Separated Value• Allows report to be opened in other

applications such as Microsoft Excel and Access so you can work with the data in the file.

27

Members Renewed Online - PDF file format.

Transaction DateRenewal YearMember ID#NameTotal DuesTotal # Members Renewed On-LineNational/Dept/District/Post Dues Allocation

28

Members Renewed Online - CSV opened in Excel

Includes addresses for custom letters/labels.

29

30

31

32

Consolidated Post Report (CPR)

•Available February through *July 1.

•Complete in sections.

•Departments Receive Copy.

•Displayed on Member myLegion page.

Districts/Counties can view and print all reports submitted by their posts.

33

34

35

36

37

38

Registered myLgn Members / myLgn Posts

• Displays all members within the post that have created a myLegion site.

• Districts/Counties can view all posts within their area that have registered.

39

40

41

42

43

•Reports

Report ServerNEW

Print mailing labels and reports from the new Report Server.

Report Server

44

45

Creating Labels from myLegion

46

Select Labels for either Legion or SAL members. Labels must be created separately.

Creating Labels from myLegion

47

Designate last paid year.

Creating Labels from myLegion

48

Designate address type. This allows you to exclude foreign addresses.

Creating Labels from myLegion

49

Designate sort by requirements. Click on View Report.

Creating Labels from myLegion

50

Report renders one-column but will print 3-across 30/sheet.

Creating Labels from myLegion

51

Use the Export icon to and select PDF to create labels. You can also export the file to other formats.

Creating Labels from myLegion

52

Print PDF file on labels.

Creating Reports

53

Select Report. This report is also in the Downloads area.

54

Tools

55

Tools

Publish Post Message

Publish Post Image

Publish Newsletter

Find Members in my Area

Global Member Lookup

*

* Post and Dept Only

*

Where will published itemsbe displayed?

56

Message (Post only)

•Member myLegion site

• Find a Post (www.legion.org)

Image (Post / County / District)

•Member myLegion site

•Forum

• Find a Post (www.legion.org)

Newsletter (Post only)

•Member’s myLegion site

• Find a Post (www.legion.org)

57

58

59

MEMBER PAGE

60

61

Tools

Publish Post Message

Publish Post Image

Publish Newsletter

Find Members in my Area

Global Member Lookup

Tools

62

63

64

PDF and CSV Files provide the following information to assist with contacting the member:

65

• Member ID#• Name• Address• Branch of Service• War Era• Phone Number• Last Paid Post• Last Paid Year• Continuous Years• # Miles from search• Email Address (CSV only)

66

Make Contact!How do we transfer these members into our Post?

Contact:1.Knock on the door2.Phone3.Email4.Snail Mail

Convince them why they should belong to your Post.

Complete the transfer by filling out a Member Data Form and send to your Department.

Tools

67

Tools

Publish Post Message

Publish Post Image

Publish Newsletter

Find Members in my Area

Global Member Lookup

68

Search basic information for ALL Legion members to assist with transferring members and verifying eligibility for people wanting to join your SAL Squadron or Auxiliary Unit.

Global Membership Lookup

69

70

Tools

71

Tools

Publish Post Message

Publish Post Image

Publish Newsletter

Find Members in my Area

Global Member Lookup

Materials / Officer’s Forum

72

MaterialsPost Officer ManualsBrochuresSuggested Speeches

Officer’s ForumView Forum

73

Manuals• Post Officer’s Guide and Manual of Ceremonies• Post Adjutant’s Manual• Post Operations Manual• Post Membership Team Training Guide• Post Training Guide• New Member Application• Why Belong• Flag Code

Available in PDF format only.

74

Brochures• National Family Week• Temporary Financial Assistance• Make Halloween a Fun and Safe Night• April is Children & Youth Month• Gateway Drugs• Children’s Miracle Network• Family Support Network• Child Welfare Foundation• Operation: Military Kids• Play It Safe• Warning Signs

Available in PDF format only.

75

Speeches• Pearl Harbor Day• Veteran’s Day• American Legion Birthday• Flag Day• Memorial Day

Printed versions are also available through your Department Headquarters.

Available in PDF format only.

Materials / Officer’s Forum

76

MaterialsPost Officer ManualsBrochuresSuggested Speeches

Officer’s ForumView Forum

77

78

79

SAL DATA AVAILABLE FOR

POST & DEPT ONLY

80

Database = SAL

Member/Squadron ProcessingList All MembersBy ID#By NameMbr Data Change by IDReview Member ChangesSquadron Inquiry

mySAL.org

81

NEW – www.mySAL.orgProvides separate site for

Squadron Officers with their own user name and password.

82

83

Downloads

84

PDF File Format• Printable version only. • Cannot Edit.

CSV File Format• Comma Separated Value• Open in other Microsoft Applications to work with

data. Ex. Excel, Access data spreadsheets.

If you have trouble opening the CSV as a database spreadsheet you may need to adjust your

internet browser settings. Contact Customer service for assistance.

85

86

87

Current Roster

88

Current Paid

89

All LGN CSV

Member ID#, Status, Name, Address, Phone #, Email Address, Date of Birth, War Era, Expiration Date, Continuous Years, Renewal Date, Last Activity Date, Join Date, Last Paid Year, Branch of Service, Environment, Undeliverable.

90

91

Questions

92

93

Post/District/County Order Processing

Complete an Authorization Form and return to National HQs. Posts/Districts/County authorization forms are available at www.myLegion.org.

Mail or Fax form to National for processing.

National will verify officer signature and obtain authorization from the department.

Once authorization is received by the department, an email will be sent with registration instructions.

94

Access Information

The user name is provided during registration and you will create your own password.

Only one user name and password is assigned per site. If the user name or password is forgotten you must contact National Headquarters.

Forgotten or lost login information will only be provided to the current Post Adjutant or District/County Commander.

95

96

Administrators

Member = Individual memberPost = Post AdjutantCounty = County CommanderDistrict = District CommanderDepartment = Department Adjutant

ONLY THE SITE ADMINISTRATOR WILL BE PROVIDED WITH THE USER NAME AND PASSWORD IF LOST OR FORGOTTEN.

97

myLegion for Members

98

• 9-Digit ID#• Must be in Current Status• Legion Members only

99

MEMBERS

100

MEMBERLOG IN PAGE

101

MEMBER PAGE

102

myLegion Customer Support Staff

103

Post/District/County•Libby Vickers, Product Support Specialist•Pam Johnson, Computer Operations

Specialist•Eileen Sipe, Computer Operations Specialist•Andrea Noufer, Computer Operations

SpecialistDepartment

•Tom Winters, Software Support Specialist•Justin McKay, Software Support Specialist

Call 1-800-433-3318 and ask for myLegion support to be transferred to the next available representative.

To download a copy of this PowerPoint presentation go to:

104

www.members.legion.org/legion/mylegion.zip

How to Use This Presentation

105

This PowerPoint presentation is designed to assist instructors to train officers on all the tools of myLegion particularly at the post level. Notes are available on each slide with frequently asked questions in red to assist.

In the notes area the *** indicates an animation by clicking the mouse. Transition from each slide is also made by the click of the mouse.

There is no copyright to this presentation. Please feel free to share/edit/print as needed.

We have also included is a section for Troubleshooting tips and Related Topics.

Please contact Libby Vickers with any questions about this presentation. 317-860-3104 or lvickers@legion.org

106

Troubleshooting / Related TopicsCSV Does Not Open Correctly

Users may experience trouble when they first try to open a file in CSV file format. Updating Internet Browser settings will generally correct this problem.

107

Troubleshooting / Related Topics

108

Using CSV Files

Next to the CSV file option there are help tools “Using CSV”. This provides documentation on how to open the data in an Excel spreadsheet and provides step by step instructions for editing, sorting, filtering, and merging.

109

AIM software is being phased out and is not an option on new myLegion sites. Previous users will continue to have AIM and support by national staff as long as it runs on the current operating systems. Once Microsoft releases a version not compatible with AIM it will no longer be available. AIM currently runs on all operating systems up to Windows 8.AIM is invoiced a quarterly usage fee of $15/month. Posts will continue to be billed the subscription fee until notification to national headquarters is received in writing or via a phone call.If AIM users do not want to pay the subscription fee and want to purchase a permanent license they can do so. There is a $225 fee to obtain a permanent license. However, if the post purchases a new computer that AIM does not run on, those fees will not be reimbursed.

Troubleshooting / Related Topics