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myLegion.org 2014 Trainingtxlegion.org/Files/training/Mylegion.pdf · this time using the paper MDF...

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1 myLegion.org 2014 Training
Transcript

1

myLegion.org

2014 Training

myLegion is a free, secure internet site that

provides access to member information and

electronic communication tools.

2

3

NATIONAL HEADQUARTERS

DATABASE

The American Legion

John H. Geiger

Operations Center

4

• Member Look Up

• Member Data Changes

• View on-line renewals

• Post Inquiry

• Consolidated Post Report

• Registered Members

Member/Post Processing

POST

5

• Member Look Up (View Only)

• View on-line renewals

• Post Inquiry

• Consolidated Post Report

• Registered Posts

Member/Post Processing

DISTRICT / COUNTY

6

• Publish Post Image

• Publish Newsletter

• Find Members in my Area

• Global Membership Lookup

Tools

POST

7

• Publish Profile Image

• Find Members in my Area

• Global Membership Lookup

Tools

DISTRICT / COUNTY

8

• Post Officer Manuals

• Brochures

• Suggested Speeches

Materials

Officer’s Forum

9

Administrators

Member = Individual member

Post = Post Adjutant

County = County Commander

District = District Commander

Department = Department Adjutant

ONLY THE SITE ADMINISTRATOR WILL BE

PROVIDED WITH THE USER NAME AND

PASSWORD IF LOST OR FOGOTTEN.

10

Data Available

• 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

Access through www.legion.org

11

HOME PAGE

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13

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POST/DIST/CTY

LOG IN PAGE

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Member/Post Processing

List All Members

By ID#

By Name

Mbr Data Change by ID

Review Member Changes

Members Renewed Online

Post Inquiry

Consolidated Post Report

Registered myLgn Mbrs

Member / Post Processing

16

Member Search

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• Alphabetical listing of all members.

• Undeliverable Flag

• Click on Member ID# to view more information.

• DOES NOT provide print roster from this screen.

undeliverable

Y

LIST ALL MEMBERS

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To Edit membership information

click on the Edit Data button to open

the Member Data Change Form.

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DATA CHANGES ARE AVAILABLE

FOR POST AND DEPARTMENT

LEVELS ONLY.

DISTRICT/COUNTY SITES HAVE

VIEW ONLY ACCESS.

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Member/Post Processing

List All Members

By ID#

By Name

Mbr Data Change by ID

Review Member Changes

Members Renewed Online

Post Inquiry

Consolidated Post Report

Registered myLgn Mbrs

26

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.

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Member/Post Processing

List All Members

By ID#

By Name

Mbr Data Change by ID

Review Member Changes

Members Renewed Online

Post Inquiry

Consolidated Post Report

Registered myLgn Mbrs

28

• 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

Online Renewals – How does it work?

Member

•Renew online through www.legion.org/renew

• Enter Payment - MasterCard, Visa or Discover

• Print Electronic Fulfillment form (PDF)

o Thank you and instructions

o Temporary card and payment receipt

o Payment slip to mail to the post (optional)

29

Thank you

from

National

Adjutant and

Instructions.

Temporary

Card and

member

receipt.

Receipt to

mail to the

post. 30

31

Members now have the option of setting their

online-account for annual automatic renewal.

Once a member sets their account, their dues will

automatically be charged to their debit/credit card

on or about July 15th of each new membership

year. Just tell your members to go to

www.legion.org/renew .. click “Renew Now” and

follow the directions. It’s fast and easy!

Auto-Renew

Online Renewals – How does it work?

Post Notification

• myLegion Post site

• Report from Department Headquarters

• Member receipt / Temporary Card

• Mail members signed card

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Post Dues Per Capita is paid or credited by

your Department

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Member/Post Processing

List All Members

By ID#

By Name

Mbr Data Change by ID

Review Member Changes

Members Renewed Online

Post Inquiry

Consolidated Post Report

Registered myLgn Mbrs

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Go to previous

or next month

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Report Options

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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.

37

Members Renewed Online - PDF file format.

Transaction Date

Member ID#

Name

Total Dues

Total # Members Renewed On-Line

National/Dept/District/Post Dues Allocation

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Members Renewed Online - CSV opened in Excel

Includes addresses for custom letters/labels.

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Member/Post Processing

List All Members

By ID#

By Name

Mbr Data Change by ID

Review Member Changes

Members Renewed Online

Post Inquiry

Consolidated Post Report

Registered myLgn Mbrs

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Member/Post Processing

List All Members

By ID#

By Name

Mbr Data Change by ID

Review Member Changes

Members Renewed Online

Post Inquiry

Consolidated Post Report

Registered myLgn Mbrs

42

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.

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Member/Post Processing

List All Members

By ID#

By Name

Mbr Data Change by ID

Review Member Changes

Members Renewed Online

Post Inquiry

Consolidated Post Report

Registered myLgn Mbrs

48

Registered myLgn Members

• Displays all members within the post

that have created a myLegion site.

• Districts/Counties can view all posts

within their area that have registered.

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Member/Post Processing

List All Members

By ID#

By Name

Mbr Data Change by ID

Review Member Changes

Members Renewed Online

Post Inquiry

Consolidated Post Report

Registered myLgn Mbrs

Tools

52

Tools

Publish Post Image

Publish Newsletter

Find Members in my Area

Global Member Lookup

(Post Only)

Where will these images

be displayed?

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Image (Post / County / District)

•Forum

Newsletter (Post only)

• Member’s myLegion site

• www.legion.org Post Locator

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MEMBER PAGE

New Member Page

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Tools

Publish Post Image

Publish Newsletter

Find Members in my Area

Global Member Lookup

Tools

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Search for recently expired & new DMS members

in your area.

• Enter a zip code and radius distance (1-99

miles).

• Create a report in CSV or PDF formats.

• Search returns only the first 500 records

found. Any records over 500 will not be

displayed.

Find Members in my Area

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PDF and CSV Files provide the following

information to assist with contacting the member:

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•Member ID#

•Name

•Address

•Branch of Service

•War Era

•Phone Number

•Last Paid Post

•Exp. Year

•Continuous Years

•# Miles from search

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Make Contact!

How do we transfer these members into our Post?

Contact:

1.Knock on the door

2.Phone

3.Email

4.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

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Tools

Publish Post Image

Publish Newsletter

Find Members in my Area

Global Member Lookup

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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

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Tools

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Tools

Publish Post Image

Publish Newsletter

Find Members in my Area

Global Member Lookup

Materials / Officer’s Forum

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Materials

Post Officer Manuals

Brochures

Suggested Speeches

Officer’s Forum

View Forum

71

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.

72

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.

73

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

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Materials

Post Officer Manuals

Brochures

Suggested Speeches

Officer’s Forum

View Forum

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Squadron Information

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SAL DATA AVAILABLE FOR

POST & DEPT ONLY

NEW – www.mySAL.org

Provides separate site for Squadron Officers

with their own user name and password.

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Database = SAL

Member/Squadron Processing

List All Members

By ID#

By Name

Mbr Data Change by ID

Review Member Changes

Squadron Inquiry

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Downloads

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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.

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Current Roster

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Current Paid

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Sign Up Today! Go to www.myLegion.org

Posts/Districts/Counties:

Complete an authorization form and mail or fax to

National Headquarters.

Members (Legion Only):

Register in the Members area using your email

address and membership ID#.

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HOME PAGE

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Post/District/County Order Processing

Complete an Authorization Form and return to

National HQs.

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.

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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 log in information will only be provided to

the current Post Adjutant or District/County Commander. 90

Questions

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myLegion for Members

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

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MEMBERS

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MEMBER PAGE

New Member Page

To receive an electronic version of this presentation

contact:

96

Libby Vickers

[email protected]

317-860-3104

1-800-433-3318 (toll free)


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