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myLegion.org Membership Workshop 2013
myLegion.org
Membership
Workshop
2013
myLegion is a secure internet site that provides
access to member information and electronic
membership & communication tools.
Direct link to membership information from
National Headquarters' database.
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Post
Post Adjutant – Administrator
Post/Squadron Data only
View and Edit Member Data (LGN & SAL)
District/County
Dist/County Commander - Administrator
All Posts Within District/County
View Member Data (LGN only)
Department
Department Adjutant - Administrator
All Posts Within Department
View and Edit Member Data (LGN & SAL)
Member
Member – Administrator
Individual Member Data only
View Only
POST FEATURES
• Generate Membership Rosters.
• Submit Consolidated Post Report online. (Jan – June)
• Perform Member-Data-Form changes online for Legion and SAL members.
• Get instant notification of members renewing on-line so you can send a thank-you letter
along with their new membership card.
• Use CSV files to work with membership data.
• Communicate to members of your post that are enrolled in myLegion by
1. Publishing your Post Newsletter.
2. Publish your monthly Post Calendar.
3. General Announcements.
• Find potential members by retrieving lists of DMS and Expired members in your area.
• Network with other Post Officers in the Officer-only Chat Forum.
• Access to Post Officers Guide, Adjutants Manual, Speeches and Program Brochures.
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DISTRICT/COUNTY FEATURES
View Member information. Includes members of all posts in your District/County.
Post Inquiry – Post information for all posts in your District/County:
Address, Dues Remittance Address, Dues amount, Adjutant, Commander, Post
Home etc.
CPR reports:
View and print Consolidated Post Reports submitted.
Browser listing of Posts and Members in your District /County that are using myLegion.
Find Members in My Area – Post Development and Revitalization.
Retrieve lists of Expired and DMS Members in the selected area.
Access to manuals, speeches and brochures.
Access to Read/Comment in Officer’s Forum.
Access through www.legion.org
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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.
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HOME PAGE
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LOG IN PAGE
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Member
Search
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Click on
Member ID#
to view more
information.
Undeliverable
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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 ONLY
POST AND DEPARTMENT
LEVELS.
DISTRICT/COUNTY SITES
HAVE VIEW ONLY
ACCESS.
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All changes made 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.
POST & DEPT. ONLY
Updates Post at 5:00 pm
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Go to previous
or next month
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PDF file format.
Transaction Date
Member ID#
Name
Total Dues
Total # Members Renewed On-Line
National/Department/District/Post Dues Allocation
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CSV opened in Excel
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•Available January through June.
•Complete in sections.
•Departments Receive Copy.
Districts/Counties can view and print all
reports submitted by their posts.
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•Displays all members within the post
that have created a myLegion site.
Districts/Counties can view all posts within
their area that have registered.
myLegion publication tools allow you to
communicate directly to members of
your Post who have created a myLegion
member profile.
Also published on the Post Locator site
through www.legion.org.
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POST & DEPT. ONLY
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Report in PDF Format. This format does not allow you to work with your data.
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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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CSV format.
This file format
allows you to open
the report in other
applications such
as Microsoft Excel.
Report in CSV Format opened as an Excel spreadsheet.
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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.
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Printed
versions are
also available
through your
Department
Headquarters.
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SAL DATA AVAILABLE
FOR POST & DEPT ONLY
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Click on the “+” to open folder contents.
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Current Roster
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Current Paid
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CSV Files and
Accounting reports
available only on Post
and Department sites.
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Questions?
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MEMBERS
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Members Area Stay Connected with your Post and Department.
• View Announcements, Newsletters, and Calendars.
• Renew on-line.
• Support Legion Programs through Donations.
• Find out how to get VA Assistance and direct Access to
Department Service Officer information.
• Post Locator.
• Network with other members.
• Participate in members-only chat forums.
• Network with my Post/Department Officers.
MEMBERS
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MEMBER
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ON-LINE
MEMBERSHIP
RENEWAL
Online Renewals – How does it work? Member
Renew online through www.legion.org/renew or link through www.legion.org
Members Dues will be charged to a MasterCard, Visa or Discover
Print Electronic Fulfillment form (PDF)
• Thank you and instructions
• Temporary card and payment receipt for their record
• Payment slip to mail to the post
Mail receipt to post
Post
Mail members signed card with online renewal notification
• Receive report from Department Headquarters
• myLegion Post website
• Member receipts / Temporary Card
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Post Dues Per Capita is paid or credited by your Department
Thank you
from
National
Adjutant and
Instructions.
Temporary
Card and
member
receipt.
Receipt to
mail to the
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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
New Features
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Post/Department Transmittal Processing (Dec. 2013)
Global Member Lookup (Dec. 2013)
SAL Squadron Portal (September 2013)
Questions
National Customer Service
1-800-433-3318
Sign Up Today! Go to www.myLegion.org
Posts/Districts/Counties:
Complete an authorization form and mail or fax to National Headquarters.
Members:
Register in the Members area using your email address and membership ID#.
Download a copy of this presentation @
www.members.legion.org/legion/NMW2013.zip
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Another tool for membership recruiting
How could we use? Assist with revitalization and membership organizing
Potential Users/Audience Departments/Districts/Counties/Posts myLegion Users Can import files directly from myLegion “Find Members” feature.
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Sample Map built from myLegion Data : Southern California
Each push-pin
represents HQ, DMS
or Expired Member
Use drawing tools to select area
•Oval
•Radius
•Rectangle
•Freeform
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Export selected area to Excel
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Export selected area to Excel
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Get Driving Directions
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Get Driving Directions
• Push Pins in selected
area
•click “Add to route”
then
“Get Directions”
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Get Driving Directions
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Print – Using save as a web page
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Sample : Print from Microsoft Office Print Manager
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Print selected area with driving directions
Make sure area is selected
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Print - strip maps
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