How can I receive notifications when a member joins or renews on NAMI.org?

NOTE: Email notifications were turned on: September 2, 2020

Email notifications when a member joins or renews on NAMI.org, or when a NAMI 360 batch is processed, can be sent to any NAMI Affiliate or NAMI State Organization leader.

An affiliate leader would only receive notifications when someone joins or renews with their affiliate on NAMI.org, and when a NAMI 360 batch is processed for their affiliate.

A state leader would receive notifications when someone joins or renews with any affiliate in their state on NAMI.org, and when a NAMI 360 batch is processed for any affiliate in their state.

A leader will receive the membership email notifications if: (1). their leader role has the "Email update" box checked; AND (2) there is a valid email address in the "E-mail" field on that same leader role

You can edit someone's existing leader role so they start receiving email notifications. However, in a situation where the leader is marked as "Show on Web" and they either do not want that email address showing on www.nami.org/local, or want a different email to be showing online vs. the email where they want to receive the membership notifications, you should add a new leader role specifically for them to receive the membership notifications.

For example, John Doe is the treasurer at NAMI Arlington and wants his name and email to be displayed on www.nami.org/local under NAMI Arlington's list of contacts. He has a leader role of "Treasurer" with the "Show on Web" box checked and the affiliate's main email "namiarlington@nami.org" in the "E-mail" field on the leader role. John also wants to receive the membership email notifications, but to his work email of "johndoe@nami.org". He would need a second leader role set up with the "Email update" box checked and "johndoe@nami.org" in the "E-mail" field on that leader role.

How to Opt-in to Receive Membership Email Notifications - Existing Leader Role

1. From the NAMI 360 homepage, click on the My Organization heading and select Board & Staff from the drop-down list.

2. Option 1: Click the Affiliation Name for the person whose role you need to edit, then click the Edit button on the next screen; or, Option 2: Click the down arrow icon to the far right of the person's listing and select Edit

3. (For this example, we have followed Option 2 which will open a new window for you to edit the board and staff role.)

Check the Email update box and enter an email address in the E-mail field, then click the Save button at the bottom of the window.

How to Opt-in to Receive Membership Email Notifications - New Leader Role

1. From the NAMI 360 homepage, click on the My Organization heading and select Board & Staff from the drop-down list.

2. A list of all current Board and Staff members for your organization will be displayed. Click the New button to the right of that list.

3. A new window titled New Affiliation will appear; select State/Affiliate as the record type and click Next.

3. Fill out the New Affiliation: State/Affiliate form with the individual's relevant information then click the Save button. See the How do I add board members and staff? article for more information about each available field. For the purposes of these instructions, see below for the fields that are needed for the leader to receive membership email notifications.

a. Organization: the name of your NAMI Affiliate, or, if a State-level user, the name of your state or the affiliate the individual's board or staff role is with. Start typing your NAMI organization's name in the Organization field - this will change to a drop-down list. Select your NAMI Affiliate's name from the list. NOTE: Affiliate-level users can only add board and staff for their affiliate; State-level users can add board and staff for the state office or any affiliate in their state.

b. Contact: a link to the individual's contact record in your NAMI 360 data - they MUST have a contact record first in order to have a board or staff role with your affiliate; see How do I add a new contact? if the person does not already have a contact record in your data. Start typing the individual's name in the Contact field - this will change to a drop-down list. Select the appropriate individual from the list. NOTE: Affiliate-level users can only add contact records from within their affiliate's data; State-level users can add contact records from any affiliate in their state.

c. Role Picklist: list of board or staff positions, please choose the one that fits the best.

d. E-mail: the email address where the leader would like to receive the membership email notifications.

e. Email update: check this box so the leader will receive the membership email notifications.

4. After filling in the form and clicking Save, you will be taken to their new affiliation record with their board and staff role. They will also now be displaying on My Organization > Board & Staff.

How to Stop Receiving Membership Email Notifications

1. Using the instructions above for how to edit an existing leader's role, navigate to the screen to edit the person's board and staff role.

2. Uncheck the Email update check-box, then click the Save button.

If you have any questions about the membership email notifications, please email memberservices@nami.org.