10 Tips for Documenting Automated Campaigns

Higher Logic

That never rang any truer for me than when I needed to document a marketing campaign for the first time. He needed me to document what I had created in these campaigns. I learned the hard way that documentation is vital, and those devilish details are incredibly important. Why You Need Documentation for Campaigns. First, why is it important to document a campaign? 10 Elements to Include in Campaign Documentation. “The devil is in the details.”

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Documenting Process is Critical

Effective Database

And of course, it needs to be documented ! When it comes to managing data successfully, process is critical. For example, a client of mine recently discussed how important it is for them to capture notes across their organization.

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The Documents to Include in an Association Board Manual


Strategic plan / any planning document (e.g., vision document). The post The Documents to Include in an Association Board Manual appeared first on GrowthZone. Any association worth its salt should provide their board of directors members with a detailed manual.

Family Physicians Group Mails Vaccination Documents to Members

Associations Now

” The post Family Physicians Group Mails Vaccination Documents to Members appeared first on Associations Now In a world flooded with apps and digital resources, the American Academy of Family Physicians mails easy-to-read patient vaccination schedules to members each year.

Keeping Your Governing Documents Up to Date

Associations Now

Making sure your four key governing documents are aligned will help you define the day-to-day operations and goals of your board. When was the last time you reviewed your governing documents to make sure they are aligned with one another and your mission?

Fast Free Document Sharing and Review

Wild Apricot

Do we really need another free online document-collaboration tool? Very possibly, yes — if it’s lightweight, easy for non-techies to use, designed specifically for reviewer annotation, and allows an unlimited number of users to give feedback on a document.( read more ).

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Why Doesn’t Your Company Have a Social Media Voice Document?


A Social Media ‘Voice’ document. Or is it a tone document? For organization’s sake – let’s say that your Voice document should include Tone. What should be included in your company’s ‘Voice’ document? Well, why not?

Florida Partners With Google Maps to Document Miles of Beaches

Associations Now

Four months, 2 million footsteps, and 825 miles later, a team from Florida’s tourism marketing corporation—Visit Florida— recently completed a joint project with Google Maps to document the states’ beaches.

Federal Reserve Board’s Conference Spending Documentation Under Scrutiny

Associations Now

Lack of clarity and documentation is a common theme. “We found that divisions were unable to provide accurate and complete documentation to support the conference-related expenses reported to the OIG,” the report states [PDF].

Legal Association’s New App Helps Document, Track Human Rights Abuses

Associations Now

The post Legal Association’s New App Helps Document, Track Human Rights Abuses appeared first on Associations Now

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Quick Tips to Refresh Your Volunteer Program Materials

Wild Apricot

documents touch-points Volunteers tobi-johnson tobiIn the nonprofit world, there are many people willing to work with your organization, but inspiring volunteers to become leaders from within is another task in itself.

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Enhance your online education strategy in 90 days

Aaron Wolowiec

How have these documents elevated the quality and sophistication of your programs, built the reputation of your meetings department and/or improved your organization’s bottom line? Webinar Poll Questions.

20 Great Google Docs Templates for Non-Profits

Wild Apricot

Browse the Template Gallery , or narrow your search by Documents, Spreadsheets, Presentations, Forms, and Drawings. Tags: Non-profit technology General non-profit interest nptech Volunteers Staffing Non-profit Communications office collaboration websites surveys event management project management spreadsheets Google Docs print productivity documents templates Creating a presentation for your board? Wading into the end-of-project paperwork?

To Amend, or Not to Amend….That is the Question (MI)

All the Blogs

With all of that information flying around, one question that has arisen is whether Condominium or Homeowners’ Associations should consider amending their governing documents to better address COVID-19 related issues in the event that this type of situation arises again in the future. Read the article……………………… Amending Documents Coronavirus (COVID-19) Michigan Articles

33 Free MS Office Templates for Non-Profits

Wild Apricot

You've heard about some time-saving free Google Docs templates that can save time for non-profits creating documents, spreadsheets and presentations – but did you know Microsoft.com has a bundle of free Office Suite templates that are designed especially for non-profits?

Thanks For Playing: New Year, New Goals

Thanks For Playing

After much consideration, Ive stolen an idea from a good friend who used this to document a year abroad: Taking (at least) one picture a day. Im documenting the whole thing on Tumblr. skip to main | skip to sidebar. Thanks For Playing. Seeking community in associations since 2008. 03 January 2012. New Year, New Goals. You know it - its time for the annual New Years Resolution. Missed the backstory on how this works? You can get it here.

Thanks For Playing: Happy Birthday, America!

Thanks For Playing

Independence Day seems like a great time to refresh ones memory on our founding documents. skip to main | skip to sidebar. Thanks For Playing. Seeking community in associations since 2008. 04 July 2012. Happy Birthday, America! For your reading pleasure, the first ten amendments to the US Constitution, aka The Bill of Rights: Amendment I.

Wild Apricot Blog : Microsoft Office Live Workspace takes on Google Apps

Wild Apricot

Wild Apricot Blog : Free PDF Tools for Mac

Wild Apricot

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Wild Apricot Blog : Affordable Online File Storage for Multiple Computers

Wild Apricot

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Tips for Working from Home

Spark Consulting

Close up/turn off your computer, put away your documents, stop checking email and Slack, leave your workspace.

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You Can Now Do These 5 Things With Member Profiles

Wild Apricot

For 5 ways you can use your member profiles to share documents, letters of recommendation and more, take a look at these ways to use attachments in member profiles


On Resolutions

Spark Consulting

Because of that, we’re bad about setting aside time to debrief, to review our efforts after a project or campaign concludes, to see where we succeeded and where we failed, think about why that happened, and document what we want to do differently next time.

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Association Hustle – Episode 205: How Associations Can Demonstrate their Membership ROI, with Diane Moery

Moery Company

This week is a special edition of the show as Host JP Moery welcomes his wife and Moery COO, Diane Moery to discuss strategies the Big Red “M” has developed to demonstrate client return on investment (ROI) and how this approach can easily be adopted by associations who wish to develop and create and ROI document for their membership.

How I got 1,354 New Emails with 1 Checklist

Wild Apricot

Read the story of how I repurposed traffic to our website to gain email addresses using a simple gated offer document. email Marketing content resource checklist

How Will Blockchain Affect My Members?

Spark Consulting

Government: If someone loses her documents or her papers are destroyed, how can she prove who she is?

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Plexus Consulting Group?: Is Your Organization Using Too Much.

Plexus Consulting

The strategic plan for many non-profit organizations is an extensive, all-encompassing document. skip to main | skip to sidebar. Plexus Consulting Group® For health, education, workforce, finance and other non profit and public service organizations that want to leverage resources and strategically plan for U.S. or international market expansion. Friday, September 16, 2011. Is Your Organization Using Too Much Strategy? by Virgil R. Carter.

Plexus Consulting Group?: Responding to Discord in Meetings

Plexus Consulting

Recently experienced rough edges in meetings of my senior management team caused me to resurface a document long-ago evolved for the purpose of setting a positive tone for meetings through the adoption of Rules of Conduct and Behavior. skip to main | skip to sidebar. Plexus Consulting Group® For health, education, workforce, finance and other non profit and public service organizations that want to leverage resources and strategically plan for U.S. or international market expansion.

What Do Your Customers Expect from You in 2016 & Beyond? A Guide Map


The well-documented consumerization of business product users is putting increasing pressure on companies. Your customers are logging into websites more frequently, signing up for new online services, and trying new apps every day.

Tips for Preserving Your eLearning Programs

Blue Sky eLearn

” — Include a guide to finding important files, resources, and anything else that’s documented here in the binder. Other Documentation. There will probably come a time (or many) when you’re tasked with drafting up one document or another.

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Architectural Committee and Approval Process.Follow the Rules


The first discusses the necessity of following formalities outlined in the association’s governing documents. Important to follow the formalities outlined in the governing documents for the community related to approving and enforcing architectural controls; 2.

Inspired by Valentine’s Day, Don’t forget to K.I.S.S (Keep it Simple, Stupid)

Moery Company

A detailed email or one-page word document can absolutely suffice. In my opinion, these are for people who want a document to do the selling for them. In my experience, the best method for sales and sales communication is just to keep it simple.

How the Minnesota Nurses Association uses Social Media


This accompanying document has more information and statistics. Association Case Studies

Collecting assessments: What to consider when negotiating a repayment plan


Boards and managers should turn to their association’s governing documents and their assessment collections policy, if they have one, for procedures on working with these owners—including the possibility of establishing deferral and repayment plans.

Spring Cleaning

Association Management

Document library: One of the things that we always have a requirement for a document management system is version control. Take a moment to go through your document library this spring and purge duplicate documents, synchronize versions and reestablish naming conventions.

Striking the Right Balance


Follow Governing Documents - Do what the documents state and avoid making decisions that are already made in the governing documents or by law. When May Gayle and I founded AMG back in 1985, we did so to help clients preserve, protect and enhance their communities.

Content Strategy – Are You Asking the Right Questions?

AMR Management Services

The power and benefit of design thinking in association conferences is well documented. But, as associations, are we taking design thinking and applying it to other areas of our education and

Hello, neighbor: What to include in a welcome packet for new residents


Invite owners to seek more details in the association’s governing documents or to talk to an association representative about them. Part of this document also should include who to contact in the event an owner is interested in volunteering. By Erik Robinson, CMCA, AMS.

CIM – how they presented their membership price rise

Optimist Consulting

I am a member of the Chartered Institute of Marketing and they recently sent through this document (pictured right also) with their renewals paperwork. They made the document look attractive and eye-catching.

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Higher Logic Acquires Kavi: Powerful Collaboration for Thriving Communities

Higher Logic

We did this acquisition to provide powerful project collaboration for community users, combining Higher Logic’s dynamic discussions with Kavi’s structured document management. 2017 is shaping up to be our best year yet!