Using Your Chapter Roster

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Description

This training demonstrates how Group Leaders, Group Admins, and Action Team Leaders or their chosen designates edit/manage the Chapter Roster Management Tool on CCL Community.

Breadcrumb
/topics/group-administration
TOC and Guide Section
 
Finding Your Roster 

You can access your Chapter Roster (clicking the link also works) via the "My Tools" block on the left-side of your "My Dashboard" page - or by searching for "Chapter Roster" in search.  Make sure that you are marked as either a Group Leader or Chapter Admin for you to have access and it to appear.

Sorting & Filtering

The roster allows you to sort and filter your membership to provide easier access to finding out specific groupings (i.e. everyone interested in tabling, or residing in a congressional district or city). Feel free to click on any of the filtering buttons and search field to narrow your criteria. By clicking on the up and down arrows on any of the column headings you can also sort the list alpha-numerically for that column.

Updating Member Information 

The New Members TabThis tab shows people who are new to your group in the last 60 days. They are also shown on the Roster tab. They may be new to CCL or just new to your group.

Managing Privileges & Interests 

Below you can see what privileges members of your group have. Click Edit to change them.

Chapter Admin: Check this box to provide a volunteer with the ability to access the roster, and create events & send emails from your group in CCL Community.

Send GL Reports to non-GL: Check this box to have this non-GL person receive the GL monthly reports.

Media Packet Recipient: Check this box to have this person receive Media Packets and Press Releases for sending to local papers.

Chapter Page Editor: Check this box to give someone access to editing your chapter's web page.

Chapter Influencer Manager: Check this box to allow someone to manage all potential Influencers related to your chapter using the Grasstops Engagement Tracker.

Note: If you use Filters below they will apply to the Roster Contact Info and Roster Details tabs. You probably want to set them to All before switching tabs.

Selecting the interests for each of your local chapter members below will simplify your communications with your chapter and deepen their engagement around the activities they're interested in. To get started, click on the blue "None selected" bar next to a member's name.

Note: Making bulk updates of interests will overwrite the current fields of whichever members are selected. Interests will be updated in our database immediately but it will take up to 1 day before they appear in CCL Community

Managing Opt-outs

This is a list of people assigned to your group who have opted out of receiving email from CCL. They are not receiving newsletters, weekly bulletins, or any other bulk emails from CCL (they may still get some messages via CCL Community.

In general, you should assume that they also no longer want to receive email from your chapter, unless you have reason to suspect otherwise. Please remove them from your contact lists.

If you see someone on this list who should not be here please email membership@citizensclimatelobby.org with their name and email address and the reason you think they want to be back on CCL's list (eg they are one of your GLs or a Liaison or otherwise very active). Alternately you can contact the person yourself and encourage them to opt back into our system.

If you have someone who would like to opt-out of CCL's email you (or they) can send their info to membership@citizensclimatelobby.org.

How To Export
Scroll to the bottom and click on the Export Roster to CSV button to export a commas-separated-values file of your roster that you can open in a spreadsheet. It will export your entire roster minus any members who are marked as Email Opt Outs, and filtered using the filters below  (District, City, How Active, etc.).
  1. Click on the "Export" Tab below
  2. Scroll down and click "Export List to CSV"
  3. Save the file and open it with a spreadsheet program such as Excel or Numbers.
  4. You may want to delete or hide certain columns or expand ones to make sure they show all the info.
  5. You may need to use print preview to try to get the right columns to all show up on the same page.
  6. Make sure to use bcc
Importing New Members 

To add a member to your group you must first search to see if they are already in our database. Enter their email address below and click the Search button. If there is a contact in the database with that exact email address their information will appear below and you can click the Edit button to move them to your group and update any other information.

If they are not found, click the Add Member button to add them. We strongly discourage entering contacts without an email address, but if you must, you can enter NoEmail in the field below and click the Add Member button to enter someone without an email address.

If you have more than 10 contacts to enter you can put them in this spreadsheet and send it to membership@citizensclimatelobby.org.

Length
Press play to start the video (23m 33s)
Video Outline
To skip ahead to a specific section go to the time indicated in parenthesis.

Finding Your Roster
(0:39)

Sorting & Filtering
(3:42)

Updating Member Information 
(8:12)

Managing Privileges & Interests
(10:36)

Managing Opt-outs Exports 
(16:39)

Importing New Members
(19:41)

Instructor(s)
  • Brett Cease
To Print
Instructions for printing this page on Community.
Category
Training
Topics
Chapter Organizing
Format
Audio / Video