Membership Development Forum

We're starting this forum thread to ask questions and share information among Colorado Leagues about membership records and per member payment (PMP) assessments for January 31, 2022.

Some of our local Leagues are now using ClubExpress and in 2022 LWVUS will start automatically uploading local Leagues' member data from our ClubExpress member records to the LWVUS national member database so that we'll no longer have to enter the data manually. Our PMPs will then be assessed automatically based on that member data upload.

This automated upload to the LWVUS national member database is called "The Connector", is being carefully tested, will be reliable, and will save our membership chairs who use ClubExpress some of the work they've had to perform manually.

More information will be posted here.

Barbara Dungey

LWV of Arapahoe and Douglas Counties

Thanks to Rionda for inviting us to this LWVUS Connector information meeting Wed Jan 19 at 2 PM MT

to explain how and when local Leagues' membership data will be uploaded to the LWVUS national member database

automatically and the per member payment relationship and timing:

TO: Colorado Leagues

FROM:  Rionda Osman

SUBJECT: LWVUS Connector Update

Tom Gardiner (Indiana) has arranged a special zoom meeting to let LWVUS and ClubExpress update all of us on the Data Connector and on the PMP Connector. This zoom will take place:  

Wednesday, January 19, 2022, 2:00 PM until 3:00 PM MT (1 PM PT, 2 PM MT, 3 PM CT, 4 PM ET)

Register for the meeting on the Roundtable website:   LWV/ClubExpress Roundtable 

Note: The LWVUS ClubExpress Roundtable website is a separate website where LWV volunteers from around the county share information and help Leagues with using ClubExpress. You can create your own login to this lwvce.clubexpress.com website (yes, you need to set up another website login separate from your local and state Leagues' websites!), read information about the new LWVUS Connector code from the Membership Workgroup volunteers, and register for the Jan 19 meeting.

Please ask at least one member of your operations team to attend this meeting if possible.  

Dan Erhmann of ClubExpress and Kevin Ringkamp of LWVUS will be available to answer questions about mapping your membership types and PMP fund transfers. Tom Gardiner of Indiana will be there as well.

Topic: LWV Connector project

Time: Jan 19, 2022 04:00 PM Eastern Time (US and Canada)

Join Zoom Meeting

https://us02web.zoom.us/j/85496472165?pwd=TkZKeFlkSVFqM1UyWkFRS2JpWEd3dz09

Meeting ID: 854 9647 2165

Passcode: 590144

If you must dial in audio-only instead of joining with an internet browser:

One tap mobile

+17209289299,,85496472165#,,,,*590144# US (Denver)

Dial by your location

+1 720 928 9299 (US Denver)

Meeting ID: 854 9647 2165

Passcode: 590144

posted by

Barbara Dungey

LWV of Arapahoe and Douglas Counties

LWVUS Connector project information meeting on Wednesday, January 19 at 2:00 PM MT online.

This meeting is important to each local League's membership coordinator. It will explain the LWVUS Connector code project to automate uploading local Leagues' member roster data from ClubExpress to the LWVUS national member database, so that we will no longer have to manually enter the data into the national member database. How PMPs will be invoiced after the local League member data has been captured will also be explained. And there should be accurate information about when this will happen.

Dan at ClubExpress may have shared the Zoom link with us, but it would be nice to register for the LWVUS ClubExpress Roundtable's (LWVCE's) information meeting. This meeting will replace the regularly scheduled LWVCE Membership Workgroup meeting that had been planned at this time) by going to the LWVUS ClubExpress Roundtable meeting registration page:

Meeting registration

If you don't have a LWVCE website login yet, it's easy to set up yourself with a new username and password. Go to:

Set up your login

and click on "Join Us" on the webpage or "Become a Member" in the menu.

Leave the default member type as "LWV/CE Roundtable Participant" and go through the setup screens, clicking "Next" after you've filled in the simple info needed in each screen.

Then you'll have a LWVCE login and be able to see the shared information, register for meetings, access the "Best Practices" documents that other LWV members have created, and get help to get the most out of using ClubExpress to make LWV tasks easier.

Note that there is a new "Connector" menu choice at the top of the LWVCE website front page. This menu item goes to a new Connector webpage with information about the LWVUS Connector project and PMPs.

Barbara Dungey

LWV of Arapahoe and Douglas Counties

Local League Membership Chairs,

You're invited to a LWVUS meeting to demo the new Connector code, which, when it goes live, will upload local Leagues' membership data from ClubExpress to LWVCO and the LWVUS national member database automatically.

LWVUS Live Connector Tutorial

Tuesday, January 25 at noon MT

This meeting is hosted by the LWVUS ClubExpress (LWVCE) Roundtable volunteers.

If you haven't already created your login for the LWVCE website, you can do it now. There you'll find ClubExpress tips, best practices documents, discussion forums, and information meetings. Go to

http://lwvce.clubexpress.com

and click on "Join Us"

Once you have a LWVCE login, you can register for the Connector Tutorial here:

Register for Tutorial 

See you Tuesday at noon!

Barbara Dungey

LWV of Arapahoe and Douglas Counties

MEMBERSHIP CHAIRS WHO USE CLUBEXPRESS:

HELPFUL SUGGESTION: RUN TWO REPORTS ON JANUARY 31, 2022 TO RECONCILE LATER WITH PMP INVOICE

If you would like to keep a snapshot of your membership data in ClubExpress as it looks on Monday, January 31, 2022 to compare to your PMP invoice later, check out these directions. This is completely optional, but might come in handy if you need to ask for adjustments from LWVUS.

Prepare your local League membership data in ClubExpress for the Data Connector automated upload to the LWVUS national member database by January 31, 2022:

member type mapping instructions

These instructions explain how to map your local League member types in ClubExpress by January 31 to the five member types that the LWVUS national member database uses. Map by selecting one of the five member types that your local League ClubExpress offers for selection. The mapping would look like this:

[Your local League name for an individual membership] -----select this LWVUS member type to map to----->INDIVIDUAL

[Your local League name for an household membership] -----select this LWVUS member type to map to----->HOUSEHOLD

[Your local League name for an lifetime membership] -----select this LWVUS member type to map to----->LIFE

[Your local League name for an student membership] -----select this LWVUS member type to map to----->STUDENT

[Your local League name for any administrative account. Choose this if it should not be counted toward PMP invoicing]

-----select this LWVUS member type to map to----->STAFF

Then run your reports by January 31, 2022 if you wish to have a record:

how to run the two optional member reports

If you have a small number of members, you may be find a Member Status report will meet your needs rather than the combo of the two reports recommended above. 

Our thanks to Kimberly Bowe of LWV Dallas, TX for this information.

Barbara Dungey

LWV of Arapahoe and Douglas Counties

barbara.b.dungey@gmail.com