Session Introduction (00:00:02)
- Janna Marks introduces the session for August 2024
Training on List Criteria and Best Practices (00:00:17 – 00:12:30)
- Janna begins training on list criteria and how to use best practices to create and manage lists in MatrixMaxx.
- She demonstrates setting up list criteria for automatic updates, filtering active members, and how to save and name criteria descriptively.
- The training covers how to use exclusion criteria and when to manually add or remove people from lists.
Managing Unique List Situations (00:12:30 – 00:16:00)
- Janna answers a question about removing someone from a list who was added via criteria, explaining the effects of manual removal and how it affects only the list, not the criteria itself.
- Michael Mills raises an issue about a person reappearing on the list after being removed, and Janna explains the possible reasons for this occurrence.
Use Cases and Examples (00:16:00 – 00:21:30)
- Andrea asks about managing prospective member lists for events, and Janna recommends creating new lists annually while using the previous year’s criteria as a base.
- Additional advice on managing lists with exclusion criteria, and handling members who join after being added to a prospect list.
Handling Inactive Organizations and List Subscriptions (00:21:30 – 00:25:00)
- Elyse asks about removing inactive organizations and their staff from lists, and Janna explains that it depends on the list criteria.
- Discussion about how to manage lists that members can subscribe to and public access rules that ensure only active members can remain on such lists.
Dues Reports and Renewal Tracking (00:25:00 – 00:32:00)
- Andrea inquires about dues reports and tracking companies that haven’t renewed yet.
- Janna suggests using search by expiration date, explaining the flexibility needed due to varying grace periods across clients.
- Further discussion on filtering reports by payment status for membership renewal applications.
Wrap-Up (00:32:00)
- Janna concludes the session, thanks attendees, and mentions that the recording and transcript will be available for later review.