Introduction to the Session (Timestamp: 00:02.190)
- Janna Marks introduces the session, stating the date as March 19, 2024, and emphasizes the importance of suggestions for the 10-minute trainings to avoid repetition of topics.
10-minute Training Announcement (Timestamp: 00:16.920)
- The training focus is announced to be on creating principal rosters using the advanced individual search feature, a tool frequently forgotten by users.
Advanced Individual Search for Principal Rosters (Timestamp: 01:08.340)
- Janna Marks demonstrates how to access the advanced individual search feature for creating principal rosters and encourages users to explore this feature for generating printable rosters of specific groups, like survey participants.
Creating a Custom Roster (Timestamp: 02:02.360)
- The process of creating a custom roster is detailed, including selecting criteria (like survey completion), choosing ‘Custom Roster’ option, and customizing the roster layout with specific fields such as full name, title, and company information.
Saving and Utilizing Output Templates (Timestamp: 03:21.320)
- Marks explains how to save output settings for future use, similar to the badge builder functionality, enhancing efficiency for regular users.
Formatting and Exporting the Roster (Timestamp: 04:42.500)
- The step-by-step formatting of roster output is shown, including bolding names and adding city/state information. The process to save, adjust font styles, and prepare the document for printing or sharing is also covered.
Troubleshooting and Corrections (Timestamp: 07:21.680)
- An error in the demonstration (incorrect bolding) is corrected, and the process of fixing formatting issues in the roster output is shown, emphasizing the session’s interactive and practical approach.
Handling Closed Meeting Registrations (Timestamp: 09:33.710)
- Carol Starke asks about adding a message for closed meeting registrations after missing an email from a potential attendee. Janna Marks demonstrates how to manually add a note to the meeting description, emphasizing that there isn’t an automated method to notify or include messages for closed registrations but offers a manual workaround.
Merging Organizations with Similar Names (Timestamp: 15:04.750)
- Janna Marks explains how to use the “organizations with similar names” report to identify and merge duplicate organization records. This process allows for the selection of which record to keep and which to merge, focusing on retaining desired membership statuses and merging other details like associated activities.
Merging Individuals with Duplicate Email Addresses (Timestamp: 21:00.850)
- Addressing Andrea Castilow’s question about managing duplicate individual records not flagged by email uniqueness due to different emails being used, Janna Marks notes the lack of a specific report for this scenario. However, she encourages submitting a request for enhancing MatrixMaxx to identify such duplicates, highlighting a common challenge in maintaining clean data records.
Organizations with Excessive Addresses (Timestamp: 27:04.300)
- The session covers how to identify and manage organizations with numerous addresses, potentially indicating duplicate entries. Marks demonstrates how to use a specific report to find these organizations and merge duplicate addresses directly, ensuring cleaner and more accurate address data.
Monitoring Email Deliverability (Timestamp: 29:19.390)
- Janna Marks highlights the importance of regularly checking the delivery report to identify and manage bounced emails. She demonstrates navigating to the delivery report, explaining how it can be used to clean up data by investigating and updating records with bounced email addresses.
Obtaining a Final List of Event Registrants (Timestamp: 32:25.430)
- Wendy Harris asks for the best method to obtain a final list of event registrants minus the no-shows. Janna Marks demonstrates two methods: using the advanced individual search and filtering within the event’s search registrations option to generate lists that exclude no-shows.
Identifying Member Companies in Europe (Timestamp: 35:50.640)
- Andera Castilow inquires about identifying member companies in Europe. Janna Marks suggests creating a new demographic field for headquarters location or using existing business operation regions to more accurately filter companies based on their primary region.
Bulk Removing Waitlisted Individuals (Timestamp: 39:56.140)
- Wendy Harris queries about a feature for bulk removing individuals from event waitlists or converting them to registrants. Janna Marks notes that this request is not on the immediate development roadmap, focusing on visual enhancements in the next release but acknowledges the need for investigation into this functionality.
Reworking the Support Center (Timestamp: 42:27.170)
- Marks announces a forthcoming redesign of the support center to offer a more curriculum-based approach rather than a simple list format. This includes making texts larger and the content more navigable, aiming for an improved user experience.
Using ChatGPT for Session Summaries (Timestamp: 43:43.990)
- Janna Marks shares that she has been using ChatGPT to summarize Q&A sessions into expanded summaries with timestamps. This method aids attendees who submit questions in advance or cannot attend live sessions in easily locating discussions relevant to their queries.