Note: To toggle between viewing the site and using the admin Dashboard menu, click on PebbleCreek Democratic Club in the upper-left corner.
Step 1. Address Verification and Payment Receipt
To perform address verification and payment receipt, you must be logged in as Treasurer
Upon receipt of payment:
1. Click on PebbleCreek Democratic Club/Dashboard in upper left corner to expose Admin menu.
2. Select Participants Database/List Participants on Admin menu.
3. Near top set the fields to read “Show only records with: Payment status that is Pending “.
4. Click on Filter.
5. Verify residency.
6a. If residency is not approved:
- Delete the corresponding database record as follows:
- Click the box to the left of record to be deleted.
- Near top of list select “Delete” in dropdown menu.
- Click on “Apply“.
- Email an explanation to Requester.
- Refund payment.
6b. If residency is approved…continue:
7. Deposit dues payment.
8. Click on pencil icon to edit corresponding entry and change the following fields in the form:
- Change Payment Status to Paid.
- Enter Payment Date.
- Change Membership Status to Active.
- If necessary, change Membership Year.
9. Submit form.
Step 2. Finalizing Membership
To finalize membership, you must be logged in as MembershipChair.
1. Click on Pebble Creek Democratic Club/Dashboard in upper left corner to expose Admin menu.
2. Select Participants Database/List Participants on Admin menu.
3. Near top set the fields to read “Show only records with: [Welcome Letter Sent] is [No] “.
4. Click on Filter.
For each record:
5. In Constant Contact:
- If not in Constant Contact (new member):
- Add to Constant Contact.
- Order badge.
- If already in Constant Contact (renewing member):
- Update Constant Contact (if necessary).
- In either case:
- Tag as “Active”.
- Send New Welcome Letter.
6. In Participant Database:
- Click on pencil icon to edit corresponding entry.
- Set Badge Ordered to Yes.
- Set CC Updated to Yes.
- Set Welcome letter sent to Yes.
- Submit form.
7. Check WPForms DB to handle any outstanding Change Membership Info Requests and/or Duplicate Email Requests.