Managing event registration, donations, including membership, and the MRZC mailing list (including membership).

Email

These accounts are set up at BlueHost, the domain registrar (and former web host) for mountainrainzen.org.

  • info@mountainrainzen.org
    • Given out for general inquiries
    • Forwarding (for now) to mountainrainzen@yahoo.ca and from there to Flo. But will be set to forward directly to Flo after domain transfer to Hover.
       
  • support@mountainrainzen.org
    • This is the "from" address for commerce transactions on SqSp (registrations and one-time donations) and for recurring donations handled by MoonClerk.
    • Forwarding to Kwee and to Laura. 
       
  • registrar@mountainrainzen.org
    • This address is given on event pages and in confirmation emails for events.
    • Kaye will check this account (through the web or using an email client). 
       
  • membership@mountainrainzen.org
    • This is the "from" address for mailing list campaigns/mailings handled by MailChimp.
    • Lucille will be monitoring this account through the web. 

Retreat registration

Kaye 

  • Receive SqSp Event Registration Notifications, including Reduced Fee requests 
    • Via SqSp Store Manager role and account email   
    • Filter out (and ignore) Donation Notifications
    • Access Orders at SqSp for processing
  • Receive inquiries and reply using registrar@mountainrainzen.org

Donations/bookkeeping

Kwee

  • Receive SqSp Donation Notifications, including single-payment membership donations
    • Via SqSp Store Manager role
    • Filter out (and ignore) SqSp Event Registration Notifications
    • Forward Single-Payment Membership Donation Notifications to membership@mountainrainzen.org for processing (see below)
    • Access Donations at SqSp for processing
  • Receive MoonClerk Recurring Membership Donation Notifications 
    • Via support@mountainrainzen.org (auto forwards from BlueHost)
    • Forward "Plan Created" Notifications to membership@mountainrainzen.org for processing (see below)
    • Access Recurring Membership Donations at MoonClerk for processing
  • Receive other support@mountainrainzen.org emails and forward/reply as appropriate
    • From people who use the "reply" function on an email from SqSp Commerce
    • Anything else?

Mailing List/Membership

Lucille

  • Receive Single-Payment Membership Donation Notifications from Kwee
    • At MailChimp, check the MRZC Mailing List to see if they are already a member
    • If not, add them to the list (copy/paste from email notification)
    • TBD: Set Membership Status to "New Member (temp)"
  • Receive recurring membership Plan Created notifications forwarded from Kwee
    • At MailChimp, check the MRZC Mailing List to see if they are already a member
    • If not, add them to the list
    • TBD: Set Membership Status to "New Member (temp)"
  • TBD: Periodically, send "Welcome" email to the "New Member (temp)" segment
    • Request that they update their profile and provide missing information (mailing address, home and mobile phone)
    • Let them know that the ML doubles as the membership DB
    • And: If they don't want to receive list email, to let you know
    • We could add a segment that removes members who don't want to receive email