Administrativia

=New Members Sign up=

Process:

Member sign up through my.pirateparty.ca. Once payment is completed an account is created at my.pirateparty.ca Drupal side.

Member's account is likely automatically approved. However, assigning the role of "PPCA Member" is not automatic at this time. So do the following:


 * 1) Edit and check off "PPCA Member" under roles
 * 2) Add member's e-mail to the newsletter subscriber list on pirateparty.ca (wordpress site).
 * 3) Go to dashboard then Newsletter > Subscriber > Add New
 * 4) On the first text field (with help text that says "Enter E-mail here") enter the e-mail of the new member.
 * 5) Enter the First and Last Name if available.
 * 6) Important: Check off "New Users" under "Lists" to the right side of the page. For sending membership mailout, the subscriber list of "Old CRM" and "New Users" is selected.
 * 7) Click Save

If a member selected pay later option, a check will be mailed to us. Add the following extra steps at the beginning: Follow 1 and 2 of automatically approved membership steps above.
 * 1) Upon receiving the cheque in the mail, deposit and note down any user info. If member did not include identifying information on the mail, search the CiviCRM for current sign-up with pending status.
 * 2) Once cheque have been cleared (could take 5 business day of no return) then go to CiviCRM and search for that member. He/She should have an entry in the CiviCRM under contributions or membership tab. It will show pending status. Change that to complete and fill in receipt date details.
 * 3) Check to see if account is created at my.pirateparty or contact member to sign up for an account. (Future task: look into making account creation automatic for 'pay later' sign-up where civicrm status has been changed to Completed.

NOTE: Currently (as of May 2014), membership mailouts are done through Newsletter on main Wordpress site. All unsubscribe request are stored there. That list must be updated on the CRM if mailouts are to be done there in the future.

=Payment Processing and Reconciliation=
 * Check for name and address. If contributor have non-Canadian address, e-mail to confirm they are Canadian citizens. If their Paypal user name is an alias or not a person's name, confirm the full name with the donor. If no response, refund the amount.
 * Donations from corporations or labour union should be refunded immediately.
 * If unable to refund, issue cheque to Receiver General for Canada. And forward to Election Canada, Attention: Political Financing. Include information about the source of the fund. Mail it to Election Canada.
 * For credit card payments, if contributor uses alias or obvious fake name on the credit card payment details, refund the amount immediately. The contributor might have used a stolen credit card for trolling and this could lead to chargeback. It is better to be proactive and save the real card owner's time.
 * Keep a record of members name related to an alias Paypal account. This will allow easy cross referencing in the future without repeatedly e-mailing the donor everytime we do our finances.
 * Keep track of all refunds made and make sure all agents and Executive Board officers have a copy or know how to access them.

=Donation and Tax Receipt Guidelines= The following are the expected % tax deductions from the total amount of your monetary contributions:


 * 75% tax deduction for contribution up to $400.
 * More than $400 and up to $750 - $300 plus 50% of the amount by which that total exceeds $400.
 * when total exceeds $750, the lesser of
 * $650, and
 * $475 plus 33⅓% of the amount by which the total exceeds $750

Check Elections Canada site for the latest information.

=Campaign Guidebooks=

=CiviCRM=

Adding New Group for Mailing List

 * 1) CiviCrm's main menu row on top. Contacts > New Group
 * 2) Named it (e.g. Vancouver's Mailing List) and check off Mailing List if this will be used as a mailing list. Then Click Continue
 * 3) Next page you can either start adding one by one. Or Proceed to search

Adding Contacts to your New Group
One quick way to add a large numbers of people (e.g. everyone who lives in Vancouver) is to use the CIviCRM search > Advanced Search:
 * 1) To filter by city, province, postal code or other address details, click Address Fields row to uncollapsed and reveal the various address fields.
 * 2) Filter it (e.g. enter Vancouver on city to show everyone from Vancouver).
 * 3) Click Search button
 * 4) Next page shows the result and on top is radio button All <# of records in result>  or  0 Selected records only
 * 5) Select All <# of records in result>
 * 6) Click on drop down menu and select add to group
 * 7) Select "Add Contacts to Group" and click Go
 * 8) Next page you can select from the drop down menu all groups that have been created so far. Select the group to add it to and click "Add to Group" button.