Create "Out of Region" Branch Option & Branch Newsletter Opt-ins
(1) We would like to add a “Out of State” or “Out of Region” branch option for folks. The reason is that we have~400-500 folks who do not live within a reasonable driving distance from any of our branches, and it makes sense from a reporting standpoint to have an accurate count for membership association, particularly because historically most of these people have been added to the Seattle branch. The need for this is to get accurate reporting and also because it impacts our communications strategies.
(2) We want to automatically subscribe people to branch newsletters.
(2a) For Seattle branch, I’d love for you to determine, based on adding a new Out of State branch option, if we want to automatically opt people in to receive the branch newsletter when they select Seattle as their branch affiliation. We want to add a Seattle Branch List to reduce the confusion when we send out events just happening in Seattle, because right now we pull from a number of different (and old) reports for email sends, and we are getting a reasonable amount of complaints about that.
(2b) For all other branches, automatically have the branch opt-in checked based on their branch selection. We want to keep a list going for all branches, even though we don’t currently send the list for Bellingham.
(2c) We want to manually opt people in to all of the branch newsletters now, and then potentially revisit Seattle monthly/quarterly/as-needed.
The website changes to support two new branch options has been completed. The two new branches that members can select under their profile are:
- Unaffiliated - Washington
- Unaffiliated - Out-of-State
These branch options will support things like opt ins for branch emails, targeted communications, and more. As a start, our team will review all contacts under 'Unaffiliated' and use address information to sort them into the two new groups.