Tuesday, December 2, 2014

My chapter received a recruitment introduction– now what?



In 2013, Delta Zeta started using an online recruitment introduction form for alumnae to send Legacy and potential new member introductions via our website. The online form saves time for both the member making the introduction and for the chapters receiving the information. Chapters may still receive introductions with the older version of the form via email or the mail, however we have seen an increase in our online submissions over the past year. 

For new officers, or those preparing for deferred recruitment, you may be wondering how you access your online recruitment introduction forms. Each night if you have received any online forms the Vice President of Membership, as well as the Recruitment Advisor and CCD, will receive an email alerting you to log into Chapter Inc. to view the forms. Forms are saved in the Recruitment menu – under Reports. There are two ways to view the forms – either in an excel list for all information using the Full Report of Recruitment and Legacy Introduction Forms or as individual PDFs with photos, if submitted, with the Individual Recruitment and Legacy Introduction Forms.


After recruitment has finished, there is one last step to managing your Recruitment and Legacy Introduction Forms. Chapters receiving online Recruitment and Legacy Introduction Forms via Chapter Inc. can manage them using the Membership – Actions – Manage Recruitment Introduction forms.  Potential new members with information in our database can be either added as new members or marked as not bid. Potential new members who you've received a form for are automatically added to the Delta Zeta database when you complete this membership action. This saves you lots of time when entering new member information because we already have it from the forms submitted! Any officer with access to the Membership Action menu can manage your forms.

If your chapter has any questions on the Recruitment and Legacy Introduction Form, or Chapter Inc., please let us know by emailing ChapterInc@dzshq.com.

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