Q: Are all new members added as Household members? What if they are Open Door or Regular?
A: In Salesforce, Households group Contacts around a physical address, limiting mailings to only one piece per physical address and combining donation and membership information. Every Contact belongs to a Household Account, even if they’re the only individual in a household. Any Contact in a household can have a membership (Open Door, Regular, Household) or no membership at all. If any individual in a Household has purchased a Household membership, all Contacts in the Household receive the benefits of that Household membership.
Q: Please define Open and Closed Batches.
A: Batches refers to a group of memberships being processed—entering membership information into NAMI 360 and paying any national/state/affiliate dues—at the state or affiliate level. Open batches have not been paid for and memberships in open batches have not been processed. A closed batch has been paid and memberships have been processed.
Q: Will you please review Household vs. Affiliation vs. Members?
A: We encourage you to check out our Salesforce Glossary in the help center!
Q: Will entering education program data be a part of the new NAMI 360?
A: Yes, the new NAMI 360 makes reporting program data much easier! The existing program data reporting site will no longer be available once the new NAMI 360 goes live, since program data reporting is part of the new NAMI 360. Learn more about Reporting Education Program Data.
Q: Will all previous program data be transferred to the new NAMI 360?
A: We will be bringing over three (3) years of reported program data into the new NAMI 360. We will provide overview reports to NAMI State Organizations and NAMI Affiliates in the new NAMI 360 for program data reported more than three years ago following the launch of the new NAMI 360.
Q: Will program leaders listed on NAMI 360 be transferred to the updated system? Regardless of how long it has been since they have conducted a program?
A: Yes, all program leader data currently in NAMI 360 will be transferred to NAMI 360 Powered by Salesforce.
Q: Will we need to give access to every program leader so they can enter their data or is that level of access available when they become listed as a leader?
A: Program leaders can report data for any programs where they are attached to the Program Listing as a Program Leader. For example, if Liz Jones is entered as a program leader for NAMI Northern Virginia’s NAMI Family-to-Family class this spring, she can report program data for that class.
Q: Is the program naming convention enforced? Is there a chance that program entry creators could use random names?
A: We are looking at auto-generating this or enforcing the naming guidelines. We want the names to be useful for all involved.
Q: Can program leaders access and report data if they only have Apple products?
A: The new NAMI 360 is accessible via major platforms and browsers, including (but not limited to) Apple products. NAMI 360 Powered by Salesforce is also designed to be mobile-friendly and will work much better on your phone or tablet.
Q: Who should I designate to have Admin access to the new NAMI 360 at my NAMI State Organization or NAMI Affiliate?
A: We recommend having two (2) people in the Admin role at your organization. This ensures you have back up in case one of your admins wins the lottery.
In general, you want to give someone the lowest access level possible to where they can still do their job. This minimizes any risk of mistakes or data issues -- if a user doesn't have access, they can't make a mistake!
Q: Does everyone that has access to the new NAMI 360 have to take the training and be authorized through NAMI?
A: Training for the new NAMI 360 is not required. The system has been designed to be straightforward and easy to use. NAMI will be providing online training modules for those who wish to take it. Access to the new NAMI 360 will be granted at the state or affiliate level by individuals with Admin access for their organization. We encourage states/affiliates to have users complete NAMI 360 training before granting them access but want states/affiliates to have the flexibility to give someone access at any time, regardless of training status.
Q: Who has access to the information in NAMI 360? Can other NAMI Affiliates see my data?
A: NAMI State Organizations have access to information on their organization and on all NAMI Affiliates in their state. NAMI Affiliates will only be able to see information that belongs to their organization. If you are an affiliate, you will not be able to see another affiliate’s information.
Q: Exactly what records will NAMI National and NAMI State Organizations use for solicitations? I'm concerned that if we put in a contact record for someone that is NOT a member they might be solicited by NAMI National or my NAMI State Organization.
A: The business rules regarding NAMI National's solicitation policy will be the same as they are now. NAMI National will not engage with your contacts unless they interact directly with NAMI National. In general, NAMI National only considers individuals that have had a financial transaction where national receives payment, such as membership purchase or attending the NAMI National Convention, as potentially available for solicitation.
We do not have control over NAMI State Organizations soliciting contacts from their NAMI Affiliates. This is a good area for NAMI State Organizations and NAMI Affiliates in that state to discuss and align on solicitation business practices.
Q: Will I be able to import contacts from Excel?
A: When we launch in February, the new NAMI 360 will not include a bulk import feature (e.g. importing Contacts from Excel). However, bulk import is a feature that we hope to make available within a few months after launch.
Q: Will I be able to track donations in the new NAMI 360?
A: NAMI 360 Powered by Salesforce will not allow you to track donations to your state or affiliate when we launch. This is a frequently requested feature and we are looking into if there's a viable way to allow donation tracking for state and affiliate donations in NAMI 360 Powered by Salesforce in a way that's respectful and helpful for all parties involved.
Q: Will states and affiliates be able to manage duplicate accounts?
A: No, the process to manage duplicate records will remain the same at this point. If you have records that need to be merged, please contact firstname.lastname@example.org.
Q: Can I add non-members to the new NAMI 360?
A: Yes! You can add any contacts to the new NAMI 360. They do not have to be members.
Q: Can I use the new NAMI 360 to track my volunteers?
A: You will be able to collect demographic and contact information on your volunteers but the new NAMI 360 will not track volunteer-specific items such as volunteer hours or availability. Volunteer management is a frequently requested feature and is being included in our discussions of our long term plans for the new NAMI 360.
Q: Can I log a call with an individual who called our affiliate for help?
A: You can log calls on any Contact in the new NAMI 360. However, we all need to be very mindful about what is being recorded, especially if it's an individual calling your HelpLine or warm line. NAMI National keeps our HelpLine call data completely isolated from all other data in Salesforce and the new NAMI 360 for this reason --for example, if someone calls in crises, there should be no chance that they end up on our newsletter list.
Q: Can you export a report from the new NAMI 360?
A: Yes! We have pre-built many reports for our NAMI State Organization and NAMI Affiliates. All reports are in available in CSV (Comma-separated Values) or XLS (Excel) formats.
Q: Can I create my own reports in the new NAMI 360?
A: No, you will not be able to create your own reports in NAMI 360 Powered by Salesforce.
Q: Will this system integrate with NAMIEasysite websites? That is, can it feed data on new programs scheduled or publicly viewable information on affiliate contacts?
A: At this point, NAMIEasySite does not pull information from NAMI 360 directly but we are very interested in that option. This will be discussed to see what's feasible and when an appropriate timeline for these changes would be.
Q: Does Salesforce integrate with MailChimp contact lists?
A: At this time, you will not be able to integrate MailChimp to NAMI 360 Powered by Salesforce. However, you can export a list of contacts from the new NAMI 360 to import into a MailChimp list.
Q: Will we still be using the Profile Center?
A: No, after we launch NAMI 360 Powered by Salesforce, you will no longer have access to the previous Profile Center. You will manage all your state and affiliate documents in the new NAMI 360. Any documents uploaded to the Profile Center will be migrated to the new NAMI 360.