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Tags
Select the Use button to add a tag to the body of your email. You may also use tags in the subject of your email by copying and pasting them directly in.
| {FIRST_NAME} | Adds the recipients First Name. | Use |
| {LAST_NAME} | Adds the recipients Last Name. | Use |
| {COMPANY_NAME} | Adds the Company Name. | Use |
| {PORTAL_NAME} | Adds the application portals name. | Use |
| {MEMBER_NAME} | Adds the Recipients Membership name. | Use |
| {SIGNATURE_OPT_IN} | Adds the Opt-in link. | Use |
| {SIGNATURE_OPT_OUT} | Add the opt-out link. | Use |
| %signature% | Adds your preferred signature block. | Use |
| {Event_Start_Date} | Adds the Event's Start Date.(Events Only) | Use |
| {Event_End_Date} | Adds the Event's End Date.(Events Only) | Use |
| {Event_Name} | Adds the Event's Name.(Events Only) | Use |
| {Event_Description} | Adds the Event's Description.(Events Only) | Use |
| {Online_Training_Description} | Adds the Online Training Description.(Online Training Only) | Use |
| {Event_Specific_Dates} | Adds the Event's specific dates.(Events Only) | Use |
| {member_number} | Adds the Membership Number. | Use |
| {MemberSince} | Adds the Member Since Date. | Use |
| {CONTACTEMAIL} | Adds the Contact's Email Address. | Use |
| {CERTIFICATE_NUMBER} | Adds the Contact's Certificate Number | Use |
| {EVENTLOCATION} | Adds the Event's Location. | Use |
| {TOTALEVENTCREDITS} | The total number of credits that the contact has earned through the event tickets and workshops. | Use |
| {ASAPPEARSONBADGE} | Display the text of as appears field in the event setup. | Use |
| {contact_organization} | Displays the organization name of the contact. | Use |
| {RENEWALDATE} | Adds the Member Renewal Date in (yyyy-mm-dd). | Use |
| {MEMBERSHIP_YEAR} | Adds the Member's Membership Year | Use |
| {RENEWALDATE_MM-DD-YYYY} | Adds the Member Renewal Date in (mm-dd-yyyy). | Use |
| {LMS_CREDIT} | The number of credits the LMS course is worth for Continuing Education | Use |
| {COLLECTION_PERIOD_END-DATE_YYYY_MM_DD} | The end date of the CE collection period end date | Use |
| {LMS_COURSE_COMPLETION_DATE} | The completion date of the LMS course | Use |
| {INCEPTION_DATE} | Adds the Member Inception Date in (yyyy-mm-dd). | Use |
| {EVENT_END-DATE_MONTH_YYYY} | Adds Event End Date in Full Month Name and Year Format.(Events Only) | Use |
| {EVENT_END-DATE_MONTH_YYYY_ADD3} | Adds Event End Date in Full Month Name and Year Format Plus 3 Years.(Events Only) | Use |
| {WORKSHOP_NAME} | Adds the workshop name (if applicable) | Use |
| {WORKSHOP_DESCRIPTION} | Adds the workshop description (if applicable) | Use |
| {WORKSHOP_CREDITS} | Adds the workshop credit for related workshop (if applicable) | Use |
| {TOTALWORKSHOPCREDITS} | Adds the sum of all workshop credits for related event (if applicable) | Use |
| {Event_Start_Date_DD-MM-YYYY} | Adds the Event's Start Date in (dd-mm-yyyy).(Events Only) | Use |
| {Event_End_Date_DD-MM-YYYY} | Adds the Event's End Date in (dd-mm-yyyy).(Events Only) | Use |
| {RENEWALDATE_DD-MM-YYYY} | Adds the Member Renewal Date in (dd-mm-yyyy). | Use |
| {RENEWAL_DATE_MONTH_DD_YYYY} | Adds the Member Renewal Date in (Month Dth, yyyy). | Use |
| {INCEPTIONDATE_DD-MM-YYYY} | Adds the Member Inception Date in (dd-mm-yyyy). | Use |
| {TODAYSDATE} | Adds the current date. | Use |
| {TODAYSYEAR} | Adds the current year. | Use |
| {QR_CODE} | Adds the QR Code for their contactID, name, and emailAddress | Use |
Please Read the Entire Training Description Before Registering
This training is only for members that have been assigned the Membership Manager role in Member365.
This training will take place on June 24th from 10:00 am to 11:00 am via Zoom.
Description: This training will cover how to perform functions in Member365 - focusing on the Chapter Renewal process. This will be an interactive training where the trainer will walk attendees through each of the processes on the live site and answer questions as they arise. Attendees will obtain 1 (one) credit for this training (the training can be attended more than once for educational purposes, but each member can only obtain 1 credit in total)
Thanks to the California Department of Social Services training grant, the Association worked with our membership management platform, Member365, to streamline several membership and training processes to allow counties more access/control to member information. The rebuild converted management of memberships from the individual employee to the county program management team giving more power to each county program to manage and view their members. This includes:
- Chapter Management: Creates chapters (County Programs: PA, PG, and/or PC) that will improve membership management and allow roles within each county to manage their own members in real-time
- Membership Renewal/Billing: Streamlines the membership renewal and billing process through improved membership verification and group billing – No more individual membership payments. All membership renewals will be done by an assigned County Program Membership Manager (can be any employee) and noted on one master invoice generated by Member365
- Member Certification: Allows designated contacts within each county program to view/download their members' certification records
- Training Course/Class Management: Streamlines the verification and payment of group classes by Member365 creating an invoice for classes taken by County Program members once a class roster has been uploaded into Member365
Virtual: Membership Manager Training - Chapter Renewals 6/25/2025 - 1.0 Credit
- Wednesday June 25 2025, 10:00 AM - 11:00 AM
Personal information:
Personal information is collected on this website only when you voluntarily submit it by, for example, registering for the website, or updating your user profile. We respect the privacy of your personal information. Any collected personal information will not be shared, sold, or disclosed to any person or party, and will only be used within to communicate our news, events, and other services with you.
Information collected from your computer or other electronic device:
We may also collect information about your online activities and your computer or other electronic device when you visit this website. This information may include your Internet Protocol (IP) address, domain name, browser type, date and time of your request and information provided by tracking technologies, such as cookies. This information does not identify any individual. We may also use tracking devices to identify websites that you visit before and after this website. This tracking helps us to understand our users better and to improve our website and the information it provides and to maintain and administer the website. This tracking does not involve the collection of personal information.
Access and choice:
Keeping your information accurate and up-to-date is important so we can provide you with helpful information and services. You may update, correct, or delete personal information by modifying your user profile. You can choose not to receive information about specific produts and services, or any other promotional materials, from us by direct mail and/or e-mail at any time by modifying your communication preferences also located in your user profile.
Links to other websites:
We may provide links to third-party websites. We are not responsible for and cannot control the privacy practices of those other sites. Those sites will have their own privacy policy which may be different from this privacy policy. Please check the privacy policy for each site you visit.
Changes to the privacy policy:
We reserve the right to revise this privacy policy at any time. You will be notified of any significant changes made herein.
Unless otherwise specified, event registration refunds are subject to a $50 administrative fee. Each event will have a date beyond which refunds will not be honored. County fees and member dues are not refundable.
By completing purchases with us you agree to have your Credit card and personal information securely stored as part of a payment profile within a 3rd party payment gateway. This securely stored payment profile will be used, when authorized, for automated recurring payments and will allow for easier and faster checkouts. No credit card information is stored within Member365 and all payment data is accessed by way of a secure API. Under no circumstances do we share credit card or personal details.
Who can access the CA PA|PG|PC member portal?
Please note that the CA PA|PG|PC member portal is to be used by members of CA PA|PG|PC only. Certain workspaces within the member portal will be tailored for and restricted to certain membership types; access to these areas will be determined and approved by CA PA|PG|PC staff. The Content that is displayed in your member portal will automatically vary based on your user / membership type.
What can be posted?
To ensure all interactions within the CA PA|PG|PC member portal are safe and friendly, CA PA|PG|PC staff will oversee the member portal activity and will review, edit, and delete any inappropriate content that has been submitted. This includes abusive or offensive language, spam, malicious files, or other disrespectful contact. To help provide a productive environment, please report any offensive or suspicious activity to CA PA|PG|PC staff. Please note that not all user-submitted content is representative of CA PA|PG|PC, nor does it necessarily represent the views of CA PA|PG|PC, its staff or members.
