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AMP_Admin_Playbook_Hosted
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AMP PLAYBOOK

SECTION 1: ADMINISTRATOR FAQs

LAUNCHING AMP

Q: How does the AMP launch process work?

  1. IMPORT
    The AMP team imports your Association database which may include both members and non-members.
  2. ACCOUNT CONFIRMATION EMAILS
    Upon import, automated ‘Account Confirmation Instructions’ emails are sent by the ‘AMP Mailman’ to every
    Contact within the database.
  3. ACCOUNT ACCESS & ACTION
    Upon receiving the ‘Account Confirmation Email’ Contacts should click a link, enter and confirm a password and then access AMP to:
  1. Update Membership
  2. View/Update Your Forms (personal profile information)
  3. View/Update your Mailing Groups (school, sports, divisions, etc.)
  4. Register for Events and/or Conferences
  5. Communicate with ADs

NEW & INTERESTED MEMBERS

Q: What do I do when I receive a new member inquiry email?

  1. Login at https://oassa.finalforms-amp.com/
  2. Click MANAGE > MEMBERS
  3. Click NEW MEMBER
  4. Input: First Name, Last Name, Email Address and Member Type
  5. Click CREATE MEMBER
    NOTE: An ‘Account Confirmation Instructions’ email is immediately and automatically sent to the specified email address from the ‘AMP Mailman’.

DEALING WITH CHECKS

Q: What do I do when I receive a check, or checks, for membership?

  1. Login at https://oassa.finalforms-amp.com/
  2. Click MANAGE > MEMBERS
  3. Search ‘By Name’ for the member
  4. Click the “$’ Payment Icon
  5. Click ‘Pay & Renew’
  6. Click the check boxes on the appropriate ‘Fees’
  7. Make sure the ‘External Payment’ check box is checked
  8. Input the appropriate ‘Amount’
  9. Enter any special notes about the payment, such as Check Number
  10. Click SUBMIT PAYMENT

SECTION 2: MEMBER FAQs

EMAIL CONFIRMATION PROCESS

Q: How does the AMP account email confirmation process work?

  1. Upon one of two actions ('Create New Member' or 'Update Email Address') a member receives an automated email from the AMP Mailman titled 'Account Confirmation Instructions
  2. Member must open the email and click the 'click here to confirm your account' lin
  3. Member must choose and confirm password
  4. Upon password completion, the member's account is confirmed and the member is provided appropriate access to AMP.

CONFIRMATION EMAIL

Q: I have my ‘Account Confirmation Email’, what should I do?

  1. Click the ‘click here to confirm your account’ link
  2. Choose and confirm your password
  3. Login to AMP to:
  1. Update Membership
  2. View/Update Your Forms (personal profile information)
  3. View/Update your Mailing Groups (school, sports, divisions, etc.)
  4. Register for Events and/or Conferences
  5. Communicate with ADs

NO CONFIRMATION EMAIL

Q: I have not received my ‘Account Confirmation Email’, what should I do?

  1. Go to https://oassa.finalforms-amp.com/
  2. Click LOGIN under the ‘Member’ icon (whether you are a member or not)
  3. Enter your email address and click SUBMIT
  1. If you get an error message stating the email address does not exist, try again to confirm you typed the email address correctly, then click SUBMIT.
  2. If the error message persists, this means that there may be a different email address on file for your AMP account. Contact your District Leader or Association Leader to update your email address prior to account confirmation.
  1. Upon a successful SUBMIT, check your email for an ‘Account Confirmation Instructions’ email from the AMP Mailman. Click the link, enter your password then access your account.

FORGOT PASSWORD

Q: I know my email, but I forgot my password and need to reset it, what should I do?

  1. Go to https://oassa.finalforms-amp.com/
  2. Click LOGIN under the ‘Member’ icon (whether you are a member or not)
  3. Click FORGOT PASSWORD
  4. Enter your email address and click SUBMIT
  5. Check your inbox for a ‘Forgot Password’ email from the ‘IIAAA AMP Mailman’ and follow password reset instructions.

CONTACT SUPPORT

Q: I’ve tried everything, how do I contact AMP support?

  1. Click https://oassa.finalforms-amp.com/support
  2. Click ‘Email Support’

SECTION 3: ADMINISTRATOR ACTIONS

MEMBERS

p4. Create a New Member

p4. Search by Name/Email

p4. Edit a Member

p4. Filter by Status

p4. Filter by Group

p4. Send an Email

p4. Export Mailing Labels
p5. Export Full Member CSV

p5. Edit Membership Status
p5. Resend a Confirmation Email
p5. Send a Membership Status Reminder
p5. Assign Groups (School, School District, Conference, Association District, etc.)

SCHOOLS                                        CONFERENCES

p6. Add New School                                p9. Add New Conference
p6. Edit School                                p9. Edit Conference

p6. Add Member(s)                                p9. Add Member(s)

SCHOOL DISTRICTS                                SPORTS / DIVISIONS

p7. Add New School District                        p10. Add New Sport / Division
p7. Edit School District                        p10. Edit Sport / Division

p7. Add Member(s)                                p10. Add Member(s)

ASSOCIATION DISTRICTS                        CUSTOM GROUPS
p8. Add New District                                p11. Add Custom Group
p8. Edit District                                p11. Edit Custom Group

p8. Add Member(s)                                p11. Add Member(s)



MANAGING MEMBERS

1. LOGIN

2. CLICK MANAGE > MEMBERS

MEMBERS: Create a Member

1. Click NEW MEMBER

2. Input First Name, Last Name, Email Address and Member Type

3. Click CREATE MEMBER
NOTE: An ‘Account Confirmation Instructions’ email is immediately and automatically sent to the specified email address from the ‘AMP Mailman’.

MEMBERS: Search by Name/Email

1. Locate the BY NAME OR EMAIL search box

2. Type in a Name or Email address

3. Click the Return key on your keyboard to run the search

MEMBERS: Edit a Member
1. Search ‘By Name’ for the member

2. Click the EDIT ICON (pencil and paper)

3. Edit appropriate information

4. Click UPDATE PROFILE

MEMBERS: Filter by Status

1. Click the FILTER button (looking glass)

2. Select an option 
NOTE: Repeat #2 to combine options.

MEMBERS: Filter by Group
1. Locate the FILTER BY GROUP search box

2. Type the name of a Group

3. Click the Group

NOTE: Repeat #3 to combine groups.

MEMBERS: Send an Email
1. Click the EMAIL button

2. Select EMAIL

3. Type a Subject

4. Type a Message

5. Click SEND EMAIL
NOTE: All recipients will be BCC’d, so no email addresses are exposed.

MEMBERS: Export Mailing Labels
1. Click the EXPORT button

2. Select MAILING LABELS

MEMBERS: Export Full Member CSV
1. Click the EXPORT button

2. Select FULL MEMBER CSV

MEMBERS: Edit Membership Status
1. Search ‘By Name’ for the member

2. Click the MEMBERSHIP ICON (number and clock)

3. Enter the Expiration date for membership

4. Click UPDATE STATUS

MEMBERS: Resend a Confirmation Email
1. Search ‘By Name’ for the member

2. Click the BELL ICON (bell)

3. Select RESEND CONFIRMATION

MEMBERS: Send a Membership Status Reminder
1. Search ‘By Name’ for the member

2. Click the BELL ICON (bell)

3. Select MEMBERSHIP STATUS

MEMBERS: Assign Groups (School, School District, Conference, Association District, etc.)
1. Search ‘By Name’ for the member

2. Click the EDIT ICON (pencil and paper)

3. Click the ASSIGN GROUP button in the top right corner

4. Type in the appropriate Groups in any of the Group categories

5. Click UPDATE GROUP ASSIGNMENT

MANAGING SCHOOLS

1. LOGIN

2. CLICK MANAGE > SCHOOLS

SCHOOLS: Add New School

1. Click NEW SCHOOL

2. Enter the specified information

3. Click CREATE SCHOOL


SCHOOLS: Edit School
1. Search ‘By Name’

2. Click the EDIT button in the School’s row

3. Update the specified information

4. Click UPDATE SCHOOL

SCHOOLS: Add / Remove Member(s)
1. Search ‘By Name’

2. Click the EDIT button in the School’s row

3. Locate the ADD MEMBERS area

4. Type in a Member’s name and select the name to add or click ‘x’ on any Member you wish to remove

5. Click UPDATE SCHOOL

MANAGING SCHOOL DISTRICTS

1. LOGIN

2. CLICK MANAGE > SCHOOL DISTRICTS

SCHOOL DISTRICTS: Add New School District

1. Click NEW SCHOOL DISTRICT

2. Enter the specified information

3. Click CREATE SCHOOL DISTRICT


SCHOOL DISTRICTS: Edit School District

1. Search ‘By Name’

2. Click the EDIT button in the School District’s row

3. Update the specified information

4. Click UPDATE SCHOOL DISTRICT

SCHOOL DISTRICTS: Add / Remove Member(s)
1. Search ‘By Name’

2. Click the EDIT button in the School District’s row

3. Locate the ADD MEMBERS area

4. Type in a Member’s name and select the name to add or click ‘x’ on any Member you wish to remove

5. Click UPDATE SCHOOL DISTRICT

MANAGING ASSOCIATION DISTRICTS

1. LOGIN

2. CLICK MANAGE > DISTRICTS

DISTRICTS: Add New District

1. Click NEW DISTRICT

2. Enter the specified information

3. Click CREATE DISTRICT


DISTRICTS: Edit District

1. Search ‘By Name’

2. Click the EDIT button in the District’s row

3. Update the specified information

4. Click UPDATE DISTRICT

DISTRICTS: Add / Remove Member(s)
1. Search ‘By Name’

2. Click the EDIT button in the District’s row

3. Locate the ADD MEMBERS area

4. Type in a Member’s name and select the name to add or click ‘x’ on any Member you wish to remove

5. Click UPDATE DISTRICT

MANAGING CONFERENCES

1. LOGIN

2. CLICK MANAGE > CONFERENCES

CONFERENCES: Add New Conference

1. Click NEW CONFERENCE

2. Enter the specified information

3. Click CREATE CONFERENCE


CONFERENCES: Edit Conference

1. Search ‘By Name’

2. Click the EDIT button in the Conference’s row

3. Update the specified information

4. Click UPDATE CONFERENCE

CONFERENCES: Add / Remove Member(s)
1. Search ‘By Name’

2. Click the EDIT button in the Conference’s row

3. Locate the ADD MEMBERS area

4. Type in a Member’s name and select the name to add or click ‘x’ on any Member you wish to remove

5. Click UPDATE CONFERENCE

MANAGING SPORTS / DIVISIONS

1. LOGIN

2. CLICK MANAGE > SPORTS / DIVISIONS

SPORTS / DIVISIONS: Add New Sport / Division

1. Click NEW SPORT / DIVISION

2. Enter the specified information

3. Click CREATE SPORT / DIVISION


SPORTS / DIVISIONS: Edit Sport / Division

1. Search ‘By Name’

2. Click the EDIT button in the Sport / Division’s row

3. Update the specified information

4. Click UPDATE SPORT / DIVISION

SPORTS / DIVISIONS: Add / Remove Member(s)
1. Search ‘By Name’

2. Click the EDIT button in the Sport / Division’s row

3. Locate the ADD MEMBERS area

4. Type in a Member’s name and select the name to add or click ‘x’ on any Member you wish to remove

5. Click UPDATE SPORT / DIVISION

MANAGING CUSTOM GROUPS

1. LOGIN

2. CLICK MANAGE > CUSTOM GROUPS

CUSTOM GROUPS: Add Custom Group

1. Click NEW CUSTOM GROUP

2. Enter the specified information

3. Click CREATE CUSTOM GROUP


CUSTOM GROUPS: Edit Custom Group
1. Search ‘By Name’

2. Click the EDIT button in the Custom Group’s row

3. Update the specified information

4. Click UPDATE CUSTOM GROUPS

CUSTOM GROUPS: Add / Remove Member(s)
1. Search ‘By Name’

2. Click the EDIT button in the Custom Group’s row

3. Locate the ADD MEMBERS area

4. Type in a Member’s name and select the name to add or click ‘x’ on any Member you wish to remove

5. Click UPDATE CUSTOM GROUP