Finding Members without Employer Type Info

Marc Beebe

Senior Director, IEEE Strategic Research & Corporate Development

marc.beebe@ieee.org

ieee.org

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Go to OU Analytics

Go to the OU Analytics Landing Page and click on ”Memberships (Societies, TCs, Affinities) Subscriptions, and More…

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Select your geo unit

For Region: Select the “Region” filter and click “All” to unselect everything, and then select your Region, then click on “Apply" in bottom right.

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For Section: Select the “Section” filter and click “All” to unselect everything, and then select your Section, then click on “Apply" in bottom right.

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Select Higher Grade Members

Select “Grade” filter, click “All” to deselect everything. Then  select “Associate Member,” “Fellow,” “Member,” “Senior Member”  and click on “Apply" in bottom right. These are the only grades that are required to complete the Employer Type field.

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Select those without Employer Type Info

Select “Primary Employer Type” filter, click “All” to deselect everything. Then select “Null” to get only those who have not provided employer type information and click “Apply."

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See how the charts and tables below the filters change.  But also note the other filters you can select with here include Country, Gender, and Product Name (which is really Society or the WIE and YP affinity groups).

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Get the list of individuals

Click on “Detail,” which is the right-most tab along the top of the dashboard. This gives you the list of actual individuals, with their contact information and other data.

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 On this screen, there are additional filters, including “Renewal Category” so you can see who’s renewed for next year or not. You now have a list of names and email addresses of all those who don’t have employer type data.

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Download the list of individuals

You can then download this list, by clicking on the download button in the upper right. Select “Crosstab” and choose Excel or CSV. CSV works better, generally. If you choose Excel, the fields where something is the same for a bunch of members, show up as a merged field in Excel. The CSV file, instead, lists that value for each member, so it's easier to sort or otherwise manipulate.

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Use the list to reach out to them!

If you’re going to reach out to people, however, you need to pay attention to the final column (“OK to Contact”) in the downloaded file. We can only reach out to those that have a “Y” in this column. This indicates if we have permission to contact them. For example, I downloaded the Berkshire Section list in R1 as I worked through this process. In this list, there were 61 names, but 6 of them have an “N” in the “OK to Contact” column, so you can’t email them.

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Questions?

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