NY State Veterinary Medical Society

This describes all the automations and integrations built to support the Champion Campaign and how to update for a new member year

Champion Campaign Automations and Updating

Staff Procedures

How to send a Mailchimp email to a committee, or several committees using the committee membership data from Novi

Mailchimp lists for committee members etc;

Email and Mailing Lists for Members

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Miscellaneous

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NYSVMS Website

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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