Usage
After the preboarding call is completed, the chapter manager will notify their regional membership team to trigger the officer approval email and move prospects to Step 6: Pending Chapter Approval.
When prospects move to step 6, both the chapter membership officer (CMO) and chapter chair (CC) will be notified over email to approve or reject the prospect. CMs should communicate to their officers not to action the email until they are ready to accept or reject the prospect as a new member.
Prospects will remain in the CM Hub list view Step 6: Pending Chapter Approval until both the CMO and CC can provide chapter approval in this step. The CMO and CC can approve by using the link provided in the email or via the Chapter Management Hub.
Platform
Chapter Management Hub.
Video
Steps
CM informs regional membership team to trigger officer approval email
1. After the preboarding call is completed with the prospect and after the chapter has completed their membership recruitment process, the chapter manager will notify their regional membership team to trigger the officer approval email to either approve or decline the member.
Locate prospects awaiting officer approval
2. To locate prospects awaiting officer approval, on the CM Hub, click on Leads or Manage link to open all leads.
3. On the Active Leads in Process tab, use the Select a View function to filter to Step 6: Pending Chapter Approval.
Inform officers to action the approval
4. Inform officers to action the email only after the chapter is ready to accept or reject the prospect as a new member.
See steps for how a CC and CMO can approve or reject a prospect: CM Hub: Officer Approves or Rejects a Prospect
Resend the officer approval request (if needed)
1. To resend an officer approval email to an officer, locate the lead under the Leads module > Active Leads in Process tab > Step 6: Pending Chapter Approval.
2. Select the drop down action, Resend Approval Request Email. The system will prompt a reminder to the officer.
Things to know
Both the chapter chair and chapter membership officer will receive the email notification to approve or reject a prospect.
Chapter managers cannot provide prospect approval because of their permission setting.
Approved prospects will then move to the next step and appear on the Prospects Approved and Pending Payment tab.
Rejected prospects will no longer appear under your chapter leads.
How to get help
Contact your regional Join YPO Manager or Membership Development Manager if you need support with this step.