New Member Kit

The following is based on emails sent by Rob Brooks to the Executive Committee on April 1, 2017 and updated on October 11, 2017.

The Membership Kit is sent to all new members. It consists of:

• A welcome letter and membership card (8.5"x11" card stock with a scored card in the lower right corner, need link to template);
• The latest Bulletin;
• 1 square button with the Party name;
• 2 round small buttons with just the trillium logo; and
• If requested, a copy of The Law by Bastiat.

These are inserted in a 6"x9" bubble envelope. Stick on an address label, return address label and postage. The cost is about $4-$5 per unit.

It takes about 90 minutes once a month.

In addition, it's a good idea to clean up each new CRM record first.

• Clean up the upper / lower case typing on the name and mailing address.
• Add a space in the postal code.
• Delete the billing address since that is usually the same as the Home Address and not needed.
• Put dashes (-) in phone numbers. Delete the Home-Phone-Phone if it is the same as the Home-Phone-Mobile.
• Go to Electoral Details and click [Edit] then [Save] to enter an empty record for their riding. Then run Update Electoral Districts. This procedure fills in the riding information for anyone with a blank record.

In addition, if they have indicated an interest to be a candidate, click on the Ontario 42nd Election tab (or current), check "Could be a candidate" and [Save].