DacDB – Rotary Zones 33-34

DACdb RI Direct Connect Authorization Form

July 29, 2022/in DacDB/by Ed Dalton

DACdb RI Direct Connect Authorization Form (pdf)
The Member Compare feature in DACdb requires a Club Management Vendor authorization with RI. This form, signed by a Club Officer, and emailed to [email protected] will set up that interface in My Rotary. Clubs that use a different member management system as their primary can also authorize DACdb in "Read-Only" mode, thereby allowing both Member Compare and Club Officer compare to access the club data in RI without the ability to edit it. ALL CLUBS in Zones 33-34 are encouraged to initiate this interface, either as "Read/Write" for DACdb clubs or "Read Only" for those using other member management systems as their primary platform.

DACdb University — DACdb CRM Training VIdeo

March 29, 2022/in DacDB, Videos/by Ed Dalton

DACdb University — DACdb CRM Training VIdeo (link)
Video tutorial on the DACdb CRM Module. Track your club's prospects with communication tools, followup reminders, and collaborate with other Membership Committee members.

DACdb CRM Video for Club and District Users

April 5, 2019/in DacDB, Videos/by Ed Dalton

DACdb CRM Video for Club and District Users (link)
Overview and "how-to" video for users of DACdb's CRM (Customer Relationship Management) feature. Track and manage your prospective members effectively and collaboratively.

DACdb CRM Introductory Video for DMCs and DCOs

March 2, 2019/in DacDB, Videos/by Ed Dalton

DACdb CRM Introductory Video for DMCs and DCOs (link)
Video of setup and use of DACdb's CRM (Customer Relationship Management) feature. For district and club leaders, primarily Membership Chairs and others working with new member prospects

DACdb CRM Overview Presentation

March 1, 2019/in DacDB/by Ed Dalton

DACdb CRM Overview Presentation (pptx)
Slide set for introduction and training of District and Club Membership Chairs on DACdb's CRM (Customer Relationship Management) feature. Included in DACdb at NO COST.

DACdb CRM Video

February 20, 2019/in DacDB, Videos/by Ed Dalton

DACdb CRM Video (link)
Video overview of the DACdb Feature of 2019 -- CRM (Customer Relationship Management). A tool for tracking prospective members from initial interest or RI Leads to Proposed Member

Demystifying DACdb Membership Data – Video

October 13, 2018/in DacDB, Membership, Videos/by Ed Dalton

Demystifying DACdb Membership Data – Video (link)
"How-To" tutorial on using DACdb tools, including District Compare (L-6 and up), Member Compare and Club Officer Compare to reconcile DACdb records with Rotary International's

Using DACdb District Compare

October 1, 2018/in DacDB/by Ed Dalton

Using DACdb District Compare (pdf)
How to use the District Compare feature in DACdb to identify clubs with mismatches between member rosters in DACdb and Rotary International

Resolving DACdb Member Compare Discrepancies

October 1, 2018/in DacDB/by Ed Dalton

Resolving DACdb Member Compare Discrepancies (pdf)
White paper on using DACdb's Member Compare feature to resolve discrepancies between DACdb membership records and RI membership records

Don’t Squander Your Leads

October 1, 2018/in DacDB, Membership/by Ed Dalton

Don’t Squander Your Leads (pdf)
How to use DACdb as a prospect management and drip marketing tool -- to keep track of potential members and keep in touch with them while they're making a decision about joining Rotaryl.