Elections

o Hit “Go” and enter this on the next screen

o Hit “Go” and export your list to Excel o Filter the spreadsheet. Remove anyone marked with a 1 under “Member Do Not Contact by Email.” Remove anyone who is a clinician-in-training under “MemberType Product Name.” (Clinician-in-training is the only member category not eligible to vote.)  Note: You don’t need to do anything with the join date, rejoin date, and effective date for your initial list pull. I only use this data when pulling subsequent lists of new members who joined since the last list was pulled. To do this, filter the “Effective Date” column and keep the data for anyone who was added since the date of your last list. Then remove the clinicians-in-training and add these to your voting member email list. Post voting reminder in Basecamp • Example: Voting is now open for the The OMA Board of Trustees and The Ethics Committee. Voting is an opportunity for you to express your opinion about the direction of the organization and choose the leaders who will guide the OMA towards its goals. Voting ends August 10 at 8 PM ET. Vote now!

Voting Email Schedule Email Name

Contents

Date

Days out from Election

2020 Board Election #1 2020 Board Election #2 Trustees 2020 Board Election #3

Info about all candidates, links to vote Info about all candidates, links to vote Info about all candidates, links to vote Reminder to Vote Info about all candidates, links to vote Reminder to Vote with Link

7/20/2020 6 a.m. 7/29/2020 8 a.m. 8/3/2020 12:30 a.m. 8/4/2020 10:05 am 8/8/2020 8:45 am 8/10/2020 8 a.m.

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13

7

Sept. Member Newsletter 2020 Board Election Saturday

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2

2020 Board Election #5

Day of

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