NACE Leader Exchange Membership Call Recording

Video Transcription

Video Summary

The meeting focused on sharing Chapter Leader resources and Glue Up tips for membership work. The speaker showed where to find marketing and membership materials in the national Glue Up site, especially under Communities > Chapter Leaders > Files, and on the national website’s “Join” and “Savings and Discounts” pages. They explained membership types, renewal, transfers, corporate membership approval, and how members can access discount codes only when logged in.<br /><br />A major topic was the chapter membership drive process. Each chapter can choose its own month, but nationals must be notified at least two months in advance. After submitting a form, chapters receive custom marketing collateral, email templates, social graphics, and a discount code to use in a plug-and-play campaign.<br /><br />The group also discussed Glue Up functionality: confirming secondary chapters, adding non-member contacts, tracking renewal ownership by board member, and creating tasks for member follow-up. A new system guardrail now prevents duplicate memberships and pushes users back into renewal workflows.<br /><br />Finally, participants shared retention ideas such as referral tracking, renewal invoice discounts, anniversary cards, member appreciation events, and using event invitation lists to identify non-registrants for call-downs. The meeting ended with a note that future leader exchanges will cover programs and other topics.

Keywords

Chapter Leader resources

Glue Up tips

membership drive

renewal workflow

discount codes

member retention

chapter marketing collateral