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Importing membership list from Toastmasters International

Details
Category: Documentation
RogerM By RogerM
RogerM
25.Mar

1. Navigate to www.toastmasters.org

2. In the top bar, click on the Login link

TI menu bar

3. Enter your Toastmasters International Username and Password (These may not be the same as you use for FTH.)

TI login panel

 

4. Click on the Leadership Central tab.

TI menu bar after login

 

5. A drop down list will be displayed. Click on Club Central.

Leadership Central panel

 

6. The club(s) you have access to will be displayed. Click on the club link.

Club Central

 

7. The Club Business page will be displayed. Click on View/Update/Print my club membership roster.

Club Business area

 

8. Click on the Export to CSV button

Club Membership export

 

9. Depending on your browser and default download settings, a link to the newly exported file may be shown in lower left corner of your screen. Double-click that link.

Link to downloaded file

 

The csv file will open similar to this file.

CSV file layout

 

 

10. Highlight columns A, C, D, E, F, G, H, I, L, M, N, O, P, Q Right-Click and click on Hide.

Hide unneeded columns

 

11. You may have to resize the columns to see the data. You will need to cleanup the phone numbers by removing all spaces. You can use Find and Replace (Ctrl + H) or do it manually.

Desired columns visible

 

12. This is what you want. Highlight just the information you want to copy, and either press Ctrl + C or right-click and choose Copy

Highlight and copy

 

Note: If you’re using a program other than MS Office (e.g. LibreOffice), you may find that the hidden columns get copied as well.

In that case, delete the unwanted columns and save the document with another name before copying.

 

13. In FTH, log in as the administrator, click on Launch Admin Console, then membership Management, and click on the Quick Add tab. Click in the white space, press Ctrl + V, then choose the list to Add the following people as: Members and then click the Save button.

Pasting into membership management

 

14. Click on the tab of the group you added the members to.

Membership management: the result

Notice that the member with no email was assigned a placeholder email by FTH.

Downloading files

Details
Category: Documentation
Jane Atkinson By Jane Atkinson
Jane Atkinson
24.Mar

There are two areas where you can download files, Public Downloads and Member Downloads. Anyone can access the former, while the latter contains files that can only be accessed while logged in.

Officers may see additional files in the Member Downloads area that are only available for download by officers.

If the file you want is inside a folder, click on the folder icon to open it.

Click on the link for the file that you want to download. Then, when the server has retrieved the file details, click on the Download button.

If the file is a pdf file, it will download. It won't open in your browser.

 

Members can't upload files, except for their own profile picture. If there's anything you want uploaded to your site, you'll need to talk to the site administrator.

In some clubs, a club officer may have been put in charge of file uploads. Talk to him/her, in that case.

 

Officer Changeover Checklist

Details
Category: Documentation
FreeToastHost By FreeToastHost
FreeToastHost
26.Mar

This is intended to assist you in updating your website appropriately at the end of officers' terms when you are switching to new officers.

Some things to review in your FreeToastHost website when switching to new officers:

  1. If you are using a custom domain, it is a good time to review your expiration date for your custom domain.  You can check this for your custom domain using http://www.whois.com/ .  If your custom domain will be expiring in the next officer term, it is a good idea to give your incoming treasurer a heads up in advance about any renewal cost that they should expect during their term.
  2. Try to get member photos and completed bios for all of your incoming club officers.  Ask them to make their profiles public so that they show up on the Meet Our Members page.
  3. Review your home page and custom web pages to identify anywhere that your current officers are identified, as you will likely want to update those pages to reflect the new officers.  A simple approach to doing this is just to make a copy of the current pages as custom web pages and set them as unlisted so that you can work on the updates without having to show them right away.
  4. Review your Access Settings as the incoming officers may want to do things differently with regards to admin console access for your website.
  5. You will need to update the officer settings in Membership Management.  If you want to save your current officers to a "formerofficers" group or your new officers to a "newofficers" group, you can do that by making a custom group.
  6. Review the notification settings in Membership management to ensure that the correct club officers receive the notification emails related to new member opt-ins.  Make sure that these officers understand how the opt-in process works for adding people in Membership Management.
  7. Make sure that the new officers understand the implications of the club email reply settings.  For example, if your officer email reply settings are set to Reply All, make sure the new officers understand that if they reply to those emails, the replies go to all officers and the sender.
  8. Make sure that the new officers understand that, by default, they are assigned publicly accessible officer email addresses ("aliases") that forward to their real email addresses.  If the new officers ever get spammed at these email addresses, the email addresses can be disabled or the sender of the spam can be blacklisted.  Lastly, make sure that officers understand that they can publish their officer email address instead of their personal email address.
  9. Determine who will be the club contacts for the new officer term.  If your club has chosen to just make the contacts associated with specific officer roles (easier) you may not need to do anything with this, but if your contacts are specific members, you will likely need to update them in Email and Contact Forms (Contact Us Form tab).
  10. Determine who will be your mentoring contact for the new officer term (your VPE?), and set that on the Mentoring Form tab in Email and Contact Forms.
  11. If you are using the FreeToastHost agendas, you will probably want to verify who will want to get Role Change Notifications during the next officer term.  For example, your club president may not want to receive those notifications.  The Role Change Notifications are set up in the Meeting Agenda Settings module.
  12. Be prepared to go over the functionality of different admin console functions for any incoming officers that will be using the admin console.

Historically, officer changeover has been associated with some confusion about how to modify website settings to reflect the new officers.  Hopefully, the above checklist will help make this changeover go a bit smoother.  Please let us know if we have forgotten anything in the above list.

 

More Articles …

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