Know Your YPO Series: The Western region will be hosting virtual calls every other month on topics your members have said they want to know more about. Subject matter experts will share 10-15 minutes of useful content and then there will be 20-25 minutes of time for live questions. These sessions are intended to share with members the various offerings of YPO, educate and provide valuable information on how to get the most out of your YPO journey. September’s event is Top 10 tips on Connect. You can use the attachment called Know Your YPO Virtual Connection Series.
Know Your YPO Virtual Connection Series - Connect Basics: Top 10 Things to Know with Stephanie Mayfield ([email protected])

10 key takeaways:

#1: My Photo
o Edit your Profile – contains ALL the information you share with YPO & it’s members
o Contact Us
§ Email addresses for
· Concierge
· M2Mx
§ YPO Phone number
#2: Email & Notification Settings
o Privacy Settings
§ Email frequency
§ Notification frequency
#3: Search
o Search Icon & “Search YPO Connect”
o Uses all the information provided in your profile
o Results are divided into 4 categories
§ Members
§ Events
§ Communities
§ Content OR News
o Each category has 3 recommendations
o Full directory
o View All Matching Results - applies YOUR search text to the Results List for that category

#4: Use of multiple filters or a faceted search
(This allows you to apply a variety of filters to your search based on what your search criteria)
o Member Type = Members
o Industries = Real Estate and Construction
#5: “I” ball – Resources Info
o these are grouped by categories
o + expands ALL categories
o CHAMPIONS/OFFICERS
§ Toolkits for many of the officer position
o EVENTS:
§ Find a CFF
§ Find a SPEAKER
§ Templates for all kind of Events
o MY MEMBERSHIP
§ M2Mx services
o NETWORKS
§ Directories for all the available YPO Groups & Networks

#6: YPO Concierge – white glove assistance YPO offers its members
o Accessed from Resources page under My Membership
o Also accessed from the “headset guy” on Connect
o 3 options:
§ Request Assistance
§ Share Feedback
§ Submit Ideas
o My Open Cases/My Resolved Cases
§ You can see all the requests you have emailed to email addressed pointed to SF Service Cloud
#7: NEW on Resources Page – Business Market Place
o back by popular demand
o ability to do business with other YPO members
#8: NEW on Resources Page – Strategic Partnerships & Executive Education
Explore a global ecosystem of YPO business and academic partners, best-in-class organizations who offer exclusive benefits for YPO members as well as learning opportunities to bring value to your professional and personal journeys.
#9: NEW on Resources Page – Advanced Member Search
o New BETA community
o Harnesses the power of Salesforce search
#10: Events that accept your New Member Voucher
o Find Events
o Full Event Directory
o Clear All filters
o Vouchers – Events Accept Vouchers