Appendix B: Instructions for Downloading Roster

1. Go to the ACS E-Store.
2. Click Login (for member pricing).
3. Enter your login info.
4. Username and Password (if you forgot your Username and Password, contact ms@facs.org).
5. Click Login.
6. Go to the menu bar and select Customer Service, Chapter Administration.
7. The Chapter(s) you have access to will display.
8. Click on the Chapter hyperlink.
9. The roster will display.
10. To export, scroll down to the bottom of the screen and click on the Export to Excel Format.
11. A pop-up will allow you to Open or Save the Excel spreadsheet.

Identify the Initiates

After downloading the Roster to Excel:

1. Select Data, Filter.
2. Go to Column R.
3. Click the drop down arrow.
4. Unselect all the options except for INIT.
5. Click OK.

The report will sort to only show Initiates.

What You Should Know About Your Roster

• It is updated in real time so it reflects ACS members assigned to your Chapter as of the date you run the report.
• You should download the Roster on a quarterly basis and compare to your Roster to identify:
• Fellows who have not yet joined the Chapter
• Associate Fellows, Residents, Medical Students and Affiliate members who have not yet joined the Chapter
• Fellows whose ACS membership may have been discontinued or who have resigned (folks on your Roster no longer on the ACS Roster)

Tips on how to approach Initiates assigned to your Chapter

• Send them a congratulatory email from the Chapter President before and after the Clinical Congress.
• Invite them to your Chapter’s reception if you are hosting one at the Clinical Congress.
• Include a Congratulations; listing their names on your Chapter Website.
• Offer a special membership incentive for them to join your Chapter before the end of the year.

You are encouraged to view the webinar on Chapter Member Recruitment and Retention—Tips and Best Practices for more information on how to recruit members.