Description: New to ChamberMaster or MemberZone? Need a refresher on how to use your database? Are you a Chamber Exec or Association President with a desire to understand the resources available in your software? Hear highlights of the Events, Job Postings, Hot Deals, News Releases, MarketSpace and Information Request modules. Learn of the tools available for getting assistance with your software. Receive step-by-step instructions to ensure your browser software has proper selections for optimal operation. A "must-attend" for all staff. Length: ~40 minutes
Description: Learn how to create new members, drop members and manage existing members. Also addressed is sending an email and the Member Information Center. This session covers the Members module in detail. A "must-attend" for all office staff. Length: ~50 minutes
Description: Learn how to how to configure ChamberMaster/MemberZone for your Chamber or Association use. Attendees will be shown how to setup Business Categories, add or change staff logins and passwords, and implement custom fields such a Membership Type. See how to modify your Member Information Center and synch with Constant Contact. Social Media publishing options will be explained as well. A "must-attend" for administrators of ChamberMaster/MemberZone. Length: ~40 minutes
Description: Need to create mailing labels, send emails or letters? Learn how to send emails and letters, search communication history, use the correspondence editor, create signature block, use mail merge feature, send attachments, and create and work with groups/mailing lists. Length: ~60 minutes
Description: Get the most out of your membership data. Understand how to view and print common membership reports, create custom reports, discover the ease of downloading data and view your most engaged members. Length: ~60 minutes
Description: Learn how to post your event enhanced with download links, pictures, video, and map; setup recurring events, approve submitted events from members, assign sponsors, send automatic invitations and reminders, and promote the event on social networks and various mediums. You may also want to watch "Events II - Registration and Billing". Length: ~60 minutes.
Description: Understand how to setup and assign billing preferences and event fees; create financial transactions; work with discount options; handle member and non-member registrations, work with the guest list to create a roster list and name tags, record actual attendance and report on the event. You may also want to watch "Events I – Create and Promote". Length: ~60 minutes
Description: Do you need to get started with the integrated Billing module? Learn how to setup your Chart of Accounts, fee items, and Sales Tax. Setup custom customer messages, payment terms, payment methods, and set system-wide defaults. (Note: this training is not intended for those using the CQI integration) Length: ~15 minutes.
Description: An overview of the daily activity as it relates to billing: creating invoices, posting payments, issuing credits, running reports, etc. Includes information on what the difference is between a payment and a receipt as well as when to use credits, discounts and write-offs. (Note: this training is not intended for those using the CQI integration) Length: ~15 minutes.
Description: Hear an overview of Info Request module, setup publications and emails to be distributed to consumers, create and manage lead list groups, distribute general interest and travel leads, and print labels for requested publications. Length: ~50 minutes
Description: Learn how to add and edit Job Postings and Hot Deals, view them from a members' and consumers' perspective, edit job categories, and charge for postings if desired. Posting these to Twitter and Facebook will be shown. Length: ~60 minutes
Description: A membership application is provided that may be custom tailored by you through menu-driven selections, and then integrated with your website so that applicants may complete the form online. Learn how to setup and process the integrated membership application form.
Length: ~60 minutes
Description: Any staff member that will work with the native integrated Billing module and will be exporting their transactions to a 3rd party accounting program. Length: ~10 minutes
Description: Customers with Premier or Pro edition or those that have added the Marketing Package module* to your software will have options for supplemental non-dues revenue by allowing staff to sell enhanced member listings and banner ads on your website.
Audience: For chambers that have purchased the option to use LiveEdit to manage their website
Description: Learn how to update and edit your website when using the LiveEdit Content Management System, available to those that have purchased the LiveEdit CMS with their software. Length: ~60 minutes
Who Should Attend: All staff members responsible for managing website content with LiveEdit; anyone needing an introduction course on how to maintain a LiveEdit website.
Topics Covered:
Prerequisite: a website that is maintained with LiveEdit Content Management;
Recommended: Introduction to ChamberMaster / MemberZone or familiarity with the available software modules
Description: Update May 2014: RealMatch is no longer an option in the software.
Description: Do you need to setup the original CQI connection between ChamberMaster and QuickBooks? Start from the beginning and understand the steps to connect QuickBooks with ChamberMaster. You will learn how to match and/or add member records, setup member fees and dues, assign/verify renewal month, and assign fees and dues to members.( Note: this training is not intended for those using ChamberMaster Billing with QuickBooks Export. Take Intro to ChamberMaster Billing and the Billing Export training.) Length: ~90 minutes
Description: This training will provide an overview of day-to-day activities that affect ChamberMaster and QuickBooks when using the original CQI connection, demonstrate how to keep membership data synchronized between ChamberMaster and QuickBooks, generate recurring invoices, view financial activity in ChamberMaster, and introduce event and one-time invoicing. ( Note: this training is not intended for those using ChamberMaster Billing with Billing Export. Take Intro to ChamberMaster Billing and the Billing Export webinars.) Length: ~90 minutes
Description: Are you interested in learning more about the Plus Edition? Are you already on Plus, but want to make sure you are using all the features?
This webinar demonstrates features specifically available in our Plus edition such as Credit card processing, Social Networking options, Plus-only web modules such as Member to Member Hot Deals, News Releases, Member Map, and Information Request.
We take a look at the Member Forum that can be used for board meeting notes, community feedback, polls, or sharing selected areas with members or community. Plus can also help enhance your online Business Directory with new layout options, Membership Type Icons, or use of the Member referral/contact form. Length: ~60 minutes
Topics Covered: Credit Card processing, Social Media networking, Web modules including Member Map, Member to Member Hot Deals, News Releases, Information Request; Member Forum - use for board meeting notes, community feedback, polls, or sharing selected areas with members or community; Business Directory enhancements including new layout options, Membership Type icons, Membership Referral/Contact form
Who Should attend:Staff who have purchased the Plus edition; any staff who want to ensure they are using the features of the Plus edition; Associations interested in upgrading to the Plus edition from another edition.