Video Tutorials
Video Tutorials
Click the arrow to display available videos. Then select the desired link to view videos demonstrating a particular topic. Most videos are only 2-3 minutes in length.
General Videos
Overview Videos
Overview of ChamberMaster / MemberZone
This is a 40-minute introduction recorded webinar. An overview of ChamberMaster / MemberZone modules is the premise of this video with preference given to the Members module and a short overview of the other modules. Length: 40:00 Last updated: 1/29/2014
Overview of the Mobile Staff App for ChamberMaster / MemberZone users
This vide demonstrates the mobile staff app introduced April 2014. The app download for free from the iTunes or Google Play store has many features that are demonstrated. Premium features are identified and demo-ed starting at ~4:30 in the video. Length: 6:18 Last updated: 4/25/2014
Members Module Videos
Login Permissions
Big picture on how to manage permissions for your reps. Demonstrates how to work with existing reps and take advantage of inherited permissions Also describes how to handle permissions labeled “Custom Set” which will have been created as a result of how permissions were managed prior to the Feb 2014 release. Length: 5:23 . 2/17/2014.
Inviting Reps to Create a Login Account
View how to send a single or mass email to your representatives that invite them to create their login account so they can access the Member Information Center. Or if you have your own template and want to embed the new “Create Account Link”, you’ll see where to access that database field (start at 4:20). Length: 6:58 3/25/2014.
Password security for reps
At our February 2014 software update the ability to view rep passwords by office staff was removed. This video demonstrates how to handle password management now that you can’t “tell the rep” what their password is. Length: 3:06 2/21/2014
Store files on your Members’ Account
Store files specific to a particular member on the Members->Files tab. Length: 1:01 Last updated: 1/15/2014
Using Member Merge
Demonstrates how to merge two members together Length: 1:57 Last updated: 9/17/2013
Creating Reminder Tasks
View how to create a reminder that will show in the Task List on the day it is due. Length: 1:01 Last updated: 4/16/2013
Use Advanced filter options to view selected members
Using the advanced filter in the Members module, you can view only the members that meet your particular criteria. This example shows how to limit members to those assigned to a particular sales rep. Length: 0:31 Last updated: 4/16/2013
Setup required for Prospect tracking
Quick demo of how to create a sales stage that you can use to track your prospects. Length: 0:47 Last updated: 4/16/2013
Groups Module Videos
Creating a group
How to create a group. Explains how to update contact information and options for getting subscribers into the list. Length: 6:39 12/13/2013
Disable a Rep Within a Group
Learn how to disable a rep within a group that will allow you to retain history of member participation. Length: 1:01 Last updated: 2/28/2011
Communication Videos
Allow Contact Businesses button and approve Web Leads prior to delivery
View how to turn on the Contact These Businesses button and then approve the resulting web lead that will appear in the Task List if Require Staff Approval Before Delivery is selected. Length: 6:24 Last updated: 3/21/2014
How to archive your emails from Outlook/other email program
How to record your email sent from Outlook or any other email program on the Communication history of your member using your archive@ email address. Length: 2:26 Last updated: 1/17/2014
Where to print letters/labels or create fax output
Using Communication->Form Letters you have the option of creating mail output, email, or fax output. Length: 2:58 Last updated 12/13/2013
Quick overview of how to use SmartText
After creating a keyword and group, then you can use SmartText to send message to those that opt-in. Length: 3:48 Last updated 12/13/2013
Email: Send with Outlook or Send with ChamberMaster / Memberzone
Advantages to each way of sending emails. Includes a quick demo of what it looks like when you choose Send with Outlook.. Length: 4:07 Last updated 12/13/2013
Sending a mass email
Shows the steps to send a mass email to all active members in the database. Length: 4:46 Last updated 12/13/2013
Creating a signature block
How to use templates in order to create a signature block. Length: 3:32 Last updated 12/13/2013
Using Mail Merge fields
The basic description of how to insert mail merge fields into your email. Length: 3:34 Last updated 12/13/2013
Using pre-defined templates
Using templates that are already created for you will save you time. These templates include an announcement to members that you are now partnered with MicroNet and they can start using the Member Information Center, encouragements to use the Member Center, update their listing, and a thank you message. Length: 2:41 12/13/2013
Email Attachments
When sending an attachment to your email, use the selection that will embed your document as a link in order to avoid spam blockers. Length: 2:19 12/13/2013
Scheduling an email to be sent
How to go about scheduling an email at a specific date and time.. Length: 1:22 12/13/2013
Viewing reports on sent email
Looking at the email status summary and the member contact report to determine whether the email was sent.. Length: 3:09 12/13/2013
Creating a group
How to create a group. Explains how to update contact information and options for getting subscribers into the list. Length: 6:39 12/13/2013
Recording a mass communication entry on each member
Do you need to record a message on a all or a specific group of users? There is a way to make that happen by going through the steps to send a mass mailing and then not actually printing the letter, but just recording the entry. I've created a quick video here so you can see how you would do that. Length: 1:28 Last updated 12/9/2013
Login Name and Password mail merge fields
Explains how the login name and login password mail merge fields work after the 9/18/2013 software update. Length: 2:12 Last updated: 9/18/2013
Sending Forgot Password and Login links in your emails
Demonstrates how to use the mail merge field for Forgot Password and the Login link. Also demonstrates the pre-defined communication templates. Length: 2:44 Last updated: 9/18/2013
Inserting a PDF file into an Email
Length: 2:53 Last updated: 4/9/2009
Inserting a Publisher doc into an Email
Length: 1:53 Last updated: 4/9/2009
Inserting Database Fields into Communication
Personalize your mass emails sent from the database by inserting information from the member record. Length: 2:08 Last updated: 6/1/2010
Synching ChamberMaster / MemberZone with Constant Contact
Turn on synchronization with ChamberMaster / MemberZone and Constant Contact so that groups and membership types will automatically update the Constant Contact list each night. Choose only selected groups if desired. Length: 2:33 Last updated: 2/28/2011
Events Videos
How to mark event registrants ‘paid’
View a few different options for applying payments to event registrations Length: 6:46 Last updated: 3/14/2014.
Event registration by a member - three options
Demonstration of what members experience when they register for an event using 1)an event invitation 2)from the public website or 3) while logged into the Member Information Center.. Length.2:00 Last updated: 2/6/2014
Event invitations that have already been used
What happens to the registrant if they click the Register button in their event invitation but they have already registered. Length.1:27 Last updated: 1/17/2014
Send email to actual attendees
Send an email to those attendees that actually attended using the actual attendee list. Length.0:31 Last updated: 1/17/2014
Copy a past event
Send an email to those attendees that actually attended using the actual attendee list. Length.1:58 Last updated: 1/17/2014
Event Goals
Quick look at Event goals on the General tab and the Account tab where progress is displayed. Length. :12 Last updated: 9/18/2013
Using Event Promo Codes
Demonstration of $10 discount when using the gala2013 promo code. Length: 2:03 Last updated: 2/18/2013
Using Event Discounts by Member type
Demonstrating $50 silver membership discount and free gold member ticket to the Annual Gala. Length: 2:55 Last update 2/18/2013
Creating a Recurring Event
Setup your monthly luncheon or other regular event by creating a recurring event. Length: 2:13 Last updated: 3/30/2009
Setting up a Volume Discount
Setup a volume discount to handle a table of 10 attendees where the registrant may enter all 10 names but only be charged once for the table. Length: 3:15 Last updated 6/21/2013
Using a Free QR code generator
Create a free QR code that can be used to help the public link quickly to your event registration page. Length: 2:11 Last updated 5/2/2013
Reports Videos
Running Prospecting Reports
Use the “Prospect Conversion by Date” report and “Prospects and Communication by Rep: Detail” or Summary report to view the activity of your sales reps and their progress toward converting prospects to new members. Length: 0:59 Last updated 4/16/2013
How to Run a Custom Report
Length: 3:58 Last updated: 4/26/2010
Member Benefit Summary report
Length: 1:17 Last updated: 12/15/2008
Member Retention Summary report
Length: 1:11 Last updated: 12/15/2008
Member Engagement reports
Length: 2:42 Last updated: 8/1/2011
News Release Videos
Adding an Image to a News Release item
See how to add and crop an image that will display in the search results for your news releases and also on the News Release page. This was a new software feature added in Nov 2013. Length: 1:06 Last updated: 11/2013
Setup Videos
How MailChimp Synchronization works
How synchronization between ChamberMaster /MemberZone and MailChimp works. Steps to setup and send an email are demonstrated. Length: 7:24 Last updated 2/25/2014
Login Permissions
Big picture on how to manage permissions for your reps. Demonstrates how to work with existing reps and take advantage of inherited permissions Also describes how to handle permissions labeled “Custom Set” which will have been created as a result of how permissions were managed prior to the Feb 2014 release. Length: 5:23 . 2/17/2014.
Inviting Reps to Create a Login Account
View how to send a single or mass email to your representatives that invite them to create their login account so they can access the Member Information Center. Or if you have your own template and want to embed the new “Create Account Link”, you’ll see where to access that database field (start at 4:20). Length: 6:58 3/25/2014.
Setting up the Member Forum
Length: 14:33 Last updated: 4/21/2009
Internet Explorer Settings and Pop-Up Management
Length: 7:30 Last updated: 4/8/2010
Modifying the List of Business Categories
Length: 4:08 Last updated: 7/7/2010
Syncing ChamberMaster / MemberZone with Constant Contact
Turn on synchronization with ChamberMaster / MemberZone and Constant Contact so that groups and membership types will automatically update the Constant Contact list each night. Choose only selected groups if desired. Length: 2:33 Last updated: 2/28/2011
Billing Videos
Integrated Billing Videos
Getting Started with Integrated Billing– Setup Videos
Getting Started with Billing - Overview
This is the Billing I webinar that gives an overview of what is involved with integrated billing. Follow along on the PowerPoint which gives additional links for more information and links to all the videos listed below. 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.Last updated 12/11/2013
Setting up the Chart of Accounts
How to properly set up the Chart of Accounts. Tips for QuickBooks and Peachtree users. assigning an Account Code for use of the Recognized Income reports. Length: 4:55 Last updated 12/11/2013
Setting up Sales Tax
How to set up sales tax.. Length: 3:59 Last updated 12/11/2013
Setting up Fee Items
How to properly set up fee items so that they report correctly within the billing module and on financial reports. Length: 5:27 Last updated 12/11/2013
Modifying Fee Item Amounts
How to adjust fee item rates - multiple different options.. Length: 6:36 Last updated 12/11/2013
How to create Bundled fees
How to add bundled fees/tiered dues to the item list. Length: 4:14 Last updated 12/12/2013
Setting up Transaction Classes
How to set up transaction classes for proper integration with QuickBooks class tracking Length: 1:38 Last updated 12/12/2013
Setting up Customer Messages
How to create customer messages for use on invoices, statements, receipts, etc.. Length: 1:17 Last updated 12/12/2013
Setting up Payment Methods
How to customize payment methods. Length: 1:53 Last updated 12/12/2013
Setting up Payment Terms
How to create payment terms for use on invoices. Length: 2:21 Last updated 12/12/2013
Uploading Your Logo
How to upload your logo so that it populates on select templates.. Length: 1:59 Last updated 12/12/2013
Setting up default billing options
How to set up default selections (templates, messages, etc.) for invoices, payments, and so forth... Length: 1:18 Last updated 12/13/2013
Setting up default billing information for event billing
How to set up default billing information for event related transactions. Length: 1:51 Last updated 12/13/2013
Setting up members with renewal months and fee items
Setting up members with renewal months and fee items for recurring billing. Plus or higher features are highlighted. Length: 7:21 12/19/2013
Day to Day Billing Videos
Day to Day Activities with Billing Overview
This is the Billing II webinar that gives an overview of what is involved with the day to day activities of integrated billing Follow along on the PowerPoint which gives additional links for more information and links to all the videos listed below. 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.Last updated 12/19/2013
How to create an individual invoice
Creating a single invoice for a member. Length: 3:19 12/19/2013
Creating a Monthly Renewal Batch
How to create a batch of invoices for monthly renewals. Length: 10:56 Last updated 12/02/2013
How to create event invoices
Creating event invoices. Length: 5:29 Last updated 12/19/2013
How to create group invoices
Creating group invoices through the group batch or the bill now feature within the groups module. Length: 3:27 Last updated 12/19/2013
What to do with Invoices that appear on the Task List
How to handle and use the Invoices Option on the Task List. Length: 5:14 Last updated 4/1/2014.
How to enter payments
Entering and applying payments to open invoices. Includes how to process credit cards through the New Payment area (for those set up with credit card processing). Length: 3:34 Last updated 12/19/2013
How to create sales receipts
Entering a sales receipt for a purchase. Includes information as to what the purpose of a sales receipt is and when to use it. Length: 3:21 Last updated 12/19/2013
How to create credits
Creating credits on member accounts. Including the purpose of a credit and an example of why a credit would be issued. Length: 3:48 Last updated 12/19/2013
How to apply credits and unapplied payments to open invoices
Applying available credits and unapplied payments to open inovices on member accounts. Length: 3:26 Last updated 12/19/2013
How to discount an invoice
Creating a discount on an open invoice to reduce the balance due. Length: 3:44 Last updated 12/19/2013
How to writeoff open invoices
Writing off invoices that will not be collected. Length: 3:20 Last updated 12/19/2013
How to create statements
Creating statements and sending them to members. Includes a breakdown on the different settings. Length: 7:32 Last updated 12/19/2013
How to track deposits
Creating deposit records for payments that have been entered into member accounts. Length: 4:19 Last updated 12/19/2013
Billing Reports Overview
An overview of the reports available in the Billing Module and some examples of what they are used for. Length: 14:54 Last updated 12/19/2013
Recognizing Income on individual invoices
Individual invoices have an option to specify the number of months to recognize the income. Check the “Edit revenue recognition” checkbox on any invoice to reveal the “# of months to recognize” column. Once you enter the desired # of months, then view this breakdown on the Billing report called “Recognized Income Detail”. Length: 1:33 Last updated 1/17/2014
Event registration with credit card payment
Credit card integration is available for Plus edition or greater. Length: 4:20 Last updated: 2/17/2011
Member bill pay with credit card
Credit card integration is available for Plus edition or greater. Length: 2:01 Last updated: 2/17/2011
Online membership application with credit card payment
Credit card integration is available for Plus edition or greater. Length: 2:54 Last updated: 2/17/2011
Credit card reports with Integrated Billing
Credit card integration is available for Plus edition or greater. Length: 0:42 Last updated: 2/17/2011
Members may include/exclude voluntary fees when paying
In Member Information Center v3, members may choose to include or exclude voluntary fees when they are paying an invoice. Length: 31 Last updated: 9/18/2013
How to mark event registrants ‘paid’
View a few different options for applying payments to event registrations Length: 6:46 Last updated: 3/14/2014.
(Legacy) CQI Connection
Event registration with credit card payment
Credit card integration is available for Plus edition or greater. Length: 5:50 Last updated: 2/17/2011
Member bill pay with credit card
Credit card integration is available for Plus edition or greater. Length: 1:51 Last updated: 2/17/2011
Online membership application with credit card payment
Credit card integration is available for Plus edition or greater. Length: 1:26 Last updated: 2/17/2011
Credit card reports with QuickBooks integration
Credit card integration is available for Plus edition or greater. Length: 0:27 Last updated: 2/17/2011
Updating QB Balances and History
Length: 3:09 Last updated: 3/15/2010
Reconnecting CQI
Length: 1:54 Last updated: 3/10/2010
Billing Export Videos
Export Billing Transactions to Peachtree
Demonstration of how to export your billing transactions to PeachTree. Length: 10:22 Last updated: 02/13/2014
Export Billing Transactions to QuickBooks
Demonstration of how to export your billing transactions to QuickBooks. Length: 10:22 Last updated: 02/13/2014
Overview - Journal Entry Export - 1 of 4
Length: 1:14 Last updated: 8/15/2011
Getting Started - Journal Entry Export - 2 of 4
Length: 3:55 Last updated: 8/15/2011
Testing it out - Journal Entry Export - 3 of 4
Length: 7:33 Last updated: 8/15/2011
Daily Exporting - Journal Entry Export - 4 of 4
Length: 3:21 Last updated: 8/15/2011
Misc Videos
Browser Issues
How to clear cache using Internet Explorer
How to clear cache using Internet Explorer. Length: :33 Last updated: 1/31/2013
How to clear cache using Firefox
How to clear cache using Firefox. Length: :34 Last updated: 1/31/2013
Internet Explorer Settings and Pop-Up Management
Length: 7:30 Last updated: 4/8/2010
Membership Application Videos
Setting your membership application to auto-approve
Turn on the auto-approve applications paid by credit card selection. See what happens and what settings should be in place to make this work effectively: 2:45 Last updated: 1/17/2014
Setting up the Membership Application Form
View the basics on how to setup your membership application including how to include custom fields. Length: 3:45 Last updated: 7/2/2013
LiveEdit and Website Editing videos
How to use LiveEdit
Multiple short videos demonstrating how to use LiveEdit including how to add and edit content, place images and build forms.
Uploading a file to LiveEdit using FTP client
Demonstration of how to download a FTP client (Filezilla) and upload a file to liveEdit; useful when files are too large to upload through LiveEdit. Length: 2:49 Last updated: 8/15/2013
How to Insert a YouTube video into a LiveEdit website
Demonstration of how to insert a YouTube video into your LiveEdit website. Length: 1:28 Last updated: 7/25/2013
Member Information Center v 4 – (Staff videos)
How to switch to version 4 of the Member Information Center
Officially released in March 2014, the Member Information Center v4 gives a new updated look with more features and increased networking between members. View how easy it is to switch to version 4 from either v1 or v3. Length: 1:51 Last updated 3/21/2014 by Seth N.
How to log in to the Member Information Center
As a staff person, there are different ways to access the Member Information Center (MIC): Logged in as yourself (staff), Impersonate one of your members, one of your reps, or actually logging in using the actual member/rep login credentials (if you know them). Length: 1:32 Last updated: 3/2014 by Seth N.
Demonstration of the MIC4 Dashboard
Get a broad overview of how the MIC4 Dashboard is organized to help your members engage and interact with you and other members. Length: 2:28 Last updated 3/20/2014 by Seth N.
Overview of Account Settings menu
Gives a tour of the Account Settings menu and how it is organized for easy navigation. Length: 1:54 Last updated 3/20/2014 by Seth N.
Overview of Social Feed in MIC4 – post photos
Understand how the social feed in MIC4 will help your members engage and connect with each other. Demonstrates how to post photos and text. Length: 1:42 Last updated 3/20/2014 by Seth N.
How to post video in the social feed in the MIC4
Demonstrates how to post a video in the social feed. Length: 0:59 Last updated 3/20/2014 by Seth N.
How to upload and use Resources in MIC4
View how staff upload and make available the Resources in the Member Information Center v4. Videos, Documents, Website URLs, and images may all be uploaded and described so members will be able to locate and access the files. Limit access to a particular group if you’d like. And also assign to self-designated categories for easier location. Length: 5:35 Last updated: 3/20/2014
How to “favorite” a member/rep and download their vcard
View how to mark a member or rep as your “favorite” and easily view them in the directory in the Member Information Center. Also a quick demonstration of how clicking the vcard icon will download the contact information into your Outlook or default email program like gmail. Length: 1:15 Last updated 3/21/2014 by Seth N.
Create custom links on the MIC4 Dashboard for members
View how to add custom menu selections to the Dashboard in the MIC4. Use this area to place links unlimited links in up to three sections titled as you desire. This will make these links very easy for your members to access. Length: 3:25 Last updated: 3/21/2014 by Seth N.
Using directory filters and custom field filters in MIC4
The search capabilities in MIC4 included some unique standard filters but also are expanded to include additional custom search filters. View how to create custom field filters of your own. Length: 2:24 Last updated 3/21/2014 by Seth N.
Setup searching of category attributes – sub category search criteria
A specific business category may have additional sub category classification (called category attributes). See what this looks like for those searching for a member in the MIC4 and how to set this up. Length: 3:03 Last updated: 3/20/2014
Member Information Center v 3 – (Staff videos)
What information about your reps show to public and other members
Web Display options allow staff or reps to control what is seen by the public in the online member directory such as their email address, phone, address etc. With the January 2014 software update the rep also has an option to control what shows to other reps inside the Member Information Center separately. (Member Information Center v3 or greater) Length: 1:33 Last updated: 1/17/2014
Allowing access to the Member Information Center
Who has access to login to the Member Information Center? Any status, except dropped, may login as long as they have “Allow login…” selected. Length: 1:33 Last updated: 1/17/2014
For Staff: How to add Files/Resources to the Member Information Center v3
Targeted to staff to understand how to make resources and files available so members can access them in the Member Information Center. Length: 2:50 Last updated: 5/15/2013
Forum Videos
Using the Forum
Instruction on how staff can use the forum that is available to all users of ChamberMaster / MemberZone on the Dashboard Forum tab. This video is also available when using the forum. Length: 3:40 Last updated: 12/15/2008
Using the Member Forum
Plus edition users or greater may have implemented the Member forum for their members to network with other members and the community. Watch this video to see how to use the forum. This link may be given out to your members. Last updated: Length: 4:34 4/20/2009
Setting up the Member Forum
Those with the Plus edition or greater have ability to provide an online forum for their members. Posting board meeting minutes, engaging members in dialog, taking polls, and soliciting community feedback can all be facilitated in this Member Forum. Watch this video to learn how to get this forum up and running. Length: 14:33 Last updated: 4/21/2009
Web Designers Videos
Overview of SEO Website integration instructions for Web Designers
Short video describing how to integrate a your website with the database. Targeted to the web designer who wishes to connect the database with your public website – either for the first time or if re-integrating using the SEO (Search Engine Optimized) method of integration that was introduced in early 2010. Length: 4:44 Last updated 3/2/2010
For Members
Member Information Center v 4 (For Members)
For Members: Update your personal profile
Demonstrates how the member updates their personal information. Walks them through each selection under Account Settings->Personal Information. Length: 2:05 Last updated: 3/20/2014
For Members: Update your company profile
Demonstrates how the member updates their company information. Walks them through each selection under Account Settings->Company Information. Length: 6:52 Last updated: 3/20/2014
Member Information Center v 3 (For Members)
For Members: Overview of Member Information Center v3
Broad overview of Member Information Center version 3. Length 2:31 Last updated 6/03/2013
For Members: Updating Organization Information in Member Info Center v3
Provides a broad description of what to look for on the Profile->Organization Info page in MIC v3. Member Information Center version 3. Length 2:31 Last updated 3/13/2013
For Members: How to upload a rep photo
Member Information Center version 3: Targeted to Members that need to know how to upload their photo into the Member Information Center v 3. Length: 1:30 Last updated: 5/15/2013
Member Information Center v 1
For Members: Update your Online Business Directory Listing
Member Information Center version 1: 3 minute video targeted to Members who need to know how to update their online Business Directory listing. This link may be given out to your members. Length: 5:06 Last updated: 11/5/2011
For Members: Check your category, password, and mailing lists
Member Information Center version 1: Targeted to Members to explain how to check their business category assignment, check and change their login/password, and add themselves to mailing lists in the Members Information Center. Length: 1:28 Last updated: 4/19/2011
For Members: Post a Job, Hot Deal, M2M deal, and register for events
Member Information Center version 1: Targeted to Members to demonstrate how to post a job, hot deal, member-to-member deal, and register for events. Length: 3:04 Last updated: 4/19/2011
For Members: Update enhanced listing items
Member Information Center version 1: Targeted to Members that have an enhanced listing; demonstrates how to add additional business description, search results logo, upload a logo, video, and photo gallery. Length: 4:08 Last updated: 11/5/2011
For Members: Member Information Center video for Enhanced and Standard members
Member Information Center version 1: Targeted to Member that have either an enhanced or standard listing; demonstrates all the options within the Member Information Center. This video has a table of contents displayed on the left-hand side of the screen so that the member can jump to particular areas of interest. This video combines all four Member videos above to create one larger complete video. Length: 14:24 Last updated: 11/5/2011