Difference between revisions of "Getting Started"

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=='''<span style="color:#800080">ChamberMaster/MemberZone Software Training'''</span>==
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Welcome to ChamberMaster!  Whether you are a new staff person, or using ChamberMaster is something relatively new to you, our goal is to provide you with the training and documentation needed to be successful. We provide you with several alternate methods for training, regardless of your learning style.
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If you are just getting started with the software, visit our '''[https://cm-training.growthzonesites.com/new-user-training-curriculum/ New User Training Curriculum]''' page, for information on the training that will make you successful in working with the software.
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Also visit our [https://micronet.growthzoneapp.com/eventcalendar Training Calendar] to view upcoming on-line and classroom training session. You will also find recorded sessions, short tutorials, training for your members within the WIKI [[Training_Videos|Training Videos]].
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=='''<span style="color:#800080">ChamberMaster/MemberZone Software Editions'''</span>==
 
=='''<span style="color:#800080">ChamberMaster/MemberZone Software Editions'''</span>==
 
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Because their features and functionality are identical, the names ChamberMaster and MemberZone are used interchangeably on this site.
 
Because their features and functionality are identical, the names ChamberMaster and MemberZone are used interchangeably on this site.
 
== What's Next? ==
 
*Watch the [http://www.screencast.com/t/f7KGqo3Z "Overview of ChamberMaster/MemberZone"] video or register for one of our [http://micronet.memberzone.org/eventcalendar live training webinars].
 
*Make sure you meet the [[System Requirements|minimum system requirements]]
 
*[[Getting_Started-Configuring_your_computer|Configure your computer]]
 
*Check out the [[The Basics| basics of the software]]
 
*Know how to [[Getting_Started-Getting_help|get help]]
 
*Attend additional [[Training_Videos|training]] on Events, Communication, and Member Management.
 
 
 
 
[[Category:Getting Started|{{PAGENAME}}]]
 

Latest revision as of 07:15, 17 April 2020

ChamberMaster/MemberZone Software Training


Welcome to ChamberMaster! Whether you are a new staff person, or using ChamberMaster is something relatively new to you, our goal is to provide you with the training and documentation needed to be successful. We provide you with several alternate methods for training, regardless of your learning style.

If you are just getting started with the software, visit our New User Training Curriculum page, for information on the training that will make you successful in working with the software.

Also visit our Training Calendar to view upcoming on-line and classroom training session. You will also find recorded sessions, short tutorials, training for your members within the WIKI Training Videos.

ChamberMaster/MemberZone Software Editions


There are four editions of the software: Pro, Premier, Plus, and Standard. The table below provides a comparison of the features available with each edition.

Back Office        
All Features Standard Plus Premier Best Value! Pro
Member Module
General Business Data X X X X
Create your own Custom Fields (unlimited) X X X X
Representative tracking (unlimited) X X X X
Website Listing Data X X X X
Communication Log X X X X
Account History X X X X
Member Stats & Reports X X X X
Prospective & Sales Stage Tracking X X X X
Integration to Online Business Directory X X X X
Membership Type Icon   X X X
Groups Module
Unlimited Groups X X X X
Group Billing Setup X X X X
Send Communications X X X X
Group Reports X X X X
Email a Group from Outlook (or your default email program)   X X X
Allow members to self-enroll into designated member group lists X X X X
Create custom groups as needed using the Custom Report filters X X X X
Communications Module
e-Referral tracking X X X X
Mass Email with built-in Mail Merge X X X X
Create and save templates X X X X
Create Tasks, Follow-ups and Reminders X X X X
Schedule emails X X X X
Form Letters X X X X
Mailing Label Generation X X X X
Name Badge Creation X X X X
Fax Blast Integration X X X X
Nonmember Contact Tracking X X X X
No restrictions on email size   X X X
Smart Text (Fee Apply)
Create interest groups for users to opt into X X X X
Use the standard keyword or purchase a custom word X X X X
Constant Contact Connect
Automatically updates Constant Contact nightly with a sync instantly button X X X X
Syncs selected groups, your membership type groups and/or all active/courtesy members X X X X
SmartMail
Integrates sending emails from Outlook or your default email program X X X X
Initial email and responses are auto logged into their communication profile X X X X
Billing Module
New! Setup bundled fee item packages for tiered dues X X X X
Setup recurring and one-time fee options X X X X
Invoice creation and tracking X X X X
Payment Creation and tracking X X X X
Credits and write off tracking X X X X
Sales Receipts X X X X
Integration with Credit Card options for online payments   X X X
Send Invoices by email, mail or preferred billing contact method X X X X
Sales, A/R, deposit summaries, transaction and other reporting X X X X
Journal Entry Exports-Accural Basis (QuickBooks, Peachtree, etc.) X X X X
Journal Entry Export-Cash Basis (QuickBooks, Peachtree, etc.) X X X X
Setup voluntary fee items X X X X
Customize templates for invoices, receipts X X X X
Create collection, notification and thank you letters X X X X
Mass fee editing by fee item     X X
Cloud Drive
Upload graphics, documents, spreadsheets, PDFs and more   X X X
10 GB storage available   X X X
Share files with your office staff   X X X
Store files for personal use only   X X X
Upload files to the Member Information Center X X X X
Reports
Billing Reports X X X X
Membership Reports Limited X X X
Event Reports X X X X
Member Directory Reports X X X X
Hit Stats X X X X
Custom Report Builder and Filters X X X X
Import of one additional formatted Excel/CSV data file per month   X X X
Dashboard
Message Center X X X X
Forum X X X X
Membership Report & Graphs   X X X
Financial Reports & Graphs   X X X
Task Bar X X X X
Easy Find/Add Toolbar X X X X
Setup/Admin
Setup Unlimited Users X X X X
Data Back-up & Download options X X X X
Additional Setup features for online modules and other options X X X X
Create Permission sets for Individual Member Logins X X X X
Ability to sync staff or member logins with Social Networking login X X X X
Training and Support
Unlimited email Support X X X X
Online User Manuals X X X X
Online Training Videos X X X X
Unlimited toll-free phone support X X X X
Webinars and online workshops X X X X
Software Edition Updates X X X X
Website Content Management System
GZ CMS       X
Website Hosting       X
Website Design (purchased separately) Additional setup fee applies.        
ChamberMaster App
Searchable members, prospects or reps X X X X
List sorting by proximity for drop-in visits X X X X
Uploading of member logo and photos X X X X
Driving directions/map X X X X
Communication notes X X X X
Ability to enter notes and follow-up reminders Upgrade  X X X
Ability to check balance information and lifetime revenue X X X X
Ability to view stats on web hits, lead counts X X X X
Ability to confirm event attendance and history X X X X
Add member provides link to online app Upgrade  X X X
Ability to send email via ChamberMaster or device email X X X X
Member Engagement Dashboard
Ability to view recent member updates X X X X
Ability to view your tasks X X X X
Upcoming events list X X X X
Members anniversary tracking X X X X
Ability to send referrals/leads to members Upgrade  X X X
New members by month (last 12 mo) Upgrade  X X X
Active members over time Upgrade  X X X
Membership types Upgrade  X X X
New members invoices totals Upgrade  X X X
Past due invoices Upgrade  X X X
Past due voluntary invoices Upgrade  X X X
Events
Upcoming events list and details X X X X
Ability to view attendee list and payment status X X X X
Check-in attendees on-site Upgrade  X X X
Automatic selection a random winner from list Upgrade  X X X
Ability to add attendees Upgrade  X X X
Back Office + Public-Facing & Member Access
General Web Module Features
Search Engine Optimized features X X X X
Customization of web modules using CSS X X X X
Mobile web pages: Business Directory, Hot Deals, Jobs, Events. Pro Edition also comes with: Contact Us, Group Sign Up, and Marketspace.   X X X
SmartMobile CMS       X
Business Directory
Search by Category, Rep, Location, Key Words and more X X X X
Allow staff to setup members in multiple categories X X X X
Each member receives their own online information page X X X X
Social Networking Links for Members X X X X
Enhanced Listings and Enhanced Pages for members     X X
Ability to share member page via SMS or Share on Social Networking sites X X X X
Banner Ad Placement and Tracking     X X
Priority Placement for Member Listings     X X
Display Members Logo on Search page     X X
Enhanced Member Page (Increased Text, Video, Photo Gallery, Highlights)     X X
Request for proposal online form for consumers to send request to members by category       X
Hot Deals
Ability for members to create and submit for approval X X X X
Reports and Hit Stat Tracking X X X X
Hot Deals eNewsletter - automatically sent to subscribers daily X X X X
Add logo or image next to Hot Deal on Search Results Page   X X X
Ability to share Hot Deals via SMS or Share on Social Networking sites X X X X
Member to Member Hot Deals
Ability for members to create and submit for approval   X X X
Reports and Hit Stat tracking   X X X
Add logo or image next to Member Hot Deal on Search Results Page   X X X
Ability to share Member Hot Deal via SMS or Share on Social Networking sites   X X X
MarketSpace
Customize to market to your community or members. Popular uses include: classifieds, building leases, rentals, military discounts   X X X
Subscribers receive automated notices when new items are entered   X X X
Add item details, publish and valid offer dates   X X X
Hit Stat tracking   X X X
Job Postings
Ability for members to create and submit for approval X X X X
Reports and Hit Stat tracking X X X X
Ability to share member page via SMS or Share on Social Networking sites X X X X
Calendar of Events
New! Setup promo discounts per event X X X X
New! Create discounts that auto apply based on membership type X X X X
Setup multiple calendars as desired for Chamber/Association, Community or custom created topics X X X X
Online Registration option X X X X
Sponsorship tracking and recognition X X X X
Ability to send invites, track responses, send follow-up notices X X X X
Schedule auto event reminders   X X X
Integration with Credit Card Processors for online payments   X X X
Invoice batching per event X X X X
Set member vs nonmember fee items X X X X
Create roster sheets, name badges and other reports X X X X
Comparison Reports for selected events X X X X
Scrolling and/or mini events calendar view - can be added to Home or other pages X X X X
Ability to share events via SMS or share on Social Networking sites X X X X
Membership Application
Ability to add fee schedule X X X X
Ability to add custom fields X X X X
Ability to accept online payments   X X X
Thank you page setup, email setup X X X X
Ability for staff to approve applications X X X X
News Releases
Post chamber, association, community, state or other news articles and announcements   X X X
Ability for members to create and submit for approval   X X X
Contact Us
Online Contact Us form X X X X
Information Request
Online Information Request form, interests customized by staff   X X X
Tracking and Lead Fulfillment   X X X
Leads Reporting   X X X
Instant Weather Reports
View current weather for your area X X X X
Member Mapping Module        
View online map of members by category or area   X X X
Highlight Sponsors     X X
Social Networking Modules
Member Forum (online)     X X
Twitter, LinkedIn and Facebook automatic posts using Hot Deals, Jobs, Events, New Members, News Releases   X X X
Track members links and display in Member Information Center X X X X
RSS Feeds for online modules X X X X
Ability to Share Event, Member info, Jobs and Deals on Facebook & Twitter X X X X
Member Information Center
Member only access to update information X X X X
Networking: Member look-up X X X X
Online Bill Pay Center   X X X
Ability to upload files and resources for members X X X X
Members can submit requests to post Hot Deals, Job Postings, Member to Member Discounts, Events and News X X X X
Refer a member X X X X
Widget Builder generates badge for member's site X X X X
Public Group Page
i.e. Board Member page, Staff Listing, etc. X X X X
Includes photo option X X X  
Trip Builder
Allow visitors to select members, events, and deals from your site and assign to their trip itinerary Add-on fee Add-on fee Add-on fee Add-on fee
Trip Itinerary can be printed or emailed to themselves or shared with a friends email Add-on fee Add-on fee Add-on fee Add-on fee
Trips can be saved and additional new trips added for each visitor Add-on fee Add-on fee Add-on fee Add-on fee
Form Builder
Create and publish custom web forms and/or email survey links       X
View and sort form submissions, download results to spreadsheet       X
Blog
Create unlimited unique blogs – each staff or each department can have their own       X
Allow comments and likes on a post by post basis, staff approval can be required for comment posts       X
Social media links on each post encourage linking to their Facebook, Twitter, LinkedIn       X
Use categories and tags to organize and/or search posts       X


To upgrade or ask additional questions on your edition or regarding our new GrowthZone platform, contact customer support.

ChamberMaster or MemberZone?

Because their features and functionality are identical, the names ChamberMaster and MemberZone are used interchangeably on this site.