Getting Started: Where to Go Next

ChamberMaster / MemberZone is full of features that may be used immediately or explored as needed for which there are many tools to assist: help buttons, training videos, support via email and toll-free telephone access, and online training classes. See “Getting Help” for details.

However, here are some common questions with answers for some things that you may be wondering right away.

What order do you recommend I take the training classes?

Intro to ChamberMaster and then Intro to Member Management are the first classes to schedule.

If you are the administrator at your organization, you will want to take the Administrator Training class. You will learn about customizing and setting up the software for your particular organization.

You might consider Intro to Communication and Groups as a good second selection. Intro to Reports would be another good selection. The order of the other classes should be determined by which module you want to implement next. [of live webinars]

List of recorded webinars

How do I send an email?

Scattered throughout the software you will find selections to send emails; use any of these selections at your convenience.

To send an email to specific recipients, select New Email to Multiple Members in the Communication module. Select the recipients, compose the email and click Send Email. The email is sent immediately upon clicking Send Email.

If Include carbon copy to sender is selected, you will receive a copy of the email in your own inbox (Outlook etc) with an attachment that displays the email recipients. Note: the recipients do not receive this attachment; their email does not even display the other recipient addresses – all emails are sent Blind Carbon Copy (bcc).

See “Communication” for more information about sending emails.

How do I receive email?

Email is received in your own email program, such as Outlook etc.

How do I create a report?

The Reports module contains many pre-defined reports that are quite simple to use. For instance, the Member Join Report is a popular report to list members by join date. See “Reports and Downloads” for more information.

The Custom Report for Members module allows you to design your own report by specifically selecting the desired fields, order, sort criteria, and other filters. [this video for help on creating a custom report].

Join Date or Renewal Month? Which one is used to generate membership invoices?

Renewal Month (located on the member’s Account tab) is the field that is used when selecting the members that require an invoice during the billing process using integrated billing or the QuickBooks billing. Join date (located on the member’s General tab) is used when running a Join Report to list members that joined during the specified period of time.

What are my options for billing? How do I get started with it?

The integrated billing is available for those with Standard edition or greater. See “Billing Solutions” for more information.

How do I create a mailing list?

Mailing lists are created in the Groups module. Click Create a Group, name your group, complete the description, and assign a group type of Mailing Lists. Click Save. Click the Roster tab and begin selecting the names of those that should be on the mailing list. This newly created group may then be selected as the recipient when creating mailing labels or sending email blasts. See “Communicating Using Groups & Mailing Lists” for more information.