Difference between revisions of "Training Videos"
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− | Training Videos are anywhere from 15-60 minutes in length. Many of the accompanying PDF slideshows also contain links to short 2-3 minute videos. | + | Training Videos are anywhere from 15-60 minutes in length. Many of the accompanying PDF slideshows also contain links to short 2-3 minute videos. '''Live workshops''' are offered regularly as well. '''[https://micronet.growthzoneapp.com/eventcalendar View the Webinar Calendar]''' |
− | + | Brand New to the Software? See our '''[https://cm-training.growthzonesites.com/new-user-training-curriculum/ Getting Started Training Guide]'''! | |
− | '''Live | + | ===1. Overview of the Software=== |
− | + | :''Updated May 2020'' | |
− | :[[File:Vid.png|link= | + | :[[File:Vid.png|link=https://www.screencast.com/t/X9F2liBrG6Fz]] [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/f/f6/ChamberMaster_Solution_Overview.pdf]] ''Description: New to ChamberMaster? 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 all 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'' |
− | |||
− | |||
− | === | + | ===2. Essential - Administrator Training=== |
− | :[[File:Vid.png|link= | + | ''Updated March 2020'' |
+ | :[[File:Vid.png|link=https://www.screencast.com/t/tUNIyMHvh]] [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/1/1b/CM_MZ_Admin_Training_2020.pdf]] ''Description: Learn how to configure GrowthZone/ChamberMaster for your Chamber or Association use. Attendees will be shown how to update association information, add or change staff logins and passwords, and the setup and use of the online member application. See how to modify your business categories and membership types. A "must-attend" for administrators of GrowthZone/ChamberMaster. | ||
− | === | + | ===3. Essential - Member Management Basics=== |
− | : | + | :''Updated August 2020'' |
− | + | :[[File:Vid.png|link=https://www.screencast.com/t/Xq2hKhSP6]] [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/e/e7/CM_MZ_Member_Management_.pdf]] '''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. | |
− | :[[File:Vid.png|link= | ||
− | |||
− | |||
− | === | + | ===4. Essential - Online Membership Application=== |
− | :[[File:Vid.png|link=http://www.screencast.com/t/ | + | :[[File:Vid.png|link=http://www.screencast.com/t/qPsZguEivNC]] [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/7/79/CM_MZ_Working_with_Membersip_Application_Form.pdf]] ''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: ~25 minutes'' |
− | === | + | ===5. Essential - Member Information Center (MIC): Setting It Up=== |
− | :[[File:Vid.png|link= | + | ''Updated April 2020'' |
+ | :[[File:Vid.png|link=https://www.screencast.com/t/pikAgc7BMus2]] [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/b/b0/Working_with_the_MIC.pdf]] ''Description: The Member Information Center is the place where your members connect with you and each other. This tutorial goes over the basics you need to get started. | ||
− | ====9. Billing Export: | + | ===6. Essential - Intro to Communications=== |
+ | ====6a. Working with Communications==== | ||
+ | :[[File:Vid.png|link=http://www.screencast.com/t/Cdyk0dAM4]] [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/0/02/ChamberMaster_MemberZone_Communications.pdf]] ''Description: Learn how to send emails and letters, search communication history, use the correspondence editor, create signature block, use mail merge feature, send attachments. | ||
+ | |||
+ | ====6b. Working with Groups==== | ||
+ | |||
+ | [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/8/80/ChamberMaster_MemberZone_Groups.pdf]] ''Sending communication via email and letters may be simplified by creating | ||
+ | self-defined groups in the ChamberMaster Groups module'' | ||
+ | |||
+ | ===7. Essential - Events: An Overview=== | ||
+ | =====7A.'''ChamberMaster/MemberZone Events Setup'''===== | ||
+ | :[[File:Vid.png|link=http://www.screencast.com/t/b2YeZXUMwU]][[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/8/85/CM_MZ_Event_Setup_2020.pdf]] ''Description: This recorded workshop takes you through the steps to setup defaults for events, as well as create a new event. | ||
+ | |||
+ | ====7B.'''ChamberMaster/MemberZone Event Management'''==== | ||
+ | :''Updated December 2018'' | ||
+ | :[[File:Vid.png|link=http://www.screencast.com/t/Yi67JyzZ]][[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/5/5f/CM_MZ_Event_Management.pdf]] ''Description: This recorded workshop takes you through the inviting members to events, managing the guest list & sponsors, creating nametags, generating your roster and checking people into your event. | ||
+ | |||
+ | ===8. Essential - Billing I: Setup=== | ||
+ | :''Updated February 2019'' | ||
+ | :[[File:Vid.png|link=http://www.screencast.com/t/646dv8B9haq]] [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/b/b9/CM_MZ_Billing_Setup.pdf]] ''Description: Do you need to get started with the integrated Billing module? Learn how to setup your Chart of Accounts, fee items. Setup custom customer messages, payment terms, payment methods, credit card defaults and set system-wide defaults. (Note: this training is not intended for those using the legacy CQI integration) Length: ~50 minutes.'' | ||
+ | |||
+ | ===9. Essential - Billing II: Day to Day Activities=== | ||
+ | :[[File:Vid.png|link=https://www.screencast.com/t/VqzxZq5jSn]] [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/3/3e/CM_MZ_Daily_Billing_Activities.pdf]] ''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 legacy CQI integration) Length: ~26 minutes.'' | ||
+ | |||
+ | ===10. Billing: Understanding Billing Setup=== | ||
+ | :[[File:Vid.png|link=http://www.screencast.com/t/8hVCS3XnIF]] [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/9/9a/Workshop-Billing_Setup.pdf]]''Description: A tutorial on how to set up the billing features in your database'' | ||
+ | |||
+ | ===12. Billing: Managing your Fee Items=== | ||
+ | :[[File:Vid.png|link=http://www.screencast.com/t/rOHGr1nI]] [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/1/12/Billing_Workshop-Managing_your_Fee_Items.pdf]]''Description: A tutorial on how to set up the billing features in your database'' | ||
+ | |||
+ | ===13. Billing: Understanding & Working with Bundled Fees=== | ||
+ | :[[File:Vid.png|link=http://www.screencast.com/t/2kNDg4j7s]] ''Description: A 24 minute tutorial on how to set up and work with Bundled Fees'' | ||
+ | |||
+ | ===14. Billing: Working with Various Transaction Types=== | ||
+ | :[[File:Vid.png|link=http://www.screencast.com/t/G0OPRGpNy]] [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/9/9d/Billing_-_Working_With_Transaction_Types.pdf]] ''Description: A tutorial on working with various transactions (invoicing, payments, refunds, etc.)'' | ||
+ | |||
+ | ===15. Billing: Invoicing and Collections=== | ||
+ | :[[File:Vid.png|link=http://www.screencast.com/t/h7izn7do4vG]] [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/7/73/Invoicing_and_Collections.pdf]] ''Description: A tutorial on creating batches, analyzing A/R reports, and managing collections.'' | ||
+ | |||
+ | ===16. Essential - Mobile Apps: MemberPlus and Staff App=== | ||
+ | :[[File:Vid.png|link=http://www.screencast.com/t/tiTZJxVMq8]] [[File:Pdf_icon.png|link=http://supportwiki.micronetonline.com/images/6/6a/Premium_Staff_App.pdf]] ''Description: A 45 minute tutorial on how to use the GrowthZone/ChamberMaster Staff app and MemberPlus app'' | ||
+ | |||
+ | ===17. Setting up and using Credit Cards === | ||
+ | :[[File:Vid.png|link=http://www.screencast.com/t/PPCOaf7agh]] [[File:Pdf_icon.png|link=http://supportwiki.micronetonline.com/images/7/7a/Credit_Card_set_up_and_processing.pdf]]''Description: A 16 minute tutorial on how credit card processing works. (Not available with all editions)'' | ||
+ | |||
+ | ===18. Information Request Setup=== | ||
+ | :[[File:Vid.png|link=http://www.screencast.com/t/gAVaIvOfJ]] [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/a/aa/V9_Introduction_to_Info_Request.pdf]]''Description: Hear an overview of the 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'' | ||
+ | |||
+ | ===19. Working with Hot Deals=== | ||
+ | :[[File:Vid.png|link=https://www.screencast.com/t/fD91EgxuSb]] [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/8/8c/CM_MZ_Working_with_Hot_Deals.pdf]] ''Description: One of the benefits you can offer your membership is the opportunity to share special discounts or “Hot Deals” with other members and your community. With Plus edition or greater, you can also offer Member to Member Deals. In this session, participants will learn how to setup and manage Hot Deals. | ||
+ | |||
+ | ===20. Billing Export:=== | ||
:Export to QuickBooks [[File:Vid.png|link=http://www.screencast.com/t/lQ3xmqfo]] | :Export to QuickBooks [[File:Vid.png|link=http://www.screencast.com/t/lQ3xmqfo]] | ||
− | :Export to QuickBooks Online [ | + | :[[QuickBooks_Online_Import|Export to QuickBooks Online]] [http://supportwiki.micronetonline.com/QuickBooks_Online_Import Click here] for information on exporting for Quick Books Online |
:Export to PeachTree [[File:Vid.png|link=http://www.screencast.com/t/s0IGzxhEj0F]] | :Export to PeachTree [[File:Vid.png|link=http://www.screencast.com/t/s0IGzxhEj0F]] | ||
− | :''Description: Videos for any staff member that will work | + | :''Description: Videos for any staff member that will work within the Billing module and will be exporting their transactions to a 3rd party accounting program. (Note: this training is not intended for those using the legacy CQI integration) Length: ~10 minutes |
+ | |||
+ | ===21. Marketing and Revenue Generation=== | ||
+ | :[[File:Vid.png|link=http://www.screencast.com/t/rnL5C36MDu]] [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/0/02/Revenue_Generation_and_Marketing_Package_Guide_9_12_17.pdf]] ''Description: A 36 minute workshop going over the many marketing and revenue generation tools available in the software.'' | ||
+ | |||
+ | ===22. eCommerce=== | ||
+ | :[[File:Vid.png|link=http://www.screencast.com/t/aDJOMTWCYM79 | ||
+ | ]] ''Description: '''Single product and shipping by weight.''' - This video will walk you through how to set up an item in the database and in eCommerce to sell with shipping calculated by weight Duration 26 mins | ||
+ | |||
+ | :[[File:Vid.png|link=http://www.screencast.com/t/U6bKxhCUtV]]''Description: '''Single product with multiple attributes and fixed shipping.''' - This video will walk you through how to set up an item in the database and in eCommerce to sell with fixed shipping. Duration 26 mins | ||
+ | |||
+ | :[[File:Vid.png|link=http://www.screencast.com/t/yDGZW2blV5 | ||
+ | ]]''Description: '''Downloadable product'''- This video will walk you through how to set up an item in the database and in eCommerce to sell with fixed shipping. Duration 27 mins | ||
+ | |||
+ | :[[File:Vid.png|link=http://www.screencast.com/t/6SUE4Z2qxa9z | ||
+ | ]]''Description: '''Donations'''- This video will walk you through how to set up an item in the database and in eCommerce to accept donations. Duration 12 mins | ||
+ | |||
+ | ===23. Intro to Reports=== | ||
+ | :[[File:Vid.png|link=https://www.screencast.com/t/wlz4CsDCio5x]] [[File:Pdf_icon.png|link=http://cloud.chambermaster.com/userfiles/UserFiles/chambers/9001/File/Training/webinars/IntrotoReports.pdf]] ''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'' | ||
+ | |||
+ | ===24. Working with Your Smart CMS=== | ||
+ | :''Updated July 2018'' | ||
+ | :[[File:Vid.png|link=http://www.screencast.com/t/bIIKLDd4ZM]][[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/1/1a/Working_with_SmartCMS.pdf]] '''Description''': Learn how to setup and maintain your SmartCMS website.'' | ||
+ | |||
+ | ===25. Marketing Package=== | ||
+ | :[[File:Vid.png|link=https://www.screencast.com/t/KhhR8AutT4]] [[File:Pdf_icon.png|link=http://cloud.chambermaster.com/userfiles/UserFiles/chambers/9001/File/Training/webinars/OverviewMarketingPackage.pdf]] ''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. The Marketing Package provides a seamless integration with the Members module allowing for these options to be set and adjusted for each member and immediately display on your website.'' | ||
+ | |||
+ | ===26. Working with the WMS Import Tool=== | ||
+ | :[[File:Vid.png|link=http://www.screencast.com/t/Zs8FxY8rd]] [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/9/97/WMS_Training_%281%29.pdf]] ''Description: MemberZone Home Builders edition allows HBA’s to manage their HBA Members from New Membership to Cancellations. In this session, participants will learn how to setup WMS, Export records for NAHB, and import records from NAHB.'' | ||
+ | |||
+ | ===27. Working with the Projects/Tasks=== | ||
+ | [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/d/de/ChamberMaster_MemberZone_Working_with_Projects.pdf]] ''Description: ChamberMaster/MemberZone's Project/Task Manager can help you manage and track projects by allowing you to assign tasks to staff members, monitor the project’s progress and keep an eye on deadlines. In this session, participants will learn how to setup projects/project templates; use templates within members and events, monitor and update tasks.'' | ||
+ | |||
+ | ===28. Working with Benefit Tracking=== | ||
+ | :[[File:Vid.png|link=https://www.screencast.com/t/AMd22Q4UkT]] [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/9/90/Benefit_Tracking1.pdf]] ''Description: ChamberMaster/MemberZone's Benefit tracking makes it easy and efficient way for you to track member benefits, such as free or discounted admission to certain events or free/discounted usage of facilities or other tangible items as part of their membership. In this session, participants will learn how to setup and manage benefit packages. | ||
+ | |||
+ | ==Training For Your Members== | ||
+ | :''Note: The resources in "Training for your Members" were created for you to share with your members. The videos and PDF's walk them through the day to day processes of the Member Information Center (MIC). To share a video or PDF, '''right-click''' on an icon and select '''Copy link address'''. You can then paste the link by holding down the '''Ctrl''' button and pressing the letter '''V''' on your keyboard. If you would like to customize one of the PDF's, you are welcome to copy and paste the text into a document and update the wording to meet your needs.'' | ||
+ | |||
+ | ::'''How To Pay Bills Online''' | ||
+ | ::[[File:Vid.png|link=http://www.screencast.com/t/aANGeen0]] [[File:Pdf_icon.png|link=http://supportwiki.micronetonline.com/images/9/9e/How_to_pay_bills_online_MIC.pdf]] ''Learn how your members can pay their open invoices online from within the MIC. | ||
+ | |||
+ | ::'''How To Post a Hot Deal''' | ||
+ | ::[[File:Vid.png|link=http://www.screencast.com/t/gBoeSjJUw]] [[File:Pdf_icon.png|link=http://supportwiki.micronetonline.com/images/d/d2/How_to_submit_a_Hot_Deal_or_Member_to_member_deal.pdf]] ''Learn how members can access, create and manage their Hot Deals and Member to Member Deals from within the MIC. | ||
+ | |||
+ | ::'''How To Add a Job Posting''' | ||
+ | ::[[File:Vid.png|link=https://www.screencast.com/t/IxK5arWC5dg]][[File:Pdf_icon.png|link=http://supportwiki.micronetonline.com/images/f/fe/How_to_submit_a_Job_Posting.pdf]] ''Learn how members can access, create and manage their Job Postings from within the MIC. | ||
+ | |||
+ | ::'''How to Add a News Release''' | ||
+ | ::[[File:Vid.png|link=https://www.screencast.com/t/J3ZPEuQfyf]][[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/d/d8/MIC_Submit_News_Release.pdf]] ''Learn how members can add News Releases in the MIC''. | ||
+ | |||
+ | ::'''How To Update Your Personal Profile''' | ||
+ | ::[[File:Vid.png|link=http://www.screencast.com/t/dOTxxuEu6MPL]] [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/0/02/Updating_Personal_Information.pdf]] ''Your members can update all of their personal information from within the MIC. This video explains how.'' | ||
+ | |||
+ | ::'''How To Update Your Company Profile''' | ||
+ | ::[[File:Vid.png|link=http://www.screencast.com/t/8HHFR9un8]] [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/b/b8/Update_Company_Information.pdf]] ''Your members can update all of their company information, including logos and contact details, from within the MIC.'' | ||
+ | |||
+ | ::'''How To Update Your Staff''' | ||
+ | ::[[File:Vid.png|link=https://www.screencast.com/t/R2MCsZIvhoa]] [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/7/75/Add_staff_via_MIC.pdf]] ''Your members can update their staff, adding new staff and deactivating staff. | ||
+ | |||
+ | ::'''How To Store your Credit Card in the MIC''' | ||
+ | |||
+ | ::[[File:Vid.png|link=http://www.screencast.com/t/ktephydNJoT]][[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/f/f1/How_to_Store_Credit_Card_In_the_MIC.pdf]] ''Your members can easily store their credit card information via the MIC for use when registering or events, and even use in paying recurring fees & dues.'' | ||
+ | |||
+ | ::'''How To Manage and Use Events''' | ||
+ | ::[[File:Vid.png|link=http://www.screencast.com/t/UmfQejNMFZZ]] [[File:Pdf_icon.png|link=http://supportwiki.micronetonline.com/images/3/32/Events_Overview_in_the_Member_Information_Center.pdf]] ''Your members can learn how to use, manage, submit, and register for events from within the MIC. Length 13:00'' | ||
+ | |||
+ | ==5 Ways Series== | ||
+ | ===5 Ways to Measure Member Engagement=== | ||
+ | |||
+ | :::[[File:Vid.png|link=http://www.screencast.com/t/76JxodkOfJ]] [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/7/78/5_Ways_to_Measure_Member_Engagement.pdf]] Measuring the engagement of each and every individual of your organization may be the hardest thing you will ever do, but probably the best thing you could ever do for keeping your organization strong and sustainable… from the US Chamber of Commerce Foundation. In this session, you will learn 5 ways to measure and analyze your member engagement. | ||
+ | |||
+ | ===5 Ways to Manage Your Prospects=== | ||
+ | |||
+ | :::[[File:Vid.png|link=http://www.screencast.com/t/MnUnYsLwRF]] [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/0/08/5_Ways_to_Manage_Your_Prospects.pdf]] Do you currently have a hot list of prospective members? This session will provide you with 5 tips/tricks for managing those prospects using your ChamberMaster/MemberZone software. | ||
+ | |||
+ | ===5 Ways to Better Onboarding=== | ||
+ | |||
+ | :::[[File:Vid.png|link=https://www.screencast.com/t/7S72Q7jpIRqU]] [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/7/72/5_Ways_to_Better_Onboarding_CMMZ.pdf]] New member onboarding is critical to retention... this 5 Ways webinar looks at strategies and tools to help you along the way, including a look at some ChamberMaster/MemberZone tools you can use to manage the process and automate some things to free up time to get "out in the field." | ||
+ | |||
+ | ===5 Ways to Benefit from GrowthZone Pay=== | ||
+ | |||
+ | :::[[File:Vid.png|link=http://www.screencast.com/t/tk6XoZfP]] [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/2/21/5_Ways_to_Benefit_from_GrowthZone_Pay.pdf]] GrowthZone Pay is the easy way to accept and process payments. In this session, participants will learn about the benefits of implementing GrowthZone Pay. | ||
+ | |||
+ | ===5 Ways to Implement ePayment with GrowthZone Pay=== | ||
+ | |||
+ | :::[[File:Vid.png|link=http://www.screencast.com/t/tswwdLEC]] [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/e/e6/5_Ways_to_Implement_ePayment_with_GrowthZone_Pay.pdf]] Are you ready to improve your cash-flow? In this session you will learn how, by implementing ePayment with GrowthZone Pay. | ||
+ | |||
+ | ===5 Ways to Enhance Your SEO=== | ||
+ | |||
+ | :::[[File:Vid.png|link=http://www.screencast.com/t/gyzB1yxLChX]] [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/1/14/5_Ways_to_Enhance_Your_SEO.pdf]] Did you know, on average Google processes over 40,000 search queries per second... With so many searches, you need to make sure that your SEO is strong.. In this session, you will learn 5 ways to enhance your SEO. | ||
+ | |||
+ | ===5 Ways to Make the Most of the Events Module=== | ||
+ | |||
+ | :::[[File:Vid.png|link=http://www.screencast.com/t/3R3DSAlVUA]] [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/2/28/5_Ways_to_Make_the_Most_of_the_Events_Module.pdf]] The ChamberMaster/MemberZone Events module is designed to help you navigate every aspect of the event process - everything from inviting attendees to tracking registrations to creating invoices. In this session, you will learn tips & tricks for making the most of the module. | ||
+ | |||
+ | ===5 Efficiencies Gained in Implementing GrowthZone Pay=== | ||
+ | :::[[File:Vid.png|link=http://www.screencast.com/t/D0q4QQvWv5]] [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/6/63/5_Efficiencies_Gained_In_Implementing_GrowthZone_Pay_CM_MZ.pdf]] For ChamberMaster/MemberZone users alike, GrowthZone Pay allows you to easily process one-time credit card, debit card, and bank payments! This session will describe the efficiencies that you and your staff will realize by implementing GrowthZone Pay as your payment processor. '''NOTE:''' GrowthZone Pay Pricing sheet is as of November 2018, please reach out to [http://mailto:sales@growthzone.com sales@growthzone.com] for most recent pricing sheet. | ||
+ | |||
+ | ===5 Ways to Ensure your Emails are Getting Through=== | ||
+ | :::[[File:Vid.png|link=http://www.screencast.com/t/GiZLidkUZbB]] [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/d/d6/5_Ways_to_Ensure_your_Emails_are_Getting_Through.pdf]] We understand that emails are a critical component of engaging with your members and communicating pertinent information to stakeholders. If emails don't make it to key recipients, landing in their spam folder instead, your efforts can be wasted. In this session, you will learn 5 tips for ensuring that your emails are getting through. | ||
+ | ===5 Ways to Clean Up Your Database=== | ||
+ | :::[[File:Vid.png|link=https://www.screencast.com/t/zQGpeDAqVy]] [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/e/e6/5_Ways_to_Cleanup_Your_Database.pdf]] Data cleansing is so important because it improves your data quality and in doing so, increases overall productivity. When you clean your data, all outdated or incorrect information is gone – leaving you with the highest quality information. In this session participants will learn tips and tricks for cleaning up the ChamberMaster/MemberZone database. | ||
+ | |||
+ | ==End of Year Processes and Best Practices== | ||
+ | The end of year inevitably creeps up before we expect and can bring with it some extra work. There are financial reports to prepare, making chart of account updates or new membership dues changes, ensuring that members have their latest and greatest data provided and more. The sessions below provide best practices to be taken to ensure your year end is stress free. We recommend that you take the time to view these sessions, and visit our '''[https://www.growthzone.com/year-end/ Year End Resources]''' page! | ||
+ | |||
+ | ===5 Ways to Reduce Year-End Stress and Start 2020 Focused on Members=== | ||
+ | |||
+ | :[[File:Vid.png|link=https://www.screencast.com/t/xVMATQPbvmN]] [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/1/15/5_Ways_to_Reduce_Year-End_Stress_and_Start_2020_Focused_on_Members.pdf]]The end of year inevitably creeps up before we expect and can bring with it some extra work. There are financial reports to prepare, making chart of account updates or new membership dues changes, ensuring that members have their latest and greatest data provided and more. This session provides an overview of various steps to be taken at year end, to ensure billing, collections and the database are up to date. | ||
+ | |||
+ | ===5 Ways to Manage Year-End Billing=== | ||
+ | :[[File:Vid.png|link=https://www.screencast.com/t/ePpTLqoNdCt]] [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/d/d5/Year_End_Billing_Tips_and_Tricks.pdf]] In this session, participants will learn best practices for managing year end billing. Whether you bill once a year, or bill through-out the year, the tips & tricks presented in this session will make billing easy and stress free. | ||
− | === | + | ===5 Ways to Manage Collections=== |
− | :[[File:Vid.png|link= | + | :[[File:Vid.png|link=https://www.screencast.com/t/PgYWbqSGa]] [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/3/38/YE_5_Ways_to_Manage_Year_End_Collections.pdf]] Collections is unfortunately a necessity when invoices are over-due and members have lapsed. In this session, participants will learn 5 ways to manage collections. |
− | === | + | ===5 Budgeting & Projection Reports You Should Know=== |
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− | + | :[[File:Vid.png|link=https://www.screencast.com/t/2ggUZOz6ah7]] [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/a/a0/5_Budgeting_Projection_Reports_You_Should_Know_.pdf]] As you begin planning for next year, there are a variety of reports available to you in your ChamberMaster/MemberZone software that will assist you in planning and budgeting. In this session, participants will learn to generate and analyze essential year end budgeting and projection reports. | |
− | :[[File:Vid.png|link= | ||
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− | === | + | ===5 Year End Best Practices for a Healthy & Clean Database=== |
− | :[[File:Vid.png|link= | + | ::[[File:Vid.png|link=https://www.screencast.com/t/KfukdzRoJle]] [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/d/d0/5_Year_End_Best_Practices_for_a_Healthy_and_Clean_Database.pdf]] Data cleansing is so important because it improves your data quality and in doing so, increases overall productivity. When you clean your data, all outdated or incorrect information is gone – leaving you with the highest quality information. In this session, participants will learn best practices for cleansing & maintaining a healthy database. |
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− | ==== | + | ===5 Ways to Implement ePayment with GrowthZone Pay=== |
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− | + | :[[File:Vid.png|link=http://www.screencast.com/t/tswwdLEC]] [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/e/e6/5_Ways_to_Implement_ePayment_with_GrowthZone_Pay.pdf]] Are you ready to improve your cash-flow? In this session you will learn how, by implementing ePayment with GrowthZone Pay. | |
− | :[[File:Vid.png|link=http://www.screencast.com/t/ | ||
− | ==== | + | ==What's New in ChamberMaster/MemberZone - Product Updates== |
− | + | ===[http://events.chambermaster.com/news/details/software-update-december-2019 Software Update December 2019]=== | |
+ | ===[http://events.chambermaster.com/news/details/software-update-october-2019 Software Update October 2019]=== | ||
+ | ===[http://events.chambermaster.com/news/details/software-update-august-2019 Software Updates August 2019]=== | ||
+ | ===[http://events.chambermaster.com/news/details/software-update-june-2019 Software Update June 2019]=== |
Latest revision as of 16:21, 20 April 2023
Training Videos are anywhere from 15-60 minutes in length. Many of the accompanying PDF slideshows also contain links to short 2-3 minute videos. Live workshops are offered regularly as well. View the Webinar Calendar Brand New to the Software? See our Getting Started Training Guide!
Contents
- 1 1. Overview of the Software
- 2 2. Essential - Administrator Training
- 3 3. Essential - Member Management Basics
- 4 4. Essential - Online Membership Application
- 5 5. Essential - Member Information Center (MIC): Setting It Up
- 6 6. Essential - Intro to Communications
- 7 7. Essential - Events: An Overview
- 8 8. Essential - Billing I: Setup
- 9 9. Essential - Billing II: Day to Day Activities
- 10 10. Billing: Understanding Billing Setup
- 11 12. Billing: Managing your Fee Items
- 12 13. Billing: Understanding & Working with Bundled Fees
- 13 14. Billing: Working with Various Transaction Types
- 14 15. Billing: Invoicing and Collections
- 15 16. Essential - Mobile Apps: MemberPlus and Staff App
- 16 17. Setting up and using Credit Cards
- 17 18. Information Request Setup
- 18 19. Working with Hot Deals
- 19 20. Billing Export:
- 20 21. Marketing and Revenue Generation
- 21 22. eCommerce
- 22 23. Intro to Reports
- 23 24. Working with Your Smart CMS
- 24 25. Marketing Package
- 25 26. Working with the WMS Import Tool
- 26 27. Working with the Projects/Tasks
- 27 28. Working with Benefit Tracking
- 28 Training For Your Members
- 29 5 Ways Series
- 29.1 5 Ways to Measure Member Engagement
- 29.2 5 Ways to Manage Your Prospects
- 29.3 5 Ways to Better Onboarding
- 29.4 5 Ways to Benefit from GrowthZone Pay
- 29.5 5 Ways to Implement ePayment with GrowthZone Pay
- 29.6 5 Ways to Enhance Your SEO
- 29.7 5 Ways to Make the Most of the Events Module
- 29.8 5 Efficiencies Gained in Implementing GrowthZone Pay
- 29.9 5 Ways to Ensure your Emails are Getting Through
- 29.10 5 Ways to Clean Up Your Database
- 30 End of Year Processes and Best Practices
- 30.1 5 Ways to Reduce Year-End Stress and Start 2020 Focused on Members
- 30.2 5 Ways to Manage Year-End Billing
- 30.3 5 Ways to Manage Collections
- 30.4 5 Budgeting & Projection Reports You Should Know
- 30.5 5 Year End Best Practices for a Healthy & Clean Database
- 30.6 5 Ways to Implement ePayment with GrowthZone Pay
- 31 What's New in ChamberMaster/MemberZone - Product Updates
1. Overview of the Software
- Updated May 2020
Description: New to ChamberMaster? 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 all 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
2. Essential - Administrator Training
Updated March 2020
Description: Learn how to configure GrowthZone/ChamberMaster for your Chamber or Association use. Attendees will be shown how to update association information, add or change staff logins and passwords, and the setup and use of the online member application. See how to modify your business categories and membership types. A "must-attend" for administrators of GrowthZone/ChamberMaster.
3. Essential - Member Management Basics
- Updated August 2020
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.
4. Essential - Online Membership Application
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: ~25 minutes
5. Essential - Member Information Center (MIC): Setting It Up
Updated April 2020
Description: The Member Information Center is the place where your members connect with you and each other. This tutorial goes over the basics you need to get started.
6. Essential - Intro to Communications
6a. Working with Communications
Description: Learn how to send emails and letters, search communication history, use the correspondence editor, create signature block, use mail merge feature, send attachments.
6b. Working with Groups
Sending communication via email and letters may be simplified by creating
self-defined groups in the ChamberMaster Groups module
7. Essential - Events: An Overview
7A.ChamberMaster/MemberZone Events Setup
Description: This recorded workshop takes you through the steps to setup defaults for events, as well as create a new event.
7B.ChamberMaster/MemberZone Event Management
- Updated December 2018
Description: This recorded workshop takes you through the inviting members to events, managing the guest list & sponsors, creating nametags, generating your roster and checking people into your event.
8. Essential - Billing I: Setup
- Updated February 2019
Description: Do you need to get started with the integrated Billing module? Learn how to setup your Chart of Accounts, fee items. Setup custom customer messages, payment terms, payment methods, credit card defaults and set system-wide defaults. (Note: this training is not intended for those using the legacy CQI integration) Length: ~50 minutes.
9. Essential - Billing II: Day to Day Activities
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 legacy CQI integration) Length: ~26 minutes.
10. Billing: Understanding Billing Setup
12. Billing: Managing your Fee Items
13. Billing: Understanding & Working with Bundled Fees
14. Billing: Working with Various Transaction Types
15. Billing: Invoicing and Collections
16. Essential - Mobile Apps: MemberPlus and Staff App
Description: A 45 minute tutorial on how to use the GrowthZone/ChamberMaster Staff app and MemberPlus app
17. Setting up and using Credit Cards
Description: A 16 minute tutorial on how credit card processing works. (Not available with all editions)
18. Information Request Setup
Description: Hear an overview of the 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
19. Working with Hot Deals
Description: One of the benefits you can offer your membership is the opportunity to share special discounts or “Hot Deals” with other members and your community. With Plus edition or greater, you can also offer Member to Member Deals. In this session, participants will learn how to setup and manage Hot Deals.
20. Billing Export:
- Export to QuickBooks
- Export to QuickBooks Online Click here for information on exporting for Quick Books Online
- Export to PeachTree
- Description: Videos for any staff member that will work within the Billing module and will be exporting their transactions to a 3rd party accounting program. (Note: this training is not intended for those using the legacy CQI integration) Length: ~10 minutes
21. Marketing and Revenue Generation
Description: A 36 minute workshop going over the many marketing and revenue generation tools available in the software.
22. eCommerce
Description: Single product and shipping by weight. - This video will walk you through how to set up an item in the database and in eCommerce to sell with shipping calculated by weight Duration 26 mins
Description: Single product with multiple attributes and fixed shipping. - This video will walk you through how to set up an item in the database and in eCommerce to sell with fixed shipping. Duration 26 mins
Description: Downloadable product- This video will walk you through how to set up an item in the database and in eCommerce to sell with fixed shipping. Duration 27 mins
Description: Donations- This video will walk you through how to set up an item in the database and in eCommerce to accept donations. Duration 12 mins
23. Intro to Reports
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
24. Working with Your Smart CMS
25. Marketing Package
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. The Marketing Package provides a seamless integration with the Members module allowing for these options to be set and adjusted for each member and immediately display on your website.
26. Working with the WMS Import Tool
Description: MemberZone Home Builders edition allows HBA’s to manage their HBA Members from New Membership to Cancellations. In this session, participants will learn how to setup WMS, Export records for NAHB, and import records from NAHB.
27. Working with the Projects/Tasks
Description: ChamberMaster/MemberZone's Project/Task Manager can help you manage and track projects by allowing you to assign tasks to staff members, monitor the project’s progress and keep an eye on deadlines. In this session, participants will learn how to setup projects/project templates; use templates within members and events, monitor and update tasks.
28. Working with Benefit Tracking
Description: ChamberMaster/MemberZone's Benefit tracking makes it easy and efficient way for you to track member benefits, such as free or discounted admission to certain events or free/discounted usage of facilities or other tangible items as part of their membership. In this session, participants will learn how to setup and manage benefit packages.
Training For Your Members
- Note: The resources in "Training for your Members" were created for you to share with your members. The videos and PDF's walk them through the day to day processes of the Member Information Center (MIC). To share a video or PDF, right-click on an icon and select Copy link address. You can then paste the link by holding down the Ctrl button and pressing the letter V on your keyboard. If you would like to customize one of the PDF's, you are welcome to copy and paste the text into a document and update the wording to meet your needs.
- How To Store your Credit Card in the MIC
5 Ways Series
5 Ways to Measure Member Engagement
Measuring the engagement of each and every individual of your organization may be the hardest thing you will ever do, but probably the best thing you could ever do for keeping your organization strong and sustainable… from the US Chamber of Commerce Foundation. In this session, you will learn 5 ways to measure and analyze your member engagement.
5 Ways to Manage Your Prospects
5 Ways to Better Onboarding
5 Ways to Benefit from GrowthZone Pay
5 Ways to Implement ePayment with GrowthZone Pay
5 Ways to Enhance Your SEO
5 Ways to Make the Most of the Events Module
5 Efficiencies Gained in Implementing GrowthZone Pay
For ChamberMaster/MemberZone users alike, GrowthZone Pay allows you to easily process one-time credit card, debit card, and bank payments! This session will describe the efficiencies that you and your staff will realize by implementing GrowthZone Pay as your payment processor. NOTE: GrowthZone Pay Pricing sheet is as of November 2018, please reach out to sales@growthzone.com for most recent pricing sheet.
5 Ways to Ensure your Emails are Getting Through
We understand that emails are a critical component of engaging with your members and communicating pertinent information to stakeholders. If emails don't make it to key recipients, landing in their spam folder instead, your efforts can be wasted. In this session, you will learn 5 tips for ensuring that your emails are getting through.
5 Ways to Clean Up Your Database
Data cleansing is so important because it improves your data quality and in doing so, increases overall productivity. When you clean your data, all outdated or incorrect information is gone – leaving you with the highest quality information. In this session participants will learn tips and tricks for cleaning up the ChamberMaster/MemberZone database.
End of Year Processes and Best Practices
The end of year inevitably creeps up before we expect and can bring with it some extra work. There are financial reports to prepare, making chart of account updates or new membership dues changes, ensuring that members have their latest and greatest data provided and more. The sessions below provide best practices to be taken to ensure your year end is stress free. We recommend that you take the time to view these sessions, and visit our Year End Resources page!
5 Ways to Reduce Year-End Stress and Start 2020 Focused on Members
The end of year inevitably creeps up before we expect and can bring with it some extra work. There are financial reports to prepare, making chart of account updates or new membership dues changes, ensuring that members have their latest and greatest data provided and more. This session provides an overview of various steps to be taken at year end, to ensure billing, collections and the database are up to date.
5 Ways to Manage Year-End Billing
In this session, participants will learn best practices for managing year end billing. Whether you bill once a year, or bill through-out the year, the tips & tricks presented in this session will make billing easy and stress free.
5 Ways to Manage Collections
Collections is unfortunately a necessity when invoices are over-due and members have lapsed. In this session, participants will learn 5 ways to manage collections.
5 Budgeting & Projection Reports You Should Know
As you begin planning for next year, there are a variety of reports available to you in your ChamberMaster/MemberZone software that will assist you in planning and budgeting. In this session, participants will learn to generate and analyze essential year end budgeting and projection reports.
5 Year End Best Practices for a Healthy & Clean Database
Data cleansing is so important because it improves your data quality and in doing so, increases overall productivity. When you clean your data, all outdated or incorrect information is gone – leaving you with the highest quality information. In this session, participants will learn best practices for cleansing & maintaining a healthy database.
5 Ways to Implement ePayment with GrowthZone Pay
Are you ready to improve your cash-flow? In this session you will learn how, by implementing ePayment with GrowthZone Pay.