Difference between revisions of "Training Videos"

From Support Wiki
Jump to: navigation, search
(5. Essential - Member Information Center (MIC): Setting it up)
(5 Ways to Ensure your Emails are Getting Throughy)
(197 intermediate revisions by 8 users not shown)
Line 1: Line 1:
 
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.
 
<br />
 
<br />
'''Live webinars''' are offered regularly as well. '''[http://events.chambermaster.com/events/calendar View the Webinar Calendar]'''
+
'''Live workshops''' are offered regularly as well. '''[http://micronet.memberzone.org/eventcalendar/Search?catgId=16676&st=&mode=1&cid=0 View the Webinar Calendar]'''
 +
====End of year processes and best practices====
 +
[[File:Vid.png|link=http://www.screencast.com/t/wcdvGmiiTO]]Learn how to use the database to create your annual renewals, run budget reports, projection
 +
 
 +
[https://growthzone.growthzoneapp.com/ap/CloudFile/Download/ep0q9ReP EOY Billing: Understanding Setup]
 +
 
 
====1. Overview of the Software====
 
====1. Overview of the Software====
:[[File:Vid.png|link=http://www.screencast.com/t/MV44cxBfvZEV]] ''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''
+
:''Updated January 2019''
 +
:[[File:Vid.png|link=http://www.screencast.com/t/iAJXIJThE]] [[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====
 
====2. Essential - Administrator Training====
:[[File:Vid.png|link=http://www.screencast.com/t/O1GfMheJTB]] [[File:Pdf_icon.png|link=http://supportwiki.micronetonline.com/images/3/37/Administrative_Setup.pdf]] ''Description: Learn how to how to configure ChamberMaster/MemberZone for your Chamber or Association use. Attendees will be shown how to update organization 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 ChamberMaster/MemberZone. Length: ~35minutes
+
''Updated March 2018''
 +
:[[File:Vid.png|link=http://www.screencast.com/t/FvpzGtgpYit]] [[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/1/1f/CM_MZ_Admin_Training.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. Length: ~35minutes
  
 
====3. Essential - Member Management Basics====
 
====3. Essential - Member Management Basics====
:[[File:Vid.png|link=http://www.screencast.com/t/te9UWIN6]] [[File:Pdf_icon.png|link=http://supportwiki.micronetonline.com/images/7/7d/MembersManagementBasics.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. Length: ~45 minutes''
+
:''Updated January 2019''
 +
:[[File:Vid.png|link=http://www.screencast.com/t/NgsromFHv6]] [[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.
  
 
====4. Essential - Online Membership Application====
 
====4. Essential - Online Membership Application====
:[[File:Vid.png|link=http://www.screencast.com/t/GYRUVVv3upp]] [[File:Pdf_icon.png|link=http://supportwiki.micronetonline.com/images/e/e1/Online_Member_Application.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''
+
:[[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====
 
====5. Essential - Member Information Center (MIC): Setting It Up====
:[[File:Vid.png|link=http://www.screencast.com/t/QMPD1IICgNo]] ''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. 23 Mins
+
''Updated January 2019''
 +
:[[File:Vid.png|link=http://www.screencast.com/t/WS7QF4AH]]  [[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.
  
====6. Member Information Center (MIC): Using it - Member Perspective====
+
====6. Essential - Intro to Communication & Groups====
Coming Soon.
+
====7. Essential - Intro to Communication & Groups====
+
 
:[[File:Vid.png|link=http://www.screencast.com/t/Cdyk0dAM4]] [[File:Pdf_icon.png|link=http://supportwiki.micronetonline.com/images/2/2b/Communication_and_Groups.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, and create and work with groups/mailing lists. Also learn how to create groups and use them in the database, MIC and on the website Length: ~48 minutes''
 
:[[File:Vid.png|link=http://www.screencast.com/t/Cdyk0dAM4]] [[File:Pdf_icon.png|link=http://supportwiki.micronetonline.com/images/2/2b/Communication_and_Groups.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, and create and work with groups/mailing lists. Also learn how to create groups and use them in the database, MIC and on the website Length: ~48 minutes''
  
====8. Events: An Overview====
+
====7. Essential - Events: An Overview====
:[[File:Vid.png|link=http://www.screencast.com/t/dNE53Yevd3]] ''Description: This recorded workshop takes you through the Events module. Recorded October 2015. Length: ~45 minutes.''
+
=====7A.'''ChamberMaster/MemberZone Events Setup'''=====
 +
:''Updated December 2018''
 +
:[[File:Vid.png|link=http://www.screencast.com/t/b2YeZXUMwU]][[File:Pdf_icon.png|link=http://supportwiki.chambermaster.com/images/5/59/CM_MZ_Events_Setup.pdf]] ''Description: This recorded workshop takes you through the steps to setup defaults for events, as well as create a new event.
  
====9. Essential - Billing I: Getting Started====
+
=====7B.'''ChamberMaster/MemberZone Event Management'''=====
:[[File:Vid.png|link=http://www.screencast.com/t/kEoYMKLMDA]] [[File:Pdf_icon.png|link=http://supportwiki.micronetonline.com/images/3/37/Billing_101.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. Transaction Classes and sales tax is explained in the PDF. (Note: this training is not intended for those using the CQI integration) Length: ~30 minutes.''
+
:''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.
  
====10. Essential - Billing II: Day to Day Activities====
+
====8. Essential - Billing I: Getting Started====
:[[File:Vid.png|link=http://www.screencast.com/t/9FYSBRmyIHyP]] [[File:Pdf_icon.png|link=http://cloud.chambermaster.com/userfiles/UserFiles/chambers/9001/File/Training/webinars/BillingDaytoDayActivities.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.''  
+
:''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.''
  
====11. Mobile Apps: MemberPlus and Staff App====
+
====9. Essential - Billing II: Day to Day Activities====
:[[File:Vid.png|link=http://www.screencast.com/t/tiTZJxVMq8]] ''Description: A 20 minute tutorial on how to use the ChamberMaster/MemberZone Staff app and MemberPlus apps''
+
:[[File:Vid.png|link=http://www.screencast.com/t/DVPWsPhn]] [[File:Pdf_icon.png|link=http://supportwiki.micronetonline.com/images/9/96/Billing_102.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.''
  
====12. Setting up and using Credit Cards ====
+
====10. Billing: Understanding Billing Setup====
:[[File:Vid.png|link=http://www.screencast.com/t/PPCOaf7agh]] ''Description: A 16 minute tutorial on how credit card processing works. (Not available with all editions)''
+
:[[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''
  
====13. Information Request Setup====
+
====11. Billing: Managing your Fee Items====
:[[File:Vid.png|link=http://www.screencast.com/t/gAVaIvOfJ]] [[File:Pdf_icon.png|link=http://cloud.chambermaster.com/userfiles/UserFiles/chambers/9001/File/Training/webinars/IntrotoInfoRequest.pdf]]''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''
+
:[[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''
  
====14. Billing Export:====
+
====11. 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''
 +
 
 +
====12. 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.)''
 +
 
 +
====13. 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.''
 +
 
 +
====14. 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''
 +
 
 +
====15. 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)''
 +
 
 +
====16. 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''
 +
 
 +
====17. 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 [[File:Vid.png|link=http://www.screencast.com/t/mQiTdREqTKni]]
+
:[[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 with the native integrated Billing module and will be exporting their transactions to a 3rd party accounting program. Length: ~10 minutes
+
:''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
  
 +
====18. 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.''
  
====15. Marketing and Revenue Generation====
+
====19. eCommerce====
:[[File:Vid.png|link=http://www.screencast.com/t/rnL5C36MDu]] ''Description: A 36 minute workshop going over the many marketing and revenue generation tool available in the software.''
+
:[[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
  
====16. eCommerce====
+
:[[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
Coming Soon
+
  
====17. Intro to Reports====
+
:[[File:Vid.png|link=http://www.screencast.com/t/yDGZW2blV5
:[[File:Vid.png|link=http://www.screencast.com/t/SVh7A55x9ziI]] [[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''
+
]]''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
  
====18. Intro to SmartCMS====
+
:[[File:Vid.png|link=http://www.screencast.com/t/6SUE4Z2qxa9z
:[[File:Vid.png|link=http://screencast.com/t/HCBHvmYx]] ''Description: Learn how to setup and maintain your SmartCMS website.''
+
]]''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
  
====19. Intro to LiveEdit====
+
====20. Intro to Reports====
:[[File:Vid.png|link=http://www.screencast.com/t/rORJMphzdrY]] [[File:Pdf_icon.png|link=http://cloud.chambermaster.com/userfiles/UserFiles/chambers/9001/File/Training/webinars/IntrotoLiveEdit.pdf]] ''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''
+
:[[File:Vid.png|link=http://www.screencast.com/t/SVh7A55x9ziI]] [[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''
  
====20. Plus Features====
+
====21. Working with Your Smart CMS====
:[[File:Vid.png|link=http://www.screencast.com/t/g2cu0bV4G65]] ''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.''
+
:''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.''
  
====21. Marketing Package====
+
====22. Marketing Package====
 
:[[File:Vid.png|link=http://www.screencast.com/t/rnL5C36MDu]] [[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.''
 
:[[File:Vid.png|link=http://www.screencast.com/t/rnL5C36MDu]] [[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.''
  
====22. Intro to Jobs & Hot Deals====
+
====23. Aurora CMS 101====
:[[File:Vid.png|link=http://www.screencast.com/t/QJ05PSki61k9]] [[File:Pdf_icon.png|link=http://cloud.chambermaster.com/userfiles/UserFiles/chambers/9001/File/Training/webinars/IntrotoJobsandHotDeals.pdf]] ''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
+
 
+
====23. MarketSpace and Task Reminder Updates====
+
:[[File:Vid.png|link=http://www.screencast.com/t/wlWupJXGMtt]] ''Description: ''Update May 2014: RealMatch is no longer an option in the software.'' Get a first-hand look at the new features added to ChamberMaster on May 1, 2011. Topics include: Using new RealMatch job posting option, posting items with MarketSpace, tracking communication and reminders along with several other new features.  Get a preview of individual Rep Logins that is in beta test now. RealMatch – starts at ~4:22; MarketSpace at ~25 min; Task Reminders at ~40 min; and Rep Logins at ~52 min.''
+
 
+
====24. Aurora CMS 101====
+
 
:[[File:Vid.png|link=http://www.screencast.com/t/G4tSB94mbSv]] ''Description: For users of the Aurora LiveEdit CMS''
 
:[[File:Vid.png|link=http://www.screencast.com/t/G4tSB94mbSv]] ''Description: For users of the Aurora LiveEdit CMS''
  
====25. Aurora LiveEdit CMS 102====
+
====24. Aurora LiveEdit CMS 102====
 
:[[File:Vid.png|link=http://screencast.com/t/t1uf3Okhkti]] ''Description: For users of the Aurora LiveEdit CMS''. Length: ~38 minutes
 
:[[File:Vid.png|link=http://screencast.com/t/t1uf3Okhkti]] ''Description: For users of the Aurora LiveEdit CMS''. Length: ~38 minutes
  
 +
====25. 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.''
  
====26. Training For Your Members====
+
====26. Working with the Projects/Tasks====
:''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. 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.''
+
[[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.''
 +
 
 +
 
 +
----
 +
 
 +
==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'''
 
::'''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 through the Member Information Center. Length ~6 minutes''
+
::[[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. Length ~6 minutes''
  
 
::'''How To Post a Hot Deal'''
 
::'''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 the Member Information Center. Length 6:40''
+
::[[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. Length 6:40''
 +
 
 +
::'''How To Add a Job Posting'''
 +
::[[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 Update Your Personal Profile'''
 
::'''How To Update Your Personal Profile'''
::[[File:Vid.png|link=http://www.screencast.com/t/dOTxxuEu6MPL]] ''Your members can update all their personal information right from the MIC. This video explains how.''
+
::[[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 Store your Credit Card in the MIC'''
 +
::[[File:Vid.png|link=http://www.screencast.com/t/ktephydNJoT]]  ''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.
  
::'''How To Updates Your Company Profile'''
+
====5 Ways to Ensure your Emails are Getting Through====
::[[File:Vid.png|link=http://www.screencast.com/t/8HHFR9un8]] ''Your members can update all their company information, including logos and contact details, from the Member Information Center.''
+
:::[[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.

Revision as of 05:09, 28 March 2019

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

Contents

End of year processes and best practices

Vid.pngLearn how to use the database to create your annual renewals, run budget reports, projection

EOY Billing: Understanding Setup

1. Overview of the Software

Updated January 2019
Vid.png Pdf icon.png 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 2018

Vid.png Pdf icon.png 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. Length: ~35minutes

3. Essential - Member Management Basics

Updated January 2019
Vid.png Pdf icon.png 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

Vid.png Pdf icon.png 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 January 2019

Vid.png Pdf icon.png 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 Communication & Groups

Vid.png Pdf icon.png Description: 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. Also learn how to create groups and use them in the database, MIC and on the website Length: ~48 minutes

7. Essential - Events: An Overview

7A.ChamberMaster/MemberZone Events Setup
Updated December 2018
Vid.pngPdf icon.png 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
Vid.pngPdf icon.png 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: Getting Started

Updated February 2019
Vid.png Pdf icon.png 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

Vid.png Pdf icon.png 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

Vid.png Pdf icon.pngDescription: A tutorial on how to set up the billing features in your database

11. Billing: Managing your Fee Items

Vid.png Pdf icon.pngDescription: A tutorial on how to set up the billing features in your database

11. Billing: Understanding & Working with Bundled Fees

Vid.png Description: A 24 minute tutorial on how to set up and work with Bundled Fees

12. Billing: Working with Various Transaction Types

Vid.png Pdf icon.png Description: A tutorial on working with various transactions (invoicing, payments, refunds, etc.)

13. Billing: Invoicing and Collections

Vid.png Pdf icon.png Description: A tutorial on creating batches, analyzing A/R reports, and managing collections.

14. Essential - Mobile Apps: MemberPlus and Staff App

Vid.png Pdf icon.png Description: A 45 minute tutorial on how to use the GrowthZone/ChamberMaster Staff app and MemberPlus app

15. Setting up and using Credit Cards

Vid.png Pdf icon.pngDescription: A 16 minute tutorial on how credit card processing works. (Not available with all editions)

16. Information Request Setup

Vid.png Pdf icon.pngDescription: 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

17. Billing Export:

Export to QuickBooks Vid.png
Export to QuickBooks Online Click here for information on exporting for Quick Books Online
Export to PeachTree Vid.png
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

18. Marketing and Revenue Generation

Vid.png Pdf icon.png Description: A 36 minute workshop going over the many marketing and revenue generation tools available in the software.

19. eCommerce

Vid.png 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
Vid.pngDescription: 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
Vid.pngDescription: 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
Vid.pngDescription: 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

20. Intro to Reports

Vid.png Pdf icon.png 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

21. Working with Your Smart CMS

Updated July 2018
Vid.pngPdf icon.png Description: Learn how to setup and maintain your SmartCMS website.

22. Marketing Package

Vid.png Pdf icon.png 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.

23. Aurora CMS 101

Vid.png Description: For users of the Aurora LiveEdit CMS

24. Aurora LiveEdit CMS 102

Vid.png Description: For users of the Aurora LiveEdit CMS. Length: ~38 minutes

25. Working with the WMS Import Tool

Vid.png Pdf icon.png 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.

26. Working with the Projects/Tasks

Pdf icon.png 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.



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
Vid.png Pdf icon.png Learn how your members can pay their open invoices online from within the MIC. Length ~6 minutes
How To Post a Hot Deal
Vid.png Pdf icon.png Learn how members can access, create and manage their Hot Deals and Member to Member Deals from within the MIC. Length 6:40
How To Add a Job Posting
Pdf icon.png Learn how members can access, create and manage their Job Postings from within the MIC.
How To Update Your Personal Profile
Vid.png Pdf icon.png Your members can update all of their personal information from within the MIC. This video explains how.
How To Update Your Company Profile
Vid.png Pdf icon.png Your members can update all of their company information, including logos and contact details, from within the MIC.
How To Store your Credit Card in the MIC
Vid.png 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
Vid.png Pdf icon.png 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
Vid.png Pdf icon.png 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
Vid.png Pdf icon.png 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
Vid.png Pdf icon.png 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

Vid.png Pdf icon.png 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

Vid.png Pdf icon.png 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

Vid.png Pdf icon.png 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

Vid.png Pdf icon.png 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

Vid.png Pdf icon.png 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

Vid.png Pdf icon.png 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.