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
End of year processes and best practices
Learn how to use the database to create your annual renewals, run budget reports, projection
EOY Billing: Understanding Setup
1. Overview of the Software
Updated April 13, 2018
- 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
- 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
- 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
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
- 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
6. Essential - Intro to Communication & Groups
- 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
- Description: This recorded workshop takes you through the Events module. Recorded May 2018. Length: ~45 minutes.
8. Essential - Billing I: Getting Started
- 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: ~30 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
- Description: A tutorial on how to set up the billing features in your database
11. Billing: Managing your Fee Items
- Description: A tutorial on how to set up the billing features in your database
11. Billing: Understanding & Working with Bundled Fees
- Description: A 24 minute tutorial on how to set up and work with Bundled Fees
12. Billing: Working with Various Transaction Types
- Description: A tutorial on working with various transactions (invoicing, payments, refunds, etc.)
13. Billing: Invoicing and Collections
- Description: A tutorial on creating batches, analyzing A/R reports, and managing collections.
14. Essential - Mobile Apps: MemberPlus and Staff App
- Description: A 45 minute tutorial on how to use the GrowthZone/ChamberMaster Staff app and MemberPlus app
15. Setting up and using Credit Cards
- Description: A 16 minute tutorial on how credit card processing works. (Not available with all editions)
16. 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
17. 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
18. Marketing and Revenue Generation
- Description: A 36 minute workshop going over the many marketing and revenue generation tools available in the software.
- 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
20. 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
21. Working with Your Smart CMS
- Updated July 2018
- Description: Learn how to setup and maintain your SmartCMS website.
22. 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.
23. Aurora CMS 101
- Description: For users of the Aurora LiveEdit CMS
24. Aurora LiveEdit CMS 102
- Description: For users of the Aurora LiveEdit CMS. Length: ~38 minutes
25. 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.
26. 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.
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
- Learn how your members can pay their open invoices online from within the MIC. Length ~6 minutes
- How To Post a Hot Deal
- 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
- Learn how members can access, create and manage their Job Postings from within the MIC.
- How To Update Your Personal Profile
- Your members can update all of their personal information from within the MIC. This video explains how.
- How To Update Your Company Profile
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- Are you ready to improve your cash-flow? In this session you will learn how, by implementing ePayment with GrowthZone Pay.