Training Videos

From Support Wiki
Revision as of 18:06, 22 July 2015 by SPederson (talk | contribs)
Jump to navigation Jump to search

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 webinars are offered regularly as well. Webinar Calendar

  1. Overview of the Application   
    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
  2. 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: ~50 minutes
  3. Administrator Training    
    Description: Learn how to how to configure ChamberMaster/MemberZone for your Chamber or Association use. Attendees will be shown how to setup Business Categories, add or change staff logins and passwords, and implement custom fields such a Membership Type. See how to modify your Member Information Center and synch with Constant Contact. Social Media publishing options will be explained as well. A "must-attend" for administrators of ChamberMaster/MemberZone. Length: ~40 minutes
  4. Intro to Communication & Groups    
    Description: Need to create mailing labels, send emails or letters? 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. Length: ~60 minutes
  5. 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
  6. Events I: Create and Promote    
    Description: Learn how to post your event enhanced with download links, pictures, video, and map; setup recurring events, approve submitted events from members, assign sponsors, send automatic invitations and reminders, and promote the event on social networks and various mediums. You may also want to watch "Events II - Registration and Billing". Length: ~60 minutes.
  7. Events II: Registration and Billing    
    Description: Understand how to setup and assign billing preferences and event fees; create financial transactions; work with discount options; handle member and non-member registrations, work with the guest list to create a roster list and name tags, record actual attendance and report on the event. You may also want to watch "Events I – Create and Promote". Length: ~60 minutes
  8. 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, and Sales Tax. Setup custom customer messages, payment terms, payment methods, and set system-wide defaults. (Note: this training is not intended for those using the CQI integration) Length: ~15 minutes.
  9. 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 CQI integration) Length: ~15 minutes.
  10. Intro to Info Request    
    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
  11. Intro to Jobs & Hot Deals    
    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
  12. Membership Applications    
    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: ~60 minutes
  13. Billing Export    
    Description: 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
  14. 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.
  15. Intro to SmartCMS
  16. Intro to LiveEdit
    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
  17. MarketSpace and Task Reminder Updates    
  18. Plus Features