CM/MZ Members Table of Contents

Membership Application

Application Setup

• Add Members by Approving a Membership Application

• Allow Members to Opt-In to Autopay During Application Process

• Membership Application Custom Fields

• Membership Application Packages

• Online Membership Application History

• Provide Promo Codes for Membership Application

• Required Custom Fields on Membership Application

• Set Up the Online Membership Application

• View/Approve Membership Applications via StaffApp

Member Benefits

Benefit Packages

• Add New Benefit Items

• Add/Remove Benefit Items to/from Existing Benefit Packages

• Add/Remove/Adjust Benefit Items in Package Assigned to a Member

• Assign Benefit Packages to Members

• Copy a Benefit Package

• Disable a Benefit Package on Member Drop

• Edit Benefit Items for Existing Benefit Packages

• Edit Benefit Items in Package Assigned to Member

• Manage Benefit Categories

• Set Up Benefit Packages

Benefit Tracking

• Automate Event Benefit Usage Tracking

• Benefit Tracking Report

• Edit Benefit Usage

• Manually Record Benefit Usage

• Member Benefit Batch Print or Email

• Send Members Reminder Email About Benefits

Member Billings

Membership Fees & Dues

• Assign Recurring Membership Fees to a Member
• Change Member Next Bill Date
• Common Billing Questions
• Create and Modify Fee Items
• Current Fees for Members Report
• Edit Recurring Fees & Dues
• Increase Membership Dues
• Scheduled Sales by Item - Member Fees & Dues Report
• View Report of All Assigned Membership Fee Items

Member Communication

Member Administrative Tasks

• Communication FAQ
• Communication Tasks
• Create an Email Signature Block
• Email Delivery Failure Code Explanations
• Email Sending Options
• Forward an Email
• Insert Graphic into Email
• Reasons Emails Don’t Get to Members
• Resend an Email
• Send a Mass Email
• Send Email Using a Saved Document
• Send Communication by Delivery Preference
• Viewing and Recording Communication History

Member Logins

• Disabled Login Error Message for Members
• Locate Active Members with Disabled Logins
• Send Rep Invitation to Create Their Own Credentials

Templates

• Edit Letter Templates

• Email Designer

• Send Email Using an Email Template

• Working with Email Templates

Member Directory

• Add Member Logo to Member Directory Page
• Add YouTube Video to Member's Directory Page
• Adding Member Mapping Information
• Add Member Web Photos and Images
• Edit Member Web Description and Text Content
• Edit Member Web Display Information
• Edit Web Contact Information
• Request Member Information Be Removed from Google Search
• Send Email to Members to Update Contact Information
• View/Update Business Directory Settings

Directory Management

• Advanced Tips for SmartCMS

• Directory Overview

• Features of SmartCMS

• Image Editor Overview

• Manage Directories Webinar

• Manage Your Website - Best Practices

• Request Member Information Be Removed from Google Search

• SmartCMS Menu Items

• SmartCMS Videos

• SmartCMS Web Developer Access

• Website Accessibility FAQ

Web-Display Participation Options

• Downgrade Member Web Participation Package

• Features of Basic Web Participation Package

• Features of Enhanced Web Participation Package

• Using the Marketing Package

• Web Participation Options

Member Engagement

Member Engagement Report

• Member Engagement (At Risk)

• Member Engagement (Most Active)

Member Management

• Add a Prospective Member

• Add Members by Approving a Membership Application

• Add New Member

• Add Related Organizations

• Add Section Headers to Custom Fields

• Application History

• Assign Fee Items to a Member Account

• Assign Fee with Start and Stop Date

• Assign Locations to Your Members

• Assign Recurring Membership Fees to a Member

• Can I import a list of members into ChamberMaster/MemberZone?

• Check For Duplicate Members/Reps

• Create Member Drop Reasons

• Disabled Login Error Message for Members

• Drop a Member

• Edit Member General Information

• Edit Join Date

• Join Logins (One Login for Rep managing multiple members)

• Manage Member Categories

• Manage Member Custom Fields

• Manage Rep Login Credentials

• Manage Rep Login Permissions

• Online Membership Application Setup

• Provide Promo Codes for Membership Application
• Remove Drop Date
• Representative Permissions Report

• Setup Membership Types

Member Status

• Change Membership Status

• Member by Status Report

• Reinstate/Re-Activate a Member

Community Member

• Community Member

Membership Types

• How are Membership Types Used?
• Membership Types
• Membership Type Display Options
• Setup Membership Types

Merge Members

• Merge Members
• Merge Reps

Prospective Members

• Add a Prospective Member
• Change Membership Status

Reps

• Add Reps to Employee/Rep List in MIC and Send Invitation
• Add Rep to Member via StaffApp
• Check For Duplicate Members/Reps
• Configure Rep Display Information
• Disable a Rep Within a Group
• Join Logins (One Login for Rep managing multiple members)
• Manage Member Reps
• Manage Rep Group Participation
• Manage Rep Login Permissions
• Manage Reps with the StaffApp
• Member Information Center (MIC) Rep Permission Sets
• Merge Reps
• Modify Contact Information for a Rep
• Move a Rep to a Different Business
• Print Label for a Rep
• Representative Permissions Report
• View Representatives in the MemberPlus App
• View Rep's History

Member Reports

Benefit Tracking

• Benefit Tracking Report

Create Groups from Reports

• Create a Group from Custom Criteria

Custom Reports

• Advanced Custom Report Builder
• Create a Custom Field Report
• Create a Custom Report Layout
• Custom Member Report
• Custom Representative Report

Drop Reports

• Create Member Drop Reasons
• Membership Drop Analysis Report
• Member Listing by Drop Date
• Remove Drop Date

Join Date Reports

• Member Listing by Join Date
• Membership Growth Report

Member Engagement Reports

• Member Engagement (At Risk)

• Member Engagement (Most Active)

Membership Growth Reports

• Membership Growth Report

Member Stats Reports

• View Individual Member Stats
• Web Statistics Explanations

Retention Reports

• Active Members Report
• Historical Membership Comparison
• Member Listing by Drop Date
• Member Listing by Join Date
• Membership Drop Analysis Report
• Membership Growth Report