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Home > Training Videos - CM/MZ > ChamberMaster/MemberZone Training Videos
ChamberMaster/MemberZone 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. Check out our knowledge library of association industry articles, white papers, guides, infographics, and videos on a variety of important industry topics!

 

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Overview


From Member Management to Reports: A Full CM/MZ Walkthrough

New to ChamberMaster/MemberZone? Need a refresher on what is available in your software? Are you an Exec wanting to understand the resources available in ChamberMaster/MemberZone? In this session, you'll gain a full overview of ChamberMaster/MemberZone and how it streamlines membership management, communication, events, and more. Discover how to optimize your organization’s efficiency with this powerful platform. Watch the video and download the handout.

 

Members


Essential Admin Tools for ChamberMaster & MemberZone

Learn how to properly set up and manage your ChamberMaster/MemberZone system for smooth daily operations. From configuring settings to managing staff access, we’ll cover everything you need to get started. Watch the video and download the handout.

Essential Member Management Tools in CM/MZ

Learn how to efficiently manage member records, track engagement, and streamline administrative tasks in ChamberMaster/MemberZone. Get the tools you need to keep your database organized and up to date. Watch the video and download the handout.

Online Membership Application

Learn how to efficiently manage member records, track engagement, and streamline administrative tasks in ChamberMaster/MemberZone. Get the tools you need to keep your database organized and up to date. Watch the video and download the handout

Empowering Members Through the MIC: Setup and Best Practices

Learn how to navigate and utilize the ChamberMaster/MemberZone Member Information Center (MIC) to its fullest potential. This session will help you streamline operations, enhance engagement, and make the most of the MIC’s powerful features. Watch the video and download the handout.

Maximizing Member Engagement Through the Member Information Center (MIC)

Learn how to enhance member engagement using the ChamberMaster/MemberZone Member Information Center (MIC). Discover best practices for keeping members connected, informed, and involved. Watch the video and download the handout.

 

Communications & Groups


Effective Communication Tools in ChamberMaster/MemberZone

Learn how to send emails and letters, search communication history, use the correspondence editor, create a signature block, use the mail merge feature, and send attachments. Watch the video and download the handout

Creating, Managing, and Optimizing Groups in CM/MZ

In this session, you'll discover how to effectively create, manage, and optimize groups within ChamberMaster/MemberZone. Learn how to streamline communication, track participation, and automate group-related tasks. Watch the video and download the handout.

Email Editor Best Practices

Sure, we know how to bold and italicize text and insert images and links- but what are these other features and why should I use them? This session covers best practices for some of the common but underused features of the email and template editor. Watch the video and download the handout

Email Designer Overview

Email Designer in ChamberMaster is a drag-and-drop interface that allows you to create vibrant, graphical templates, newsletters, and emails. This session will give a general overview of the options and tools within the Email Designer interface and get you on the way to sending amazing content to your members! Watch the video and download the handout.

 

Events


From Setup to Success: Hosting Events with ChamberMaster

Learn how to efficiently create, manage, and optimize events within ChamberMaster/MemberZone. Whether you're setting up a simple networking event or a large conference, we’ll cover everything you need to know to streamline your event planning. Watch the video and download the handout

Managing ChamberMaster Events Like a Pro: Invitations, Registrations & Check-In

This recorded workshop takes you through inviting members to events, managing the guest list & sponsors, creating nametags, generating your roster, and checking people into your event. Watch the video and download the handout

Boost Revenue & Engagement with a Well-Planned Golf Tournament

Learn how to set up and manage a profitable and engaging golf tournament using ChamberMaster/MemberZone. Whether you're organizing a fundraiser or a networking event, we’ll cover everything you need to know to make it a success. Watch the video and download the handout.

Optimizing Event Sponsorships & Discounts for Higher Engagement

Learn how to attract sponsors and boost event participation with strategic discounts in ChamberMaster/MemberZone. Discover how to set up, manage, and optimize these features to increase event success! Watch the video and download the handout.

 

Billing


Mastering Billing Setup in ChamberMaster & MemberZone

Learn how to set up and manage billing and financial processes in ChamberMaster/MemberZone. Gain the knowledge to simplify invoicing, track payments, and improve financial reporting. Watch the video and download the handout.

A Step-by-Step Guide to Daily Billing in ChamberMaster & MemberZone

Learn how to efficiently manage daily billing tasks in ChamberMaster/MemberZone. From invoicing to reporting, we’ll cover everything you need to keep your financial operations running smoothly. Watch the video and download the handout.

Managing Your Fee Items

A tutorial on how to set up the billing features in your database. Watch the video and download the handout.

Understanding & Working with Bundled Fees

A 24-minute tutorial on how to set up and work with Bundled Fees. Watch the video here.

Working with Various Transaction Types

A tutorial on working with various transactions (invoicing, payments, refunds, etc.). Watch the video and download the handout.

Invoicing and Collections

A tutorial on creating batches, analyzing A/R reports, and managing collections. Watch the video and download the handout.

Working with Hot Deals  

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 set up and manage Hot Deals. Watch the video and download the handout.

Billing Export

Description: Click here for information on exporting with QuickBooks Online.

 

Beyond the Essentials


From Leads to Members: 5 Ways to Manage Prospective Members

Learn 5 powerful strategies to organize, track, and convert prospects into loyal members using ChamberMaster/MemberZone. Watch the video and download the handout.

What is GrowthZone?

Learn why thousands of associations choose GrowthZone, making it the #1 Association Management Software! In this session, we explore how GrowthZone streamlines operations, automates processes and enhances member engagement. Watch the video and download the handout.

Weekly GrowthZone Pay Walkthrough

Walkthrough designed to reinforce what you learned during your initial setup call. Whether you're brand new to GrowthZone Pay or just need a refresher, this session will help you feel confident managing your payment settings, transactions, and financial reports. Watch the video and download the handout.

eCommerce

Working with Your Smart CMS

Description: Learn how to set up and maintain your SmartCMS website. Watch the video.

Working with the WMS Import Tool

Description: MemberZone Home Builders edition allows HBAs to manage their HBA Members from New Membership to Cancellations. In this session, participants will learn how to set up WMS, Export records for NAHB, and import records from NAHB. Watch the video and download the handout.

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 set up projects/project templates; use templates within members and events, and monitor and update tasks. Download the handout.

Working with Benefit Tracking

Description: ChamberMaster/MemberZone's Benefit tracking makes it an easy and efficient way 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 set up and manage benefit packages. Watch the video and download the handout

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