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!
Click here for Training for Your Members
Click here for our 5 Ways Series
Click here to view our End of Year Process & Best Practices
Overview of the Software
Description: New to ChamberMaster? Need a refresher on how to use your database? Are you a Chamber Exec or Association President wanting 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. Watch the video and download the handout.
Essential - Members
Essential - Administrative Setup
Description: Learn the initial setup functions within the database including configuring your association information, setting up your staff, managing directory categories, and setting up membership types. Watch the video and download the handout.
Essential - Member Administration
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. Watch the video and download the handout.
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 set up and process the integrated membership application form. Watch the video and download the handout.
Essential - Member Information Center (MIC)
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. Watch the video and download the handout.
Member Engagement & the Member Information Center (MIC)
Description: Learn how to use the Member Information Center (MIC) to engage your members. Watch the video and download the handout.
Essential - Communications & Groups
Communications
Description: 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.
Working with Groups
Description: The ChamberMaster/MemberZone Groups module makes it easy to connect with your members and organize your contacts into lists for different types of communication. In this session, participants will learn how to set up and manage groups. Watch the video and download the handout.
Email Editor Best Practices
Description: 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.
Essential - Events
Event Setup
Description: This recorded workshop takes you through the steps to set up defaults for events, as well as create a new event. Watch the video and download the handout.
Event Management
Description: 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.
Golf Tournament Setup
Description: The ChamberMaster/MemberZone Events module is designed to help you navigate every aspect of the event process. In this session, participants will learn how to set up a golf tournament step-by-step. Watch the video and download the handout.
Essential - Billing
Billing Setup
Description: Do you need to get started with the integrated Billing module? Learn how to set up your Chart of Accounts, and fee items. Set up custom customer messages, payment terms, payment methods, and credit card defaults, and set system-wide defaults. Watch the video and download the handout.
Daily Billing 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. Watch the video and download the handout.
Managing Your Fee Items
Description: 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
Description: A 24-minute tutorial on how to set up and work with Bundled Fees. Watch the video here.
Working with Various Transaction Types
Description: A tutorial on working with various transactions (invoicing, payments, refunds, etc.). Watch the video and download the handout.
Invoicing and Collections
Description: A tutorial on creating batches, analyzing A/R reports, and managing collections. Watch the video and download the handout.
Working with Hot Deals
Description: 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.
eCommerce
Working with Your Smart CMS
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Description: Learn how to set up and maintain your SmartCMS website. Watch the video.
Working with the WMS Import Tool
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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
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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
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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.
