Distance Learning

Below you will find short videos, notes, and webinars organized by mdoule. Don't forget to bookmark the page for future reference!  Click on one of the quick links below to jump to each training module section.  If you wish to return to the Implementation Training Program home page, click the 'Back to Implementation Training Welcome Page' link.

Introduction to Members360 | Managing Online Membership | Smart Groups | Conference | Professional Development | Forms & Events | Accounting I | Accounting II | Email Module | Custom Searches | Additional Members360 Help Notes

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Introduction to Members360


Short Videos

Notes

Webinars

Exercises

  • From the member search screen, search for particular members in your database.
  • Create your member search view (customize display columns) for individuals and organizations.
  • Create an individual and/or organization record in your database.
     

Managing Online Membership


Short Videos

Notes

Webinars

Training Session
Helpful Webinars

Exercises

  • From the member search screen search for particular members in your database.
  • Create your member search view for individuals and organization.
  • Review/edit your pre-loaded email templates.
  • Review the main join page.
  • Review the member forms and mark the necessary fields required and arrange the fields as you see fit.
  • Walk down each signup path and verify the dues calculation amounts.
  • Confirm the start date rule is correct for new members
  • Review and update the join and renewal confirmations
     
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Smart Groups


Short Videos

Notes

Webinars

Exercises

  • Characteristic Smart Groups
    • Create smart groups for each set of Member Types.
    • Email Blast smart group for active members or prospects or all records in the database
    • Membership renewal next month, next 2 months
    • If you have chapters, regions, districts, etc., setup smart groups to find each group of records in the applicable area
  • Participation Smart Groups
    • Add participation types
    • Boards and Committees
      *Committees cannot be populated until your final data is loaded.
       
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Conference


Short Videos

Conference Videos Continued

Notes

Webinars

Training Session
Helpful Webinar

Exercises

  • Create conference templates per type of events with the basic information.
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Professional Development


Short Videos

Notes

Webinars

Training Session
Helpful Webinar

Exercises

  • Create recurring activities and/or programs
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Forms and Events


Short Videos

Forms

Events

Notes

Webinars

Exercises

  • Create any PAC or Foundation contributions form
  • Create Volunteer, Enrollment or Interest In... forms
  • Create Surveys
     
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Accounting I


Short Videos

Notes

Webinars

Exercises

  • Review GL Codes to make sure they have not changed
  • Create at least one invoice and process a check payment for that invoice
     

 

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Accounting II


Short Videos

Notes

Webinars

Training Session
Helpful Webinar

Exercises

  • Make sure accounting contact email field has an address
  • Make sure accounting contact information is still good
  • If you will be bulk invoicing/bulking renewing your members, create a bulk renewal/bulk invoice for a group of people.
  • Test the exporting feature
     

 

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Email Module


Short Videos

 

 

Notes

Webinars

Exercises

  • Review/edit your pre-loaded email templates.
  • Create any necessary Email Lists
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Custom Searches


Short Videos

Notes

Webinars

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Additional Members360 Helpful Notes


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