Built-In Modules

Events

• Events - Manage Registrations
• Creating an Event - After Event
• Creating an Event - Cancellation Policy
• Creating an Event - Emails
• Creating an Event - emails
• Creating an Event - Questions

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Ad Hoc Forms

• About Ad Hoc Forms
• Creating an Ad Hoc Form
• Managing Forms and Responses
• Configuring Attachment Options for Forms
• Setting Up Form Categories

Benefits

• About Benefits
• Adding and Displaying Membership Benefits

Blogs

• About Blogs
• Adding and Managing Blog Authors
• Adding or Removing a Blog
• Blog Options and Reader Policy

Business Directory

• About the Business Directory
• Creating Custom Directory Links
• Setting Up Your Business Directory

Chapter Finder

• About the Chapter Finder
• Configuring the Chapter Finder

Check-In Desk

• Barcode Scanning
• Checking In Members
• Setting Up Your Virtual Check-In Desk

Collectibles

• About Collectibles
• Managing Collectible Items
• Managing Collectible Properties and Fields
• Configuring the Collectibles Module

Committees

• Managing Committee Members
• Adding a Committee
• About Committees

Contact Us

• About the Contact Us Module
• Adding a New Contact
• Contacts and Titles: How Do They Work Together?

Discussion Forums

• Exporting a Thread
• Managing Message Threads
• About Discussion Forums
• Setting Forum Defaults
• Setting Up Forum Categories
• Creating a Form Policy

See all 15 articles

Document Library

• Replacing a Document
• Configuring the Document Library
• Reviewing Document Uploads
• Adding and Managing Folders
• About the Document Library

Donations

• Managing Donations
• Non-Cash Donations
• Recurring Donations
• Setting Up a Donation Fund

FAQ/Tech Library

• Adding Questions
• Adding Categories
• About the FAQ Module

Gift Memberships

• Editing Gift Memberships
• Setting Gift Membership Amounts
• About Gift Memberships

Interests

• Emailing Interest Members
• Adding and Removing Members from an Interest
• Setting Up Interests and Categories
• Configuring the Interests Module
• About the Interests Module

Membership Directory

• Advanced Topic – Creating Custom Directories
• Configuring the Membership Directory
• About the Membership Directory

News & Articles

• Adding a News Articles
• About News Articles

Photo Albums

• Allowing Member Photo Albums
• Adding an Album Coordinator
• Adding a Photo Album
• Photo Album Categories
• Photo Album Module Options
• About Photo Albums

Storefront

• Filling and Shipping Orders
• Canceling an Order
• Managing a User's Downloads (Download Bank)
• Adding a Digital Product
• Understanding Product Variations and Pricing
• Managing Product Inventory

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Surveys

• Add a Preamble and Postamble (Debrief) to a Survey
• Viewing Survey Answers
• Adding Survey Questions
• Adding a Poll
• You made a survey.. Now what?
• Adding an Election

See all 9 articles

Volunteering

• About the Volunteering Module
• Understanding Volunteering Opportunities and Slots
• Volunteering Categories and Slot Categories
• Volunteering Locations
• Adding Volunteering Slots
• Adding a Volunteering Opportunity

See all 10 articles