We have a new menu option that we call MENU OPTION 4. It includes the updated administrative area and an all new members area. If you would like your system look updated like this, please submit a support ticket and we be glad to make the change.
We are updating the member database to be more attractive and easier to read. It also dramatically shortens the page and provides quick select tabs at the top.
It is very easy to activate this new functionality by going into
Example images below:
After the Glendale Chamber of Commerce brought this to our attention we knew that many of you who have years of membership records in the system will find this change very helpful. The screenshots below will show you how to make this change in your own system.
You go into MMS CONFIGURATION > BILLING > LAST TWO CHECK BOXES NEED TO BE TURNED ON:
1. Go to your mms configuration > billing
2. scroll to bottom and click both check boxes
3. when you go to your member database choose "$"
4. notice the new layout plus no scrolling
As you determine the interest level of your prospect records you can easily track and see that now with our new Prospect Temperature Selector and column view. The following images show you how to activate this new service and view.
1. Go to mms configuration and choose prospecting
2. turn on the service indicated
3. Go to your member database and add as shown
4. quickly see the temperature of your prospects
Engineering just finished with this calendar update - great idea from Isaac with the Yorba Linda Chamber. In the global calendar config there is a new option under the calendar specific settings called 'Format 6c Responsive - Add Event Summary to Top of Event List'. If enabled it will add a summary of event dates and names to the top of the event listing on that calendar and clicking on any of them will open their more info page in a new tab.
The following short video shows you how it looks and where to turn it on.
On your Advanced Mobile App, when you are in Admin-Only Functions you can now search your Member Database with the 'status' filter feature. Choose from 'Active', 'Dropped', 'Pending', 'Denied', or 'All' to help narrow down your searches.
process to create Newsletters In advanced email Editor - then how to obtain a system Link to display newsletters on your website
When you access the Advanced Editor in the Broadcast Email Message module, you will see
'Adv Editor Categories'. Click there to add, edit or delete categories.
When you create a message in this case a newsletter, you will select the 'Newsletter' category, check the box to 'Publish as Newsletter' and enter a 'Publish Date'. Then proceed to create and save your newsletter. You can send it out as you do with other Broadcast Emails. In addition you can display this and all newsletters you create in the same fashion on your website.
Access MMS Configuration - System Links - item # 26 Broadcast Email Module - there you will find a unique link that you can place on the desired website page. This will display all the newsletters you create so the public can read about Chamber News for months and years to come.
We have added a scheduling feature to the text messaging module. When you enter your desired message you will see 'Scheduled Date/Time' fields. This way you can schedule a series of text messages to go out in the future.
This video shows a quick and easy way for Chambers to add a code that will give member pricing to those people who are not in your Member Database.
First Step is to submit a support ticket or use CHAT to tell us that you would like the MEMBER REP system activated for your organization.
Now you will have a full accounting of all member touches and are able to monitor and be sure that your Member Reps are indeed communicating with members. As always let us know if you need our assistance.
We have implemented a function to compute a member's dues based on their employee count when tiered membership is in place.
On the screen where you create/edit tiers, there are now fields for "Rate", "Rate Threshold" and "Sample number of Employees."
The rate is how much per employee they want to charge (e.g., $2/employee) If you leave it as 0.00, the tiers behave the way they always have when using traditional membership plans.
Rate Threshold is the minimum number of employees at which you start charging that rate (e.g., $20 in dues until you have 50 employees and then $2/employee for each employee over 50).
The sample number of employees allows you to preview how much a member of a particular employee count would be charged with and check that your settings match your expectations.
For example, if you have a range from 50-100 and Dues of $50 with a Rate of $2.00 and Rate Threshold of 60, a member with 55 employees would be charged $50, while a member with 75 employees would be charged $80 = ($50 + (15*$2)).
We are currently only allowing superusers to adjust the rate settings until we are sure its correct for you. If you would like full access, we can arrange that too.
Please also let us know if you have any questions or if you run into any errors.
THANK YOU TO DANIELLE AND JOHN FROM SOUTHWEST VALLEY CHAMBER. Monthly membership payments are often a hassle since so many credit cards expire, etc. Danielle and John had a great idea that we decided to engineer into the system for everyone to benefit from. If you offer monthly membership dues and have Authorize.Net as your merchant account (may work with others), you can now force it to only accept ACH instead of credit cards. So now their checking account will be debited instead of a credit card. However, credit cards are still an option for those signing up for annual memberships.
THANK YOU TO LAURA from the Prescott Chamber for this addition. As I (Richard Scully) travelled for three weeks straight meeting with customers late last year, I took 16 pages of solid notes. I have been working with engineering on every single idea and request. This one was to allow a two way event process. Before this change you always had to add events to the calendar first and then go into the event registration system to create the event from the calendar post. NOW, you can start in the event registration system, and from the final preview page, move it to the calendar. So YOU ARE free to start events on either the calendar or the event registration system. You can see the image below to understand how you start at the event registration system and then be able to insert that automatically into your calendar.
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