An overview of the Corporate Memberships Module in Tendenci - includes how to get started using the Corporate Memberships Module, the difference between Members and Corporate Members, as well as the reporting options available for the Corporate Memberships Module.

https://www.tendenci.com

 

0:00:01.380,0:00:09.059
Once Again my Name is Carrie Gale and I'm going to be Hosting the Training This Afternoon on the Corporate Membership Module in Tendancy

0:00:12.070,0:00:17.609
Michelle and Charlene Are You Guys Currently using the Corporate Membership Module on your site

0:00:19.750,0:00:26.519
Somewhat You Know I have People that Join and Become Member of the Foundation okay yes, okay?

0:00:28.060,0:00:35.070
We do have a separate Training that Is on the Memberships Module. We will touch a little bit on the Memberships Module Today but This

0:00:35.829,0:00:41.849
Specific Training Is Focused on the Corporate Membership Module but not me at any Time if You Guys do Have Any Questions

0:00:43.570,0:00:45.599
We are Going to talk about the Difference between

0:00:46.360,0:00:50.459
Site Users and Members The Difference Between Members and Corporate Members

0:00:51.370,0:00:55.980
How to get Started With Corporate Memberships and how to Handle Imports renewals Reports

0:00:56.980,0:00:59.759
and other items for the Corporate Membership Module

0:01:02.230,0:01:05.549
So first Let's Brush Up a little on our Tendenci Training

0:01:05.740,0:01:07.450
We're Going to Take a look at

0:01:07.450,0:01:11.010
The Corporate Membership Module and I'm going to be Flipping back and Forth between

0:01:11.140,0:01:15.360
The Powerpoint and Our Little Training site that We have one of the training sites that We use?

0:01:15.939,0:01:17.939
To Demonstrate Certain

0:01:18.159,0:01:19.540
Procedures

0:01:19.540,0:01:22.679
So the Corporate Membership Module is a module Within

0:01:23.200,0:01:24.250
Pendency

0:01:24.250,0:01:31.799
That Allows Companies Or Organizations to Join and for Individuals Or Members under That Company

0:01:32.290,0:01:34.290
To Join Underneath the Company so

0:01:35.650,0:01:41.189
you Can Have users Manage Their Corporate Membership by Applying for the Membership and Paying online

0:01:42.460,0:01:48.089
you Can designate Representatives for dues Reps Member Reps and Alternate Reps you Can, also allow

0:01:49.240,0:01:53.820
Individuals To Join under The Company or Organization and you can

0:01:53.820,0:01:58.019
Also verify That They are Part of that Company or Organization as Part of the join Process

0:01:58.960,0:02:02.640
The Individuals are able to join Renew and Manage Their profile online

0:02:03.399,0:02:06.179
you Can Specify This Pricing Guidelines

0:02:07.270,0:02:14.940
For the Company as, well as the Individuals and all of the Members will be able to Enjoy Worship privileges as

0:02:15.700,0:02:20.729
Defined by the Admin, on the Site and as far as Tendenci views Members

0:02:23.470,0:02:25.470
We do Have

0:02:25.870,0:02:27.870
Links to Specific health Files

0:02:28.330,0:02:33.569
Throughout The Powerpoint and at the end of the Training I'll be Emailing you out the Powerpoint so you, guys Can

0:02:34.390,0:02:39.089
Review and Click on the Link to view The health Files online as, well for extra Information

0:02:42.519,0:02:48.839
We just talked about the the Various Features that Individuals will have using the Corporate Membership Module

0:02:51.100,0:02:55.619
The Membership Module Manages The Membership Status of Individual Members

0:02:58.269,0:03:04.199
on your Website you Can Have Pricing for Different Membership Types

0:03:05.470,0:03:08.369
for Example A regular Member A

0:03:09.100,0:03:14.100
General Member Versus A student Member Or an Honorary Member or things like that

0:03:15.160,0:03:19.259
You Can Join as an Individual Member that Is not associated with the Corporation as well

0:03:20.530,0:03:26.130
You Can Have online and Offline Payment for Membership dues There's an online Membership Application

0:03:26.500,0:03:30.509
That Members Can use to Join and They Can, also renew Their Memberships online

0:03:33.040,0:03:34.329
and

0:03:34.329,0:03:37.649
Members Intendancy Are Designated by an entry

0:03:38.170,0:03:42.899
Called The Member Id Field and Their user Record and This Is what Tendenci will Look for

0:03:43.720,0:03:47.820
To verify Their Membership and Allow for Them to have Member Benefits

0:03:48.220,0:03:52.470
so the next Level of Folks in Tennessee are users and

0:03:53.170,0:03:55.170
The users Module

0:03:55.570,0:03:57.839
Manages all of your site Contacts Including

0:03:58.810,0:04:03.750
Members Regular users Administrators Everybody is going to be in the user Module

0:04:04.420,0:04:09.780
You'll Notice in The Picture that the Member Record has A

0:04:10.299,0:04:12.959
Little Yellow Highlight There it has A member, Id

0:04:14.350,0:04:17.639
And the user Record Below it doesn't have a member

0:04:17.639,0:04:23.668
ID doesn't have a special highlight it doesn't have a little man in the door Icon and the one above it IS an Administrator

0:04:24.340,0:04:27.090
Record So it's denoted as an Admin

0:04:27.820,0:04:33.749
You'll also Notice that each of These Three Records have A blue Box around them and That Just Simply Means that

0:04:35.800,0:04:36.600
You are the

0:04:36.600,0:04:42.779
Owner of That Record so for example this was this image was Taken from one of our test sites or?

0:04:43.240,0:04:45.719
Training Sites and I was logged in as Me and?

0:04:46.000,0:04:47.950
So the Administrator Record

0:04:47.950,0:04:53.520
It has A blue Block Box Around it because I added that record the other Two records were also Added by me so I'm

0:04:54.190,0:04:55.950
Designated as the owner you

0:04:55.950,0:05:01.140
May Notice That There Are some Records in your user Module that May have the blue Box Around them and some that don't

0:05:01.420,0:05:07.050
That Just Simply Means that they for the guys that don't they weren't Added Or created by you so that's the only

0:05:07.900,0:05:11.369
Distinction With The Records that have the blue Box Around them and not

0:05:13.390,0:05:15.390
Any Questions so far

0:05:16.840,0:05:23.399
Alrighty so Let's Take a look at the Difference Between Flight users and site Members

0:05:26.890,0:05:34.830
Essentially Any Person that Makes Contact With you Through the Website is Considered a, site user folks Can, Make Contact via Submitting a contact Form

0:05:35.530,0:05:40.649
They Can Register as A site user They Can, Apply for Membership

0:05:41.470,0:05:46.320
They Can Just be site Visitors and not ever Even Register Submit a contact form at all

0:05:47.530,0:05:49.530
Members Are Considered A subset of

0:05:49.900,0:05:51.370
Site Users

0:05:51.370,0:05:52.170
They Are

0:05:52.170,0:05:57.210
Also Considered Site users With Benefits so Members Can Members have a member Number

0:05:57.640,0:06:02.340
They Can Have special Benefits Like Member Only Pricing for Calendar Events

0:06:02.860,0:06:04.860
They Can Have

0:06:04.870,0:06:06.960
Access to Specific Member only

0:06:07.780,0:06:09.430
Content on the Site

0:06:09.430,0:06:11.050
you Can

0:06:11.050,0:06:14.579
You Can, also charge for Members site users are free

0:06:15.670,0:06:20.039
Members you Can, also have free Members but Folks do Normally Charge for Members and

0:06:21.400,0:06:25.169
Members Expire After A year site users don't

0:06:27.190,0:06:29.429
Those are A few of the

0:06:30.700,0:06:34.590
Basic Level Differences, We do have a link to a help file That Explains a little bit More

0:06:36.490,0:06:38.610
What's the Difference between Corporate Members and Members?

0:06:39.870,0:06:42.560
Let's Take A Look Corporate Members

0:06:44.670,0:06:50.089
When, we're Dealing With Corporate Membership Module versus the Membership Module if your Organization has?

0:06:50.610,0:06:52.820
Individuals as Members They're Going to be

0:06:53.760,0:06:55.849
Managed by the Memberships Module if

0:06:56.250,0:07:02.540
You Have Companies for Members Than These Folks the Companies Are Going to be in The Corporate Membership Module

0:07:04.350,0:07:06.350
So Corporate Members are not

0:07:06.960,0:07:14.299
One Person but Actually a Company Underneath The Corporate Memberships you Can Have individuals associated With That Company Listed Those

0:07:14.640,0:07:20.089
Individuals Can Be users Meaning They don't Necessarily need to be Members as far as Tenancy defines Them

0:07:20.760,0:07:23.359
for the Company Or They Can be Members of your Organization

0:07:24.050,0:07:28.370
Maybe They Pay A fee or their they, don't have A feed because they're Part of That Organization

0:07:31.830,0:07:35.960
In Most instances Members Individual Members and Corporate Members

0:07:36.660,0:07:39.019
Individuals and Companies will Pay A fee to join

0:07:39.870,0:07:41.959
Some of our Clients do set it up where

0:07:42.540,0:07:49.580
The Company Pays A fee but the Individuals under the Company don't Necessarily Pay A fee and you can set it up however you

0:07:50.280,0:07:56.239
Need To and We'll Get Into that in More Detail a little Later on in the Treating Questions so far

0:07:58.919,0:08:00.919
okay, so

0:08:02.190,0:08:04.190
to be kind of site User

0:08:04.290,0:08:11.929
You Have to register With the Website and Let's Take a look at our our Little Training site over here Just a second

0:08:14.490,0:08:16.490
Bring That Into Focus

0:08:16.650,0:08:18.650
So this is one of the Training sites that We use?

0:08:19.860,0:08:22.729
To become A site user folks can go here

0:08:25.050,0:08:26.790
and

0:08:26.790,0:08:28.790
Join using the site Registration

0:08:29.400,0:08:35.359
Once They Complete This Form They will be Added as A user to become a member They'll need to complete

0:08:36.000,0:08:37.530
the

0:08:37.530,0:08:39.530
Membership Application

0:08:40.110,0:08:45.140
Which We'll Take a look at. How to do as, well Later on in the Training and

0:08:46.380,0:08:49.520
Then To become a Corporate Member the Company Needs to Join

0:08:50.310,0:08:56.409
A representative of and Acts Person from the Company has to complete the Membership Application for the Company and

0:08:56.630,0:09:01.749
then Once The Company has Joined Individuals under That Company will be able to join

0:09:02.269,0:09:04.839
Underneath The Corporation and

0:09:05.779,0:09:09.039
They will use the Same Application as Individual Members

0:09:09.860,0:09:14.560
But There'll be Just A couple Different extra Fields on There to associate them with the

0:09:15.050,0:09:21.370
Corporation Whereas if They're Joining As an Individual that isn't associated With the Corporation Those Fields won't Appear

0:09:23.630,0:09:26.319
We do have a link to superduper Help file that

0:09:27.740,0:09:33.789
Explains This in A little bit More Detail as far as Tenancy is concerned in Order to

0:09:34.880,0:09:36.800
Know Whether A

0:09:36.800,0:09:43.240
User Or a Person in the Database is A user versus a member it Looks for the Member Id Field

0:09:45.019,0:09:51.969
In the Database Let Me See if I get my Go-to meeting, oh it's so exciting

0:09:53.240,0:10:00.579
The Little Member, Id Field Right There in The user Table and Once Again Members Expire but Users

0:10:01.760,0:10:03.760
do not and

0:10:03.920,0:10:07.569
If it if You're an active Member you will have A

0:10:08.720,0:10:12.370
Member ID in your user Record and as long as that's There you'll be eligible for

0:10:13.040,0:10:15.040
Member Benefits

0:10:17.449,0:10:18.860
All right

0:10:18.860,0:10:21.940
So that's a little bit of Background on the Difference between

0:10:22.519,0:10:26.979
The Memberships Module The Corporate Memberships Module and The Difference Between site Users

0:10:27.889,0:10:34.599
Members Corporate Members and so, we're Going to Take a Deeper Look, Into how you can get Started using

0:10:35.600,0:10:37.600
Corporate Memberships

0:10:37.819,0:10:40.029
and it's a twelve Step Process

0:10:41.029,0:10:42.920
We're Going to go, over

0:10:42.920,0:10:45.130
We're Going to review the twelve Steps and then

0:10:45.130,0:10:47.120
We're Going to go Through each Step in

0:10:47.120,0:10:52.120
A little bit more Detail and be Sure to stop me Along the way if You Guys Have Any Questions at all

0:10:53.660,0:11:00.639
So the first Thing that you need to do in Order to get Started using Corporate Memberships is to create the Individual Membership Application

0:11:01.160,0:11:08.810
Once You've Created the Individual Membership Application then you can go Ahead and Create Corporate Membership Application right Now for

0:11:09.360,0:11:10.710
Tenancy

0:11:10.710,0:11:17.119
The You will have you only Have the Capability to have one Corporate Membership Application active at a Time and

0:11:17.670,0:11:21.649
One Individual Membership Application active at a time so even if you have

0:11:22.800,0:11:27.560
Individuals That Aren't Part of A Corporation Joining they will have to share the Same

0:11:28.500,0:11:33.170
Application as the Individuals who are part of A Corporation that are Needing to join

0:11:34.050,0:11:41.840
You will have to Make some Updates to specific site settings in Order to turn on the Corporate Membership Module for your site

0:11:42.770,0:11:45.350
And we'll go Into detail as, well how to do that

0:11:46.260,0:11:49.850
So you, want to Update the site Setting for Corporate Memberships Available to yes

0:11:50.550,0:11:53.960
Update The Site Setting for default user type to be Custom

0:11:55.290,0:12:01.040
Update Site Setting for The user Self Ad Format to be Corporate Membership Membership and

0:12:01.380,0:12:06.260
Then Once You've Updated Those settings the next step is to create the Individual Membership Types

0:12:06.750,0:12:14.390
That will Eventually be associated With the Corporate Memberships now the Membership Types are Where you specify Pricing so for example if you

0:12:14.390,0:12:16.390
Had A general Member and

0:12:16.830,0:12:19.100
The Membership Fee Was $50

0:12:20.100,0:12:24.769
Student Member Maybe the Membership fee IS $25 if you're Creating

0:12:25.920,0:12:29.479
Individual Membership Types That Are to be associated with the Corporate Member

0:12:29.760,0:12:34.280
This is Where You Would Determine Whether or not the Individuals Would need to Pay an extra fee Or?

0:12:34.620,0:12:40.250
If They Have free Membership Just Because Their Company is joined you Can Specify that There

0:12:41.250,0:12:46.820
Then You want to create the Corporate Membership types Which is Where you specify the Price for the Companies to join

0:12:47.010,0:12:52.460
and Lots of Folks do it Differently some Folks do it based on the Size of the Company if your Company Is

0:12:54.270,0:12:58.850
Exercised The Fee Is $1,000 if your Company's y Size the fee Is

0:13:00.120,0:13:02.120
$5,000 and so on and so Forth

0:13:03.930,0:13:11.000
So Once You've got the Applications Done You've Got the Membership Types on There you have your settings turned on the next thing is to?

0:13:11.700,0:13:13.910
Get the Members Into the site

0:13:14.430,0:13:18.680
If You Already Have Existing Members you Can format the Individual Members

0:13:19.230,0:13:23.849
To import Them and Then go Ahead and Import Them if You have A

0:13:24.700,0:13:31.650
Group of Companies That You want to have Added you'll have to prepare that and you Can send it over to us to

0:13:31.650,0:13:34.410
Add to the Database Because Currently There isn't a way

0:13:34.960,0:13:37.410
for an Admin to import the Companies

0:13:38.890,0:13:40.780
but We can do that

0:13:40.780,0:13:45.839
The Schiphol Programming Team will Have to do that for you and There will be an extra Fee Involved

0:13:46.360,0:13:52.500
and then the Final the next step is to bind the Individual Members to Their Corporate Member Entity and what that means Is

0:13:52.570,0:14:00.089
We want to Make Sure That Individual Members that Were Previously Imported are Correctly associated with the Companies that were Added so that

0:14:00.670,0:14:02.670
They Have the right Membership type and

0:14:03.280,0:14:09.149
The All the links are There and That's that's Another Function that We have to take Care, of right Now Because?

0:14:09.150,0:14:12.209
We don't Have that Capability in The front-end yet?

0:14:13.360,0:14:15.899
So you'll have to get in Touch with either your Project

0:14:15.900,0:14:20.670
Manager Or if You are Already live Contact Somebody in The Support Team and

0:14:20.860,0:14:25.800
We can Walk and We Can Take Care of that for you so now that you Have everybody in the System?

0:14:26.710,0:14:32.970
You're Ready to go with Corporate Memberships you are able to play with The Reports on the Member Activity

0:14:33.850,0:14:39.810
And Those are Basically the 12 Steps and so, we're Going to take a look at each Step a little bit more In-Depth

0:14:41.200,0:14:48.450
Starting With the Designing of your Individual Membership Application so i'm going to flip, over to our little Training site and

0:14:49.720,0:14:52.470
See, what, we can get?

0:14:53.800,0:14:55.800
Going Here

0:14:58.090,0:15:03.000
Alrighty so this Is our little Training site Here

0:15:06.310,0:15:08.310
Can you all See a Website Right now

0:15:10.210,0:15:12.210
Yes okay good!

0:15:12.430,0:15:19.529
Let me Know if if for Whatever Reason You're not Seeing what I'm Talking about because I've Been Known to ramble on and

0:15:20.050,0:15:22.620
The Go-to Meeting is on a totally Different screen

0:15:23.680,0:15:25.680
So, don't be Afraid to stop me all right

0:15:27.220,0:15:31.379
Okay so this is where You go to design the Membership Application

0:15:33.149,0:15:39.958
Starting From the Tendancy Console to Take a look at the Individual Membership Application you, want to click on design Membership App and

0:15:40.540,0:15:42.540
That's Going to Take you to

0:15:42.610,0:15:44.760
The Options Where you Can search or add

0:15:45.459,0:15:48.389
I'm going to look at search to see what's up There

0:16:00.279,0:16:06.239
Alright so we Already Have a membership App that's in Place Here you?

0:16:07.540,0:16:09.540
Can Add a new one or you can

0:16:09.640,0:16:14.849
Customize The One That Already exists so let's go Ahead and Add a new one for the sake of This Training

0:16:22.630,0:16:24.630
You want to give your Application a name?

0:16:25.029,0:16:28.949
you Can put Any Notes in Here the notes Are Only Going to be Visible to the Admin and

0:16:43.209,0:16:49.289
Then Once You have Added the New One you Can either click on view Template or build your own?

0:16:50.140,0:16:52.770
We do have a couple I think, We have A couple basic

0:16:53.470,0:16:57.899
Membership Application Templates that you Can use that Gather very Basic Information like

0:16:58.450,0:17:03.450
First Name last Name Company Email and things like that but. Let's go Ahead and Click on Build your Own

0:17:07.059,0:17:10.319
And This is where You get to specify the Fields that you want to Display

0:17:11.439,0:17:18.959
you'll Be able to specify what Fields you want on there what are what Fields are Going to be Required you Can specify the

0:17:19.300,0:17:21.719
Member Numbers if You have a Specific I

0:17:23.110,0:17:26.880
Guess Protocol for how the Numbers Are Supposed to be if They start from A

0:17:27.520,0:17:28.600
Specific

0:17:28.600,0:17:34.740
Number Or They Have a Prefix or Suffix or Anything like that you Can, also specify Whether or not?

0:17:35.290,0:17:42.089
There's Going to Be Any Introduction Text at. The Top of the Membership Application that you could Use for Say for example for

0:17:43.030,0:17:45.449
Instructions on How to fill out the Membership Application

0:17:46.049,0:17:51.059
As well as Confirmation Text Once They Submitted Text that Appears Confirming that Their

0:17:52.570,0:17:54.570
Application has Gone Through

0:17:56.980,0:18:00.959
And you'll, also be able to set the Expiration Dates as

0:18:00.960,0:18:03.449
Well so let's go back to our Screen over Here?

0:18:03.759,0:18:08.998
so this is where you Would Specify the Fields that you want I'm going to go Ahead and Click all these Guys that

0:18:12.399,0:18:19.979
Feels The First Name Last Name and Email are always Going to be Required you Cannot Uncheck Those Guys

0:18:21.940,0:18:27.570
If You're Setting up the Membership Application to Work in Conjunction with Corporate Memberships

0:18:27.999,0:18:34.289
The key Thing to Remember is next to Corporate Membership Id You want to Make Sure You Check the Show Box There and

0:18:34.869,0:18:36.869
Then Everything Else

0:18:37.239,0:18:39.599
Outside of that is really up to you

0:18:49.440,0:18:51.440
on the

0:18:51.660,0:18:55.099
Third Step There's More Options That you Can select

0:18:55.320,0:19:00.439
Whether Or not you Want additional Addresses to Display if You want Folks are able to join or?

0:19:00.539,0:19:05.299
Add Themselves To user Groups if You want them to be able to add a Directory listing when They're Applying for Membership

0:19:06.360,0:19:09.679
All that Stuff all of This is Covered in More Detail in Our?

0:19:11.220,0:19:12.780
Memberships Training

0:19:12.780,0:19:13.980
on

0:19:13.980,0:19:18.410
Step Four You get to Specify the Expiration Date for Individual Members

0:19:19.260,0:19:26.839
Any Individual Member that is Bound to a corporate Membership will share the Same Expiration Date as the Corporate Member so

0:19:27.330,0:19:33.110
If The Corporate Member is Expired and the Folks the Individuals Are Trying to come Back

0:19:33.110,0:19:39.469
Into the Site and Renew, Themselves They will not be able to Renew Themselves until the Corporation has Renewed Themselves

0:19:40.440,0:19:42.440
You are able to specify

0:19:42.870,0:19:46.429
Expert State For Individuals That are not Associated With a corporate Member

0:19:47.309,0:19:51.469
And There are Four Different Options With Whether or not you want to have them Expire?

0:19:53.340,0:19:59.209
Annually on A specific day on the original Join Month Or annually on a specific day of the Renew Month or?

0:20:00.000,0:20:04.280
Annually in A specific day and Month Or a specific Date in the Year you

0:20:05.460,0:20:12.230
Also get to specify what type of Payment types you, want to be able to Accept for Memberships in Most Cases People are going to

0:20:12.900,0:20:18.259
Use Credit Cards so that They Can Pay online and As long as your site is hooked up with a merchant Account you'll be able

0:20:18.260,0:20:20.260
to Process online Payments if you

0:20:21.360,0:20:25.189
Need to get your site hooked up to a merchant account Just

0:20:26.460,0:20:32.390
Let Us know you Can either Contact your Project Manager or support Team Member and We'll be able to

0:20:34.409,0:20:36.409
Point you in The right Direction of what Needs to happen

0:20:37.080,0:20:40.699
You are able to specify how, Many Days before

0:20:41.370,0:20:43.289
The Member

0:20:43.289,0:20:47.359
The Membership Expires is A member able to renew Themselves

0:20:48.360,0:20:51.979
So we'll Just put 30 Days in There and How Long after the Membership

0:20:53.010,0:20:58.159
Has Expired Can A member Continue to Renew Themselves so that's 30 Days After

0:21:00.530,0:21:02.530
and how Long after

0:21:02.549,0:21:05.059
Expiration Does A member Still Enjoy Privileges

0:21:05.880,0:21:10.369
That's Going to be you Can have that at. Any all these Numbers don't need to Match

0:21:10.890,0:21:17.569
so the Difference Between How Long after They Expire Can They Renew versus How Long after They Expire do They Have Privileges

0:21:19.890,0:21:23.150
They will Continue To Have Privileges As Long as Their member, Id

0:21:23.520,0:21:28.369
Remains in Their user Record Which Is what Tendenci Looks Forward to verifying Membership and

0:21:28.980,0:21:34.189
so they Could Have Privileges for seven Days after Expiration but They Could Continue to

0:21:35.580,0:21:38.840
Be able to Renew Their Membership up to Thirty, Days Does that Make sense

0:21:44.280,0:21:48.259
No it doesn't Make sense I'm not getting any answers Guys

0:21:52.770,0:21:57.199
Do you need me to explain That again, oh my god okay good

0:22:01.590,0:22:08.539
Excuse Me Alright you, also have the Option to

0:22:11.940,0:22:13.940
Send Members

0:22:15.600,0:22:17.600
Renewal Notices

0:22:17.940,0:22:19.770
and

0:22:19.770,0:22:26.689
that is Set up Automatically so the renewal Notices Go out at the Background you will be able to customize Those Notices and

0:22:26.880,0:22:28.880
They Just get sent Automatically

0:22:29.309,0:22:30.900
We talked About?

0:22:30.900,0:22:37.789
Being able to Customize the Member Numbers if There's a Prefix or Postfix as, well as Putting cmS Pages

0:22:39.150,0:22:45.559
Introductory Text Confirmation Text Associated With the Application as well

0:22:47.100,0:22:49.669
and you Would have to create that cMS Page and

0:22:50.520,0:22:56.419
Select it From The List and then it Would Display so we're Going to go ahead and Confirm This Application

0:22:59.690,0:23:01.690
And we Can Preview it?

0:23:08.610,0:23:11.750
And right now This Is what it looks like this is the Admin view

0:23:12.480,0:23:16.969
It Shows all the Fields that you're getting Information from the Corporate Membership, Id

0:23:18.179,0:23:20.179
The Membership Types As

0:23:21.000,0:23:25.760
Well as the Payment Methods and all of These Payment Methods That Explain Because I'm Looking at it as an Admin

0:23:26.280,0:23:28.280
if A user or

0:23:28.559,0:23:31.099
A person potential Member, was Looking at it they

0:23:31.100,0:23:36.230
Wouldn't See all of This and so looking at it looks good the next thing is to

0:23:36.660,0:23:41.989
Activate it so Let me go Ahead and Click or you go, away when you go down to the Bottom and you're Adding the Date

0:23:42.540,0:23:44.540
Of when it's going to Expire?

0:23:45.720,0:23:47.720
When do We have so many?

0:23:48.120,0:23:50.120
Past Dates in There

0:23:52.980,0:23:59.299
What do you mean right Down here Where it Says Join, date Yeah and you click on

0:24:00.179,0:24:02.179
you know the Year

0:24:03.210,0:24:08.900
Click on that it brings up you know 1900 right

0:24:10.290,0:24:16.699
And Y'All not Take that down To 2,000 now or something, well, we can't Take it down To 2,000 but

0:24:16.700,0:24:18.890
We could Make a recommendation to Programming to Maybe?

0:24:19.470,0:24:22.790
Make it more recent you, do Have Clients That have Members

0:24:23.760,0:24:27.499
From The 80s and They, do want to have a record of that

0:24:28.140,0:24:30.140
on Their Membership Application

0:24:31.110,0:24:36.709
Normally This This That Particular Section IS an Admin Only Section and When a Person Joins

0:24:37.140,0:24:38.490
the Dates Are

0:24:38.490,0:24:44.209
Automatically Populated so you don't Necessarily need to go in There to Edit it Unless you're Trying to change it after the fact

0:24:45.090,0:24:48.290
Well i get a lot of Applications in The Mail yeah

0:24:48.780,0:24:51.259
Member so I go in and add them Gotcha

0:24:51.559,0:24:56.479
and so that's When I see all of that and I just Thought you know it Can you Is

0:24:57.270,0:25:02.059
Can i change mine Where it Would Just start From mm Instead of

0:25:03.660,0:25:05.779
1900 That's Definitely a great Question

0:25:06.570,0:25:10.760
And i Can i Can Relay that on to Programming Team I don't have an answer for

0:25:10.919,0:25:16.279
You Another Option you May Consider is if you have a lot of These Guys That are Coming in Through the mail you Maybe want

0:25:16.280,0:25:18.280
To do A Membership Import

0:25:18.510,0:25:21.439
Where you Can Specify the Dates in an Excel Sheet

0:25:22.050,0:25:24.840
And then you just do the import and They all get Added at Once I don't know

0:25:25.750,0:25:28.650
The Frequency of Which You're Receiving the Applications

0:25:30.490,0:25:34.500
You know it Varies If I'm Having a campaign you know I can get

0:25:35.440,0:25:41.970
10 a day or you know after the Campaigns over I might get two, or three a. Day, yeah it's not I

0:25:43.000,0:25:45.780
Don't Think it's Enough for me to import them, okay

0:25:46.660,0:25:50.610
Well That's Definitely A great Question and and I will Relay that

0:25:50.920,0:25:55.050
Occupation and See what They Say and who is who? Is that Asking I'm?

0:25:55.240,0:25:58.350
Turtling all right Thank you charlie I'm going to make A note

0:26:07.759,0:26:11.769
all righty so, we We went back to the activate Screen and

0:26:12.409,0:26:14.409
We're Going to turn on our new?

0:26:14.570,0:26:16.929
Application so Now that's Been Activated

0:26:19.460,0:26:23.889
If I go over Here

0:26:34.190,0:26:36.760
From Going back to our other

0:26:38.780,0:26:44.709
Same site but on This on Internet Explorer I'm not Logged in so this is what

0:26:45.980,0:26:49.569
The Membership Application Looks Like for A user

0:26:51.440,0:26:53.440
Versus

0:26:54.800,0:26:56.800
What it Looks like

0:26:57.500,0:26:59.829
for The Admin Admin Sees all of the

0:27:00.470,0:27:05.679
Payment Types in The Admin Only Section and The user Just Sees the Fields to fill in

0:27:06.679,0:27:10.329
The Membership Types and The Payment Method and The Little Cap Choosing

0:27:14.720,0:27:16.720
Any Question so far

0:27:17.960,0:27:25.420
okay so now we've Added the Individual Membership Application the next step is to add the corporate Membership Application and

0:27:27.320,0:27:29.320
Going back to our

0:27:32.420,0:27:38.379
Training Site Where we're Logged in As an Admin so go back to the Tenancy console you want to click on other

0:27:39.620,0:27:47.620
Tendancy Modules and Then Click on Corporate Member Up and This is where you get to set up the Corporate Membership Application the

0:27:48.679,0:27:51.429
Individual Membership Application is Fairly Customizable

0:27:52.190,0:27:56.920
But the Corporate Membership Application Is not very Customizable at all

0:27:58.090,0:28:02.740
We Already Have an Existing Membership Application on the Site and?

0:28:04.340,0:28:06.340
Click on the pencil to Edit

0:28:08.960,0:28:10.960
Give it a name

0:28:18.170,0:28:25.120
You want to Specify the Authentication Method for Individuals who are Joining under The Corporate Membership There's Two Options?

0:28:25.910,0:28:33.820
You Can Have email or Administrator approval the Difference between Email an Administrator approval is if you set us email

0:28:34.340,0:28:37.870
Whenever A Company Joins you will Have to specify the

0:28:38.450,0:28:44.319
Approved Or Authorized Email Domains that are associated With that Company so Say for example

0:28:44.320,0:28:47.289
We have a corporate Membership for Schiphol and?

0:28:48.140,0:28:52.330
We'll have to specify that the authorized Domains are

0:28:53.240,0:28:58.659
Schiphol Comm Or Tendenci Comm and Anybody who has a Schiphol Column or Tendenci Comm

0:28:59.540,0:29:01.520
Email Address

0:29:01.520,0:29:04.030
Will be able to Join under That Corporation

0:29:04.940,0:29:12.399
What will Happen then is Bill first it'll be a two-step Process They'll fill out the site user Registration and

0:29:14.840,0:29:17.289
Tenancy We'll Take a look at their email Address Today, okay?

0:29:17.290,0:29:22.420
They're Trying To Join under A Corporate Member This is Their Email Address

0:29:22.730,0:29:28.179
so they Must be Trying to associate Themselves With this Company Schiphol because they have a simple Comm

0:29:28.520,0:29:30.700
So they send an Email to the Schiphol Comm

0:29:30.920,0:29:34.509
Address That They put in and Say you need to verify your email Click here to verify

0:29:34.820,0:29:38.350
So they do that and then they get a, secondary email that Says

0:29:39.200,0:29:43.480
Here's The Link to the Membership Application for you to complete your

0:29:44.210,0:29:50.470
Application and so they Click on that Link and They go to the Membership Application and They're able to complete the Process

0:29:51.440,0:29:54.669
for the other Option Which is Administrator Approval

0:29:55.580,0:29:58.899
If They're Trying to Join under the Corporation

0:29:59.870,0:30:04.870
They will They'll be able to go straight to the Membership Application they'll be able to select the

0:30:06.050,0:30:13.120
Corporate Member that They want to be associated with and then They'll Pay and Submit Their Application and

0:30:15.080,0:30:21.850
Their Application will be Pending Admin approval so an Administrator on the site will have to go in and Verify That they're Legit and

0:30:21.980,0:30:23.980
That They Can

0:30:24.680,0:30:28.480
Join under That Company and if Everything Is

0:30:29.450,0:30:31.450
Legit Then They'll Approve the applique

0:30:31.820,0:30:36.309
Their Membership will Become active so it's Really up to you, however you want to organize your?

0:30:36.920,0:30:38.920
Individuals under The Corporation

0:30:38.990,0:30:40.100
Which

0:30:40.100,0:30:44.769
Authentication Method you Choose if You do Have Chapters Associated With your

0:30:45.830,0:30:51.880
Organization you Can Enter The Chapters Here and They Can Join under the Corporation as Part of the Chapter you

0:30:52.400,0:30:55.570
Get to Specify the Payment Types for the Corporate Memberships?

0:30:56.270,0:31:00.550
As well as the individuals so most Common of Course Credit Card

0:31:01.520,0:31:06.550
You Can Have Cash, Check wire Transfer Or send an Invoice if you, do

0:31:09.020,0:31:10.250
Select

0:31:10.250,0:31:12.519
Cash Or Check the

0:31:13.160,0:31:16.360
Memberships will Be in Pending Status until an Admin Approves

0:31:17.180,0:31:19.090
Same Thing With wire Transfer Same Thing

0:31:19.090,0:31:25.929
We send invoice so the only one That Really will activate Is the Credit Card Payment Because Credit Card Payments are Almost Instantaneous

0:31:29.390,0:31:35.319
You, also have the Option to Display Specific content from cMS pages at the top

0:31:35.840,0:31:41.500
Of Section 1 Section 2 in Section 3 of the Corporate Membership Application, We'll Take a look at

0:31:41.500,0:31:43.500
What that Application Looks like here in A second?

0:31:45.590,0:31:49.929
And that's Really it the other of the Individual Membership Application had A lot More

0:31:51.980,0:31:56.349
Features That You Customize The Corporate Membership Application not so much

0:31:57.860,0:31:59.860
So if We go over Here

0:32:00.890,0:32:08.169
We click on Add We'll be able to view The Corporate Membership Application from the Admin Viewpoint?

0:32:10.160,0:32:12.160
The Actual

0:32:12.830,0:32:20.289
Corporate Membership Application that A potential Member will See will Look, Slightly Different I'm not able to Demonstrate that

0:32:22.040,0:32:24.040
Through Here

0:32:26.540,0:32:32.470
But, We Can Take a look at what the Admin view Is so it'll have all the Same Information including the Company Name

0:32:33.320,0:32:35.320
if You Had Chapters

0:32:35.750,0:32:37.750
You get to See the types and

0:32:38.450,0:32:39.950
the

0:32:39.950,0:32:44.649
Rep for The Because we've Chosen Email Authentication they will need to add the

0:32:46.139,0:32:49.579
Specific Domains They're To be allowed To Join under This Company

0:32:50.639,0:32:52.639
and of Course you have your

0:32:52.950,0:32:56.269
other Information Referral Details and Admin Only Stuff Which

0:32:56.970,0:32:58.970
Only The Admin will See

0:33:02.100,0:33:08.089
We do have some Help Files on the Powerpoint that Explain a little bit more Detail the Authentication Method

0:33:09.690,0:33:11.690
Email versus

0:33:14.009,0:33:16.009
Admin Approval

0:33:17.970,0:33:19.970
Any Questions so far

0:33:21.690,0:33:28.519
So Once You've Set up the Corporate Membership App the next step is to update the site Setting for Corporate Memberships

0:33:29.129,0:33:31.019
to be Available

0:33:31.019,0:33:32.309
and

0:33:32.309,0:33:36.559
Let's Take a look at where to do that so go back to our site

0:33:36.559,0:33:40.489
Over Here so Starting from the Tenancy Console if

0:33:40.769,0:33:45.229
You Click on the link that Says site settings that will Take you to the global site settings

0:33:45.899,0:33:50.749
Once You're in There You want to click on more Modules and then Click on Corporate Memberships and

0:33:51.690,0:33:54.710
That will bring up the site settings for Corporate

0:33:56.009,0:34:00.079
Memberships You want to scroll Down and The one that you're Looking for Is

0:34:00.840,0:34:05.750
Memberships Available and What This one does is it Turns on the icon

0:34:06.690,0:34:09.349
On the console so let's Take a look

0:34:15.510,0:34:16.950
Right Now

0:34:16.950,0:34:22.100
This is the little icon he's There if I turn this guy Off and

0:34:23.130,0:34:25.130
I refresh This Guy

0:34:25.560,0:34:27.560
Poof He's Gone and

0:34:28.590,0:34:32.360
He's not going to be There by default so you will have to come in Here and Turn him on

0:34:33.330,0:34:36.650
Just Change it from no to yes Quick Change and

0:34:37.679,0:34:39.679
That Gets Updated

0:34:40.650,0:34:45.499
Binky's There and We need him There Because if he's not There then, We can't Get to the Module?

0:34:46.590,0:34:48.590
The next Thing you want to do Is

0:34:49.080,0:34:53.420
Update The Site Setting for default user type to Custom

0:34:55.950,0:34:59.780
Let's go back to here we are

0:35:03.540,0:35:09.469
Not Sure if That's Going to be in Users Or in the global Let's Take a look

0:35:23.400,0:35:31.009
Nope it might be A global thing so let me go back to in

0:35:39.430,0:35:42.089
and Should be

0:35:48.940,0:35:50.940
Not Finding our friend Here

0:36:01.030,0:36:07.199
Nope not There Tell them I'm going to Phone A friend

0:36:24.859,0:36:26.859
Actually I'm going to go look at the health of

0:36:42.040,0:36:49.709
Users Module Setting Registration user typed Accustomed, okay Let Me go look There again

0:36:52.900,0:36:56.250
Was user Type?

0:37:05.230,0:37:07.230
I'm Still not Finding it

0:37:17.410,0:37:18.670
Nope

0:37:18.670,0:37:23.760
Well i'm going to have to Look that Up and give You Guys an Update When I send out The email so I?

0:37:24.670,0:37:26.670
Know that We Made some recent Changes

0:37:27.400,0:37:31.890
Updating our site Variables to site settings and it May be in a place that I just not

0:37:32.230,0:37:34.560
Seeing it Actually I'll look at one other Place

0:37:40.720,0:37:48.540
Just for grins, Maybe it's in Here Now not in Here Either

0:37:51.970,0:37:53.830
okay

0:37:53.830,0:38:00.330
Find that that out and Let You Guys Know, the next site Setting that you want to Update is the user cell Ad

0:38:01.540,0:38:05.610
Format and What that's going to do Is it's going to change the

0:38:05.860,0:38:09.689
Login Page To give you the extra Options for folks to be able to

0:38:10.360,0:38:13.079
Register as A site user or join as an Individual

0:38:14.290,0:38:21.870
Versus Join as an Individual under the Organization, Or sign up your Organization so let's Take a look at where we can go?

0:38:23.140,0:38:30.599
To Change that so you want to look at the site settings in The user Module and the site Setting is called Self add

0:38:31.120,0:38:32.260
Format

0:38:32.260,0:38:37.140
so going back to this Guy Click, on warm Modules and Click on users and

0:38:39.100,0:38:41.100
Instead of Self Add Format

0:38:44.859,0:38:47.348
and so right now by default it's going to if

0:38:48.259,0:38:54.519
Most Likely Going to Say Short by default This Help file Gives you the Options on

0:38:55.220,0:39:00.189
What you Can Change it to and what, We want to change it to is corporate Membership?

0:39:00.980,0:39:02.980
Membership

0:39:04.609,0:39:10.298
And We have other Options which you Can Look at Through the Help File?

0:39:12.980,0:39:16.569
Before I do that before I change it I'm going to show you what

0:39:18.650,0:39:19.789
If I go

0:39:19.789,0:39:22.479
If I go to ie Where I'm not logged in and

0:39:22.609,0:39:27.248
I go to the Login Page right Now it looks like this this is what the Short Looks like if

0:39:27.829,0:39:29.829
I change it to

0:39:29.989,0:39:32.469
This it Should Update the Page over Here

0:39:33.109,0:39:35.109
To Display all of These Options

0:39:35.960,0:39:39.069
Because I have chosen the Authentication Method of Email

0:39:40.039,0:39:42.039
I have

0:39:42.349,0:39:47.258
Two separate Options Join under your Organization verse as, well as join as an Individual

0:39:47.960,0:39:50.589
If I had chosen the Authentication Method

0:39:51.589,0:39:53.619
for The Corporate Membership Application as

0:39:55.489,0:40:00.699
Administrator Approval These Two Would be combined Because You Would be able to use the one Application

0:40:01.249,0:40:03.639
And you Would only Have Three Options Instead of Four

0:40:04.609,0:40:06.609
So now that you've Updated that

0:40:08.150,0:40:13.389
Go back Site Setting the next Thing that you want to Question so far

0:40:14.779,0:40:16.779
Good

0:40:16.970,0:40:24.519
The next Thing that you want to do is set up your Individual Membership types and This is where you go specify the Pricing

0:40:25.970,0:40:27.710
for the

0:40:27.710,0:40:35.019
Individuals and then You're Going to Hook them up with Their Corporate Member type as, well Once The Corporate Membership Types have Been

0:40:36.680,0:40:38.089
Created

0:40:38.089,0:40:40.719
We can have as Many Membership types as Needed?

0:40:41.450,0:40:46.960
And you want to Make sure that You Check the Box to associate the Membership type with the Corporate Members or else It'll just be?

0:40:47.720,0:40:49.720
an Individual Membership Type

0:40:50.779,0:40:53.139
So let's Take a look at where we go to do that

0:40:55.680,0:41:00.750
So, we're Done With site settings for now, We can go back to the Tenancy console

0:41:03.610,0:41:07.289
And in Order to Set up the Individual Membership Types you

0:41:07.290,0:41:10.680
want to go to the Membership Module so you Can click on Memberships and

0:41:10.960,0:41:15.210
Then You Can either Click on Membership types on the list over Here or types?

0:41:16.240,0:41:19.829
in the Text Underneath the tabs you will go to the same Place

0:41:20.770,0:41:27.270
You Can Search Membership Types to view all the existing Membership Types that are Available on the Website

0:41:28.510,0:41:32.339
Right Now in Our Little Training site, We have two, we Can, Add a new one

0:41:33.570,0:41:35.670
You want to give the Membership type Name and

0:41:49.990,0:41:56.189
you Can Specify a Price and the Price that you specify here will be the Price that the Individual under the Organization

0:41:56.950,0:42:02.700
Will Have to Pay in order to join as a member under That Organization it's up to you

0:42:03.130,0:42:09.000
Whether Or not you want to specify a price, or have it free if the if the Companies Join then

0:42:09.000,0:42:14.909
Individuals Underneath Can Join for free or you Can charge I'm going to Say this, One's Going to be $5 you Can, add A Description

0:42:21.910,0:42:23.910
and This

0:42:24.910,0:42:31.139
This Whatever Description you put Here I believe will Appear next to the Membership type

0:42:32.710,0:42:34.710
And we Can Take a look at that?

0:42:52.710,0:42:56.210
You want to Make sure that the allow user Option Remains Checked so that?

0:42:57.510,0:43:01.729
Person Coming to the site Can Choose This Option and if This is going to be

0:43:03.150,0:43:08.179
Bound to Corporate Memberships You want to Make sure that this Box is checked so that's what that Instruction

0:43:09.180,0:43:15.650
Means, be Sure to Check the Box to Spelling to associate the Membership type with Corporate Members

0:43:18.690,0:43:23.570
And Submit and We Have Another Membership type that was Already Listed?

0:43:24.840,0:43:28.100
This Guy Individual under Corporation He's Zero

0:43:31.410,0:43:37.700
And we're Going to charge $5 for this Guy and then this other Membership type is Just the Plain Ol Individual Membership type

0:43:38.280,0:43:39.180
He's not

0:43:39.180,0:43:42.500
Associated With A corporate Member so if Somebody Comes to the site to join as

0:43:42.720,0:43:46.429
an Individual Member you'll have to Pay $10 on this Particular site

0:43:53.810,0:43:55.470
The Other Things that you need to

0:43:55.470,0:44:01.820
Be aware of is you want to be you want to bind the Individual Membership type to the corporate Membership type

0:44:03.150,0:44:04.220
and you Can

0:44:04.220,0:44:10.850
Also set Up a threshold and what the Threshold does is if you have a Company that Joins for

0:44:11.310,0:44:15.199
$100 you Can Specify that The first Three Members get to join

0:44:15.870,0:44:22.339
for Zero Dollars and Then Anybody Beyond The first Three has to Pay ten Dollars or something like that

0:44:23.910,0:44:27.650
If you don't bind the Individual Membership Types or corporate Membership

0:44:29.460,0:44:36.199
Excuse Me They will Just be able to join as a member not associated with a company and we get to

0:44:37.050,0:44:42.080
Get, Into This Binding Whenever, We create the Corporate Membership Type so let's Take a look at that?

0:44:43.380,0:44:45.949
I'Ll leave this Page open Because

0:44:45.950,0:44:51.320
We're Going to come back to it and then I'm going to open This tab in A new Window Or A

0:44:51.930,0:44:53.930
New Tab

0:44:54.240,0:45:01.250
If I was Coming back to the site and I needed to get to the Corporate Membership Types I Can start from the Tenancy Console

0:45:01.650,0:45:06.410
Click on Corporate Memberships and Then Click on Corporate Membership Types Either Up here or?

0:45:07.260,0:45:09.260
Over here Take me to the Same Place

0:45:10.470,0:45:16.250
Click on search to see what's Already listed so we have one Corporate Membership type right now?

0:45:17.130,0:45:19.130
Click The pencil to Edit it

0:45:21.780,0:45:26.120
Oops not that much all right Hundred Dollars in and

0:45:27.690,0:45:30.860
Give The Membership Type a Name you want to give the Price

0:45:32.400,0:45:40.400
You're Going to Add A Description if you need to and then here's Where you find the Individual Membership type to the

0:45:42.300,0:45:49.009
Corporate Membership Type so We just Added the Individual under Corporation type A and I'm calling This Guy Corporate Membership type a if

0:45:49.440,0:45:57.140
I wanted to Add at the Wrestled I could Check this Box and Specify Say The first five People get in for Zero and then

0:46:00.480,0:46:06.590
After The Five People Have Been Met That Everybody Else Gets in that the Price that is specified here does that Make sense Y'all

0:46:11.130,0:46:13.970
I'm going to take that as A yes okay good

0:46:16.860,0:46:19.849
Most Folks don't use the Threshold so I'm Just going to leave that as

0:46:20.700,0:46:22.879
Default and Then of Course Status Status Detail

0:46:24.030,0:46:26.209
You want to leave it as active you could have?

0:46:28.110,0:46:29.970
Membership Types in Place but

0:46:29.970,0:46:30.840
Hide Them

0:46:30.840,0:46:35.809
Until you're Ready to Use like you Can have Them on Standby and if You wanted to do that you could change the Status Detail

0:46:35.810,0:46:37.560
To Admin hold

0:46:37.560,0:46:39.560
I'm going to go ahead and Submit

0:46:39.840,0:46:41.840
and search okay

0:46:48.000,0:46:55.639
So we choose the corporate Membership types be Sure To bind your Corporate Membership type to the Corresponding Individual Membership type, we did that

0:46:57.930,0:47:00.440
And now Memberships have been Set up

0:47:01.950,0:47:03.950
Any Questions so far on that

0:47:05.130,0:47:08.900
The First seven Steps five more Steps to go

0:47:12.869,0:47:19.969
All Right Can you Name Those i mean Say you have Three Corporations that Have Joined

0:47:22.800,0:47:30.169
Can you put it when They go online to Register Can they click on like say it was a Shell or an Exxon or?

0:47:30.330,0:47:35.539
One of Those Companies Can They Can They Click on Young with Shell and That Would Populate

0:47:36.180,0:47:41.060
If the Company if They're Trying to Join Shell for the very First Time

0:47:41.760,0:47:44.659
It's not going to populate They're going to have to fill in All that Information

0:47:45.450,0:47:47.450
okay

0:47:48.840,0:47:52.249
Any other Questions no okay good

0:47:53.700,0:48:01.550
Question so far Folks so the next step now that you have the Application in Place for the Individuals and The Corporate Membership

0:48:02.130,0:48:05.600
settings Are in Place and Then you Have Created your Membership Types

0:48:06.359,0:48:10.999
Everything's cool, the next Thing that you want to do is if you have Individual Members

0:48:11.820,0:48:13.080
Already

0:48:13.080,0:48:17.600
That you Can, Add to the Database you can do a member Import

0:48:19.020,0:48:21.020
Some of our Clients

0:48:21.050,0:48:27.499
When They're in Development Process they Have a members Already that They need to get Added and They Can Import Them and

0:48:28.050,0:48:35.060
Even if The Individuals Are to be associated With Corporation you Can Still go Ahead and Import them There are some additional steps that the

0:48:35.280,0:48:40.249
Schiphol Programming Team Has to do after that but you can get started With the initial Import

0:48:40.250,0:48:44.929
We do have A help file that talks Through the whole Process of how to prepare the

0:48:45.360,0:48:49.309
Data for Import and How to import it and you want to Make sure that when you're Preparing

0:48:49.950,0:48:54.110
The Import File that you specify the correct Individual Membership Type

0:48:54.930,0:49:00.230
And the join Date and The Expiration Date for the Members so because if You don't specify the

0:49:00.990,0:49:02.990
Join, Date Or the Expiration Date

0:49:03.960,0:49:05.960
Tendancy will Automatically, add

0:49:06.270,0:49:11.389
The Date That you import the Members as the join Date and the Expiration date will be One Year from

0:49:11.700,0:49:14.000
The Date That you imported so it

0:49:14.640,0:49:17.119
It is important to specify that

0:49:18.270,0:49:19.890
and

0:49:19.890,0:49:21.450
Then

0:49:21.450,0:49:26.000
Once You Prepare The File go Ahead and Import it We have a super duper Helpful on how to do this and

0:49:27.090,0:49:29.239
Of Course we're Available to assist

0:49:29.970,0:49:35.899
Via Phone Or email support at. Triple com or you Can Call Us in gal Extension for one One for

0:49:36.810,0:49:42.739
The Support, Team The next Step is Once You've got the People in You want to get the Companies in

0:49:43.530,0:49:46.639
Unfortunately We don't Have an Import Process for the Companies yet

0:49:47.520,0:49:51.379
That Part of the Module hasn't Been Built out

0:49:52.260,0:49:54.709
But what, We can do is if you give Us a?

0:49:55.680,0:50:00.169
CSV file Or an Excel file of the Company Data

0:50:00.900,0:50:02.900
Namely Company Name Address

0:50:04.170,0:50:07.340
Company Contact Which, We Can Specify to be the dues Rep?

0:50:07.740,0:50:11.899
We can get the Programming Team to add them Directly to the Database and

0:50:12.270,0:50:14.929
your Project Manager Can Help you with This if you need Assistance

0:50:15.690,0:50:18.770
If you're Already live you Can Check in With a support Team and

0:50:19.380,0:50:22.010
then Once The Companies Are in There

0:50:22.560,0:50:27.109
We have to bind or connect the Individual Members to Their Corporate?

0:50:28.170,0:50:30.170
Member Entity

0:50:30.240,0:50:36.380
Again There isn't a way for you as an Admin to do that Particular step you'll have to give Us A

0:50:37.770,0:50:39.770
CSv Or an Excel File and

0:50:40.290,0:50:44.810
Programming Can do it Directly in The Database and Both of These Two steps are Billable

0:50:45.360,0:50:47.809
Everything up until This Point you Guys Can do on your own

0:50:48.870,0:50:50.070
and

0:50:50.070,0:50:51.360
Step

0:50:51.360,0:50:54.650
10 and Step 11, Probably Take about Two

0:50:55.500,0:50:57.860
to Three Hours for Programming to, do

0:50:58.980,0:51:02.750
If They need to do it and you Would only be Billed for the Time that it took

0:51:04.680,0:51:09.079
And and until, We get that Portion of the Module built out?

0:51:09.750,0:51:13.100
Unfortunately You're Going to have to come Through as to get That Part Taken Care

0:51:13.100,0:51:17.839
Of You're not going to need this Though if You have Companies that are Joining Through the Website

0:51:18.210,0:51:20.210
So they come to a Website They Join

0:51:20.280,0:51:23.690
They Get Added to the Database and They Have People come after Them and Join

0:51:23.690,0:51:24.930
They Get Added to the Database

0:51:24.930,0:51:30.379
If They're Joining Through the Website it's Already Taken Care, of it's only if you're importing People or trying to get People

0:51:31.320,0:51:36.440
Into The Database in Bulk That You'll have to go Through These extras extra Two cents

0:51:37.440,0:51:39.619
and so Once Everybody's in

0:51:41.100,0:51:44.420
The Last Thing that you get to do Is

0:51:45.180,0:51:47.180
To Look at all the Member Reports

0:51:48.030,0:51:50.030
We didn't used to have any?

0:51:50.280,0:51:52.820
Member Reports for Corporate Membership Module but

0:51:53.340,0:52:00.860
Programming Updated The Reports and Have Been Updating them, over the past six Months and We have a whole bunch of Reports now Which

0:52:00.860,0:52:03.680
We never Had before Which is very exciting?

0:52:04.680,0:52:09.919
if You want to look at the reports you can go to the corporate Membership Module and then click on

0:52:10.740,0:52:12.740
The Link for Reports Right Here

0:52:13.470,0:52:15.859
Or There's Another Link for Reports Right Here and

0:52:17.250,0:52:20.870
There's A, whole Bunch of Reports that We never Had before

0:52:21.870,0:52:26.509
New Corporate Memberships Renewed Corporate Memberships Expired Corporate Memberships

0:52:27.960,0:52:33.139
Members That Are Coming Up for renewal a number of Corporate Memberships and that's the Number of Corporate Member

0:52:33.780,0:52:40.580
Companies Number of Corporate Membership Members Number of Individuals under Corporation and then you Can, also Export your

0:52:42.150,0:52:44.100
Corporate Members

0:52:44.100,0:52:47.630
Annual x The Export Format will Be in an Excel format

0:52:48.270,0:52:52.310
This Thing the Training site I we're not going to have any

0:52:53.430,0:52:55.110
Any

0:52:55.110,0:52:58.309
Records To Display but Once You get Into The Report you Can Look

0:52:59.100,0:53:02.029
for the last Month last Three Months Last Year and

0:53:04.050,0:53:06.110
you Can, also sort by These Columns

0:53:09.180,0:53:11.180
We nud

0:53:11.190,0:53:15.320
Fairly Similar It'll Show you a list of Companies That have Renewed

0:53:16.619,0:53:21.529
And we're Going to get Into the renewal Process next as, well so, we Can Talk a little bit in Detail about that

0:53:22.350,0:53:24.350
Folks That are Expired

0:53:27.330,0:53:34.189
Unfortunately I don't Have Any Data to show you guys and Folks that are Coming Up for renewal

0:53:38.040,0:53:40.129
So let's Talk a little bit About renewals I'm

0:53:41.280,0:53:48.439
For the for the Individuals as, well as corporate Memberships We talked Briefly Earlier about the renewal Notices

0:53:49.440,0:53:52.369
Renewal Notices for The Corporate Members Are

0:53:53.040,0:53:56.899
Specified Or sent out Automatically to the dues Reps I'm going to go to

0:54:01.380,0:54:03.410
I'm going to go to one of our other

0:54:05.910,0:54:07.910
Training Sites Which has

0:54:10.260,0:54:12.260
Some Data in There

0:54:19.530,0:54:23.899
So, we do have some Corporate Members in This Particular Training site

0:54:24.900,0:54:32.750
And i got here By going to from Tenancy Clicking on Corporate Memberships and Then Clicking on search

0:54:35.310,0:54:37.639
Or this Guy Same Place

0:54:40.059,0:54:45.059
And Because I'm going to Admin I see all of the Records I can search by Company Name

0:54:46.240,0:54:48.329
I can see who's active

0:54:50.260,0:54:52.260
If There's Anybody That's Expired

0:54:53.079,0:54:57.269
Excuse Me Or, Company that's in The Product in the Process of Renewing

0:54:58.329,0:55:00.329
If I click on

0:55:00.609,0:55:03.509
The Company Name it's going to give Me a little bit more Detailed Information

0:55:04.809,0:55:06.400
Including Their Address

0:55:06.400,0:55:08.400
The Membership Details Their Type

0:55:09.400,0:55:17.250
When Their Expiration date is the Link to Their Invoice and who Their dues Reps Member Reps and Alternate Reps are

0:55:17.770,0:55:20.099
This Guy, doesn't Have Any See if I Can, add

0:55:29.319,0:55:31.319
Alrighty so the

0:55:32.799,0:55:36.659
Renewal Reminders for The Corporate Memberships will Automatically go out to

0:55:37.750,0:55:39.750
Whomever is Listed in The dues Rep

0:55:40.660,0:55:42.520
Spit-Spot

0:55:42.520,0:55:47.789
And if You go if you start at the Corporate Membership Module There's a notice Up here that Says

0:55:49.900,0:55:51.900
The Corporate Membership Renewal Reminder

0:55:52.450,0:56:00.119
Sends seven Days before the Expiration Date you Can Change the Frequency or you can turn it Off and These links go Directly to

0:56:00.609,0:56:02.609
Site settings

0:56:02.710,0:56:04.710
so

0:56:07.750,0:56:13.349
Renewal Reminders it Tells You whether or not the reminders go out at all and

0:56:14.260,0:56:19.349
Then The Reminder Days This Is how far in Advance of the Expiration

0:56:19.660,0:56:22.529
Do the reminders Go out so you get to Specify that

0:56:23.710,0:56:25.710
Square - Here I am

0:56:30.380,0:56:35.539
The Notices will Include a link Directly to the Members renewal Page so Say for example

0:56:36.480,0:56:38.480
You're the dues Rep

0:56:38.700,0:56:44.179
you Log in to the site you'll search you'll Be Taken to this Page and

0:56:44.940,0:56:46.940
if your

0:56:46.980,0:56:53.990
Member Corporate Member is in A renewal state There will be a link A, yellow link that Says Renew

0:56:54.900,0:56:56.900
You won't See as?

0:56:57.060,0:56:59.989
A dues Rep you, won't see The extra Information like the join

0:56:59.990,0:57:03.979
Date Or Expiration Date our Member type you'll Just See the Address Phone Number

0:57:05.040,0:57:07.340
Information This is the Admin view Once Again

0:57:07.980,0:57:10.460
and so as and as the

0:57:11.250,0:57:14.540
Dues Rep you'll be able to Begin the Process you can

0:57:16.680,0:57:21.859
Stop the Process Half Way and Come back To it later and then you'll be in in Progress

0:57:24.240,0:57:27.890
We can go through this Guy The first step Is

0:57:30.210,0:57:34.069
Verifying the Company and The Type then you hit next

0:57:36.690,0:57:38.310
If

0:57:38.310,0:57:41.060
And then You get to choose what Individual Members

0:57:41.670,0:57:48.289
You Can Renew so you Can, along With Renewing the Company you'll be able to renew the Individuals Underneath the Company as

0:57:48.290,0:57:53.810
Well so if This Particular Membership Had Individual Members Underneath it they Would be Listed by Name

0:57:54.630,0:57:59.089
You Would be able to and There Would be Check Boxes but by each Name as

0:57:59.340,0:58:01.880
Well As an Option to select all and

0:58:02.190,0:58:06.049
You Can Choose Whether or not you want to do all of the Individual Members under There or just

0:58:06.720,0:58:08.720
A sprinkling of them

0:58:09.660,0:58:11.660
Then You Would hit next

0:58:17.019,0:58:19.359
It Would List the Corporate Membership Price?

0:58:20.419,0:58:28.179
The Number, of I'm going to type the price the number of Individuals and How much each Individual. Was what the total Would be so?

0:58:30.890,0:58:33.729
Then You Would Have the Payment Opps This being?

0:58:34.909,0:58:37.689
The Admin view Has all the Different Options if you

0:58:37.689,0:58:42.549
Were Disabused Rep you Would have the link to connect to the Credit Card Payment and

0:58:44.089,0:58:47.798
Make your Payment online and You'll, also be able to specify Whether

0:58:48.589,0:58:49.909
you

0:58:49.909,0:58:57.789
Generate A single Invoice for the Company renewal as, well as all the Individuals Beneath the Company or separate in Invoice for each

0:58:58.969,0:59:02.079
One for the Company and A separate Invoice for each Individual and

0:59:03.319,0:59:07.988
If You chose the combined Invoice then the invoice Would listen a company Name as

0:59:08.390,0:59:12.999
Well as each Name of the Member that was Renewed and then you Would hit Submit and

0:59:14.029,0:59:16.539
You Would complete your Payment and then you would be?

0:59:17.839,0:59:19.839
You would be done

0:59:20.899,0:59:22.899
There is Another

0:59:24.829,0:59:26.829
Help File

0:59:30.949,0:59:36.489
There Are Actually two out Files that walks you Through the Process of Renewing

0:59:37.849,0:59:41.918
Corporate Membership As an Admin and Renewing a, corporate Membership as a dues Rep so

0:59:43.099,0:59:46.538
for the dues Rep you'll See the little Yellow Renew

0:59:48.139,0:59:49.999
and then

0:59:49.999,0:59:54.339
You'll go Through the Process if You Had Members you Can Check or you Can Check all

0:59:55.309,0:59:57.199
Little Payment Stream

0:59:57.199,0:59:58.639
and

0:59:58.639,1:00:01.989
Then Once You've Completed The Payment your

1:00:02.989,1:00:05.319
Membership will Be Renewed but Still in Pending Status

1:00:06.380,1:00:09.789
Because The Admin, on the Site will need To approve it so

1:00:10.849,1:00:15.428
The Admin, on the Site Gets to notice that so and so is Renew the Membership and

1:00:16.099,1:00:18.308
Click Here To Renew Once They Renew it

1:00:21.019,1:00:26.198
You as a dues Rep will get a notification that your renewal has Been Approved

1:00:29.610,1:00:31.530
and

1:00:31.530,1:00:37.159
This is the Notification that Says your renewal has Been Approved and then your Corporate Membership renewal as

1:00:37.740,1:00:41.870
Well as the renewals for the Individuals if You if You did that at

1:00:41.870,1:00:44.479
The Time will Be Renewed at that and then you'll be Done

1:00:45.270,1:00:47.270
for the Admin

1:00:47.760,1:00:49.760
They'll See The Renew Link as well

1:00:51.060,1:00:56.179
They'll Go Through the Process They'll Make the Payment and They don't

1:00:57.750,1:00:59.250
Their

1:00:59.250,1:01:01.310
Renewal Does not Result in A pending

1:01:02.370,1:01:07.370
Renewal As Soon as The Admin completes the Payment the Membership is active?

1:01:09.420,1:01:11.420
Questions so far

1:01:13.500,1:01:15.500
Along Good, okay

1:01:19.020,1:01:21.979
So we talked About Renewing as an Admin Renewing as a dues rep

1:01:23.760,1:01:31.189
Individuals under The Corporation Cannot Renew Their Membership until Their Corporate Membership has Been Renewed if We take a look at

1:01:31.710,1:01:33.710
This Guy

1:01:34.770,1:01:39.259
And See i'm not sure if We Have any Members that meet That criteria on this Guy

1:01:51.300,1:01:54.739
Now, we do have a bunch of Expired Members

1:01:55.560,1:02:00.680
but None of These Guys are Expired Corporate Members if They were an Expired

1:02:03.690,1:02:05.690
Corporate Member

1:02:06.420,1:02:11.210
This Guy, Says, you're Currently not Within the renewal Period you Can't Renew if They were a corporate

1:02:11.880,1:02:16.040
Individual under A Corporation that was Expired They Would have a Different type of message this Is

1:02:17.340,1:02:23.000
You're not, able to renew until your Corporation has Renewed Please Contact your dues Rep to Renew it and

1:02:24.480,1:02:29.300
The Reason why that's in Place Is we don't want the Individuals Renewing Without the Corporation Renewing

1:02:29.700,1:02:31.879
Because Things get out of Whack when that happens?

1:02:32.640,1:02:37.250
so the Corporation has to Renew before the Individuals Can Renew Themselves and like

1:02:37.250,1:02:41.239
We saw Earlier The Company Could Renew the Individuals at the Time of Renewing the?

1:02:41.790,1:02:46.040
Corporate Membership Or They Can Just go Ahead and Renew the Company and then

1:02:46.530,1:02:49.879
The Individuals Can Come Back Later to the Site and Renew Themselves

1:02:50.700,1:02:52.700
If They need to

1:02:53.190,1:02:55.190
All right

1:02:55.650,1:02:57.650
Now what Questions

1:02:58.950,1:03:04.250
We're very Close to the net this man go back to the the

1:03:06.000,1:03:12.379
Application Or the renewal Application what Is what the Person that's Renewing Would See at the Admin?

1:03:13.020,1:03:15.020
The for the Dues Rep

1:03:15.630,1:03:20.510
Yeah I guess so yeah, They're Renewing the Corporate Membership yep so they Would log

1:03:20.510,1:03:26.239
Into the Site and Then They Would click on the icon to get to the corporate Memberships Module and Then

1:03:26.880,1:03:31.730
They Would do A search for Their Particular Company They if it

1:03:31.730,1:03:34.639
Was in A renewal they Would have they Would see the little Renu Link?

1:03:35.460,1:03:42.199
They Would Click the Renew Link and then They Would start the Process, We Would Show the Company Name and The Different Membership Types?

1:03:43.350,1:03:46.789
As we i mean Just from our Experience We have?

1:03:47.520,1:03:50.509
People have A Lot of trouble Renewing Mine

1:03:51.600,1:03:57.289
Like They'll Get That email that sends Them a link that a link and they Just Say

1:03:57.660,1:04:01.730
We just Seem to end Up doing it most of the Time because they have so much trouble yeah?

1:04:01.890,1:04:05.960
So I was just Wondering if There's Anything in the Process as far as like

1:04:06.690,1:04:14.210
Programming To Kind of Make that a little bit more user Friendly, oh we'd Definitely welcome Any Any Sort of Feedback on that so

1:04:15.900,1:04:20.509
Yeah Please Would say it like 50 percent of the Time People Can't Renew it online

1:04:21.390,1:04:24.079
Themselves so They end up Calling us or emailing Us

1:04:24.420,1:04:30.409
We have to go and it's Just it Just Takes Forever to you know it's taking away a lot of our Time

1:04:30.780,1:04:33.680
Definitely Completing all Those if you Can send Us an email

1:04:35.400,1:04:39.440
To support, Explaining Like The Kind of troubles That They're Running Into

1:04:40.200,1:04:45.529
We Can Definitely Relay that Feedback Because, we're Definitely Interested in Hearing on how?

1:04:45.530,1:04:50.269
We Can improve the Software and The Usability Experience for the People who are Actually using it?

1:04:50.640,1:04:54.559
So we yeah Definitely I mean I think it's been We've?

1:04:55.110,1:04:56.970
Had you know

1:04:56.970,1:05:02.389
Suggestions in The Past but, We were Kind of told at it Couldn't be changed Because not Enough

1:05:03.960,1:05:10.069
There weren't enough Companies that Wanted to change it so was going to cost too much or something, okay?

1:05:12.270,1:05:20.240
Well I can Say like i said, we're Still Interested in Hearing what the Feedback Is and if If it's a change request that Programming

1:05:20.910,1:05:27.139
Field is A global Change that they, do want to implement but they Would require Funding They Still

1:05:27.140,1:05:30.230
Add it to Their Queue to Work on as Time Permits

1:05:32.070,1:05:38.390
So it May it may, well be done it just May Take a While and They're also Working on?

1:05:40.140,1:05:47.329
Upgrading A Huge Upgrade to the entire Tendenci Platform and so the new Version of Tenancy May, well have this

1:05:48.810,1:05:51.799
Functionality in Place as, well so

1:05:54.090,1:05:56.239
Become and When Is that going to be rolled out

1:05:56.640,1:06:02.509
We don't have a timeline in Place Just yet They have Just Started Talking About it

1:06:03.270,1:06:10.100
So i'm very hesitant to give a timeline but They're They're doing the Research now and and Gathering and we'll be Making announcements Shortly

1:06:10.320,1:06:14.330
Either Via The blog or Via Newsletter As far as the Progress on that

1:06:15.270,1:06:16.650
okay

1:06:16.650,1:06:18.650
What other Questions

1:06:22.650,1:06:24.650
yeah, no

1:06:25.260,1:06:31.999
Well let's let's Take a look at the Upcoming Training that We have Coming up?

1:06:40.410,1:06:42.589
Today We have Two webinar for?

1:06:44.190,1:06:46.190
Corporate Memberships, We do Have

1:06:47.160,1:06:51.710
Some In-House Training next Month as, well as Webinar for Content Management

1:06:52.770,1:06:57.139
Which it sounds like Both You Guys Have Had your Tendenci site for a while so

1:06:57.570,1:07:03.829
Probably Not Necessarily Needing the Content Management Webinar. We will be Adding new items to the calendar

1:07:04.410,1:07:05.490
Shortly

1:07:05.490,1:07:07.260
So do Check Back

1:07:07.260,1:07:11.510
As far as the Training for Today let's Take a little Recap

1:07:12.270,1:07:15.409
We talked About The Difference Between Site Users and site Members?

1:07:16.440,1:07:23.839
Difference Between Members and Corporate Members and We went Through the 12 Step Process on how to get Started With Corporate Memberships and We?

1:07:23.839,1:07:25.619
Also Took a look at

1:07:25.619,1:07:31.909
How to Handle Imports We looked at renewals and what the renewal Process is like for the

1:07:32.160,1:07:35.690
Admin of on the site versus the Process for the dues Rep and

1:07:37.140,1:07:41.839
We took a brief Gander Into the Reports Available for Corporate Memberships and

1:07:42.270,1:07:46.819
Really that is it for the Training Today I am Happy to answer

1:07:47.339,1:07:49.339
Any Questions that you have

1:07:49.710,1:07:55.520
We do Have help files online on Memberships and if you need more Help you Can Contact the support Team

1:07:56.640,1:08:00.410
Either at support at, Schiphol, Comm or you, Can Call the main Number and

1:08:01.020,1:08:06.979
Ask for our Dial Extension for one One and ask Force 14 and We have eight

1:08:09.119,1:08:12.799
awesome People on the support Team That are Listed There

1:08:15.000,1:08:19.399
And Really that's it Guys do you have any other Questions for me Too today

1:08:21.870,1:08:28.189
Now We Appreciate it I appreciate you sticking with me Corporate Memberships Is not the most exciting Module

1:08:29.130,1:08:35.480
But I will be Sending out an Email with a link to the powerpoint and I have the One Question from Charlene

1:08:36.089,1:08:44.089
About the Changing the Dates of the drop Down and I'm going to find that missing site setting that, We could locate Earlier and I'll?

1:08:44.759,1:08:46.759
Have that Update in The Email

1:08:48.270,1:08:54.569
Okay, Thank you thank you so much I appreciate your Time This Afternoon Guys Once again my name is Carrie and if You have any

1:08:54.569,1:08:57.569
Questions you Can Email support at Schiphol Comm

1:08:57.569,1:08:59.289
I do get that email or?

1:08:59.289,1:09:04.289
You Can Call in to the main Number ask for me Or dial for one One for the support Extension

1:09:05.319,1:09:07.859
Right Thank you much you guys Have a great Afternoon

1:09:08.829,1:09:10.829
Knob on bye