GrowthZone

10am - v10 Getting Started with MemberZone – the Basics
April 24, 2017 10:00 AM - April 24, 2017 11:30 AM (CDT)

Description

MemberZone is the smarter association software is designed to help you: Acquire new members, retain and engage your existing organizations or individuals, and do more with less time.

In this session, participants will learn the basic setup steps, in the recommended order, to perform initial setup of the system to ensure the best foundation.

Prerequisite: v10 MemberZone Solution Overview

Agenda: 

  • Configuring Organization Information
  • User Permissions/Access
  • Defining Categories & Lists
  • Setting Up Billing
  • Payment Gateway
  • Goods & Services
  • Setup Membership
  • Define Directories
  • Define Membership Types
  • Setup Membership Application
  • Setting up your Website
  • Setting up InfoHub

Step 1: My Information
 
OR
 
Logged In As {{Environment.CurrentUserData.DisplayName}}
Step 2: Registration Types
Name Price Qty
{{ert.EventRegistrationType.Name}} {{(ert.EventRegistrationType.IsForMembers && !ert.EventRegistrationType.IsForNonMembers)?"(Members Only)":""}}
${{ert.EventRegistrationType.Price}}
{{status.maxRegistrationLimitViolation[ert.EventRegistrationType.EventRegistrationTypeId].msg}}
Total vacant spots per event: {{ Environment.VacantSpotsPerEvent }}
{{status.maxEventLimitViolation.msg}}
Step 3: Attendees
Please add attendees

{{er.RegName}} Attendees

{{ ($index == 0 || er.Price > 0)? "Attendee" : (Environment.ExtraOptions.AdditionalAttendeesTerm || "Attendee") }} #{{ ((!Environment.ExtraOptions.AdditionalAttendeesTerm || Environment.ExtraOptions.AdditionalAttendeesTerm == "Attendee") || $index == 0 || er.Price>0)? ($index+1) : $index }}

Total: ${{(att.Price - getAttendeeTotalDiscountAmount(att)).toFixed(2)}} {{att.DiscountsApplied.length>0 ? "- Discounts have been applied" : ""}}

Personal Info

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Address


Phone


Custom Fields


Event Sessions

{{slot.Name}}

{{$select.selected.Name}}
(full)
{{slot.SelectedSession ? slot.SelectedSession.Description || "" : ""}}

 
Step 4: Enter Promo Code
{{discount.status}}
{{status.promocode.msg}}
Step {{Environment.HasPromoCodes? "5": "4"}}: {{(Environment.DonationTerm || "Donation/Contribution") + " Opportunities"}}
Campaign Name Item Description Amount
{{item.CampaignName}} {{item.Description}}
Step {{(Environment.HasPromoCodes || Environment.ExtraOptions.CollectDonations) ? ((Environment.HasPromoCodes && Environment.ExtraOptions.CollectDonations)?"6" : "5") : 4}}: Payment Processing
{{status.form.msg}} {{status.maxEventLimitViolation.msg}} {{status.maxAllRegistrationLimitViolation.msg}}
Validation Summary
{{status.form.msg}} {{status.maxEventLimitViolation.msg}} {{status.maxAllRegistrationLimitViolation.msg}}