Member Compass 101

Each video provides live demonstration of the many features our website and platform provides our members for maximing your visiblity online and increasing effective, efficient membership management.

Logging In (00:10, video quick jump)
  • From the top menu or Membership tab, Login: Member Compass, use your email and password to login
Create your Account (00:45, video quick jump)
  • Enter your email address and create a password
    • If your email is already in the system it will request you Verify, follow the prompts to complete creating your account
Member Management Features (02:55, video quick jump)
  • Member Compass
    • Dashboard
    • Staff
    • Accounting
      • View open and paid transactions for your event registrations
      • Pay open balances
      • Management Access (see below) – company-wide view of transactions, including dues, events and sponsorship
    • Events
      • View current registrations and quick link to register for upcoming events
      • Management Access (see below) – company-wide view of registrations for all individuals
    • Profile (Individuals)
      • Update Job Title, add Headshot, and more
    • Management Access – Staff and Company Profile Tabs (04:40, video quick jump)
      • Management Access provides the ability to add or remove staff, view all dues and event transactions for the company or organization and pay those online, view company-wide event registrations, and update the company profile for the online Directory Listing.
      • Individuals who are Primary Contact will automatically have Management Access
      • If you are the account manager, you can grant Management Access to others (that capability is under the Staff tab, which we’ll review in a moment)
      • Or it can be granted by chamber staff, but for your security and because of the permissions this access has, we ask that the request come from the Primary Contact requesting access be granted to additional staff member
    • Staff (management access only)
      • Edit staff profiles – add headshot, change job title, etc.
      • Add or Remove staff
      • Grant or remove management access to others
    • Company and Directory Listing (management access only) (08:22, video quick jump)
      • Update Employee count, Add optional information if so choose, Change contact information
      • Billing Address is address to receive business related communication
      • Shipping Address is your physical location
        • This shows on your Directory Listing with a map
      • Marketing Information
        • Facebook and Twitter feed show in your online Directory Listing; Linked In is linked on your company profile
        • Areas of Expertise, up to two, add, remove or change

Upcoming Events Quick View (00:18, video quick jump)
  • Scroll down to view the “Upcoming Events” section non the homepage or from the top menu Events tab, Events will link to the calendar

Events Links (00:30, video quick jump)
  • Events tab – events calendar
  • About Our Programs tab – a review of all the programs offered year-round by the Chamber
  • Sponsorship Opportunities tab – a review of opportunities to partner with the Chamber in a unique way that builds your company’s visibility and reaches your target market audience
  • Member 2 Member Events Calendar tab (01:04, video quick jump) – upcoming events hosted by members for members; makes plans to attend these community events and support fellow members
  • Member 2 Member Events Form tab – links to the submission form to have your event posted on the Member 2 Member event calendar
Events Calendar (01:38, video quick jump)
  • Events calendar can viewed as a List of Upcoming Events listed chronologically or Calendar View (“View Calendar” button)
  • To view more details on any event of interest, click the event from the list or calendar to link to the details page
    • Events Details page (02:30, video quick jump)
      • The details section provides more information on the program, speaker and sponors
      • The event contact provides quick links to email or call with further questions
      • The event header has unique features to “View Map” of the venue location or “Add to Calendar”
        • Note: Adding to your calendar does not register you to attend, you must follow the “Registrations Options” link to Register
  • Registration (03:00, video quick jump)
    • To register, from the Events Detail page, click “Registration Options”
    • Log in to unlock Member and Cornerstone tickets and to purchase/reserve tickets at the member rate.
    • Input the number of tickets you liked to purchase or register, and the Ticket automatically appears to add attendee name(s)
      • For attendee name, the drop down menu allows you to quickly select yourself or any members of your staff.
        • If the name does not show in the list, this means they have not yet been added to the Company Profile. You can still register them - simply type in their name and fill in their contact information.
    • A confirmation email will be sent
      • If registering for others, both purchaser and the attendee will receive a confirmation email
    • Complete registration either by paying online with credit card, or requesting an invoice.

[Session 3 COMING SOON!]

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WELCOME!