chapterspot - onboarding for organization headquarters

2

Website

Analytics

Recruitment

Data Profile

Updates

Service

Hours

Budget

Plans

What is ChapterSpot ?

ChapterSpot collects data on your groups’ activities

so you can help them improve their operations.

4

Groups Leaders Members

• Organization: Your headquarters.

• Admin Group: The portal for your headquarters staff.

• Group: The subgroups/chapters of your organization.

• Members: The individuals that form your group.

• Leaders: A group’s officers or members with an administrative role.

• Group Structure: Settings that define how members and leaders

communicate, based on your organization.

Admin Group

6

• We have partnered with

your organization to provide

a single sign-on experience

for members.

• All you have to do is login

through your organization’s

member portal

8

9

• Your organization can be connected to the

ChapterSpot API.

• Your database reflects what groups and members

exist on ChapterSpot.

• Your database technicians can take advantage

of our easy-to-use API for your needs.

A Network Tailored for You

Group Structure

12

• Your groups have been setup with

your organization’s terminology

for leaders and members.

13

• Communication pathways are

defined by your Group Structure.

14

• Organization colors are used to

further personalize your experience.

A Bird’s-eye View of Groups and Members

Rosters

16

• Your Organization has an

Admin Group, where you can

view all your groups, their

members, and their information.

17

• You can interact with your

group leaders or group members

through our many Apps.

Blast Text Messages and Emails to Members

Messages

20

• Leaders can communicate

any last minute change of

plans to the group.

21

• Notifications can be

sent via SMS or Email

Collect Member Dues with Ease

Dues Collection

23

• ChapterSpot allows

groups to collect dues

payments online.

24

• Leaders can create charges,

record payments, apply credits,

and send invoices to members.

Official Group Rosters

Members

26

• Leaders can view every

member’s information and

the status they belong

to in a group.

Your Groups in the Cloud

Documents

28

• Groups can share any files

and folders with all members

or just the ones selected.

29

• Leaders can share official documents

like bylaws, attendance sheets,

and meeting minutes.

Mark the Calendar for Everyone

Events

31

• Create Calendars to share with members you select.

32

• Event creators can mark events as all-day, mandatory or public.

33

• Members are always

in the know of an event’s

details, location and time.

Not All Groups Behave the Same

Group Adoption

35

Groups tend to use a few core features initially… Like mass texting or dues collection.

36

As they become familiar with us… Groups adopt other features like Events and Documents.

37

Groups who need additional features can purchase Marketplace Apps...

39

Apps help groups improve a specific part of their operations.

40

Groups can better engage their alumni, grow their membership, and improve their branding.

2014

41

Monitor your groups’ performance in real-time.

Advisors can use this information to provide tips and strategies for groups to meet their goals.

Recruitment Data Website Analytics Alumni Engagement

42

Access to Apps is defined by Leader Roles, Member Statuses or Permissions settings.

To launch Apps click on the Apps tab on your menu bar.

RecruitmentPro WebsiteApp HQDocs BrandedLogin BudgetApp MassMailerApp CollectionsPro

43

44

• What does it do?

• helps groups produce a website that is

• quick-to-build

• easy-to-maintain

• and looks fantastic

• How to set up…

1. Groups must fill out pre-set inputs

2. Add a Google Analytics tracking code

3. Set a custom domain

45

Benefits for your organization:

- Built-in Google Analytics integration to better understand

your groups’ website traffic.

- Control over the branding of your groups’s websites.

46

47

• What does it do?

• Helps recruitment boards work better by keeping the focus o

n meeting goals.

• How to set up…

1. Add a prospect’s information and assign them to a list

depending on the stage of the process they are at.

2. Increase the amount of prospects by using Feeders on

various websites and social media.

48

Benefits for your organization:

- Monitor groups recruitment performance in real-time.

Advisors can anticipate issues ahead of time.

- Groups can place Feeders all over the internet

to cast a wider net for gaining prospective members.

49

50

• What does it do?

-Give groups a powerful emailing

and newsletter tool that aids in:

• Engaging alumni and other members.

• Saving time importing/exporting contact information.

• How to set up…

1. Pick an Organization-Approved template.

2. Enter the content for the email message.

3. Choose the recipients, and hit send!

51

Benefits for your organization:

- Increase Alumni engagement and track how many

emails are opened/read.

- Control over the branding of your groups’s messages

and/or newsletter.

Need Help?

chapterspot.uservoice.com

support@chapterspot.com