chapterspot - onboarding for organization headquarters
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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.
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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
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• 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
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• 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
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• Your groups have been setup with
your organization’s terminology
for leaders and members.
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• Communication pathways are
defined by your Group Structure.
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• Organization colors are used to
further personalize your experience.
A Bird’s-eye View of Groups and Members
Rosters
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• Your Organization has an
Admin Group, where you can
view all your groups, their
members, and their information.
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• You can interact with your
group leaders or group members
through our many Apps.
Blast Text Messages and Emails to Members
Messages
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• Leaders can communicate
any last minute change of
plans to the group.
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• Notifications can be
sent via SMS or Email
Collect Member Dues with Ease
Dues Collection
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• ChapterSpot allows
groups to collect dues
payments online.
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• Leaders can create charges,
record payments, apply credits,
and send invoices to members.
Official Group Rosters
Members
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• Leaders can view every
member’s information and
the status they belong
to in a group.
Your Groups in the Cloud
Documents
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• Groups can share any files
and folders with all members
or just the ones selected.
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• Leaders can share official documents
like bylaws, attendance sheets,
and meeting minutes.
Mark the Calendar for Everyone
Events
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• Create Calendars to share with members you select.
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• Event creators can mark events as all-day, mandatory or public.
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• Members are always
in the know of an event’s
details, location and time.
Not All Groups Behave the Same
Group Adoption
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Groups tend to use a few core features initially… Like mass texting or dues collection.
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As they become familiar with us… Groups adopt other features like Events and Documents.
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Groups who need additional features can purchase Marketplace Apps...
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Apps help groups improve a specific part of their operations.
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Groups can better engage their alumni, grow their membership, and improve their branding.
2014
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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
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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
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• 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
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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.
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• 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.
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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.
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• 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!
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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.
