Administrator Tasks
Contents
- 1 Getting Started
- 2 Configuring Basics
- 3 Customizing the Software
- 3.1 Membership Types
- 3.2 Member Login Area Options & Settings
- 3.3 Enable and Customize Promote Your Business Widget in MIC
- 3.3.1 Enable/Disable the Promote your Business and the Upgrade Your Listing Widget
- 3.3.2 Edit the Message on Promote Your Business and the Upgrade Your Listing Widget
- 3.3.3 Determine the Email Recipients of Promote Your Business and the Upgrade Your Listing Widget
- 3.3.4 Customize Forgot Password Error Message
- 3.4 Customize the Member Information Center MIC Help
- 3.5 Customize the Member Information Center MIC4 Search
- 3.6 Customize the Member Information Center Features Available
- 3.7 Social Network Publishing
- 3.8 Customizable Menu selections
- 3.9 Customize the Website Modules
- 3.10 Modify Event Options and Settings
- 3.11 Modify Business Directory Control Panel
- 3.12 Modify Hot Deals Settings
- 3.13 Modify MarketSpace Settings
- 3.14 Credit Card Processing
- 3.15 Internet Fax Service
- 3.16 Miscellaneous Settings
- 4 Help Documentation
Getting Started
When your GrowthZone/ChamberMaster software if first installed, one or more users will be designated as Administrator. These individuals should ensure that your database is configured with some basic settings. As you continue using your software, you may desire to customize many different settings such as Custom Fields, Online Event Calendar preferences, and Member Information Center options.
If you are just getting started with Admin Tasks, watch this 32 minute overview video
Configuring Basics
The GrowthZone support team works with your association as your data is converted and imported. Many items will already be customized to you. However, having a comfort level with viewing these selections and knowing where to change them if needed may be desired.
Four areas are commonly referenced in the first weeks of using your software:
- Business Information (association name & address etc)
- General Options (integration settings)
- Employees/Reps (staff login names and passwords)
- Business Categories (member online directory categories)
Set Up Organization Information
Information in these fields will be the default business information displayed within your software and on certain integrated web pages.
- Click Setup in the left-hand navigation bar.
- Click Association Information in the Association Options area.
- Edit the desired fields on the General Association Information screen.
- Ensure your association's name and address is complete and accurate.
- Select the correct country and time zone.
- Update your phone numbers and website.
- Enter in your association's generic email address.
- This email is used when automatic emails are sent from the database as the from address
- Upload your association's logo for display at various places through the software.
- See Upload Your Logo for details
- Click Save.
General Options & Settings
1. |
Click Setup in the left-hand navigation bar. |
2. |
Click General Options & Settings in the Association Information area. |
3. |
Edit the desired fields in the General Options & Settings screen. |
General Settings -> Auto-update representative contact information when updating members*: This will default to on for new associations. Existing associations will have to check to select this option so that individual representative information (Reps tab) will automatically update when matching member information (General tab) is updated. |
General Settings -> Send automatic email notification to member when their submission for deals/jobs/events/news etc is approved: Defaulted to on. Members will receive an automatic email when staff sets their submission to Approved. No notice is sent if a submission is disabled or deleted. The email is sent to the following email address based on this criteria: |
General Settings -> Default Member Status: when new members are created by clicking the Add button on the toolbar, the Status drop-down will have the default status selected here. Choices are: Active, Courtesy, Non-Member, Prospective, or Dropped. |
General Settings -> Newsletter Solution: If you have a subscription to Constant Contact, select Constant Contact. This will display Constant Contact menu choices within GrowthZone/ChamberMaster. Note: Also complete the Constant Contact section in the Add-On Manager area below. |
Appearance -> Info Request Release Disclaimer and Thank you Message. Customize the text that appears on the public website when in the Info Request module. |
Email Server Settings -> Internal Email Disclaimer: appear on emails sent from inside the database, typically emails sent from you to your members. Disclaimers do not appear on the bottom of emails sent using the “Send with Outlook” selection. |
Email Server Settings -> Public Email Disclaimer: appear on emails that are generated by visitors that access your public website and click links that send emails to you or your members. For instance the “Request Info” link found on the members’ public information page. |
Add-on Manager -> Constant Contact: If you have a subscription to Constant Contact, record your subscription login and password here. Having the login credentials recorded here will allow automatic opening to your Constant Contact account from certain menu selections in GrowthZone/ChamberMaster. For example: Communication->Newsletters/Email Campaigns. To also allow GrowthZone/ChamberMaster to automatically update your Constant Contact lists, select one or both of the synch checkboxes. See “Enable Constant Contact Synchronization” for more information. |
Add-on Manager -> Fax Solution: If you have a subscription to an Internet Fax Service, select that here and record the appropriate email addresses. See” Internet Fax Service” for more information. |
Add-on Manager -> LiveEdit: If you are using LiveEdit as your Content Management System, record your login credentials here. This will place a shortcut button on your toolbar to allow quick access to edit your website. See “Enable LiveEdit button” for more information. |
An Application Programming Interface (API) is now available to 3rd party developers that wish to create their own applications from your database. If you have someone wanting to develop a special-use application for you, contact support@micronetonline.com to receive a unique API key for your developer and the API documentation. Access is only granted to a 3rd party developer with your express permission. |
4. |
Click Save. |
Staff/Employee Logins and Permissions
Our support team will provide your initial login name and password for a single staff person. Additional login names and passwords may be created at your convenience under Setup > Employees/Reps. Default address, phone number and email address information for each staff person are modified here as well.
You will assign a certain level of permission to your staff based on their need for access to financial information, administration tools and basic member information.
Receiving the highest permission level of Administrator gives the ability to modify any of the settings in your software – including the ability to add/remove other staff logins and assign different permission levels.
Staff Permission Levels
- Administrator: Staff/employee with all available rights in the software; full access to all financial and setup areas; able to add new database fields within the software screens
- Finance: Staff/employee with all rights except ability to modify Setup selections
- Standard User: Staff/employee with all rights except ability to modify Setup selections and access the QuickBooks or Billing menu.
- Standard User permissions still allow the ability to view invoice and payment activity on the members’ account.
- Disabled: Staff/employee with this permission level will not be able to login to the software.
Add New Staff Access
1. Click Setup in the left-hand navigation bar.
2. Click Association Employees/Reps in the Association Options area.
3. Click Add a New Rep.
4. Complete the Personal Information and Contact Information sections.
- Note: The Email Address recorded here should be the same email address that is used when accessing your own email program. If correctly specified, then using the options in software to "Email from Outlook" will not give an error. See Email Sending Options for more information.
- Note: The First Name and Last Name fields (with a space between the 2 fields) will be what displays in the “From” line in the recipient’s email inbox.
5. Click Save & Exit.
6. To create a login account for this staff user, click their name in the List of Representatives, expand the Permissions for... section and click Create Login Account.
7. Complete the Login Account and Database Permissions sections and click Save.
Note for Users of SmartCMS: A staff user's permission for SmartCMS are also configured in this section.
Note: To edit a staff user's email notifications, expand the Additional Settings For... section and select the desired options.
Set Email Notifications
- Click Setup in the left-hand navigation bar.
- Click Association Employees/Reps in the Association Options area.
- Select the Employee you wish to set email notifications for.
- Expand the Additional Settings For... section and select the desired notification options.
Modify Login Access
1. |
Click Setup in the left-hand navigation bar. |
2. |
Click Employees/Reps in the Association Information area. |
3. |
Click the desired rep’s name in the List of Representatives area. The selected row will show in yellow. |
4. |
Edit the Login Name, Login Password and Permission Level fields in the Permissions area as desired. |
5. |
Click Save. |
Business Categories
Modify Business Directory Categories
Printing Business Category Reports
QuickLinks
Point of Interest Categories
MarketSpace Categories
Customizing the Software
Many options are provided for customizing the selections which allow the software to perform and look the way you want.
- Membership Types may be created so you can assign Membership Types of your own through a drop-down list when creating or modifying your member’s record. Selecting your members by Membership Type then is an option that is available throughout the software.
- Menu choices in the Members Only login area may be customized providing the precise experience that you desire for your membership.
- The “look and feel” of other public website modules may also be customized using menu selections in “Event Options and Settings” or “Business Directory Control Panel”. Settings specific to Hot Deals, job postings, and MarketSpace may also be modified.
- Social Networking options are available to allow Job Postings, Events, Hot Deals, New Members, and News Releases to be promoted on your Facebook, Twitter, or LinkedIn account with only a few one-time selections. This feature is only available to associations that have upgraded to the Plus edition or greater.
- Plus edition users or greater may also include credit card as a payment method for event registration, online membership application payment, or when member pay bills online in their Member Information Center.
Note that only staff with Administrator Level permissions are able to make these changes.
Membership Types
Membership Types are used throughout the software once defined and assigned to your members. Some common uses of Membership Type:
- Reports may be viewed/generated by Membership Type
- Communication may be sent/created by Membership Type
- Event invitations may be sent by Membership Type
- Discounts may be created based on Membership Type
Once created, membership types may be associated to your membership packages, or assigned directly to a member on the member's General Information tab.
Define Your Membership Types
- Click Setup in the left-hand menu.
- Click Define Membership Types
- Click Add New Type
- Enter the name of the new Membership Type.
- Click Save
NOTE: Users of ChamberMaster Plus will have an option to Set Icon for each Membership Type. Upload a .jpg or .gif file for each Membership Type which will display next to the name of any member assigned to this Membership Type in the online Business Directory. Maximum graphic size is 30 x 12 pixels.
Assign Membership Type to a Member
- Click Members in the left-hand menu.
- Select the desired member from the drop-down menu.
- On the General tab, click the Membership Type arrow in the Additional Information area to select the desired Membership Type.
- Click Save.
NOTE: Membership Type may be assigned when a new member is created. This selection is available on the second step of the four in creating a new member.
Member Login Area Options & Settings
Your members have a secure password-protected Member Information Center available through the Internet where they can view and edit their company information which automatically updates the public member listing on the your website, pay bills, interact with each other, submit jobs, advertising, and events for approval, and also view statistical reports. This Member Login area may be customized by you using menu selections in the Setup module.
Customize the Member Login area selections
The selections made here determine the permissions that are available for all member logins and also set the maximum permissions allowed for all rep logins, if individual rep logins are used.
- Click Setup in the left-hand menu.
- Click Member Login Area Options & Settings in the General Information area.
- Click the Permissions tab.
- Select Enable for selections that should appear on the Members’ menu, and select Disabled for selections that should not appear.
- Click Save
MIC Permission Options
Permission | Description | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Allow Login to MIC | When selected, this enables the rep to successfully access the Member Information Center if proper login credentials are provided. If this is de-selected, the attempt to login will display a message “The Account has been disabled.” | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Allow Event Registrations | When selected, this enables the rep to register for events using their login credentials on any event with registration available on the public website. Reps with this selection would not be required to login to the Member Information Center in order to register for events. If there is a need to keep a representative from accessing the Member Information Center but still register for events, this selection is enabled and “Allow Login to MIC” is de-selected. Rarely is “Allow Event Registrations” de-selected. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Find Members | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Member Info | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Pay Bills On-line | Grants access to the list of invoices and ability to make payment. For those with integrated billing, this selection also allows access to the Account History selection in the Member Information Center | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Business Info | Grants access to the member’s profile including their company name, address, phone number, company email address, website address, fax number, and number of employees. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Bus. Categories | Grants access to the business categories that the member belongs to. “Read Only” access would not allow changes. “Read/Write” would allow member to change their own category.
Control members access to other member email addresses
1. Click Setup in the left-hand menu. 2. Click Member Login Area Options & Settings in the General Information area. 3. Click the Menu Items tab. 4. Click Add/Edit Menu Section 1 (or Add/Edit Menu Section 2 or Add/Edit Menu Section 3). Each section represents a separate section of the menu displayed in the Member Information Center.
6. Click Add a New Link.
8. Click Save. 9. Click Continue. Modify the Member Login area Home page text1. Click Setup in the left-hand menu. 2. Click Member Login Area Options & Settings in the General Information area. 3. Click the Messages tab. 4. Click edit. Figure 2-11 Home Page Appearance
6. Click Edit. 7. Make desired changes to the text. 8. Click Continue. 9. Click Save. Note: You can return to the default text at any time by clicking Use Default and then click Save. Enable and Customize Promote Your Business Widget in MICThe Promote Your Business widget will display in Member Information Center (MIC) for those that have a Basic Web Participation package to encourage Basic package members to upgrade to an Enhanced Web Participation package. You can enable/disable the widget and control the message that appears with the widget. MIC Version 4: Promote Your Business and Upgrade Your Listing widgets appear on the Company Information->Profile Summary page.
Enable/Disable the Promote your Business and the Upgrade Your Listing Widget1. Click Setup in the left-hand menu. 2. Click Member Login Area Options & Settings in the General Information area. 3. Click the Permissions tab. 4. Click the Enabled/Disabled selection in the Display Upgrade Message drop down.
Edit the Message on Promote Your Business and the Upgrade Your Listing Widget1. Click Setup in the left-hand menu. 2. Click Member Login Area Options & Settings in the General Information area. 3. Click the Messages tab. 4. Click Use Custom. 5. Click Edit. 6. Make desired changes to the text. 7. Click Continue. 8. Click Save. Note: you can return to the default text at any time by clicking Use Default and then click Save. Determine the Email Recipients of Promote Your Business and the Upgrade Your Listing Widget1.Click Setup in the left-hand menu. 2. Click Member Login Area Options & Settings in the General Information area. 3. Click the Messages tab. 4. Type the email addresses of the desired recipients of those that submit a request to "promote their business.” 5. Click Save. Note: you can enter multiple email addresses separated with a semi-colon. Customize Forgot Password Error MessageThe error received by members and reps that click Forgot Password and incorrectly enter their login credentials may be given a customized message that will give detailed instructions.
Edit the Forgot Password Error Message
Note: you can return to the default text at any time by clicking Use Default and then click Save.
Customize the Member Information Center MIC HelpFeel free to use the videos and help information listed here or replace with videos and help text of your own.
Customize the MIC Help
Note: you can return to the default text at any time by clicking Use Default and then click Save.
Customize the Member Information Center MIC4 SearchMember Information Center version 4 has powerful search ability in the member directory. Customize what options and filters display and whether include reps in addition to the members in the search results. Customize MIC Version 4 Search Results1. Click Setup in the left-hand menu. 2. Click Member Login Area Options & Settings in the General Information area. 3. Click the Settings tab. 4. Select the desired filters and search result options. 5. Click Save.
Customize the Member Information Center Features Available1. Click Setup in the left-hand menu. 2. Click Member Login Area Options & Settings in the General Information area. 3. Click the Settings tab.
5. Click Save.
Social Network PublishingChamberMaster will automatically publish your events, Hot Deals, news, new members, and job postings to Twitter, Facebook, and/or LinkedIn for those that have upgraded to the Premier Edition or greater and have an account on any of these social networking sites.
Troubleshooting the connection
Issues with posts not appearing are often solved by disconnecting from the social network service and then reconnecting again. These 3rd party companies will occasionally adjust their code which might cause our connection with them to be interrupted. Simply re-doing the connection often solves the problem.
Connect to Twitter / Facebook / LinkedInOne time selections must be made in ChamberMaster to associate ChamberMaster with your Twitter/Facebook/LinkedIn account and select which items should be published. Items such as Events, New, New Members, Hot Deals, and Job Postings may be posted to your accounts.
Figure 2-11 Social Network Publishing
Tips for Facebook Users:
Logo: Load your association logo under Setup->Organization Information in order to have your logo display next to the Facebook posts. Without a logo uploaded, the post will display a “Powered by ChamberMaster” logo.
Event posting: The Search Description field on Events->General tab determines the phrase that appears at the bottom of the Facebook post. This field is populating the event META data which should result in more favorable Search Engine ranking over time. Use descriptive, precise phrases in this field for best results. If no data is saved in this field, the first 160 characters of the Event Description is used for the Facebook post. Search engine ranking is not directly affected by this field. The Search Description field is available to those with v2 or v3 public modules.
Event image: The Main Event Photo found on the Events->General tab under Photos and Images is being suggested to Facebook as the appropriate image to use in the event post.
Tips for all Social Network Users
Issues with posts not appearing are often solved by disconnecting from the social network service and then reconnecting again. These 3rd party companies will occasionally adjust their code which might cause our connection with them to be interrupted. Simply re-doing the connection often solves the problem.
Disconnect Twitter from GrowthZone/ChamberMasterIf connected to the wrong Twitter account by mistake, or in certain troubleshooting situations, you may wish to disconnect Twitter from the ChamberMaster connection. 1. Login to your Twitter account that you wish to have disconnected. 2. Click Profile.
6. Click Revoke Access. Disconnect Facebook from GrowthZone/ChamberMasterIf connected to the wrong Facebook account by mistake, or in certain troubleshooting situations, you may wish to disconnect Facebook from the ChamberMaster / GrowthZone connection.
Disconnect LinkedIn from GrowthZone/ChamberMaster
Repost Single Event to Your Facebook pageWhen visiting a public event information page, you and visitors may wish to share this event information on your own Facebook page. You can also easily select which of your Facebook accounts (personal or business page(s)) to post on using these simple steps.
Customizable Menu selectionsA variety of menu selections throughout ChamberMaster may be customized with selections of your choosing. Defaults selections exist in these menus already (with the exception of Custom Fields) but you could modify this list by adding or removing selections as desired.
Chart 1-1 Custom fields available
Customize the Website ModulesThe “look and feel” of the public website modules may be customized using menu selections in “Event Options and Settings” or “Business Directory Control Panel”. Hot Deals, Job Postings and MarketSpace also have a number of settings that may be controlled.
Modify Event Options and Settings
Commonly Modified Selections
Note: Some selections are available here and also on the specific event Fees tab. When the selection is available in both locations, the selection on Event Options and Settings is setting the default for all events but may be overridden on a particular event by making a change on the Fees tab.
Modify Business Directory Control PanelMaking Changes
Description of Commonly Modified Selections
Filter by Contact Options
Filter by Location (Filter by Geographic Proximity)
Contact Businesses Button
Require Staff Approval Before Delivery
Modify Hot Deals SettingsHot Deal Settings apply to both Hot Deals (Community Deals) and Member-to-Member Deals. Note: Member to Member deals are available only for those with Plus edition or greater..
Figure 2-15 Hot Deal Settings
Notes on Deals
Figure 2-15a Deals displayed in summary list
Notes on charging for deals:
Modify MarketSpace Settings
Note: If the MarketSpace name has been changed, then the selection here may not be MarketSpace. Look at the title used in the left-hand menu to determine the title of this menu selection.
Figure 2-15b MarketSpace Settings
Notes:
Credit Card ProcessingWith ChamberMaster/GrowthZone Plus, Premier or Pro editions you have the option to accept credit card payments for event registration, online membership applications, and payment from members within their Member Information Center. Requirements
Getting SetupContact our support team and we'll get your processing enabled so you can complete the setup. Using the Credit Card ProcessingWatch an overview of the Credit Card processing setup and places it is used. About 18 Minutes View detailed information about using credit card processing in specific areas of your database.
Internet Fax ServiceWithout any additional selections, ChamberMaster gives options to save your fax output to a file that is accepted by fax software that you might already have installed, like WinFax Pro. Another option prints the output in a format ready to send with your traditional fax machine. These selections are available under Communication->Form Letters.
What is an email fax service?An email fax service, sometimes known as an internet fax service, provides it’s subscribers with ability to receive their faxes via email and typically allows the reverse as well -- sending of emails out to fax machines. This service bridges the gap between the older technology of fax machines, well-established in the business environment and the newer technology of documents transmitted via email.
In the simplest terms, when you sign up with an email fax service, you will be assigned a dedicated fax phone number that will convert incoming faxes to email attachments that are automatically sent to your email address.
This also works in reverse with most email fax services if the recipient has a physical fax machine and you send a document via email to these fax services; they would be received in their fax machine just as if you had sent them using a standard fax machine.
Configure GrowthZone/ChamberMaster to use my email fax serviceFrom the Setup menu in ChamberMaster, select General Options & Settings. Open the Add-On Manager area and complete the Fax Solution fields.
Figure 3 – Fax Solution area in Setup -> General Options & Settings
When designating that communication is delivered via fax, the appropriate output will be sent to your selected email fax service who in turn will deliver it to your fax recipients.
Which email fax services are supported?Currently eFax, MetroFax, RapidFax, MaxEmail, and MyFax are supported. Additional email fax services may also work if they accept the standard email format generated by ChamberMaster.
Miscellaneous SettingsThere are a variety of custom settings that may be put in place. Most of these selections are found by clicking Setup in the left-hand menu. A few miscellaneous selections are identified here.
Constant Contact SynchronizationThe ChamberMaster/GrowthZone member management system allows you to connect to your Constant Contact account to automate updates to your Constant Contact lists based on updates made in the database. Once configured representatives that have been added to the database or specific groups will automatically be added to Constant Contact. Any reps that are disabled within in a group will be removed from their respective lists.
Constant Contact has a special pricing program for Chambers of Commerce see the details here. Enable Constant Contact SynchronizationYou must have an active account with Constant Contact to setup and use the synchronization tool.
Selecting Which Groups to SynchronizeOnce the Constant Contact synchronization is setup you will be able to configure which groups are set to be synchronized each night.
View & Remove Groups from the daily synchronization
Set a group to start synchronizing each day
Synchronize a Group Now
Manually Export Contacts to Constant ContactYou can manually create a contact list and export it to Constant Contact as well. If automatic synchronization is not being used, or if manual exporting/updating is desired, use the steps here to export ChamberMaster/GrowthZone contacts so that they may be directly imported by Constant Contact.
FAQ
Upload your logoYour association logo will appear at designated areas throughout your integrated website and in the Member Information Center if you have it uploaded. If using Integrated Billing, it will also display automatically on default Invoice templates.
Enable Votility IntegrationVotility is an online political advocacy software solution which can be used for grassroots email lobbying, creating and managing online fundraising campaigns, pending legislation tracking, and more. Read more about Votility at http://www.votility.com/
If your organization uses Votility you can integrate your Votility account with your ChamberMaster or GrowthZone account. This enables two special Votility integration features:
Integrating your ChamberMaster or GrowthZone account with Votility makes using both software solutions fast and easy by only having to log into one place to access the great features of both products.
To integrate Votility
You will need two pieces of information from your Votility account: your Votility Organization ID and your Votility API Access Key.
Members access Votility directly through the Member Information Center
After your Votility integration, members that login to Member Information Center v4 will see a new menu selection, titled “Votility”, displayed on the left-hand Shortcuts menu. Single-sign-on (SSO) has been implemented which means that no additional login is needed to Votility once you are logged into the Member Information Center.
Send members directly to Votility using special URL
After your Votility is integrated, you’ll be able to include a special URL inside of emails and other electronic communication that brings your members directly to the Votility screen once login credentials are entered.
Provide the following URL, replacing yoursubdomain.yourdomain with your specific sub-domain and domain name:
Members will login using their familiar Member Information Center login credentials and be immediately brought to the Votility screen, bypassing the Member Information Center home screen, making navigation to Votility very simple.
You can now send your members email alerts regarding pending legislation with a link to login to the Member Information Center where they will be provided tools to easily contact their representatives with their opinion.
Access to Votility Administration Center
Administrative access to the Votility Administration Center where you can track and measure the success of your campaigns is accessible from the Dashboard screen in the Applications section.
Note: The email address listed for your Admin login under Setup->Employees/Reps must match the email address listed for your administrative account in Votility. If not, you will not be able to login to Votility from the Dashboard but would receive an error, “Error: We were unable to log you into Votility. This may be because you do not have an Administrator account in Votility or because your email address in votility does not match your email address in ChamberMaster/GrowthZone.”
Help DocumentationBrowse the Admin Tasks Table of Contents |