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5 Minute Setup Guide

Membership Website 5 Minute Setup Guide

Manage new members, renewals, and more, right from your website.

Turn your WordPress website into a flexible, easy to use complete member management system. These 4 powerful, interconnected plugins will give you all the features you need to build an engaging website and better serve your members. Here’s a quick how-to to get you up and running. Visit our Documentation Pages for even more features and setup options.

Let’s get started!

Add a Business Directory to Your WordPress Website

Step 1.

Download & install Chamber Dashboard Business Directory plugin from the plugins page of your WordPress installation.

Step 2.

Install Demo Data. Click to install demo business listings. Open the /business-directory/ page generated by the demo data installation to view demo data.

Pro Tip: If at any point during setup, you are getting a 404 Error, go to Settings >> Permalinks and click ‘Save’.

Step 3.

Add Google Maps API Key.  In order to display maps in your Business Directory, you’ll need to create and add a Google Maps API key to your settings page.

Step 4.

Upload a CSV file of your own member businesses. Go to Chamber Dashboard >> Import

Pro Tip: download the example file first to see which fields you can import.

The Business Directory picks up the formatting of your WordPress theme so that’s it! Your new directory is ready to go. You can set the fields to be displayed in your directory using shortcode parameters.  For additional information and step-by-step video guide, please visit our Documentation Pages.

SEE PLUGIN IN ACTION

Accept Online Payments 24/7
Join Now & Member Renewal Form

Using the Member Manger plugin, you can create a ‘Join Now’ form that automatically creates a new Business Directory listing each time a new member joins.

Step 1.

Download & install Chamber Dashboard Member Manager plugin from the plugins page of your WordPress installation.

Step 2.

 Connect to Paypal. Go to Chamber Dashboard >> Member Manager Options and enter the email address of your paypal account.  Payments will be sent to this account.

Step 3. 

 Create a new page & add this shortcode:  [membership_form]

Step 4.

Setup Membership Levels. Go to Businesses >> Membership Levels. Here you can enter the perks that you offer new members, as well as the cost of each level and give each level its own name.

That’s it! New members can now use this form to join your organization. Your members can also use this form to renew their membership.  The Join Now form [membership_form] will automatically pick up your membership levels. To display benefits of membership on your site, add a new page with the [membership_levels] shortcode. For additional information and step-by-step video guide, please visit our Documentation Pages.  

Hint: If at any point during setup, you are getting a 404 Error, go to Settings >> Permalinks and click ‘Save’.

SEE PLUGIN IN ACTION

Create a Database of your Contacts &
Track their Activities with the CRM

With the CRM, you and assigned members of your organization, can keep track of contacts you’ve had with your members, meetings they’ve attended and more. People in your CRM can be linked with their Business listing, grouped into categories and even displayed on your website if desired.

Step 1.

Download & install Chamber Dashboard CRM plugin from the plugins page of your WordPress installation.

Step 2.

Create a New Record under ‘People’ for each contact you want to track. Connect to related Business if applicable.

Step 3.

Create Activities and link People to their Activities. For Activities such as board meetings or workshops, that more than one member attends, you can create the Activity once and link it to multiple People who attended.  Have hundreds of contacts to import?  Try our CRM Importer plugin to import them all at once and save you tons of time!

Note: the CRM is primarily for internal use. CRM, invoice and Business Directory data can be combined and exported for reporting purposes. To access these advanced exporting options, purchase our Exporter plugin here.

Community Events Calendar

With the Events Calendar plugin, you can turn your site into the place to be to find out about upcoming local events.   You can event connect to your ticket sales page!

Step 1.

Download & install Chamber Dashboard Event Calendar plugin from the plugins page of your WordPress installation.

Step 2.

Create a New Event Listing under ‘Events’ for each upcoming event you want to display. Add all the important details and don’t forget to include a picture.

Step 3.

Display your Event Calendar on your site by creating a new page and adding the [events_calendar] shortcode and start engaging your visitors.

MAKE MY DIRECTORY EVEN MORE POWERFUL

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