Feature Release: Missing Profile Data

Are you missing key information from your members? We’ve just made member data collection easier!

Groups that want to keep their member’s information up-to-date can use the new “Missing Profile Data” tab in the Members section. This tab will only be available to members with the “Admin” and “Change Members” permissions. Here are a few of the highlights below!

View a breakdown of your group’s profile field data per status.

You can also see a table showing a list of members with missing required profile fields, their phone number, the last time they received an email to update their profile, and the option to update the member’s profile.  From here you also can send a request for an update.

You can filter this table by missing profile field and then request a profile update via email.

You can also update each member’s missing information in one section!

Stay tuned for more updates!

Read More

3 Tips for Connecting with your Alumni Base

 

We always emphasize that to join a Greek organization is to join a lifelong community. Yet, after members leave their chapters, it’s hard to maintain that sense of community. In our experience, the best way to keep alumni connected to your sorority or fraternity is to facilitate engagement with their individual chapter.

In this post, we’ll share 3 ways your headquarters can help your chapters maintain an active alumni engagement program.

 

1. Provide a Structured Plan with Concrete Examples

Give your chapters a multitude of examples and suggestions for how to engage alumni so that every chapter can find something that fits their personality and circumstances. Undergraduate chapter members haven’t had the experience of being a fraternity or sorority alumnus, so it’s understandably challenging for them to know and understand what kinds of activities or information appeal to alumni. With insight from your staff, and feedback from your most engaged alumni, your headquarters is in a much better position to understand how your chapters can reach their alumni.

Provide them with a list of potential events and activities that fit different levels of time and budgetary commitments, and then provide specific instructions and suggestions for execution. An example suggestion is hosting a tailgate for the homecoming football game. In this case, you would make suggestions about when to contact alumni, what details to include, and strategies to get the alumni and undergraduates talking. By providing your chapters with structured and specific plans for engage alumni, your headquarters can help build and strengthen your organization’s overall sense of community.

2. Make it Easy

Your chapters invariably work best with clear formulas to follow, and tools that make their jobs easy. Give them a simple set of expectations, such as 2 alumni newsletters, and 1 alumni event per year. In addition, equip them with tools that help facilitate these tasks! With the ChapterSpot MassMailer app, give them a straightforward tool that allows them to send emails to their alumni using a template branded for your fraternity or sorority, with an integrated mailing list of chapter alumni that can automatically draw from your headquarters’ database. You can also encourage them to put their alumni events on their ChapterSpot calendar, and set these events to ‘public’ so that they automatically show on their ChapterSpot public website. With simple and intuitive tools, your headquarters can make alumni engagement so much easier for your chapters.

3. Reminders are Key

We recently ran a pilot program of the MassMailer app, and if there’s one thing that we learned it’s the power and necessity of reminders! Like it or not, hardly anyone will comply with a request the first time around. And emails are not as effective as you might think. By virtue of several email reminders, we were able to get 11% of our participants to send out an alumni communication. Using phone call reminders, we were able to bump that up to 78%. Help your chapters engage their alumni by holding them accountable! In most cases, the phone call reminder was a welcome opportunity for the chapter member to carve out a few minutes of his/her time and cross something off the to-do list.

 

If you’re interested in learning more about MassMailerApp or WebsiteApp, drop us a line at hello@chapterspot.com.

Read More

Feature Release: Email Improvements!

We have some updates to the way you communicate to your chapters! You now have the option to add in a logo for your email communications.

This logo will be placed in email headers and sent out to any subgroups/chapters in your organization.

If you do not provide a logo, your organization’s name will be placed in the header. If you would like to add a logo, please send an email to support@chapterspot.com with a TIFF or PNG of your logo and a transparent background. Just note that the optimal image size for this logo is 200 x 60 pixels.

We have also added the option to edit the banner color for groups not in organizations. This will be used as a header color in any email communication to members and as a banner color for the member’s ChapterSpot account.

Lastly you can now easily communicate to chapter’s executive boards from within your Admin group.  When logging in to your Admin portal just click on the button next to each subgroup.  From here you can copy and paste the role’s contact information.

Stay tuned for more updates!

Read More

Feature Release: Profile Update Request

We know that one of the main difficulties for group leaders is making sure that profile information for members is always current and accurate. With this new feature, maintaining your group’s data has become so much easier.  

Members with the Admin, Change Member, or Invite Member Permissions can now request a profile update from the Members tab. Simply check off the members you want to send the email to, click the “Actions” button, click “Request profile update”, then send the request.

The chosen members will receive an email that looks similar to the one below.

Clicking the link to update will take them to a new page where they can enter their new information and save.

For more updates or more information send us an email at hello@chapterspot.com.

 

 

Read More

Feature Release: New Activation Process

Feature Release: New Activation Process

 

We’re proud to announce our new activation process. This new procedure will seamlessly integrate your new members into your group.

Here’s how it works: newly invited members will receive an email with a link to create their new ChapterSpot account. Once a password has been created, the new members are asked to provide their phone numbers so that they can easily stay in touch with the rest of the group. During the activation process, members are also asked to fill out their profiles.

Scroll down to see some examples!

 

 

 

 

 

Read More

Feature Release: Passing Transaction Fee to Members

We have just released a feature that allows subgroups to pass transaction fees on to their members. Here’s a breakdown of how it works:

Previously, the fee was automatically taken out of a member’s payment, which meant subgroups/chapters had to pay for it.

Now each subgroup/chapter has the option to deactivate this feature.  If they do not deactivate it, members will see the fee when making a payment or scheduling a recurring payment.

New Payment Options section

This new feature is located in the Finance Admin section (Apps dropdown -> Finance Admin -> Payment Options). To edit this setting, you must be the Admin or have Finance Admin permission. You can also choose to accept or decline Amex cards from this section.

Members are notified of this fee in our payment portal

Once a member reaches the payment portal they can view the breakdown of their payment and transaction fees.

Stay tuned for more feature releases this winter!

 

 

Read More

Updated YouTube Videos

Come check out our updated videos on YouTube!  If you are a newly elected officer watch our 2 minute “how-to” videos to learn how to add in your membership roster, create chapter-wide events, and add charges.

Headquarter organizations we also updated our ChecklistApp video to help you utilize our app better.  Learn how to create and assign forms and what new features you have available to you.

Start your officer term off right and learn the ChapterSpot ropes!

 

Read More

Admin Portal Feature Release

We heard what our organization partners have said and built an Admin Portal based on your feedback.  It is re-imagined and redesigned to fit your administrative needs.

Many of our organizations manage numerous chapters.  To make your operations easier our Admin Portal makes managing these groups less of a chore.  Our streamlined Admin Portal features an easy-to-navigate menu, clustering of sub-groups, fast search capabilities and a vamped up reporting section.  Find out more below!

 

Easy to navigate menu

Clustering of subgroups

Admin groups can now create “Clusters” or groupings of subgroups.  These clusters can be assigned to “managers”, who oversee the subgroups within the cluster.

Available client user ID search

Searching for a member has never been easier! All you need is the member’s first name, last name, or client user id.

New and improved reporting section

Easily generate the reports you need, across the whole organization. Once your report has been generated, it will be available for 7 days.

Stay tuned for more ChapterSpot feature releases!

 

 

Read More

Feature Release: New Members Tab

New Members Tab

Our goal at ChapterSpot is to make managing your groups easier, so we’re continuously improving our products to help you do things quickly and efficiently. Keeping track of all your members and making sure that they can access all the information they need can be a tedious and laborious task. We’re here to help!

Today, we are excited to announce our new Members Tab. Same great features as before, but with a more intuitive workflow. Below are the highlights of our new Members Tab. We’d love to hear what you think!

View all your members at once

You can easily view all of your members or filter by status. From this section, you can conveniently select a few members or all members and perform a task. You can also download by status or your entire group.

 

Resend activation emails

Quickly view which members have been activated, select the ones that have not been activated, and resend activation email.

 

Update multiple members’ status

Update multiple members’ statuses by selecting the members you want to update and clicking “Update members’ status” from the Options dropdown.

 

Permissions section

We’ve also added the permissions section into the Members Tab so that you can easily see and edit each member’s permissions.

 

Assign new member’s permissions or roles

After inviting a member into your group, you can give them the permission they need, or assign a new role.

 

Let us know how this new Members Tab is working for your organization.  Stay tuned for more updates!

 

Read More

Check out our new Finance Admin updates!

With the fall semester around the corner, we’re excited to announce our new updates to the Finance Admin! You can create custom payment plans for new members, and allow members to pre-authorize upcoming charges through their bank.

Did you know you could track the Stripe-to-Bank Account transfers amounts and divide them by charge tag?

When you create a charge, you can tag it to keep it organized for your records.  For example, housing dues can be tagged as “rent” and Panhellenic dues can be tagged as “national dues.” You can now track these transactions by tag to filter which charges appear on the breakdown by category.

To get to this page, go to Finance Admin –>  Bank Accounts, and click Transfers next to the bank account.
Screen Shot 2015-08-10 at 4.47.03 PM

You can click on charges under the “Initiated Date” tab.   Under the “Transfer Breakdown” tab you can see how much you are collecting and for which type of charge.

 

Screen Shot 2015-08-10 at 4.56.29 PM

 

Managing your groups’ budget and finances is easier with the updated Finance Admin tool!

Read More