A Year in Review

This presentation is brought to you by Chambermaster. The presentation gives an overview of the different products they over and what they have to offer.

1. Year in Review Product Enhancements WEBINAR JANUARY 2019

2. Year in Review Back Office Organization & Daily Work Privacy & Data Security Event Updates GrowthZone Pay Look & Feel Updates and More! Agenda

3. Year in Review BACK OFFICE ORGANIZATION

4. Custom Fields – Add a Heading SOFTWARE TIP Custom Fields can be used on more than just the member and/or reps tabs. Also include in: mass emails (insert as merge fields) custom reports membership application MIC (Members can update, view & search) event guest list download

5. Print One-Off Envelopes SOFTWARE TIP Need to print envelopes in mass? We have that option too! You’ll find this by: Step 1) Use the Adv Custom Report Builder to filter to the exact reps/members you want to create these for. Step 2) Run the report once, and then click the Envelopes link Step 3) You’ll have choices for mass envelopes, names tags, labels and tent cards here.

6. Web Leads - See Who Message is Being Sent To

7. Year in Review PRIVACY & DATA SECURITY

8. Managing Member Privacy & Data Security Complete Unsubscribe Option Privacy Policy agreement option Password Requirement Options

9. Year in Review EVENT UPDATES

10. Event Updates SOFTWARE TIP Do you send event email invitations to your members? If not, you are missing out! Here’s why: Allows members to register for events without having to login Staff benefit from quick registration and payment from registrants. PLUS, their registration is automatically tied to their member record You have the ability to record comments about your invited guests. Helping you to note things like if you’ve personally reached out to them, or have heard if they are making it or not. Click Download List to see all comments made. Add Comments to Invitee List Easily Resend Confirmation Email

11. Year in Review GrowthZone Pay (GZ Pay)

12. Automatic Deposit Entries Created from Payments SOFTWARE TIP If you aren't currently using GrowthZone Pay, here are a few reasons you may want to consider it: Allows you to move toward paperless billing , with fewer late bills from members. Allows members to safely store their payment profiles – allowing for automatic payments and added convenience for members. Support for a card reader for event check-in and point-of-sale check-out for one-off items on the staff app

13. Automatically Charge on a Specific Day of the Month SNEAK PEEK The option to enable this Automatically Charge feature is ready to use, but we need early adopters to provide feedback. Contact [email protected] to let us know you are interested in getting setup. NOTE: Requirements are that: You are a GZ Pay customer (or willing to switch to it) You have a few of your customers setup with an epayment profile.

14. Make ACH more accessible in MIC

15. Year in Review LOOK & FEEL

16. Backoffice Refreshed Look

17. BRAND NEW: Version 4 Website Modules

18. BRAND NEW: Version 4 Website Modules - Highlights Modules Updated at First Release Directory Events Jobs Deals (Community & M2M) News Releases Blog Remaining Modules will be updated in 2019 Consistent look & feel maintained across all modules Displays and functions well on mobile devices , both phones and tablets Applies best practices for great search engines ranking Ultimate flexibility in styling due to generous application of CSS classes to most module elements

19. Directory – Search Introductory text Images can now represent the QuickLinks Improved Search Bar Includes new option for displaying “ALL” listings

20. Directory – Results Search bar carries across all new modules Consistent icons represent available actions Pertinent info handy (phone #s link to dialer) Deals, jobs, news, marketspace visual icons Member cards focus on their logo

21. Directory – Member Details Page Header Image more prominent Easily share a member’s directory listing page Easy access to organization’s social media sites

22. Directory – Member Details Page Optional Video Area Member’s images Reps images will display, and pull from the MIC.

23. Events – Calendar List/Month View

24. Events – Detail Page Prominent Event Registration Button Event Header Image

25. Events – Detail Page Sponsors have a designated section Optional Video Area

26. Hot Deals & Jobs 3 6

27. News Releases & Blog 3

28. View Upgrade Instructions and Preview URLs

29. Training / Interactive Workshops & Release Notes 29

30. Closing Training & Support Questions on how to use specific features? Search our Support wiki. Contact our helpful support team.

31. Thank You for Joining Us