Campus Dashboard
ChapterBuilder - Council Dashboard - How to enable automatic lead sharing
The Council Dashboard allows communities to share leads with groups/chapters that are linked to their dashboard. The default setting is for leads to be shared when they are created (that includes imported, created, or through a form submission). ...
ChapterBuilder - Council Dashboard - How to delete a Tag option
If you would like to remove a Lead Tag option from your Dashboard you can do so by following the steps below. Note, this is how to remove a Tag option from your dashboard and not how to unapply or remove from a Lead. To remove a Tag option, follow ...
ChapterBuilder - Council Dashboard - Tagging a Multiple Leads at once
The tag feature allows Council Admin the ability to group leads or track attributes. To apply a tag(s) to multiple leads at once, follow the steps below. Tagging Multiple Leads at once: 1. Navigate to your Lead List (Click "Lead List" on your left ...
ChapterBuilder - What is the "May have Joined" feature?
For communities that are leveraging the ChapterBuilder Council Dashboard, the may have joined as a tool to help chapters qualify their leads. If a lead generated by the council is marked as "A+ - Joined" in a chapter's account, all other chapters ...
ChapterBuilder - Council Dashboard Forms - Chapter Selection
We are delighted to offer a new functionality to Council Dashboard forms; Chapter Selection. This allows individuals to select which chapters they want their information shared with. This is completely optional and councils can turn it on or off for ...
ChapterBuilder - If a new group/chapter is linked to my dashboard will old leads be shared?
If a new chapter is linked to your Council Dashboard, leads generated and shared before this new group was linked will NOT be shared. You will need to export the Lead List and share it with them so they can upload it to their Chapter account. We ...
ChapterBuilder - Council Dashboard - Phone Setup & Messaging (VIDEO)
This video tutorial will walk you through setting up your Council Dashboard phone and how to send your first messages.
ChapterBuilder - Council Dashboard - Email Leads (VIDEO)
This video tutorial will walk you through the email feature that allows you to email leads from your Council Dashboard.
ChapterBuilder - Council Dashboard - Lead Sharing Overview (VIDEO)
This video will walk you through how Lead Sharing in the ChapterBuilder Council Dashboard. It will highlight the various ways you can leverage sharing leads with linked groups/chapters.
ChapterBuilder - Council Dashboard - Lead List Overview (VIDEO)
This video will help you get up to speed with the Lead List on the Council Dashboard. This video will walk you through the features and best practices for using it.
ChapterBuilder - Council Dashboard - Payment Setup (VIDEO)
Is your community wanting to collect a fee through your forms? Here is a video tutorial to walk you through setting it up.
ChapterBuilder - Council Dashboard - Bulk Delete Leads
If you want to bulk delete/remove leads for your Council Dashboard you can do so from the Lead List. Deleting Multiple Leads 1. Navigate to your Lead List using the left side navigation bar. 2. Select the Leads you want to remove by checking the box ...
ChapterBuilder - Council Dashboard - Request Referrer Information
One of the form options that is available on the Council Dashboard is the "Request Referrers Information." You may be wondering what that is and what it does. This article will provide you insight. What is the Request Referrer Information option? ...
ChapterBuilder - Council Dashboard - Request Referrer Information
One of the form options that is available on the Council Dashboard is the "Request Referrers Information." You may be wondering what that is and what it does. This article will provide you insight. What is the Request Referrer Information option? ...
ChapterBuilder - Campus Dashboard - Setting Up Form Fees
If you want to collect a fee when someone completes one of your forms, you will need to follow the steps outlined in this article. Setting up your Fee Distribution Information In order for the Council Dashboard to distribute fees collected, you will ...
ChapterBuilder - Council Dashboard - Lead List Overview (VIDEO)
The Lead List on the Council Dashboard allows admin the ability to manage the leads generated by the council. This video will walk you through the features of the Lead List.
ChapterBuilder - Council Dashboard - Form Setup (VIDEO)
Ready to set up your Council Dashboard Forms? Watch the video tutorial below to learn how to get started.
ChapterBuilder - Adding Council Dashboard Users (VIDEO)
If you want to add additional users to your Council Dashboard, watch the video below to see how.
ChapterBuilder - Council Dashboard - Registration Checklist
If you are using the ChapterBuilder Council Dashboard for a formal registration process, the article is for you. This is a checklist to assist in ensuring 1. Form is created and customized 2. Payment information is entered or up-to-date so that ...
ChapterBuilder - Council Dashboard - Managing which lead information is shared with linked groups/chapters
How to enable specific information to be share 1. Navigate to your "Settings" tab by using the left-side navigation bar. 2. There you will need to find the "Fields" tab and select it. There you will see all your fields. 3. For each field you will see ...
ChapterBuilder - Council Dashboard - Lead Sharing Overview
The Council Dashboard allows you to share leads and lead information with linked groups or chapters. This article will cover some basic information and frequently asked questions about Lead Sharing. What is Lead Sharing Lead sharing refers to how a ...
ChapterBuilder - Council Dashboard - How to change the default status
Statuses allow you to group leads by their standing or track where they are in your process. The default status is the status given to leads as they are created through importing or a form submission. If you want to change that default status, follow ...
ChapterBuilder - Council Dashboard - Editing or Remove Statuses
Statuses allow you to group leads by their standing or track where they are in your process. Council Dashboard users have the ability to create custom statuses to reflect any unique stages or standing you want to implement. If you want to edit or ...
ChapterBuilder - Council Dashboard - How to create custom statuses
Statuses allow you to group leads by their standing or track where they are in your process. Council Dashboard users have the ability to create custom statuses to reflect any unique stages or standing you want to implementing. If you want to learn ...
ChapterBuilder - If I link (add) a new chapter, can I back-share leads?
If you link (add) a new chapter to your Council Dashboard after leads have been shared, those leads will NOT automatically be share with that new chapter. There are 2 options. 1. You can either export those already shared leads from the Lead List - ...
ChapterBuilder - Council Dashboard - Analytics Overview
The Council Dashboard offers communities insight on how they are growing. This article will walk you through the reports that are available in the Council Dashboard. Community Activity - this report displays the activity that has happened across the ...
ChapterBuilder - Council Dashboard - How to Sort your Lead List
As a Council Admin, you may want to sort your Leads in a certain way to find the information or individuals you want to work with. How to sort your Lead List You can sort your Lead List by click any of the column headers and the list will updates to ...
ChapterBuilder - Council Dashboard - How to Sort your Lead List
As a Council Admin, you may want to sort your Leads in a certain way to find the information or individuals you want to work with. How to sort your Lead List You can sort your Lead List by click any of the column headers and the list will updates to ...
ChapterBuilder - Council Dashboard - How to know which leads have been shared with Chapters.
If you want to know which leads on your Lead List have already been shared (or pushed) to your linked groups/chapters you can view this information on your Lead List. Shared or Pushed Leads If a lead has been shared with all linked groups/chapters ...
ChapterBuilder - Council Dashboard - How to manually push leads to linked groups/chapters.
The Council Dashboard allows communities to share leads with groups/chapters that are linked to their dashboard. The default setting is for leads to be shared when they are created (that includes imported, created, or through a form submission). ...
ChapterBuilder - Council Dashboard - How to manually push leads to linked groups/chapters.
The Council Dashboard allows communities to share leads with groups/chapters that are linked to their dashboard. The default setting is for leads to be shared when they are created (that includes imported, created, or through a form submission). ...
ChapterBuilder - Council Dashboard - Tagging a Single Lead
The tag feature allows Council Admin the ability to group leads or track attributes. To apply a tag to a single lead, follow the steps below. Tagging a Single Lead 1. Navigate to your Lead List (Click "Lead List" on your left side navigation bar). 2. ...
ChapterBuilder -Council Dashboard - How to Create a Custom Tags
The tag feature allows Council Dashboard users to create custom tags to group Leads or apply specific attributes the community want to track. Council Admin have the ability to create custom tags. You will see the steps below. Creating Custom Tags 1. ...
ChapterBuilder - Council Dashboard - Tag Overview
Tags are an additional way in which you can group leads. They can be used for attributes a specific lead has or a way in which you want to group leads. Below you will find some frequently asked questions about Council Dashboard tags. Can a council ...
ChapterBuilder - Council Dashboard - Updating Statuses in Bulk
The Lead status allows you to indicate where a Leads are in your process. You can update multiple Lead's statuses by using the bulk status update feature. Learn how below. Change Multiple Lead's statuses at once: 1. Navigate to the Lead List (use the ...
ChapterBuilder - Council Dashboard - Updating Statuses in Bulk
The Lead status allows you to indicate where a Leads are in your process. You can update multiple Lead's statuses by using the bulk status update feature. Learn how below. Change Multiple Lead's statuses at once: 1. Navigate to the Lead List (use the ...
ChapterBuilder - Council Dashboard - Changing Lead Statuses
If you want to change an individual Lead's status, you can easily do it from the Lead List or a Lead's profile. Changing a Lead's Status from the Lead List 1. Navigate to the Lead List (use the left side navigation bar) 2. Find the Lead you are ...
ChapterBuilder - Council Dashboard - Lead Statuses Overview
The Council Dashboard allows users to give Leads statuses. These status typically designate where someone is at the in the process or their current standing. The default statuses for the Council Dashboard are the following: A - Active NA - Not Active ...
ChapterBuilder - Council Dashboard - Where can you see what emails have been sent?
If you need to see what emails have been sent to the Leads on your List, you can do so by looking in the Lead's profile and selecting the "Activity Feed" tab. Viewing Lead Email Activity: 1. Navigate to your Lead List and search for the lead you want ...
ChapterBuilder - Council Dashboard - Emailing an Individual Lead
If you want to email a single lead through the Council Dashboard, follow the steps below. Emailing an Individual Lead 1. Navigate to the Lead List (click the "Lead List" button on the left-side navigation bar). 2. Select the lead you want to email ...
Next page