Campus Dashboard
ChapterBuilder - Council Dashboard - Manage & Merge Duplicates
You may have some leads on your list that are flagged as potential duplicates. You can easily merge them into a single account by following these steps. Note, you would rather watch a video tutorial click here. How to Merge Duplicate Leads 1. ...
ChapterBuilder - Council Dashboard - Texting/Messaging FAQ
The Council Dashboard allows communities to send mass communication through the texting/messaging feature. Below you will find some frequently asked questions about this feature. How many phone lines and text messages comes with annual Council ...
ChapterBuilder - Council Dashboard - Texting/Messaging FAQ
The Council Dashboard allows communities to send mass communication through the texting/messaging feature. Below you will find some frequently asked questions about this feature. How many phone lines and text messages comes with annual Council ...
ChapterBuilder - Council Dashboard - How to send a bulk text message?
The Council Dashboard allows Admin to send bulk or mass text messages to Leads generated by the dashboard. This can be done a few different ways, but the easiest way is through the Lead List. You will find the steps below. Note, you MUST set up your ...
ChapterBuilder - How to send a bulk email?
The Council Dashboard allows users to easily email leads directly from ChapterBuilder. This article will show you how to send emails to multiple leads at once. Sending Bulk Emails: 1. Navigate to the Lead List (click the "Lead List" button on the ...
ChapterBuilder - How to send a bulk email?
The Council Dashboard allows users to easily email leads directly from ChapterBuilder. This article will show you how to send emails to multiple leads at once. Sending Bulk Emails: 1. Navigate to the Lead List (click the "Lead List" button on the ...
ChapterBuilder - Council Dashboard - Email FAQ
The Council Dashboard allows users to easily email leads directly from ChapterBuilder. Below you will find some frequently asked questions about how the emailing feature works. Can you email in bulk or just individually? You can do both! What email ...
ChapterBuilder - Council Dashboard - Main Contacts
The Main Contact feature allows the Council to assign leads to members of your team. You may want to use this if you are dividing your leads to contact them or if you have community ambassadors or recruitment counselors who will be contacting ...
ChapterBuilder - Council Dashboard - Lead List Overview
The Council Dashboard as a Lead List that allows communities to see the lead's they have generated, perform bulk actions, communicate, and track them as they advance through the joining process. Lead List Overview - As leads are generated by the ...
ChapterBuilder - How to switch the Council Phone line to another user
The Council Dashboard allows users to send messages (texts) to Leads generated by the Council. The dashboard comes with a single phone line that can be shared amongst your admin.You can switch who controls the phone line by following the steps ...
ChapterBuilder - Council Dashboard - Messaging/Texting FAQ
The Council Dashboard allows users to send messages (texts) to Leads generated by the Council. Below you will find some frequently asked questions about the messaging feature. I click on the Message Tab and all is get is "We couldn't find a ...
ChapterBuilder - Form won't load for people to complete
Are individuals trying to complete your ChapterBuilder forms having a hard time getting it to load? Is the form just flashing like the image below? This means you have a broken link for your form. This means you probably did one of two things or ...
ChapterBuilder - Form won't load for people to complete
Are individuals trying to complete your ChapterBuilder forms having a hard time getting it to load? Is the form just flashing like the image below? This means you have a broken link for your form. This means you probably did one of two things or ...
ChapterBuilder - How to share your council form
If you want to share your council form on your website, hyperlink in an email, or post on your social media this article can assist you! The first thing you will need to do, is make sure your form sharing is enabled. Enabling Form Sharing If you want ...
ChapterBuilder - How to create a custom form agreement
Form agreements allow you to input some terms and conditions or any time of consenting agreement (like a grade release) for those completing your form to review and consent to, Below you will find the steps to enable and create a custom agreement. ...
ChapterBuilder - Form Error Message - "Some Issues with Payment Method."
Are you getting the “There is some issue with the Payment Method or Form Fee.” either on the “View Form” tab or under the “Collect Payment” button. This means that you have not set up your fee correctly or you need to create your Stripe Account for ...
ChapterBuilder - How to change your form image
Want to customize the image that appears at the top of your Council Form? If so, follow the steps below. Customizing your ChapterBuilder Image Header: Click on “Forms” on the left-side navigation bar; this will take you to the Manage Forms page Find ...
ChapterBuilder - How are Form Fees collected and distributed through the ChapterBuilder Council Dashboard?
Once you have set up your ChapterBuilder Form and linked the payment, you will be able to share your form and start generating leads and collecting fees. Once a fee is collected, it will be automatically distributed to the bank account set up in your ...
ChapterBuilder - How to Send a Test Form Confirmation Email
Are you sending a confirmation email to those completing your forms? Want to test it out first to ensure it appears how you want it to? This article can help! How to Send a Test Form Confirmation Email Navigate to the “Forms” tab located on the ...
ChapterBuilder - Setting up your Form Confirmation Emails
If you want to send a confirmation email when someone completes one of your forms, follow these steps. Creating a Form Confirmation Email and Enabling it Navigate to the “Forms” tab located on the left-side navigation bar. Locate the form you want to ...
ChapterBuilder - How to preview your Council Dashboard Forms.
If you want to preview your Council Dashboard Form before making them sharable and sending out the link, follow these steps. Here are the steps to preview your Dashboard Forms: Navigate to the “Forms” tab located on the left-side navigation bar. ...
ChapterBuilder - How to customize your Council Dashboard Forms
Council Dashboard forms allow you to generate leads for the community that can be shared automatically or manually with linked groups. If you want to customize your Council Dashboard form to meet your needs, follow these steps: Navigate to the ...
ChapterBuilder - Chapter List - Lead Numbers Don't Match
If you are a Council Dashboard user looking at the Chapter List you may notice that not all lead numbers match for each linked group. This is normal. Individual groups/chapters can generate leads on their own and therefore some groups may have more ...
ChapterBuilder - Can a council control what data is shared with linked groups?
YEP! All you need to do is edit each field and enable or disable those fields you do or do not want shared with linked groups. Click here to learn how. Is there a shareable form link? There is. When you create a form, you gain access to a shareable ...
ChapterBuilder - Can a council control what data is shared with linked groups?
YEP! All you need to do is edit each field and enable or disable those fields you do or do not want shared with linked groups. Click here to learn how. Is there a shareable form link? There is. When you create a form, you gain access to a shareable ...
ChapterBuilder - Council Dashboard - Forms Overview
Forms are the lifeblood of the Council Dashboard. They allow you to generate leads for the community. Forms are customizable and allow you to collect the information that is most important for you and your community. Below you will find some key ...
ChapterBuilder - How to sort the Chapter List
You can sort your Chapter List by selecting any of the column headers like “designation,” “new members,” or “latest activity”. If you click on it multiple times, you can switch the ordering direction. The default sorting is by "Designation." You will ...
ChapterBuilder - Council Dashboard - How to filter the Chapter List
The Chapter List shows dashboard users details about the groups/chapters linked to their dashboard.You can learn more about the Chapter List here. The Chapter List is filterable allowing you to refine to only the linked groups that meet the desired ...
ChapterBuilder - Council Dashboard - How to export the Chapter List
If you want to export the data displayed on the Chapter List, you can. Simply follow the steps outlined below. Exporting the Chapter List: Select all the groups/chapters you want included in your export by clicking the checkbox to the left side of ...
ChapterBuilder - Council Dashboard - Chapter List Overview
As a dashboard user, you will see a tab on the left-side navigation bar entitled “Chapter List.” The Chapter List is where you can manage and view the groups/chapters that are linked to your dashboard. What does being a linked group mean? A linked ...
ChapterBuilder - Council Dashboard - Chapter List Overview
As a dashboard user, you will see a tab on the left-side navigation bar entitled “Chapter List.” The Chapter List is where you can manage and view the groups/chapters that are linked to your dashboard. What does being a linked group mean? A linked ...
ChapterBuilder - How to remove a label from a linked group/chapter
If you want to remove a label from a group/chapter linked to your dashboard, follow these steps. Removing a Label from a group/chapter on your Chapter List: Navigate to the Chapter List by clicking on the “Chapter List” button on the left side ...
ChapterBuilder - How to apply a label to a group/chapter
If you want to apply the labels you have created to a linked group/chapter linked to your dashboard, you can do so by following the steps below. Note, you can only apply labels to groups/chapters that are linked to your dashboard. To apply a label, ...
ChapterBuilder - How to delete a Label option
If you would like to remove a label option from your Dashboard you can do so by following the steps below. Note, this is how to remove a label option from your dashboard and not how to unapply or remove for a group/chapter. To remove a Label option, ...
ChapterBuilder - Creating a new Label
As a dashboard user,, you have the ability to create custom labels to group or categorize your linked groups/chapters. Here are some common ways dashboard users leverage the Labels feature. To create a new Label, follow these steps: Navigate to your ...
ChapterBuilder - What are Labels?
Labels allow you to group your linked groups/chapters. You can easily apply a label and then use them to pull data or filter your list. If you navigate to Analytics you can see how a specific Label Group compares to others. Note, tags are for ...
ChapterBuilder - What are Labels?
Labels allow you to group your linked groups/chapters. You can easily apply a label and then use them to pull data or filter your list. If you navigate to Analytics you can see how a specific Label Group compares to others. Note, tags are for ...
ChapterBuilder - How to unlink (remove) a group from your dashboard
If you want to unlink or remove a group/chapter from your Council Dashboard, follow the steps below. Note, by unlinking a group the following things happen: They will NO LONGER appear on your Chapter List They will NO LONGER be able to receive leads ...
ChapterBuilder - How to link (add) a group/chapter to your Council Dashboard
Linking a group to your dashboard, allow that group/chapter to receive leads you generate, be included in your analytics and adds them to your Chapter List. If you are missing a group from your Chapter List, you can follow the steps below to get them ...
ChapterBuilder - How to know which groups/chapters are linked to your Council Dashboard
A group/chapter that is linked to your dashboard can receive leads, are includes in your reports, and appear on your Chapter List. To confirm your existing linked chapters/groups, follow these steps: Click on the “Chapter List” icon on the left side ...
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