ChapterBuilder - Chapter Account
Can we customize our Form Colors?
You now can! Form theming options are now available for paid ChapterBuilder accounts. You can now go to Forms > Edit Form and then on the right hand "Form Options" panel, There you will see "Form Theming." Simply toggle it on and there you will see 3 ...
ChapterBuilder - "The Funnel" - Our Process For Growing
ChapterBuilder has always been about helping organizations facilitate growth by creating a central hub to manage the process. Our sister company, Phired Up, explains it best when they talk about "The Funnel." This idea truly illustrates the process ...
ChapterBuilder - Looking to generate leads? Let us help!
Is your Lead List not the size you want? Are you looking for ways to generate more leads? Our sister company Phired Up has a great activity you can try; it's called Mind Joggers. All you have to do is gather your members together and click on the ...
ChapterBuilder - Phired Up - "What to say in Texts and DMs"
Not sure how to start the conversation with your leads? Our sister company Phired Up offers some great tips to help you get the conversation started! Simply click on the link below and access the "What to Say" help guide. It provides open lines to ...
ChapterBuilder - Why some leads are not marked as "May have joined"
If you know a lead joined another chapter but a warning is not appearing, below are some common reasons why this may be occurring. 1. Lead not marked as an "A+" - if the chapter they joined has not marked them as an "A+ - Joined" ChapterBuilder will ...
ChapterBuilder - What triggers the "May have Joined" warning on the Lead List?
If you notice that your leads have an alert showing they may have joined, it means that another chapter in your community marked that lead as "A+ - Joined." The specific chapter is not shared. It simply tells the other chapters that this lead may no ...
ChapterBuilder - Can't Report my New Members
Are you unable to report one or more of your new members to your organization's database? This article will walk you through the most common reasons. User is already in your organization's system ChapterBuilder is prevented from reporting any new ...
ChapterBuilder - ChapterSpot Assistance
Are you getting an error and need help from the ChapterSpot team? You can access their resources and team here. Summary Need assistance with ChapterSpot? This article helps you connect with their team and resources.
ChapterBuilder - How to Approve a Request to Join
If you receive an email saying some requested to join your ChapterBuilder account, it means that you will need to login and approve or deny them. This article will show you how. Note, you MUST be an account Admin to approve someone's request to join. ...
ChapterBuilder - How to 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 - How to ignore potential duplicates
ChapterBuilder may flag leads as potential duplicates and they might not be. Therefore, you do not want to merge them but simply ignore them. Below you will discover how. How to indicate leads are not duplicate profiles 1. Navigate to your Lead List ...
ChapterBuilder - Why data is used to identify duplicate leads?
You may notice that some of your leads have been flagged as duplicates; you see a red alert icon on their profile. Below you find information on how ChapterBuilder determines who are potential duplicates. The following fields are used to compare if a ...
ChapterBuilder - What Integrations are available for ChapterBuilder?
ChapterBuilder is excited to offer several different integration opportunities for organizations. Open API ChapterBuilder does offer an open API with two different endpoints. One is for posting a group of leads to an organization or specific linked ...
ChapterBuilder - Managing Duplicate Lead (Video)
Do some of your leads have multiple profiles? Did you know you can now Manage them through the Manage Duplicate feature? Check out this video that walks you through the feature!
ChapterBuilder - How to know if leads came in from CampusDirector
If your campus/council/community is leveraging CampusDirector for registration, you may be wondering when leads will be pushed into your account. The FAQ below should assist you in navigating this integration from a ChapterBuilder side of things. If ...
ChapterBuilder - Send Leads from CampusDirector to ChapterBuilder
ChapterBuilder and CampusDirector are integrated! This means that communities leveraging CampusDirector can now push leads directly to chapters within their community seamlessly. No more needing to export from CampusDirector and re-upload to ...
ChapterBuilder - Tips if you are using Linktree
We have received a number of emails about using Linktree to share your ChapterBuilder forms and wanted to write an article to assist you. Below you will find a way to make your ChapterBuilder form link work in Linktree. 1. Get your shareable link for ...
ChapterBuilder - How to clear endorsements for multiple leads at once
ChapterBuilder allows you to clear endorsements/votes for one or more leads at a time. Note, when you clear endorsements this way, you are opting to remove and delete these endorsements/votes and you will not be able to bring them back or recover ...
ChapterBuilder - How to view endorsements/voting results?
The endorsement feature allows user to indicate whether or not they believe a lead is a good fit for the organization. ChapterBuilder tracks these endorsements for each lead displaying them for admin users to view. To view a lead's endorsement/voting ...
ChapterBuilder - How to view endorsements/voting results?
The endorsement feature allows user to indicate whether or not they believe a lead is a good fit for the organization. ChapterBuilder tracks these endorsements for each lead displaying them for admin users to view. To view a lead's endorsement/voting ...
ChapterBuilder - How to change your endorsement/voting options?
For organizations/groups with the Lite, Standard, or Pro version of ChapterBuilder, the ability to change your voting/endorsement options is available. If you are using the Basic (Free) version of ChapterBuilder, you are limited to the thumbs up and ...
ChapterBuilder - What is the endorsement/voting feature?
ChapterBuilder offers the endorsement/voting feature for members of the organization to indicate whether or not they believe an individual or lead is a good fit. This endorsement/vote can come in 3 different forms. Thumbs Up and Thumbs Down This is ...
ChapterBuilder - What is the endorsement/voting feature?
ChapterBuilder offers the endorsement/voting feature for members of the organization to indicate whether or not they believe an individual or lead is a good fit. This endorsement/vote can come in 3 different forms. Thumbs Up and Thumbs Down This is ...
ChapterBuilder - How do I change who can see endorsement/voting results?
The endorsement feature allows users the ability to indicate whether or not they believe a lead will be a good fit for the organization. Through this feature, users can cast each of these endorsements or votes on each lead and ChapterBuilder will ...
ChapterBuilder - How to view your endorsement/voting results
If you are looking to view endorsements or voting results, you can easily do this if you are an Admin. Note, that the default setting only allows admins to view the results from endorsements/voting. If your account has adjusted this, then all users ...
ChapterBuilder - How do you endorse or vote on a lead?
The endorsement/voting feature allows you to indicate whether or not a lead is going to be a good culture fit for your organization. To endorse/vote on a lead, follow these steps: 1. Navigate to the Lead List 2. Select the lead you want to endorse or ...
ChapterBuilder - How to enable push notifications
Push notifications are the alerts you receive on your mobile device telling you something happened with your ChapterBuilder account. Currently, ChapterBuilder has the capability of sending these notifications when you have received a new text message ...
ChapterBuilder - How to enable push notifications
Push notifications are the alerts you receive on your mobile device telling you something happened with your ChapterBuilder account. Currently, ChapterBuilder has the capability of sending these notifications when you have received a new text message ...
ChapterBuilder - Best practices for importing leads
If you are wanting to import a spreadsheet of leads directly into your account there are a few best practices you should follow. Format - A .csv file format is the only file format available to be imported. Update the excel file to .csv in order to ...
ChapterBuilder - Best practices for importing leads
If you are wanting to import a spreadsheet of leads directly into your account there are a few best practices you should follow. Format - A .csv file format is the only file format available to be imported. Update the excel file to .csv in order to ...
ChapterBuilder - What features are available on the mobile app?
TechniPhi is excited to offer both an iOS and Android mobile app for ChapterBuilder. Not all the features and functionality that are available on the web are available in the mobile app. Here is a list of the features that are currently available in ...
ChapterBuilder - What features are available on the mobile app?
TechniPhi is excited to offer both an iOS and Android mobile app for ChapterBuilder. Not all the features and functionality that are available on the web are available in the mobile app. Here is a list of the features that are currently available in ...
ChapterBuilder - Is there a ChapterBuilder App?
There is a ChapterBuilder App! We are excited to offer both an iOS and Android mobile application that users can easily download. To download the app, follow these steps: 1. Visit the Apple or Google Play Store. In your respective store search for ...
ChapterBuilder - How to create a goal?
Here are the steps to create a goal: Navigate to the homepage Click on the "Goals" tab
ChapterBuilder - How to export my new members for reporting?
If you are wanting to export your new members information directly from ChapterBuilder so you can report them to your organization or campus, you can do so by following these steps: Navigating to your Leads List (click on the "Lead List" button on ...
ChapterBuilder - How do I get admin access?
If you are seeking admin access to your account, you will need to contact the past admin and ask them to add you. For security, account administrators are able to add, remove, or adjust access to an account. For additional questions or concerns, ...
ChapterBuilder - How do I get admin access?
If you are seeking admin access to your account, you will need to contact the past admin and ask them to add you. For security, account administrators are able to add, remove, or adjust access to an account. For additional questions or concerns, ...
ChapterBuilder - How to Report New Members
ChapterBuilder integrates with select organization new member reporting databases. This allows chapter accounts to report their new members directly to their HQ. Note, you MUST have Admin access to report new members. The following organizations have ...
ChapterBuilder - How to Delete My ChapterBuilder User Account
If you are no longer using ChapterBuilder and want to permanently delete your user account, follow the steps below. Note, once completed, your account will be lost permanently and will not be able to be recovered. How to Delete Your User Account: 1. ...
ChapterBuilder - How to Delete My ChapterBuilder User Account
If you are no longer using ChapterBuilder and want to permanently delete your user account, follow the steps below. Note, once completed, your account will be lost permanently and will not be able to be recovered. How to Delete Your User Account: 1. ...
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