ChapterBuilder - Chapter Account
ChapterBuilder - How to see what version/plan I am on?
If you are unsure about which version of ChapterBuilder your organization is using, you can follow these steps and learn. 1. Navigate to Settings (located on the left-side navigation) 2. Click on the "Billing" tab (if you don't see it, then you are ...
ChapterBuilder - How to see what version/plan I am on?
If you are unsure about which version of ChapterBuilder your organization is using, you can follow these steps and learn. 1. Navigate to Settings (located on the left-side navigation) 2. Click on the "Billing" tab (if you don't see it, then you are ...
ChapterBuilder - How do I upgrade my ChapterBuilder account?
As an Admin, you will be able to renew, cancel, or upgrade your ChapterBuilder plan. Note, you must be an admin to access your account billing. To upgrade your plan and access the premium features, follow these steps: 1. Navigate to Settings (left ...
ChapterBuilder - How to enable email notifications
To you want to receive email notifications from ChapterBuilder? Here are the messages we currently send via email. Messages - want to get an email notification that a PNM messaged you? Requests to join your team - someone asked permissions to join ...
ChapterBuilder - What are the differences between user roles?
ChapterBuilder offers organizations and chapters four options for user roles. They are Admin, Leader, Members, and Coach. Here are the functionalities and features each user type can access. Member Access Lead List Add Leads Write Notes Update Lead ...
ChapterBuilder - How to delete all your users/members from your ChapterBuilder account
If you want to remove all of your members from accessing ChapterBuilder, you can do this in a few short steps. Here is how you remove all users from your ChapterBuilder site. Navigate to the “Settings” tab (located on the right navigation bar) Select ...
ChapterBuilder - How to contact the Phired Up support team
Have a question? Can’t find it in our help articles? Please feel free to contact us. You can reach our team by emailing us at chapterbuildersupport@phiredup.com. We attempt to answer all emails within 12 hours during normal business hours. You are ...
ChapterBuilder - How to change a user's access level/role
Need to adjust a users level or set a new admin for the team, here are the steps for making that happen. Navigate to the “Settings” tab located on the left hand navigation bar. Click on the “Members” tab. Scroll down to the “Current Members” area ...
ChapterBuilder - How to resend a user/member's invitation to ChapterBuilder
Do you have members saying they never got the ChapterBuilder invitation to join your chapter’s account and to create an account? This article contains the steps to resend the invitation or access their unique invitation to send it a different way. ...
ChapterBuilder - Member never received ChapterBuilder invitation email
If you have members saying they never received the email invitation, make sure they check their spam folders as some servers will flag these emails. If they are using a yahoo email, we encourage them to choose another email provider as that service ...
ChapterBuilder - How to access an existing ChapterBuilder account
If your chapter already has an account setup but you don’t know how to access it, this article is for you. Visit app.chapterbuilder.com and click “Create Account.” If you already have an account, simply click login. Next, check your email (the email ...
ChapterBuilder - How to access an existing ChapterBuilder account
If your chapter already has an account setup but you don’t know how to access it, this article is for you. Visit app.chapterbuilder.com and click “Create Account.” If you already have an account, simply click login. Next, check your email (the email ...
ChapterBuilder - How to reset your password
If you don’t remember your password or it’s not working, follow these steps. Go to https://app.chapterbuilder.com/login Click “Forgot Password.” Enter your email address you used to register for your account Watch your email for the reset password ...
ChapterBuilder - How to change your password
If you need to update or change your password, follow these steps. 1. Click on the "Settings" tab (on the left hand navigation bar) 2. Select "Account" 3. In the lower right corner you will see a box entitled "Change Password." Enter your current ...
ChapterBuilder - How to change your password
If you need to update or change your password, follow these steps. 1. Click on the "Settings" tab (on the left hand navigation bar) 2. Select "Account" 3. In the lower right corner you will see a box entitled "Change Password." Enter your current ...
ChapterBuilder - Why can I add an additional email to my account?
For the new version of ChapterBuilder we wanted to add the feature to allow users to link multiple emails to their account so they can easily login using either. Note, the primary email address will be the one used to communicate platform updates and ...
ChapterBuilder - Council Dashboard - How do you export your Leads data?
You can export selected data about your Leads on your list into a single spreadsheet. To export one or more Leads, simply follow these steps: Navigate to the Leads List (click on "Lead List" on the left-hand navigation bar). Select each of the leads ...
ChapterBuilder - Can I see All Lead's Main Contact at once?
Yep! There is a Lead breakdown by Main Contact available under the Lead Report tab (under Analytics). This report can be viewed on the web and can be downloaded into a spreadsheet. To view all Lead's Main Contact, follow these steps: 1. Navigate to ...
ChapterBuilder - What is the Status Story Report?
The Status Story Report is one of the many reports that are available for ChapterBuilder users. This reports provides insight about the effort you are putting in for those leads in a specific status. You can select any status (one or more) and it ...
ChapterBuilder - What is the Non-Joiner Report?
The Non-Joiner Report is one of the many reports that are available for ChapterBuilder users. This reports provides insight about the effort you are putting in for those leads that have not joined or accepted an invite. Note, all the data displayed ...
ChapterBuilder - What is the New Member Report?
The New Member Report is one of the many reports that are available for ChapterBuilder users. This reports provides insight about your process and what it took to secure your newest members. Note, all the data displayed is pulled for Leads with the ...
ChapterBuilder - What is the Communication Report?
The Communication Report is one of the many reports that are available for ChapterBuilder users. This report breaks down the ways in which your organization communicates with its leads and how each team member contributes. Here is the data that is ...
ChapterBuilder - What reports are available in the Pro version of ChapterBuilder?
Below you will find a list of the reports that are available in the Analytics tab (located on the left-hand navigation bar) in the Pro Version. Pro Version Reports Activity Report - this report shows users the activity of all user over a selected ...
ChapterBuilder - What reports are available in the Standard Version?
ChapterBuilder's most popular plan is the Standard Version. Below you will find a list of the reports that are available in the Analytics tab (located on the left-hand navigation bar) in the Standard Version. Standard Version Reports Activity Report ...
ChapterBuilder - What reports are available in the Standard Version?
ChapterBuilder's most popular plan is the Standard Version. Below you will find a list of the reports that are available in the Analytics tab (located on the left-hand navigation bar) in the Standard Version. Standard Version Reports Activity Report ...
ChapterBuilder - What reports are available in the Lite Version of ChapterBuilder?
ChapterBuilder is proud to offer a new version of ChapterBuilder called the Lite version. Below you will find a list of the reports that are available in the Analytics tab (located on the left-hand navigation bar) in the Lite version. Lite Version ...
ChapterBuilder - What reports are available in the Basic (free) version?
ChapterBuilder is proud to offer a free version of ChapterBuilder called the Basic version. Below you will find a list of the reports that are available in the Analytics tab (located on the left-hand navigation bar) in the Basic version. Basic ...
ChapterBuilder - How do you export your Leads data?
You can export selected data about the leads on your list into a single spreadsheet. To export one more leads, simply follow these steps: Navigate to the Leads List (click on "Lead List" on the left-hand navigation bar). Select each of the leads you ...
ChapterBuilder - How do you export your Leads data?
You can export selected data about the leads on your list into a single spreadsheet. To export one more leads, simply follow these steps: Navigate to the Leads List (click on "Lead List" on the left-hand navigation bar). Select each of the leads you ...
ChapterBuilder - What is the Leaderboard?
The leaderboard allows users/organizations to see how each member of the team is contributing. This board displays each user/team member and breaks down their activity. The data displayed for each team member is the following: Notes written Status ...
ChapterBuilder - Analytics & Reports Overview
ChapterBuilder offers a large amount of data and reports on how groups are using the platform, interacting with their leads, and the performance of their teammates. Each ChapterBuilder plan offers access to different reports. Here is a breakdown of ...
ChapterBuilder - Analytics & Reports Overview
ChapterBuilder offers a large amount of data and reports on how groups are using the platform, interacting with their leads, and the performance of their teammates. Each ChapterBuilder plan offers access to different reports. Here is a breakdown of ...
ChapterBuilder - How to receive Task notifications
Task are assignments made by users to other users. These can be simply tasks delegated to you and can apply to a specific Lead. If you are assigned a Task, you will receive a notification in the app in the notification center (bell in the upper right ...
ChapterBuilder - How to create a new task
The tasks feature allows users to assign tasks/assignments/to-dos to members of their team. The tasks feature lives on the homepage of ChapterBuilder. To create a new task, follow these steps. Make sure you are on your homepage (you can navigate ...
ChapterBuilder - How to create a new task
The tasks feature allows users to assign tasks/assignments/to-dos to members of their team. The tasks feature lives on the homepage of ChapterBuilder. To create a new task, follow these steps. Make sure you are on your homepage (you can navigate ...
ChapterBuilder - What is the "tasks" feature
The tasks feature allows users to assign tasks/assignments/to-dos to members of their team. The tasks feature lives on the homepage of ChapterBuilder and groups tasks in the following ways. For You - this tab will show you all the tasks you have been ...
ChapterBuilder - Is there a limit on text message length?
ChapterBuilder offers centralized texting for users to communicate directly with their leads from the platform. Below you will find some best practices for text message length. The platform supports long messages up to 1600 characters. However, for ...
ChapterBuilder - How to purchase additional phone lines?
Want to give more of your team members access to a ChapterBuilder phone number to text and call leads? You can easily purchase additional phone lines. Note, you must be on the Standard or Pro plans to be able to be able to purchase or utilize phone ...
ChapterBuilder - How to purchase more calls or voice minutes.
If you run out of minutes to make phone calls that were included in your plan, no worries. You can always purchase more minutes in your ChapterBuilder account. Note, if you are a version that does not include texting (Basic or Lite), you will not be ...
ChapterBuilder - How to purchase more texts messages
If you run out of the text messages that were included in your plan, no worries. You can always purchase more messages in your ChapterBuilder account. Note, if you are a version that does not include texting (Basic or Lite), you will not be able to ...
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