ChapterBuilder - Chapter Account
ChapterBuilder - How to select multiple Leads on the Lead List
If you want to select one or more Leads on the Lead list (navigate there by click "Lead List" on the left-side navigation bar) you simply need to click on the checkbox in the upper right hand corner of their profile if on the card view or the ...
ChapterBuilder - How to bulk upload/import Leads
If you need/want to create more than one Lead by uploading their information follow these steps. Click on the dropdown arrow next to + New Lead (see screenshot) Select “Import Leads” There you can download a template you can fill out with Lead's ...
ChapterBuilder - How to update a Lead's contact information
If you need to update the email address or phone number of a Lead in ChapterBuilder site, you can do so by following the steps below: Find the Lead on the Lead list (navigate there by clicking "Lead List") and click on them (this will take you to ...
ChapterBuilder - How to upload a Lead profile picture
ChapterBuilder allows users to add pictures for the Leads on their lists. To add an image to a Lead's profile, simply follow the steps below. Find the Lead on the Lead list (navigate there by clicking "Lead List ") and click on them (this will take ...
ChapterBuilder - How to create/add a Lead
You can add Leads in bulk or can create them individually. To add a new single Lead, you will notice a + New Lead button (its red) in the upper right corner of the Home page or on the Leads page. Once selected, you can input the Lead's information. ...
ChapterBuilder - How to change the Lead List view
ChapterBuilder offers two views for the Lead list; a card view and list view. To switch, click on the icon at the top right of the Lead list (see screenshot below). Note, when you hover over it it says “toggle table or card view.”
ChapterBuilder - How to delete a Lead
If you want to delete a Lead from your ChapterBuilder account here are the steps. Note, there are two ways. The first way is to delete a Lead from the Lead list. Click the “Lead List” tab on the left side of the screen. Find the Lead(s) you would ...
ChapterBuilder - Form - Confirmation Email Character Limit
When crafting the confirmation email for your forms (both event and regular) the character limit is 2034 total characters. Any text beyond that will not be accepted and ChapterBuilder will not save the content. Summary When crafting the confirmation ...
ChapterBuilder - How to make email or phone required on forms
The ChapterBuilder is excited to introduce the ability to make the pre-set fields required. How to make email or phone fields required If you navigate to a form and select the "Edit" option you will see on the right side of the screen the "Forms ...
ChapterBuilder - How to make email or phone required on forms
The ChapterBuilder is excited to introduce the ability to make the pre-set fields required. How to make email or phone fields required If you navigate to a form and select the "Edit" option you will see on the right side of the screen the "Forms ...
ChapterBuilder - Forms - Field Types
ChapterBuilder now offers multiple field types to allow you to custom and improve the way you collect information from potential leads. ChapterBuilder Forms now include the following field types: Text Input Field - allows the form completer to type ...
ChapterBuilder - What status does a Lead get when they complete a form?
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. Therefore, the status you have set as "Default" ...
ChapterBuilder - What status does a Lead get when they complete a form?
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. Therefore, the status you have set as "Default" ...
ChapterBuilder - Council Forms - What data gets shared with linked groups/chapters?
For communities using the Council Dashboard, the Forms feature allows you to generate leads that can be shared with linked chapters/groups. You may be wondering, what data is shared with them? The answer is it's up to you! Sharing with Linked Groups ...
ChapterBuilder - Form Error Message - "You do not have permission to view this form."
If individuals who are trying to complete your form are getting the message "You do not have permission to view this form" it simply means your form sharing has not been enabled. To remedy this, you need to enable form sharing. You will find the ...
ChapterBuilder - How to add a form description
Want to add instructions, organization background, or details about a form for those completing it? Now you can! The form description allows you to share information at the top of your form for those completing it. Simply enable it, add your content, ...
ChapterBuilder - Form Tutorial (Video)
The form feature is a great way to generate leads and add them directly to your ChapterBuilder account. The video below will walk you through the feature.
ChapterBuilder - How to export form responses
As individuals complete your organization’s forms responses will be recorded. To pull a complete list of individuals who have completed a specific form, follow these steps. Navigate to the “Forms” page (located on the left side navigation bar) Click ...
ChapterBuilder - Sharing Forms
This article will show you how to locate the shareable links for the forms you have created in your ChapterBuilder account. This shareable link can be used to hyperlink in communication or on a webpage. This link can also be sent out and will take ...
ChapterBuilder - How to delete a form
If you want to delete a form from your ChapterBuilder account follow these steps. Navigate to the “Forms” tab (located on the left hand side navigation bar). Locate the form you want to work with and click on the options icon (3 dots next to the view ...
ChapterBuilder - How to edit form images
In order to customize the image that appears at the top of your ChapterBuilder form you must be using one of the paid versions; this includes Lite, Standard and Pro. To upgrade your account simply go to Settings > Upgrade. There you can select a ...
ChapterBuilder - How to edit/create a form confirmation email
Would you like each person completing your forms to receive a confirmation email notifying them that they were successful? Here are the steps for enabling and creating a confirmation email. Navigate to the “Forms” tab on the left hand navigation bar. ...
ChapterBuilder - How to reorder form fields
Want to switch up the order for your questions on your forms? Here are the steps to re-ordering your form fields (questions). Navigate to the “Forms” tab on the left hand navigation bar. Locate the form you are wanting to add them to or create a new ...
ChapterBuilder - How to create form fields
Want to add new questions (fields) to your forms? Here are the steps to creating and adding new fields to your forms. Navigate to the “Forms” tab on the left hand navigation bar. Locate the form you are wanting to add them to or create a new form by ...
ChapterBuilder - How to create a form
Need to collect referrals from your organization’s social media site or event? ChapterBuilder’s forms are perfect for just this kind of thing! Here is a step-by-step guide to creating forms for your organization. Here are the steps to creating forms. ...
ChapterBuilder - Let us know what you think!
Phired Up & TechniPhi is dedicated to building and supporting the best technology products and experiences for our users. For us to be able to provide the best support and experience, we rely on feedback from users like you! Please take 5 minutes to ...
ChapterBuilder - How to move data from old ChapterBuilder to the new one?
If you still have data that you want to move from the original ChapterBuilder to the new version, here are some tips. Moving Leads - You can easily export and re-import leads from the old ChapterBuilder to the new one. 1. Select all the leads you ...
ChapterBuilder - Do you have ideas for new ChapterBuilder features?
Do you want to help us prioritize what features we build next? Do you have ideas for features you think we should consider? Complete this quick survey to help us.
ChapterBuilder - Communication Feature Overview
ChapterBuilder serves as a central hub for organization, information, collaboration, and communication. The platform offers emailing, texting, and calling features that have the added benefit of logging and tracking the communication. Below you will ...
ChapterBuilder - Managing Your Leads
ChapterBuilder offers a great solution for managing your leads. The Lead List allows you to manage, sort, filter, and work with the leads on your list. Check out the video below for a quick walk through!
ChapterBuilder - Activity Feed Overview
You will notice that the bulk of the homepage of ChapterBuilder is dedicated to the Activity Feed. The Activity Feed serves as a log that allows users to view what is happening across their site. Activity that is displayed on the Activity Feed is the ...
ChapterBuilder - How to filter the activity feed
The ChapterBuilder Activity Feed is located on the home page and displays a log of all the activity that has occurred across your account. This includes, Leads Added, Leads Deleted, Leads Updated, Notes, Tags, and much more. If you are seeking ...
ChapterBuilder - How to add or import leads
You can add Leads in bulk or can create them individually. To add a new single Lead, you will notice a + New Lead button (its red) in the upper right corner of the Home page or on the Leads page. Once selected, you can input the Lead's information. ...
ChapterBuilder - How to invite a member(s) to your ChapterBuilder account
If you are looking to add other members to your account follow the steps below. Note, ONLY TEAM ADMIN will have the ability to invite users to a chapter’s account. So make sure you are a team admin before you attempt to invite others. If you are not, ...
ChapterBuilder - Full ChapterBuilder Training
Want a complete tutorial of ChapterBuilder from a member of the Phired Up Team? Click on the video below and see how ChapterBuilder works and how to use each feature. Note, some features covered in this video are NOT included in all versions of the ...
ChapterBuilder - Self-Guided Training & Onboarding Program
Want to become a ChapterBuilder Expert? Want to know how to leverage all the features and learn how you can integrate ChapterBuilder into your unique growth system? Enroll in our FREE Self-Guide Training & Onboarding Program for any ChapterBuilder ...
ChapterBuilder - What's New?
Want to see the newest features? Check out our release blogs! LOOM VIDEO Full January 2023 Release Notes Missed a release? Here are some past releases. July 2022 Release! April 2022 Summary Want to see what is new in ChapterBuilder? This article will ...
ChapterBuilder - Getting Started
If this is your first time logging into Chapterbuilder, you may not be sure where to start. This video is a great place to start! This dropdown will offer a few shortcuts to some features that you are going to want to take advantage to get started. ...
ChapterBuilder - What to do with A+ Leads
What to do with A+ Leads
ChapterBuilder - How to Bulk Update Lead Referral Source
Did you just import a bunch of leads and need to update their referral source all at once? You can update multiple lead's referral source at once now using the bulk action - "Assign Referral Source." How to Bulk Assign Referral Source 1. Navigate to ...
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