ChapterBuilder - Chapter Account
ChapterBuilder - Council Dashboard - Payment Setup Tutorial (VIDEO)
If you are wanting to collect a fee through your forms, this video will walk you through setting up your form fees and distribution.
ChapterBuilder - Council Dashboard - Importing Leads
The Council Dashboard allows Admin to upload a list of Leads through the bulk importer. This article will walk you through how to use that importer feature. How to Import Leads 1. Click on the "more actions" dropdown arrow on the "+New Lead button." ...
ChapterBuilder - Can groups/chapters see the labels applied to them?
Dashboard labels allow Council and HQ users to categorize groups/chapters linked to their dashboard. Chapters CANNOT see the labels applied to them by a Council or HQ Dashboard. They are only visible by the dashboard user. Here are some additional ...
ChapterBuilder - What are linked groups?
Throughout your Council Dashboard you may see references to "linked groups." Linked groups are the groups or chapters that are connected to your dashboard. Linked groups Appear on your Chapter List Can receive leads from the dashboard Appear in your ...
ChapterBuilder - How to edit an event
If you want to edit an event you created in your ChapterBuilder account, follow the steps below. This includes editing any of the following information: Event Name/Title Location Start or end date or time Event description Point of contact Editing an ...
ChapterBuilder - How to delete an Event
If you want to delete an event from your ChapterBuilder account, follow these steps. Deleting an Event: 1. Navigate to the "Event" tab located on the left-side navigation bar (if you do not see it, you do not have a subscription that includes the ...
ChapterBuilder - How to update or delete a note
Notes are a great place to record key information and summarize interactions with the Leads on your list. Occasionally, you may want to edit your note content or even remove a note. To edit or update a note, follow these steps: 1. Navigate to the ...
ChapterBuilder - Getting Started (Video)
Not sure where to get started with ChapterBuilder? The video below will walk you through the first things you should be doing to get your account setup and ready to go!