HQ Dashboard
ChapterBuilder - How do leads sign up for an Event time slot?
The ChapterBuilder Event feature allows you to invite Leads to your events and activities. Once you have sent invitations to those you would like to invite, they have the ability to RSVP or select from create time slots to sign up for. Here is how ...
ChapterBuilder - Events - Auto Milestones or Tags
You can save time tags or applying milestones to your leads who RSVP or attend your events by using the Auto-Milestones or Tags feature. Creating Auto Milestones or Tags: 1. Navigate to your "Events" tab using the left navigation bar. 2. Create a new ...
ChapterBuilder - Events - Auto Milestones or Tags
You can save time tags or applying milestones to your leads who RSVP or attend your events by using the Auto-Milestones or Tags feature. Creating Auto Milestones or Tags: 1. Navigate to your "Events" tab using the left navigation bar. 2. Create a new ...
ChapterBuilder - Event - Confirmation Email
When you are creating your event you create an Event Form. This form allows individuals to RSVP for your event. This RSVP can be a yes/no/maybe or it can be signing up for a specific time slot. If the person signs up for a time slot, you may want to ...
ChapterBuilder - Who has access to the Event feature?
The ChapterBuilder Event feature, allows you to create, invite, and manage leads attending your events. Note, you must be on a Standard or Pro plan to be able to access this feature. To upgrade your account and access this feature, click here.
ChapterBuilder - How to delete Events?
If you want to remove a Chapter Event from your events page, you can follow the steps below. How to delete an Event: 1. Navigate to your Events tab by clicking on the "Events" button on the left-side navigation bar. 2. Click on the three dots on the ...
ChapterBuilder - Event Reminders - COMING SOON!
The ChapterBuilder Event feature does NOT currently have a reminder feature. However, we plan to implement it in the future. There is a work around. You can follow the same steps in the Invite Guest and simply update the content of the text message ...
ChapterBuilder - How to check in Event guests
The ChapterBuilder Events feature allows users to record who attended their events/activities. Here is how to indicate that someone attended your event aka Check them in: 1. Navigate to the Event you want to check individuals into. To do this click ...
ChapterBuilder - Can team members RSVP for an Event?
The ChapterBuilder Event feature allows you to track member attendance at your events. Currently, team members cannot RSVP through a link like Leads. They will have to tell the Event point of contact, you will have to manually update their RSVP ...
ChapterBuilder - Can team members RSVP for an Event?
The ChapterBuilder Event feature allows you to track member attendance at your events. Currently, team members cannot RSVP through a link like Leads. They will have to tell the Event point of contact, you will have to manually update their RSVP ...
ChapterBuilder - How to create Event time slots
The ChapterBuilder Event feature allows you to create events with time slots. Time slots help you schedule meetings and 1:1s by creating pre-set timeframes that users can sign up from. You can limit and label these time slots as well. Here is how you ...
ChapterBuilder - How do leads RSVP for an Event?
The ChapterBuilder Event feature allows you to invite Leads to your events and activities. Once you have sent invitations to those you would like to invite, they have the ability to RSVP. Here is how Leads will be able to RSVP for your event: Once ...
ChapterBuilder - How to Invite Leads to Your Event
Once you have created an event (click here if you need guidance on creating a new event), you will be able to invite the leads from your Lead List. Here is how you send invitations to your leads: 1. Navigate to your Events (click on the "Events" tab ...
ChapterBuilder - What are Event Auto Statuses?
When creating an event, you have the option to enable "Auto-Statuses." Auto-Statuses will allow you to have Lead Status (letter-grades) updated automatically upon a Lead either RSVP'ing or Attending an event. Note, if a Lead has a status that is ...
ChapterBuilder - What are Event Auto Statuses?
When creating an event, you have the option to enable "Auto-Statuses." Auto-Statuses will allow you to have Lead Status (letter-grades) updated automatically upon a Lead either RSVP'ing or Attending an event. Note, if a Lead has a status that is ...
ChapterBuilder - How to Create an Event
The Event feature allows users to create, manage, and invite guests to an event. Note, this feature is only available in the Standard and Pro versions of ChapterBuilder. Here is how you create a new Event: 1. Navigate to the "Event" tab located on ...
ChapterBuilder - What are Events?
Note, that you must be on a Standard or Pro plan to be able to access this feature. The ChapterBuilder Event feature, allows you to create, invite, and manage leads attending your events. Event List - See all the upcoming and past events your ...
ChapterBuilder - What is the Event feature?
Want to invite your leads to an event? Want to track the attendance of both your leads and your team members? The ChapterBuilder event feature has got you covered! Event Feature Functionalities Create event Send invitations to leads Send invitations ...
ChapterBuilder - HQ Dashboard - How to apply a label
The HQ Dashboard offers HQ Admin the ability to group their chapters for easy filtering and sorting. Once you have setup your Labels, you can apply these to any chapter linked to your organization's dashboard. To apply a Label to a chapter, follow ...
ChapterBuilder - How to create an HQ Label?
The HQ Dashboard offers users the ability to create Labels that they can apply to chapters as a method of groups. Some common groupings include regions, standing, campus type, etc. To create or modify your HQ Labels, follow these steps: 1. Make sure ...
ChapterBuilder - What are HQ Labels?
The HQ Dashboard offers users the ability to create Labels that they can apply to chapters as a method of groups. Some common groups include regions, standing, campus type, etc. HQ Labels are completely customizable to fit the organization's needs. ...
ChapterBuilder - HQ Dashboard - How to sort and filter the Chapter List
The HQ Dashboard offers organizations the ability to view their chapters using ChapterBuilder from a single dashboard. A component of the dashboard is the Chapter List. This list contains all the chapters connected or linked to your organization's ...