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MemberSuite Training & Tutorial Videos

Welcome! Here, you can find everything you need to start your association running on the MemberSuite On-Demand Association Management system. Watch the video tutorials, read the transcripts, and don't forget to check on the MemberSuite Online Community to ask questions, share ideas, and give feedback!

Getting Started

MemberSuite 101 - An Overview
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Target Audience: All users
This is a must-see tutorial for all MemberSuite newcomers. It goes over key concepts and provides a generalized introduction to MemberSuite.
The MemberSuite Portal - Seeing What Your Members See
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Target Audience: All users
This tutorial covers the basics of the portal, including how to access the portal, logging on as a member, and basic functions that a member can do.
Finding Your Data: An Overview of Search in MemberSuite
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Target Audience: Day-to-day users
This tutorial goes through all of the different ways to look up data in MemberSuite, and shows you how to create complex searches to pull just the data that you need. It's targetted to individuals who will use MemberSuite on a day-to-day basis to manage members.
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CRM - Customer Relationship Management

MemberSuite CRM: Managing Individuals & Organizations
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Target Audience: Staff responsible for day-to-day record maintenance
This tutorial covers the basics of working with individuals & organizations in the CRM module.
Advanced Record Maintenance
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Target Audience: Staff responsible for day-to-day record maintenance
This tutorial goes over some of the batch activities you can do to keep information about contacts and organizations within your association "clean."
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Membership

MemberSuite Member Management 101
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Target Audience: Membership directors and coordinating staff
This tutorial covers the basics concepts of membership management, and information you need to know to perform day-to-day member management tasks.
Membership Maintenance - Renewals & Drops
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Target Audience: Membership directors and coordinating staff
This tutorial covers steps necessary to "maintain" a healthy membership database, including membership renewals and drops.
Delegating to Your Leadership
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Target Audience: Membership directors and coordinating staff
This tutorial shows how to create chapter officer logins and give them privileges to manage their members through the portal.
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Financial

MemberSuite Accounting 101
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Target Audience: Accountants and membership coordinators
In addition to discussing key financial concepts, this tutorial goes over the basic financial functions of MemberSuite - batches, invoices, payments, credits, and refunds.
MemberSuite Advanced Accounting
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Target Audience: Association CFOs and Comptrollers
This tutorial covers advanced accounting activities that more sophisticated users may need to peform.
Integrating MemberSuite with Your Accounting Software
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Target Audience: Association CFOs and Comptrollers
This tutorial covers the steps required to get MemberSuite information into your accounting software package.
Deferred Revenue Management
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Target Audience: Association CFOs and Comptrollers
This tutorial goes through deferred revenue recognition in MemberSuite, and how you can use it to help manage your day-to-day financial activities.
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Events

MemberSuite Events 101
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Target Audience: Meeting planners and coordinating staff
This tutorial covers the basics of working with events & registrations.
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Fundraising

MemberSuite Fundraising 101
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Target Audience: Development staff
This tutorial covers the basics functions of the MemberSuite Fundraising module.
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Committees

MemberSuite Committees 101
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Target Audience: All users
This tutorial covers the basics of working with committees in MemberSuite.
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Orders & Inventory Management

MemberSuite Orders 101
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Target Audience: All users
This tutorial covers the basics of working with orders in MemberSuite.
All About Inventories: Fulfillment & Shipping
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Target Audience: All users
This tutorial covers everything that happens from when a customer places an order for a "shippable" items until when you send it out of the door. It even discusses returns!
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