Changeover Training, May 2022
Thank you for attending the Changeover Training!
If you missed any webinars click the Watch Recording button beside each webinar, or view them from our Changeover Training guide section on the Knowledgebase.
ClubRunner Essentials
ClubRunner Essentials
Hosted by Mickey | Co-host: Shawn
This will be a brief, general overview of the modules found on a club website, covering:
- How to find your website online, and how to login
- Basic navigation of a ClubRunner website
- Exploring all the top menu tabs found in the member area (admin pages)
Role-Based Webinars
Club Executive Training on District Sites
Hosted by Shawn | Co-host: Zach
This webinar is recommended for all club executives who will be using a district website for club administration duties, and whose club doesn’t have their own ClubRunner club website. Topics include, but are not limited to:
- How to gain access to use the District website
- How to add, terminate and manage transferring members
- Edit club's address & meeting information
- Adding, editing or removing Club Executives to grant access to manage the club information
- Overview of the RI Integration setup
Club Executive Training on District Sites
Hosted by Michael | Co-host: Zach
- Managing RI Integration settings
- Reviewing the Member & Club Updates Archive
- Using the RI Member Synchronization tool
- Using the Executive Compare & Synchronize tool
- Integrated fields in the Club Information & Member Profiles*
Club Executive Training on Club Sites
Hosted by Michael | Co-host: Omar
Training for all club executives who will be using their ClubRunner club website for administrative duties, covering but not limited to:
- Review & assign Access Levels to member profiles
- How to add, transfer, and terminate members
- Update your club meeting information
- Send email, access documents and committees
Club Executive Training on Club Sites
Hosted by Shawn | Co-host: Zach
- Managing RI Integration settings
- Reviewing the Member & Club Updates Archive
- Using the Compare & Synchronize tool
- Using the Executive Compare & Synchronize tool
- Integrated fields in the Club Information & Member Profiles*
Club Website Administrator Training on Club Sites
Hosted by Omar | Co-host: Zach
This webinar is meant for all users with access level “30” or the club website administrators, some of the topics covered will be:
- Homepage Design (Themes, Layouts, Adding Widgets)
- Navigation Menu Folders & Items
- Overview of creating events, including an example
Club Website Administrator Training on Club Sites
Hosted by Michael | Co-host: Mickey
- Create an Event & linking the event on the website
- Adding Custom Widgets to the home page & custom pages
- Using the Facebook Plugin widget for the website
- Create Custom Page
- How to manage & assist with blocked emails
District Training for District Executives
Hosted by Omar | Co-host: Shawn
Training for all District executives, including Area/Assistant Governors (AGs). Some of what will be covered:
- Viewing & editing the District Organization Chart
- Sending emails to District Executives & membership
- Adding & organizing Documents on the District
- Adding & managing Contacts entered in the District
District Training for District Administrators
Hosted by Zach | Co-host: Michael
Training for any member with the “District administrator” access level, advanced topics covered will include but are not limited to:
- Editing club & member information on the district - and why sometimes you won't be able to
- Assisting clubs with their RI integration
- Difference between District Access Rights & Club Access Levels
- How to manage & assist with blocked emails
Deep Dive Series 1
Dues & Billing
Hosted by Omar | Co-host: Shawn
Learn to create, email and keep track of club dues and invoices. Some of the topics include:
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Creating a bill
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Configuration settings
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Sending bills, adjusting statements, tracking payments
Donations Module
Hosted by Zach | Co-host: Mickey
Learn how to setup and use our new ClubRunner Donations module. Some topics include:
- Does our club have access to this module?
- How to setup
- Donation "campaigns"
Attendance
Hosted by Mickey | Co-host: Michael
Learn to keep track of member attendance at the club level. Some points that will be covered:
- Track and manage your club's meeting attendance
- Track guests
- Generate attendance reports
Membership Management
Hosted by Mickey | Co-host: Omar
Find out how to sync data between your ClubRunner website and MyRotary.org, some topics include:
- Add/edit/manage the members list
- Edit meeting info & club officers
Membership Management & RI integration
Hosted by Mickey | Co-host: Zach
- How to setup RI integration and use compare & synchronize
- Reviewing Member/Club Archive
- Using Compare & Sync
Deep Dive Series 2
Events & Volunteer Management
Hosted by Michael | Co-host: Omar
Create events and volunteer sign-up lists with online registration for your website. Some of the topics will include:
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Set up online registrations & volunteer lists
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Create email notifications and invitations
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How to handle event payments & refunds
MyEventRunner
Hosted by Zach | Co-host: Mickey
Learn to create a MyEventRunner (MER) event with multiple packages & add-ons for attendees to register and select from. Some of what will be covered:
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Create a MER event
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How to handle event payments & refunds
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Advanced MER options such as time ranges, promo codes and questionnaire
Website Content
Hosted by Omar | Co-host: Michael
How to create the content for your website. Some topics will include:
- Create stories, news, and links on your home page and bulletin
- Add private club documents and public download files
- Tips and tricks for creating content
Website Content
Hosted by Zach | Co-host: Mickey
Advanced content creation tips & tricks, some topics include:
- Social media (e.g., Facebook) integration
- Assigning page "permissions" to users
- How to add video
Bulletin Live Designer
Hosted by Michael | Co-host: Omar
Create bulletins & monthly newsletters. Some of the webinar topics will be:
- Customize and design your bulletin using our "New Bulletin (Beta)"
- Format and prepare your bulletin to send to all members and friends
- Create and edit stories for your bulletin
Website Live Designer
Hosted by Mickey | Co-host: Michael
Learn how to design and preview your mobile-friendly ClubRunner homepage. Some of the topics covered:
- The live designer interface
- Website widgets
- Banners, themes, menu navigation
Website Live Designer
Hosted by Omar | Co-host: Michael
Advanced Website Designer topics, some topics include:
- Mobile preview - how to design for different sized screens
- How to copy/paste custom code using the “Source” button (we will not be discussing how to code)
- Examples of well designed CR homepages