Changeover Training, May 2022

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

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:

• Creating a bill
• Configuration settings
• 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

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:

• Set up online registrations & volunteer lists
• Create email notifications and invitations
• 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:

• Create a MER event
• How to handle event payments & refunds
• 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