Changeover Training Series 2023
View all our webinar recordings below!
Thank you for attending our 2023 Changeover Training!
If you missed any webinars click the View Recording button beside each webinar, or view them from our Changeover Training guide section on our Knowledgebase.
District Version (for district executives)
Overview of the District Version
Hosted by Omar | Co-host: Syreena
An overview of all the major modules found within ClubRunner's District version. Topics include:
- Exploring the Dashboard and menu within the member area
- Managing and synchronizing club data and contacts
- Managing the District Organization Chart and AG Section
- Creating and updating committees
- Sending broadcast emails
- Reviewing reports
District Training for District Administrators
Hosted by Zach | Co-host: Stephen
This webinar will provide District Administrators with insight into assisting clubs with their use of the District version. Topics include:
- Difference between Club Version and District Version
- Editing club and member information
- Managing RI Settings per club
- District access levels vs. club access levels
- Managing blocked emails
District Grants
Hosted by Zach | Co-host: Stephen
This webinar will provide an overview of the District Grants module. From setting up applications to the approval process, we will go in depth on the full journey from both district and club perspectives. Topics include:
- Overview of the Grants module
- Setting up qualifying clubs and members
- Customizing applications and email notifications
- Overview of the grant approval workflow
- Reviewing the club application process
District Version (for club executives)
Club Executive Training on District Version
Hosted by Mickey | Co-host: Stephen
This webinar gives an overview of how to manage your own club members on the District version. Aimed for club executives who don't have a ClubRunner club version subscription and are using the district version. Topics include:
- How to gain access to use the district version
- How to add, terminate and manage transferring members
- Editing club information
- Adding, editing or removing club executives
- Brief introduction to RI integration (more in-depth coverage will be in the Advanced version of this webinar)
Club Executive Training on District Version
Hosted by Michael | Co-host: Robin
This webinar covers membership with a focus on advanced RI Integration. Aimed for club executives who don't have a ClubRunner club version subscription and are using the district version. Topics include:
- Managing member and club information
- Managing RI Integration settings
- Reviewing the member & club integration archive
- Using member and executive compare & synchronize
- Integrating club information details with Rotary
Deep Dive Series 1: Membership and Club Administration
Overview of Club Version
Hosted by Omar | Co-host: Shawn
An overview of all the major modules found within the club version. Topics include:
- Overview of club version modules
- How to find your website and login
- Basic navigation of a ClubRunner website
- Exploring the Dashboard and menu within the member area
ClubRunner Mobile App
Hosted by Michael | Co-host: Robin
An overview of how to use the ClubRunner mobile app. Topics include:
- Overview of app and features
- Searching and contacting members
- Viewing and View Recordinging for events
- Viewing website stories
- Tracking your attendance
- How to install the app on Android or iPhone
Donations Module
Hosted by Mickey | Co-host: Robin
This webinar covers the new ClubRunner Donations module for clubs and districts. Topics include:
- Overview of the features available
- Setting up and managing fundraising campaigns
- Customizing donation tiers, email templates and landing pages
- Reviewing donation trends through analytics and reporting
- Overview of the supported payment providers
Dues & Billing
Hosted by Mickey | Co-host: Syreena
This webinar covers the Dues and Billing module on the club version. Topics include:
- Creating and sending invoices for members for dues and other items
- Adding credit and debit adjustments
- Tracking online and offline payments
- Exporting to Quickbooks
Attendance
Hosted by Omar | Co-host: Syreena
This webinar covers the Attendance module on the club version. Topics include:
- Setting up your club's attendance rules per membership type
- Setting up excused members and leaves of absence
- Setting up make up eligibility windows
- Tracking and managing member and guest attendance
- Adding and managing banked makeups
- Reporting monthly attendance statistics to District
- Generating attendance reports and viewing analytics
- Overview of the Barcode Scanner module
Membership Management
Hosted by Michael | Co-host: Stephen
This webinar covers managing your members on the club version. Topics include:
- Review of membership types and statuses
- Managing non-member contacts
- Adding, transferring and terminating members
- Updating club information
- Managing committees and sub-committees
- Managing public and private documents
- Overview of reports and member data download
- Brief introduction to RI integration
Membership Management & RI Integration
Hosted by Zach | Co-host: Robin
This webinar covers membership on the club version, with a focus on RI Integration. Topics include:
- Managing member and club information
- Setting up custom fields
- Creating custom membership types
- GDPR pseudo-anonymization process
- Managing member activity and engagement reports
- Managing RI Integration settings
- Reviewing the member & club integration archive
- Using compare & synchronize for members and club information
- Using executive compare & synchronize
- Rotaract membership
Enabling eCommerce and Finances on ClubRunner
Hosted by Omar | Co-host: Syreena
This webinar gives an overview of how to incorporate finances and e-commerce on the club version. Topics include:
- Processing credit card payments for dues, events and donations
- Overview of supported merchant accounts per region
- Understanding merchant account fees and chargebacks
- Managing refunds
- Reviewing reports to track transactions
Deep Dive Series 2: PR and Engagement
Events & Volunteer Management
Hosted by Mickey | Co-host: Syreena
This webinar will cover how to manage event registrations and volunteer sign up lists on the club version. Topics include:
- Overview of the Event Planner module vs. MyEventRunner
- Creating events and setting up RSVP
- Setting up recurring calendar items
- Managing event types
- Creating volunteer schedules and tasks
- Customizing email templates and sending invitations
- Reviewing engagement reports
MyEventRunner
Hosted by Mickey | Co-host: Stephen
This webinar will cover the basics of our enhanced event registration module known as MyEventRunner. Topics include:
- Creating and managing events
- Setting up packages and add-ons
- Creating custom registration questions
- Sending invitations and emails
- Reviewing registration reports
Website Designer Overview
Hosted by Michael | Co-host: Syreena
This webinar will cover how to design a branded website. Topics include:
- Updating themes, page layouts and color schemes
- Editing the navigation menu
- Overview of content widgets
- Creating new custom pages
- Brief overview of website content sections: stories, image library and documents
- Editing website headers and footers
- Brief overview of Rotary Design Guidelines
(Advanced) Website Designer
Hosted by Zach | Co-host: Stephen
This webinar will expand on the Website Designer Overview session and dive deeper into more of the advanced options available to further customize your website. Topics include:
- Pre-formatted widgets vs. Custom and Global
- Designing a dynamic carousel
- Creating and using page templates
- Social media plugins including the Share Bar
- Inserting custom CSS
Website Content
Hosted by Michael | Co-host: Robin
This webinar will cover how to modify your website content. Note that designing your homepage will be covered in the Website Designer Overview session. Topics include:
- Overview of stories, photo albums, speakers and sponsors
- Creating and updating custom and site pages
- Managing documents and download files
- Embedding video from sources such as YouTube
Sending Emails and Newsletters with ClubRunner
Hosted by Shawn | Co-host: Robin
This webinar will cover how to send emails and newsletters. Topics include:
- Sending broadcast emails to targeted recipient lists
- Customizing and designing bulletin templates
- Reviewing email delivery statistics
- Managing blocked or bounced email recipients
- Archiving bulletins
Membership Success: Managing and Nurturing Your Prospects
Hosted by Omar | Co-host: Syreena
This webinar will give an overview of the new Membership Success module. Topics include:
- Overview of the features available
- Tracking membership inquiries and referrals
- Nurturing prospects with custom email templates
- Tracking prospect funnel through statuses and notes
- Converting prospects into members
- Viewing reports and understanding the analytics dashboard