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

Our introductory course - a broad overview of a club website.

Thu, May 5 2022
6:00 - 7:00PM EDT (60 min)

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

These webinars have been newly created by our team. These webinars are focused on training club and district executive/director roles.

Fri, May 6 2022
1:00 - 1:45PM EDT (45 min)  
  Beginner

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
Sat, May 7 2022
12:00 - 1:00PM EDT (60 min)  
  Advanced

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*
Mon, May 9 2022
1:00 - 1:45PM EDT (45 min)  
  Beginner

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
 
6:00 - 7:00PM EDT (60 min)  
  Advanced

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*
Tue, May 10 2022
1:00 - 1:45PM EDT (45 min)  
  Beginner

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
 
3:00 - 4:00PM EDT (60 min)  
  Advanced

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
Wed, May 11 2022
1:00 - 2:00PM EDT (60 min)  

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
 
3:00 - 4:00PM EDT (60 min)  

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
Please note: a basic understanding of ClubRunner (ability to login, ability to move around the ClubRunner interface) is required for this webinar.

Deep Dive Series 1

These webinars are focused on membership and club & district administration.

Thu, May 12 2022
1:00 - 2:00PM EDT (60 min)

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
 
3:00 - 4:00PM EDT (60 min)

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"
Fri, May 13 2022
3:00 - 4:00PM EDT (60 min)

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
Sat, May 14 2022
12:00 - 12:45PM EDT (45 min)  
  Beginner

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
Mon, May 16 2022
3:00 - 4:00PM EDT (60 min)  
  Advanced

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

These are webinars focused on the communication and PR aspects of club and district management.

Tue, May 17 2022
1:00 - 2:00PM EDT (60 min)

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
 
3:00 - 4:00PM EDT (60 min)

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
Wed, May 18 2022
1:00 - 1:45PM EDT (45 min)
  Beginner

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
 
3:00 - 4:00PM EDT (60 min)
  Advanced

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
Thu, May 19 2022
3:00 - 4:00PM EDT (60 min)

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
Fri, May 20 2022
3:00 - 3:45PM EDT (45 min)
  Beginner

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
Sat, May 21 2022
12:00 - 12:45PM EDT (60 mins)
  Advanced

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
 

If you have questions about any of these webinars, please contact our team.

 
Contact Our Team