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Members Database Training. Live Webinar Recording May 2015

While attending our live webinars are strongly recommended (as we continually update the training!), we are currently offering a recording of the Members Database training conducted in May 2015.

This recording covers:

  • Why use the Members Database?
  • What can I do with the Members Database?
  • Creating Groups
  • Creating User Side Security / Password Protected Pages
  • Weekly Calendar Email
  • SignUp Sheets
  • Creating Members Directories (Members Search)
  • Opt-In / Edit Profile
  • Email Members
  • Birthday / Anniversary Calendar

You may also wish to review the session handout.

Table of Contents

  • 0:00: Overview / Why to Use
  • 4:20: Overview of Integrated Tools
  • 8:30: Finding the Database &  Search
  • 10:20: Adding Members & Member Fields
  • 14:15: Overview of Import & Generating Usernames and Passwords
  • 15:00: How Member's Database Looks on Live Site
  • 16:45: Member's Search Tool (Directory)
  • 21:00: Groups
  • 25:38: User Side Security [Also see minute 43]
  • 33:25: Creating different pages for different groups
  • 35:10: Opt-In/Edit Tool
  • 43:00: More about User Side Security/Password Protected Pages
  • 46:38: Birthday & Anniversary Calendars
  • 48:35: Weekly Email
  • 53:45: Directories and Calendars for Specific Groups
  • 58:20: Sign Up Sheets
  • 1:06:55: Emailing Usernames and Passwords to Members
  • 1:15:55: Question- Using email address as username
  • 1:17:40: Question- Importing for Updates
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