Knowledge Base

All Articles

Annual Renewal - Administrator Site Updates Checklist
Specifications for Mastheads and Event Banners
Add a Member - v1
Add a Member - v8
Invite New Member to Access Site
View Member Profile
Edit Member Profile
Member Biographies
View/Edit User Name & Password - Member - v1
View/Edit User Name & Password - Spouse - v1
View/Edit User Name & Password - v8
Secondary Member Distinction
Secondary Members - v8
Guest/Non-Member/Prospect Profile - for Admin & Member Eyes - v8
Prospective Members - for Member & Admin eyes - v1
Prospective Members - for Admin eyes only - v1
Guest/Non-Member/Prospect Profile - for Admin Eyes Only - v8
Guest/Non-Member/Prospect Profile - v1
Make Member Inactive - v1
Make Member Inactive - v8
Search for Inactive Member
Make Inactive Member Active
Honoring the Death of a Member - v1
Honoring the Death of a Member - v8
Create a Surviving Spouse Profile
Create a Surviving Spouse Profile - v8
Remove Spouse from Profile
Contact Admin Form - Login Help
Export Member Data - CSV
Export Member Data - v-Card
Create Events Overview - v1 event editor
Create Events Overview - v8 event editor
Delete Event - v1
Delete Event - v8
Duplicate Event - v1
Duplicate Event - v8
Cancellation Cutoff - Cancellation Policy - v1
Cancellation Cutoff - Cancellation Policy - v8
Cancel Event - v1
Cancel Event - v8
Cancel Event in Cvent - v1
Cancel Event in Cvent - v8
Create Board Meeting for Board Members Only - v8
Create Board Meetings for Board Members Only - v1
Upload Events to Cvent - v1
Upload Events to Cvent - v8
Upload to Cvent FAQ
Suppress Display on Home page - v8
SUPPRESS DISPLAY on HOME page as next event - v1
Agenda Format Options
Link to Location Map - v1
Link to Location Map - v8
Add Virtual Meeting Links to Events - v1
Add Virtual Meeting Links to Events - v8
Hide Attendees List - v8
Hide Who's Attending List - v1
Event Options - v1
Event Options - v8
Add Waiver to Event Instructions and Single Option to Select - v1
Set up Event Options for Attending either In-Person or Virtually - v1
Upload Event Banner - v1
Upload Event Banner - v8
Add Media, Photo Album, Audio, Video or Presentation Links to Events - v1
Add Media, Photo Album, Audio, Video or Presentation Links to Events - v8
Add Learning Year Video to Site
Overview - Add Event to Calendar
Overview - Subscribe to Calendar
Subscribe to Calendar - Changing Event Date to the Past
Request Current Mailing Address - v1
Close Registration to Event - Take RSVP Offline - v1
RSVP for Member - Non-Responders
RSVP for Guest/Non-Member/Prospect - v1
RSVP for Guest/Non-Member/Prospect - v8
Set Limit Attendance - No Waitlist - v1
Set Limit Attendance - With Waitlist - v1
Set Limit Attendance - With Waitlist - v8
Limit Attendance/Waitlist for Shared Sites
Increase Number of Attendees for a Limited Attendance Event
Increase Number of Attendees for a Limited Attendance Event - v8
Limited In-Person Event with Unlimited Virtual - v1
Move member from Waitlist to Attending if someone has CANCELLED their RSVP
Female Only Event
Export Event Report to Excel
Exported Event Report in Excel - Split Names into 2 columns
RSVP Report and No Shows
Process credit card refund on site with Authorize.net
Using Google Forms for Event Evaluations
RSVP Confirmation Email Delivery
Event Calendar Filter Menu
Site Access Report - Overview
Attendance Report
Site Access Report - Detail
Cvent 90 Day Archive Rule
Email Editor Overview
Recreate an Email
Email Editor Toolbar
Email - Drafts Folder Overview
Email - Sent Folder Overview
Scheduled Email Folder Overview
DIY Newsletter - reuse template
Send Email to Children
Send Email to Members
Send Email to Spouses
Send Event Invitation Email to Invitees
Send Email to Event Attendees
Send Event Reminder Email to Non-Responders
Send Offline Event Email to Day Chair(s)
Send Online Event Email to Day Chairs
Send Email to Divisions
Send Email to Board Members
Send Board Meeting Invite to Board Members
Send Email to Forum Moderators Only
Send Email to Forums
Send Email to Individuals
Send Email to Non-Member
Chapter Waiver of Liability Overview
Email Track Delivery
Insert Offline Event in Email
Email Event Invitations - Auto-Updates
Email Event Invitations - May Edit Sections
Send Profile Update Reminder in Email
Email - Insert Image with Text Wrapping
Insert Image in Email
Link Image to Website in Email
Link to Website in Email
Link to Member Profile in Email
Add or Delete Rows in Inserted Event in Email
Email - Add Upcoming Events to an Email
Attach a File in Email
Create & Store Signature in Email
Insert Signature in Email
Edit Signature in Email
Insert Member Engagement GIFs into email
Insert Name in Email
Send Test Email
Schedule Email
Text Messaging Best Uses
Text Editor Overview
Text Drafts Folder Overview
Multi Day - Reminder of Schedule
Text Sent Folder Overview
Send Event Invitation Text to Invitees
Send Event Reminder Text to Attendees
Send Event Reminder Text to Non-Responders
Insert Member Engagement GIF link in text message
Contact Preferences Overview
Manage Bulletin Boards
Create New Bulletin Board
Link to News Item
Link to webpage in Bulletin Board
Rearrange Bulletins
Bulletins & Bulletin Editor Overview
News Archive Overview
Create News Item
Insert Image in News Editor
Upload Officer Messages in News
Link Member Name in News
Take News Item Online and Offline
Marketplace Archive Overview
Upload PDF in News Editor
Manage Static Pages
Hide a News Item from Member Viewing
Groups Editor - v1
Group Editor - v8
Officers Editor
Add Officer Title
Edit Officer Titles
Assign Member as an Officer
Assign Spouse as an Officer
Member and Spouse Sharing Office Title
Delete Name from Officers
Reorder Officers List
Forums Editor - v1
Create Forum Titles
Edit Forum Titles
Create Forums - Add Members/Spouses to Forums
Add Member to Forum
Assign Forum Moderator - v1
Replace Forum Moderator
Delete Forums
Delete Name From Forum
Add Inactive Member to Forum
Add Non-Member to Forum
Duplicate Forums - v1 editor
Take Marketplace Item Online/Offline
Create Marketplace Item
Mobile Web App Access
Masthead - Standard, No Fee
Masthead - Deluxe
Masthead - Custom
Masthead & Event Banners - Custom Themed
Mastheads Featuring Two Themes
Masthead - Create Your Own
Event Banners - designed by ChapterPRO
Event Banners - Create Your Own
Event Banners - Pre-designed
At-a-Glance Calendars
Infographics
Logos
Marketing Materials
Event Flyers & Retreat Brochures
Newsletters
Credit Card Integration with Authorize.net
Public Websites
Sponsor Banner Ads
Custom Gifts Featuring Your Logo
Administrator Control Panel - Overview
Announcements - Overview
UI Upgrade Training Videos
ChapterPRO V8 Road Map
2023 Announcements
2022 Announcements
2021 Announcements
2020 Announcements
2019 Announcements
2018 Announcements
2017 Announcements
4 July 2017 - Site Updates July 2017 - See What's New!
7 August 2017 - Past Chapter Chairs - page update
15 August 2017 - NEW! Events for OTHER attendees only now available
17 September 2017 - Chapter Officers Editor Upgrade!
23 October 2017 - Outlook for Mac Users - download vCards
9 November 2017 - Larger default text size in email editor is here!
5 December 2017 - Links in email update!
5 January 2018 - Do not display Who's Attending list to Members Tweak
11 January 2018 - Event Report - Export to Excel - name change again
18 February 2018 - Subscribe to Calendar Upgrade Activated
13 March 2018 – V8 Site Access Report released
18 April 2018 – NEW Delete Any Event
20 April 2018 - Retreats & Perks is now FORUM RETREATS PORTAL
10 May 2018 - Remind members to update their profiles is now easier than ever
11 May 2018 - Administrative Guide Released!
11 May 2018 - ChapterPRO Annual Update Time!
1 June 2018 - NEED YOUR RESPONSE - FORUMS?
28 June 2018 - IMPORTANT – UPLOAD TO CVENT RULES
2 August 2018 - Introducing Jenny, ChapterPRO's newest CSR
9 August 2018 - NEW WELCOME MESSAGE
16 August 2018 - EMAIL INSERT EVENT UPDATE
10 September 2018 - YPO EDGE 2019 - Upload event for you?
4 October 2018 - NEW! Video Biographies linked in profile
30 October 2018 - Group Texting is Coming
19 November 2018 - NEW! Close Registration
1 February 2019 - V8 Email Editor – Overview
3 March 2019 - Master Attendance Report
23 April 2019 For YPO Sites Only - Chapter Waiver of Liability
9 May 2019 - Annual Renewal Time!
W-9 The Code Crew
5 June 2020 - Annual Renewal
RSVP Confirmation Email Notification Settings
Add/Replace Site Administrator or Site Agent
Remove/Replace Site Admin/Agent
Masthead Display Options
Admin Notes
Biography - text on profile page
Change Member Type (YPO to Gold*)
Dietary Restrictions
Edit Content Pages
EO Hong Kong - Membership Cards
Member Biography - upload item - V8
Site Access Report - sort by last access date
Transfer Your Domain Name
V8 Updates to Event Editor