Group
One of the first things you should do as you get started with ChamberForge is setting up your group. Once your group is created, you can add/invite members, create meetings, manage members and guests and so forth.
Create a Group
To create a group, after logging in, go to the menus on top right and click on the Create a Group menu. The wizard will walk you through the process and you can add various details about your group including name, description, when and where you meet.
- Group Name: Name of group
- Tell us more: Description of group
- Organization: If you manage an organization, you can select an organization this group belongs to
- Meeting Frequency: How often your group meets. Options are weekly, bi-weekly, and monthly.
- Starting on: If bi-weekly, you can choose if you meet starting on the first or second week of a month
- Day: Day of meeting. Options are Monday - Sunday.
- Time: Time of meeting
- Location: Location of meeting
Group Dashboard
Once the group is created, you will be taken to the group's dashboard page. Dashboard is the first screen your members will see when they come to the Group page on ChamberForge.
Metrics
- Referrals: Number of referrals sent between members in the last 12 trailing months
- Business Closed: Number of referrals converted to business in the last 12 trailing months
- Conversion Rate: Percentage of referrals converted to business in the last 12 trailing months
- Rev Generated: Revenue generated from the converted referrals in the last 12 trailing months
Group Page
All groups have their own public page that they can share with guests or those outside the group. To get to the public page, you can click on the little link icon next to the group name on the left navigation menus.
Your group page will display basic information about your group including name, description, location, and members.
The page will also list upcoming meetings where guests can RSVP to one of the meetings.
Guests can also apply for a membership in the group and also send messages to the organizers.
Group Settings
Visibility
- Public: Your group will be publicly available including group page, members, and meetings.
- Private: Your group's information is hidden from public. Only members can see the group page, meetings, and submit RSVPs.
Custom Fields
Custom fields allow additional data to be collected from members when they report referrals or 1-to-1s.
For example, you can add a dropdown list caleld "Referral Source" with values such as partner referral, customer referral, standard referral, online referral to allow your members to indicate the type of referral when reporting. This additional information allows members to share more information and you can use them in the reports to gain additional insights.
Recurring Meeting
Sometimes, you may want to create future meetings ahead in time to better organize and allow members to tag guests to a future meeting. This requires you to manually create meetings one by one which can be repetitive and cumbersome work.
The Automated Meeting feature allows you to automatically generate meetings. After providing the meeting details for your group, simple set a value for the Automatically generate future meetings field. This field will be 0 by default, meaning you will be creating meeting entries manually. If you provide a value greater than 0, then the system will start automatically generating future meetings for you.
For example, let's say you set up your meeting with following details:
- Meeting frequency: biweekly
- Starting on: Second week
- Meeting day: Tuesday
- Meeting time: 9:30am
- Automatically generate future meetings: 4 meetings
This tells the system to always have 4 future meetings created. At midnight everynight, the system will automatically gnerate meetings to ensure that there are always 4 meetings created in future. So if today is August 24, 2019, the above configuration will generate following meeting entries for you:
- 9:30am August 28, 2019 (next meeting after August 24th)
- 9:30am September 11, 2019
- 9:30am September 25, 2019
- 9:30am October 9, 2019
You can set this to 8 meetings or 12 meetings. It's totally up to you. And if your group meets regularly and you enable this feature, then you will never have to manually create meetings again.
Delete Group
If you no longer need to maintain a group, you can delete the group by going to the Delete tab within the Group settings page.
Deleting a group will delete all the data except referrals. Referral data is managed by giver and receiver.