What's New in 4.0

This version of the documentation covers the many features added to ChamberForge since the 3.0 documentation. Here is a summary, with links to the details.

Home and Everyday Use

  • Feed: your new home page, with activity from all your groups, likes, comments and a My Performance summary. See Feed.
  • Calendar: all your groups' meetings and your 1-to-1s in one calendar, which you can subscribe to from Google, Outlook or Apple Calendar. See My Calendar.
  • Messages: private messages with your connections. See Messages.
  • My Network and Pending requests: your connections, plus one page to accept or reject connection requests, group invitations and profile edit requests. See My Network.
  • Coffee: thank someone with a coffee they can cash out. See Coffee.
  • Discussion Board with @mentions. See Discussion Board.
  • Korean language, alongside English and French. See My Account.

Referrals and Revenue

  • Report a referral or 1-to-1 to several groups at once. See Report to Groups.
  • Recipient list organized by group, with sections for each group, all connections and guests.
  • Private referrals for professions with compliance rules. See Private Referrals.
  • Private amounts and recurring monthly revenue. See Revenue.
  • Public referral link on your public profile. See Public Referral Link.
  • Recall a referral sent by mistake, referral history, and a notification when the recipient views your referral.
  • Only the recipient can now edit a referral's lead details.
  • Lost referrals record a reason.

Groups and Meetings

  • Add people from your connections while creating a group. See Create a Group.
  • Find a Group page to search public groups by location. See Find a Group.
  • Join codes and applications with custom questions. See Join a Group.
  • People with an account are now invited to a group and join when they accept. See Add Members.
  • Managers can edit a member's profile only with the member's permission, for 7 days. See Edit a Member's Profile.
  • Members can leave a group themselves.
  • Late and Excused attendance, and attendance for past meetings based on who was a member that day. See Update Attendance.
  • Meetings shown in the group's time zone, a calendar view, and Add to calendar.
  • File folders. See Files.

Reports

New group reports: Lost Report, Give and Get Balance, Referral Velocity, One-to-One Coverage, Revenue Report - Member Pairs, Category Gap, and three reports for managers only: At-Risk Members, Retention and Churn, and New Member Ramp. Reports also have a Members filter for past members, and export to Excel, PDF and CSV. See Reporting.

Account and Security

  • Sign in with Google or LinkedIn.
  • Sign in with your phone.
  • Two-factor codes by e-mail, text message or phone call, sign-in codes for unusual logins, and trusted networks. See Sign-in and Security.
  • Login History with devices you can sign out remotely.
  • Switch between accounts without signing out.
  • Notification settings for each activity, by e-mail and push. See Notifications.
  • My Data export, a banner image for your profile, and a suggested business category.
  • Restore a deleted account within 30 days. See Delete Your Account.

Billing

  • Group plans with member limits: Free (15), Group (30), Group Plus (50) and Group Max (100). See Plans and Billing.
  • Upgrades, scheduled downgrades, coupons and downloadable invoices.
  • Membership dues: card on file for applicants, and refunds by group managers. See Membership Dues.

What Changed or Was Removed

  • Business Closed is no longer a separate screen. Mark the referral Won and add revenue instead. See Revenue and Business Closed.
  • The My Dashboard home page was replaced by the Feed.
  • Webhooks settings are no longer shown in Group Settings.
  • The API now uses OAuth 2.0 access tokens, and version 3 of the API is deprecated in favor of version 4. See API Overview.