Membes AMS Training Courses
Completing the online training is an essential first step in getting started with Membes AMS.
We highly recommend nominating at least two team members who will complete all the training courses and become your ‘Office Champions’.
Benefits of Online Training:
Better understanding of Membes AMS for smoother day-to-day operations.
Making the most of all the Membes AMS features.
Increased confidence in managing your website effectively.
Faster troubleshooting and issue resolution.
REGISTER FOR MEMBES AMS TRAINING
What’s included in the online training
The content is divided into four courses, covering the following topics:
Introduction to Membes AMS
Welcome to Membes: Platform Overview & Key Concepts (05:14)
Accessing Membes: Logging In & Using the Support Hub (05:36)
Setting Up Admin Users & Managing Access Permissions (06:39)
Navigating the Account Menu & Shortcuts (09:50)
Configuration
Configuration Overview: Where to Start & What's Inside (03:23)
Settings & Organisation Details (01:51)
Managing Image Assets: Sizes, Formats & Upload Tips (04:06)
Finance Setup: Payment Gateways & Transaction Surcharges (02:10)
Stop and Think: Key Data Considerations Before Setup (04:58)
Understanding Membership Price Periods (05:56)
Creating Membership Types: Rolling, Cyclical, Subscription (16:19)
Creating Custom Profile Fields (07:51)
Importing Data: CSV Formatting, Mapping & Auditing (11:46)
Integration Setup: Connect Third-Party Tools (05:28)
Using Membes Multilingual Features (01:27)
Training Your AI Assistant in Membes (02:16)
Association Management System (AMS)
AMS Overview & Dashboard Customisation (04:22)
Understanding a Profile (14:48)
Creating New Profiles: Manually or via System Actions (02:33)
Profile Interactions (08:57)
Setting Up and Managing Profile Relationships (16:49)
Viewing a Member Profile as a Member (04:20)
Reporting: Exporting Profile Data Safely & Effectively (10:19)
Creating & Using Saved Filters (03:12)
INTEL Overview: Reporting Tools & Filters (05:26)
Managing Profiles: Merge, Delete, Archive & Duplicates (10:06)
Creating & Managing Profile Groups (03:56)
Generating membership renewals (15:54)
Managing Renewals: EFT payments, Reports & Manual Processing (10:15)
Financial Management: Invoices, Payments & Exports (4:20)
Setting up and Managing Member Payment Plans (10:06)
Payment Plans: Member Experience (04:04)
Setting up and Managing Subscription Memberships (06:28)
Subscription Memberships: Member Experience (03:10)
Discount Codes (02:48)
Event Management: Overview & Admin Tools (01:51)
Creating Events: Key Setup Steps (09:29)
Advanced Event Options: Registration Types, Workshops & More (10:12)
Configuring Delegate Types & Event Custom Fields (07:17)
Managing Event Registrations & Attendance (06:10)
The Member Experience: Event Registration Online (06:34)
Using the Service Desk: AI Training & Web Forms (05:50)
Configuring CPD: Cycles vs Streams & CPD Activity Types (14:00)
Managing CPD: Tools for Administrators and the Member Experience (10:56)
Approving & Auditing CPD Logs (06:38)
System Logs (06:38)
Email deliverability tools (07:36)
Communications: Broadcast email & SMS (07:51)
Content Management System (CMS)
CMS Introduction: Managing Your Website Content (02:54)
Front-End vs Back-End: Layout & Branding Explained (05:14)
Content Editor Basics: Heading Styles, Images, Links & More (18:14)
Overview of Upcoming CMS videos (02:35)
Building the Home Page: Banners, Panels & Teasers (10:16)
Inner Pages & Navigation Menus (15:08)
Content Components (07:03)
News Feed (05:17)
Online shop (07:35)
Profile Directories (10:02)
Website Forms (08:51)
Polls & Surveys (06:12)
Employment Ads (05:45)
Discussion Forums (06:34)
Rotating Banner Ads (04:09)
Using the File Repository & Linking Files in Content (07:29)
Misc Pagelets, Legal Pages & Social Links (03:10)
Advanced CMS Tools: SEO, Layouts, Styling & Custom Code (10:20)