Creating chapter management requires several steps in different areas of the program.
Step 1 — Designate individuals for your content manager, data manager, and member roles. Refer to Chapter Management Roles.
Step 2 — Plan your Chapter Manager site and educate everyone involved about your plans.
Step 3 — The web designer creates the necessary parts, pages, templates, and email needed for the Chapter Manager part type. For example, if the Chapter Page Elements for the Chapter Manager do not exist, the web designer creates them. Refer to Website Overview for information about Pages, Parts, and Layouts. Also refer to Chapter Page Element Parts.
Step 4 — The Content Manager designs the Chapter Links. Refer to Chapter Links Part.
Step 5 — The Content Manager designs the Chapter Manager. Refer to Design Chapter Manager.
Step 6 — Managers solicit potential members with an email appeal. The email includes information about your chapter and a link to the chapter site. Refer to Manager tab and Manage Chapter Pages.
Step 7 — Members visit the chapter site. They learn about your chapter and how to become active members. Members also communicate with your managers and other members of your chapter.
Step 8 — A user downloads updated profile transactions in Blackbaud CRM. Chapter members do not register for the chapter. Therefore, Blackbaud Internet Solutions does not pass additional data offline. Refer to Changes in Blackbaud CRM.