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    PLEASE NOTE: During the implementation phase you are likely to have questions so we have made it easy for you to contact the people who are responsible for delivering your new system, website, and training. Under section 1, 2, and 4 you will see buttons on the left side where you can schedule a meeting or contact each of us. Feel free to use this scheduling service so we can assist and keep you up-to-date on your set up.

    Important: We Need Your Member Data to Start Your Project

    Before we can begin working on your project, we require your membership data in a specific format.


    How to Submit Your Member Data


    There are two ways to provide us with your membership data—both methods involve submitting the information in a spreadsheet. By reviewing THIS .XLS template, you will see all the data elements we need from you. You can either:


    1. Use this template and paste your member data into it, or
    2. Use your existing reports in spreadsheet format, ensuring that the same data elements are included.


    Once you have your file ready, please send it to your Chamber Nation representative, Cynthia White at Cynthia@Membermomentum.Com.


    The Chamber Nation Data Process: Ensuring a Smooth Launch


    To ensure a smooth transition, we will schedule a conference call to review the spreadsheet and verify that all required data is complete and accurate. We will not proceed with loading your new management system until we all agree that the data is correct.


    During this process, you also have the option to include "legacy" member records—historical data that you may wish to store in your new system for reference.


    Please note that once the data is uploaded, you will begin using the new system for recording payments, generating member invoices, and other functions. If this step is not completed, the uploaded data may become outdated, causing confusion and potential discrepancies.


    Important Reminder: We do not convert your calendar of events data. Please be sure to enter this information into your new Chamber Nation system once you have access.


    We look forward to working with you and ensuring a successful system setup!

     


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    Upload GUIDE FOR MEMBER RECORDS

    Please refer to the MEMBER RECORDS spreadsheet template for the required information to upload into your new Chamber Nation system. Only include complete member records.

    MEMBER RECORDS SPREADSHEET*

    Upload GUIDE FOR CROSS REFERENCE RECORDS

    Please use the CROSS REFERENCE RECORDS spreadsheet template as a guide for the information needed to load into your new Chamber Nation system. Ensure that this includes only cross-reference records, not full member records.

    CROSS REFERENCE (REP) RECORDS SPREADSHEET*

    *When you are ready with these file(s) please go to www.CynthiasCalendar.com

    to schedule a meeting to go over your files and have it uploaded.

    Select Members to Build Out (If You Did Not Choose the All Member Build-Out Program)

    We want you to feel comfortable with your new program:


    ​During your setup process you will be working with our customer setup representative. They will take you through the process, make sure your member data is correct, and answer all of your questions. If you would like to get a headstart or have your volunteers / staff trained please have them go here: www.ChamberClasses.com and look for the WEBINAR link.

    Behind the Scenes: We’re Handling Everything for You


    Throughout the data migration and training phases, our team will be working diligently behind the scenes to ensure a smooth and impressive transition. We’ll be converting your existing website content, building a dynamic, mobile-friendly website, configuring our comprehensive management system to meet your specific needs, and preparing everything for a seamless rollout. Additionally, we’ll be setting up your member network and the necessary services to support your members. While you won’t need to worry about the details, we’re confident you’ll be pleased with the results.


    Your new website platform will be easy to manage and update. In the beginning, you can leave most decisions to us, as we have extensive experience delivering high-quality Chamber of Commerce websites.

    Once the website is ready, we’ll collaborate with you to tailor the design to reflect your brand and the unique personality of your community. Our goal is to ensure you’re completely satisfied with the outcome while minimizing the amount of work required on your part.


    Each website package includes up to 5 hours of custom website work after the initial setup. This is typically sufficient to achieve the desired look and feel for your community. If additional customization is needed beyond this, the rate is generally $25–$50 per hour, with the higher end of the range applying only if significant custom graphic design work is required.


    Rest assured, the vast majority of sites will not incur additional charges.

    Launching Your New Website


    Once your new website is complete—incorporating your previous site content, all new system features, technology, and design—it will be time for you to review the site. Afterward, we’ll walk you through the easy-to-use editor, showing you how simple it is to manage and update your site on your own.


    All websites come pre-loaded with your content and newly integrated automation, ensuring a smooth transition.


    To connect your website to your existing domain, please follow the provided instructions. If you need any assistance, feel free to schedule a meeting with Richard Scully, who will be happy to guide you through the process.

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