New Member Onboarding Flow Chart
richard • 27 January 2022
THIS FLOW DESCRIPTION EXPLAINS THE PROCESS A NEW MEMBER GOES THROUGH AFTER THEY ARE ADDED TO THE DATABASE
Once a business is accepted as a new member by organization (aka. Chamber) staff, the following steps occur:
If you have an existing member that needs to be onboarded, please send in a support ticket with “Build Out” listed in the subject line and business name.
- Chamber Nation membership support center is notified through an automated support ticket that you have a new member to be onboarded.
- Our production manager converts tickets into an assignment.
- Depending on the kind of business determines which production assistant is given the task of handling the research and onboarding.
- The onboard process includes their marketing landing page which is attached to the member directory, catalog, mobile app, prospecting texting system with member notifications, and then fully integrated into the local adverting program.
- This member onboard is now automatically sent to our Quality Assurance staff. They review and adjust (if necessary) to be sure it’s ready for our customers and their members.
- Once signed off by Chamber Nation’s QA department, the Organization staff is notified of member completion via an indicator in the member database.
- Organization staff is asked to review and then send automated new member onboarding notification. This is the only email that informs the member that the organization has completed what was promised with links to their buildout and to their inclusive support center.
- Member support and all education is located at www.memberadvertising.com
- Chamber Nation’s outbound member call center contacts the member letting them know that their onboarding has been completed and introduces them to www.memberadvertising.com and www.memberclassroom.com for live zoom training.
- Monthly member and community-wide reports will now include all new members.
If you have an existing member that needs to be onboarded, please send in a support ticket with “Build Out” listed in the subject line and business name.
- That will start the same process above for your existing member.
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We're heading to New Orleans! Our team will be at the ACCE Convention, July 20-22, and we're bringing MMS 2.0 and Pippily along with us. If you're a chamber or association manager, this is your sign to come say hi. We build for one reason: Building Stronger Chambers. Powering Stronger Communities. We exist to make your day-to-day easier, whether that's managing member renewals, tracking engagement, or showing your board the value you're creating. We'd love to show you what's new. Leading the charge for us on the ground is Pria Vijayaratnam, our Director for Enterprise Growth. Here's a note from her: Whether you're a longtime Chamber Nation member, exploring MMS 2.0, or just curious about what Pippily can do for your chamber's member engagement, I'd be happy to walk you through what's new — no slides, no pressure, just a real conversation. If you're planning to be at ACCE, I'd love to set aside 20–30 minutes to meet one-on-one. — Pria Vijayaratnam, Director of Enterprise Growth So if you'll be at ACCE26, find us. Say hello — we'd genuinely love to meet you and talk about how we can support what you're building. See you in New Orleans!















