The Junior League

Getting Started 5

• How to Get Help and Training for Member Essentials
• Communications Package - ME Basic
• Communications Package - ME Plus
• Release notes
• League Year Transition: Getting Ready for the New League Year

Services 5

• Non-profit Services from Google and Microsoft
• Free Mailchimp
• Paypal for Non-profits
• SurveyMonkey for Non-profits
• Vanity Domains for League Emails and Website

Newsletters 9

• Giving Tuesday and the Holidays
• NEW Member Essentials Features - Fall 2021
• Member Essentials Server Maintenance on Saturday August 7th
• Mailchimp Notice
• GroupShare Newsletter for ME Plus Pilot Groups

View all 9

Release Notes 2

• Product Release Notes for Q2 2021
• Member Essentials Plus Development Roadmap

Access Manager 1

• Video - Assigning Permissions

Member Portal 4

• Video - Member Portal
• Video - Quick Links
• Video - Banner Management
• Video - News and Alerts

Directory and Profile 1

• Video - Directory Configuration Tool

Member Content (My League) 2

• Video - Create a New Member Content Page
• Video - Edit A Member Content Page

Position Manager 3

• Video - Define Placement Position
• Video - Position Mass Assign
• Adding a Postion from Member Profile

Status Management 1

• Video - Assign Statuses

Meetings Calendar 2

• Video - Edit and Add a Meeting to the Meetings Calendar
• Video - Manage Locations in the Calendar

Requirements Manager 4

• Video - Creating Requirements
• Video - Assigning Requirements
• Video - Fulfilling Requirements
• Video - Removing a Form Requirement

Photo Feed 2

• Video - Adding to Photo Feed
• Video - Manage Photo Feed

Emails and MailChimp 2

• Video - Sync to MailChimp
• Video - Email Tool

Access Groups 1

• Video - Access Group Manager

Form Builder 1

• Video - Form Builder

Mobile App 1

• Video - Junior League Mobile App

Simple Store 2

• Video - Sell Items in Simple Store
• Video - Create Donation Pages in Simple Store

Dues Management (Stripe) 3

• Video - Creating Dues: Single Payment
• Video - Creating Dues: Payment Plan
• Video - Creating Dues: Recurring

Public Site 1

• Video - Registration for Standard Websites

GroupShare 2

• Video - GroupShare for Admins
• Video - Configuring Position Groups for GroupShare

Administrative Access 4

• Assigning Administrative Access
• Admin Access Levels for Member Essentials
• Configure Access Bundles by Placement
• List of Role Based Permissions for Access Bundles

Member Directory and Profile 1

• Customizing the Member Directory

Invitation Codes 3

• Send Members Invites to Join the Member Portal
• Re-enable Invite Link
• Email Announcement for the New Member Portal

Member Record Management 11

• Updating a Member's Contact Information
• Creating New Account
• Changing a User's Username or Password
• Impersonating a Member
• Viewing a Member's Email History

View all 11

Member Status 3

• Assigning and Editing Statuses from the Profile
• Assigning Statuses using Status Mass Assign
• Create Local Statuses (Member Essentials Plus)

Member Portal Homepage 9

• Creating a News and Reminder Item
• Creating an Alert Bar
• Creating Quick Links
• Submitting Photos on the Photo Feed
• Manage Photos and Posts

View all 9

Member Content (My League) 6

• Adding a New Member Content Page
• Ordering the Member Content Navigation
• Embed a YouTube video into a Member Content Page
• Inserting a File Link into a Page
• Adding a PDF to a Page: Embed vs. Link

View all 6

Access Groups 5

• Access Groups Overview
• Creating Access Groups
• Where to Use Access Groups
• Access Group Condition Definitions
• Running a Report on an Access Group

Position & Position Groups 9

• Position Manager - Step by Step
• Adding & Editing Positions
• Adding & Editing Position Groups
• Correlating Positions to Position Groups
• Assigning & Editing Position Assignments from the Profile

View all 9

Position Manager for Placement Matching 2

• Configuring and Running the Genetic Algorithm
• Assigning Positions After Closing Placement Matching

Setting Up a Registration Calendar 9

• Registration Tool - Step by Step
• Creating a Registration Calendar Through The Wizard
• Advanced Setup and Editing Registration Calendar
• Adding a Location
• Accessing and Using the Staffing Module

View all 9

Setting Up Individual and Recurring Events/Shifts 5

• Creating & Editing Individual Events/Shifts in a Registration Calendar
• Creating & Editing Recurring Events in a Registration Calendar
• How to Sign Up For A Regular Shift/Event on the Calendar as a Member
• How to RSVP For A Shift/Event on the Calendar as a Member
• How to Sync to the Public Site (Plus/Deluxe)

Paid Events 6

• How to Configure a Paid Events Calendar
• How to Set Up Paid Event Options
• How a User Registers for a Paid Event
• How to Cancel Registration From a Paid Event
• Selling Tickets through Paid Events or the Simple Store (ME Plus)

View all 6

Public and Guest Events 3

• Configuring a Registration Tool to Allow Guests
• Creating an Event that Allows Guests
• Registering with Guests as an End User

Mass Creating, Editing, and Assigning Shifts and Events 3

• How to Mass Create Shifts and Events
• How to Mass Edit Shifts and Events
• How to Mass Assign Members to Shifts and Events

Attendance Tracking 5

• Marking Attendance for Registration Events/Shifts
• Enabling Coordinators to Manage Attendance
• Email Notifications for Coordinators
• Assigning Members to Recurring Events
• Self Check In

Saving Events to Personal Calendars 1

• Adding an iCal Feed

WordPress Pages 5

• Editing a Content Page
• Creating Buttons
• Publishing a Secondary Page
• Creating a Promo Box
• Change Menu Orientation in WordPress

Public Events Registration 4

• Creating an Event Manually (Standard)
• Registration for Websites (Standard)
• Syncing to the Public Site (Plus/Deluxe)
• WordPress Event - How to Remove Date Overlay

Leadership Page 2

• WordPress - Post Your Leadership
• Leadership Display Configurator

DNS Settings 0

Requirement Configuration 4

• Member Essentials Feature - Requirements Management
• Setting Up Requirements - Step by Step
• How to Create a Requirement
• Requirements Reports

Assigning and Manually Fulfilling Requirements 4

• How to Assign Requirements to Members
• How to Manually Fulfill Requirements Individually Per Member
• How to Manually Fulfill Requirements For Multiple Members
• Checking Fulfillment for Requirements for Members

Configuring Requirement Credits 3

• How to Configure Registrations to Give Requirement Credit Based on Attendance
• How to Configure Registrations to Give Requirement Credit Based on Hours
• Overriding Hours Credit for an Event/Shift/Meeting in the Registration Tool

Removing Requirements 2

• Removing a Requirement for a Member
• Removing Batch Requirements

Requirements Bundles 3

• Creating Requirements Bundles
• Assigning Requirements Bundles
• Batch Undo Requirements for Bundles

Managing Hours as an Admin 2

• Hours Manager Screen Overview
• How an Admin Manually Approves/Rejects Hours

Submitting Hours as a Member 1

• How a Member Submits Their Hours

Receiving Hours Through Events and Shifts 1

• Giving a Members Hours Through the Registration Tool

Creating Forms 7

• Form Builder 2.0 Overview
• Setting Up Forms & Editing Forms' Setup
• Adding Fields to a Form
• Editing Form Fields
• Form Field Definitions

View all 7

Managing Form Submissions 2

• Viewing & Managing Form Entries
• Exporting Form Submissions

Sending Emails Through Member Essentials 2

• Sending a Mass Email
• Using Email Templates

MailChimp 6

• Setting Up the Mailchimp Integration
• Configuring a Access Group to Sync to Mailchimp
• Re-Establish Mailchimp Sync Update after July 15th 2021
• Getting Started with Mailchimp
• Setting up Free Mailchimp to sync with Member Portal

View all 6

Stripe Dues Management 7

• Stripe Account Setup (Member Essentials Plus)
• Setting Up Financial Transactions in Stripe (Keys)
• Stripe Dues Overview (Coming Soon)
• Viewing/Refunding Payments in Stripe Admin
• Reconciling Transactions with Stripe

View all 7

Managing Dues 12

• Collecting and Managing Member Dues - Step by Step
• Creating a Dues Definition
• Assigning Dues Definitions to a Status
• Configuring a Payment Plan
• Configuring Autorenewal

View all 12

Paying Dues 2

• Paying Your Member Dues
• Making a Dues Payment on a Member's Behalf

Store Pages 4

• How to Sell Items in Simple Store
• How to Use Simple Store To Collect Fees
• How to Use Simple Store to Sell Sponsorship Levels
• Simple Store - Other Payment Options

Donation Pages 1

• How to Create Donation Pages

Custom Questions 2

• Create Custom Questions at Checkout
• Email Notifications for the Simple Store

Junior League App 4

• Using the Junior League App
• Alerts Bar on Mobile App
• Activity Feed
• Accessing Groupshare from Mobile App

Push Notifications 2

• Send Push Notifications to Members
• Send Push Notifications to Access Groups

Self Check-In 7

• Self Check-In Overview
• Setting Up a Registration Tool to Use Self Check-In
• Setting Up a Registration to Use Self Check-In
• Using the Self Check-In Admin Features
• Configuring QR Codes and Self Check-In

View all 7

Calendar 2

• How to Sign Up For A Regular Shift/Event in the App as a Member
• How to RSVP For A Regular Shift/Event in the App as a Member

Exporting & Filtering Queries 2

• Exporting and Managing Data from the Query Tool
• Creating Labels from the Query Tool

Creating Groups for GroupShare 3

• Getting Started with GroupShare
• Configuring Groups Through Position Manager
• Configuring Groups Through Access Groups

GroupShare Leader Functions 5

• Managing Group Leaders through Position Manager
• Managing Group Leaders in Access Groups
• Adding Members to GroupShare
• Admin Configuration Panel of GroupShare
• Configuration Options for GroupShare Leaders

Managing Group Members 2

• Searching For a Group
• Emailing Group Members

GroupShare for Members 1

• How to Access GroupShare as a Member

Discussions 4

• How to Access GroupShare Discussions
• How to Post a New Discussion Thread
• How to Reply to a Discussion From Your Email
• How to Turn off Discussion Notifications

Files 6

• Accessing the GroupShare Files
• Uploading the GroupShare Files as a Leader
• Downloading the GroupShare Files
• Previewing the GroupShare Files
• Uploading a Share Link

View all 6

Calendar 2

• Create a Registration Tool in GroupShare
• Creating an Event in GroupShare (for Admins)

Forms 2

• Creating a New Form
• Creating Form Fields

News Items 1

• Posting and Managing Group News Items

Tasks 1

• Creating and Managing Tasks for Group Members

Hours 1

• Add Hours for Members as a Leader

Notebook and Pages 2

• Creating and Managing Group Leader Notebook Entries
• Adding a Page to GroupShare

Introduction 0

Managing Prospective Members 0