NeonCRM: Getting started with Digital Membership Cards Follow
Congratulations! You're one step closing to rolling out digital membership cards to your members.
This guide will teach you how to use Cuseum's system in conjunction with NeonCRM to get up and running and manage your digital membership initiative and further streamline the process.
Setting up your integration
First, we'll need to integrate with NeonCRM.
In order to access your NeonCRM and initial the integration process, we will need you to set up a new system user on NeonCRM for our development team to use and provide us with some basic information.
Please use the following details to create a system user in NeonCRM:
- First Name: Cuseum
- Middle Name: (leave blank)
- Last Name: Integration
- User Group: Select "System Administrator"
Then, click on "Create User". This will in turn send an email to our Cuseum account so we can create a password for this dedicated user. The Onboarding team will let you know the email address to associate with this new user you created for us.
To locate your "Organization ID" and "Login URL" follow these steps.
- While logged into NeonCRM, navigate to the Settings cog > User Management.
- Scroll down to Account Information, and look for the "Database Information" section
We will need the following information from you:
- Organization ID
- Login URL
You will be able to provide this information thru the Onboarding / Project Management system which we will review together during our Kick-Off meeting.
Logging into the CMS
Log into the CMS by visiting https://app.cuseum.com/cms using the email and password provided to you by Cuseum.
Upon successfully logging in, you'll arrive at your Cuseum Dashboard.
Screenshot of Cuseum Dashboard.
Managing your Member Data: Fetching from NeonCRM
Many organizations leverage powerful CRMs in order to manage their membership data. With our integration with NeonCRM we can help you take advantage of a more streamlined process and some automation. You'll be able to automatically fetch member data with the simple click of a button!
If Cuseum is integrated with NeonCRM, your "Cards" section will look like this:
Screenshot of "Cards" section for account where your CRM has been integrated with our system.
To pull in new or updated member data from NeonCRM, click the green "Fetch users from CRM" button.
Once your fetch is complete, please go to the last page to view your new members!
Depending on the amount of membership data being pulled in, it might take several minutes or hours for new membership data to be reflected on the system.
Working with Templates
The "Templates" section is where the pairing between membership levels and card templates takes place.
Cuseum's team will help you with the initial set-up and configuration, pairing your membership levels to the appropriate card template, but always recommend that you confirm the pairing and text match your expectation.
The "Templates" section looks like this:
Screenshot of "Templates" section.
Each tab on the top represents the card template and back of card text for a specific membership level (please note that the first tab is always for testing purposes). You can see in this example, the individual member level is checked off to match the individual tab above. This needs to be the case for every member level and its respective back of card text.
If you add, edit, or change your membership program or names of the various membership levels, please let us know. It is important to confirm that all membership levels and card templates are properly mapped.
Generating Membership Cards
After you have pulled in your new or updated member data, and have ensured that all templates match their member levels, it's time to generate cards!
Note: When you generate a card, this simply prepares the card to be sent, but doesn't send them automatically. This provides you with the ability to control how and when you send out your digital membership cards as card generation can take a few seconds per card.
When cards are ready to be generated, they will appear with an orange "Generate password" button on each member row.
You may click each individual "Generate passbook" button, or generate all new cards at once by clicking the green Generate button on the top left.
Screenshot of "Cards" section with bulk and individual generation functions highlighted.
You have now successfully generated your digital membership cards. In the following section, we'll provide you with details on how to distribute the digital membership cards.
Sending your Digital Membership Cards
After you generate your cards, it's time to send them out to your members!
There are a few ways in which you can send out your digital membership cards:
- Bulk (send to ALL members)
- Specific membership levels
- Individually (send one-by-one)
When the member row displays a "Send to email" button, this means your cards are ready to be sent out to your members!
Note: If you use the bulk distribution function, make sure you check off the box next to "E-mail" before clicking the green "Send" button.
Screenshot of elements related to bulk distribution function highlighted.
Hooray! You've now successfully sent out your digital membership cards!
Checking Individual Member Records
Now that your digital membership cards are out in the wild, if you need to dive deeper into your member records to understand when their data was imported, card generated, and card sent, you can do this under their User Record.
Simply click on a member's name and their record will open:
Screenshot of individual User Record page with key elements highlighted.
When you open an individual member record you are able to view more detailed information.
You can see their personal information (e.g. name, member number, email, expiration date, etc.).
You can see the day their record was imported, generated, distributed, and/or installed.
You can resend a member their download email by clicking the "Re-send" button.
You can remove a member record by clicking the "Delete" button on the bottom left corner. This will be useful if you have uploaded a duplicate or incorrect record.
Frequently Asked Questions
What data fields will be pulled over from NeonCRM into Cuseum?
In most cases, we'll be pulling over the following member data from your system.
- Membership Expiration Date
- Membership Name
- Account ID
- Full Name (F)
- Email 1
- Phone 1 Number
- Membership Cost
If you have any questions when using Cuseum's digital membership system you can email firstname.lastname@example.org or message us through our chatbox that appears when you click the help tab on the left.
Screenshot of our chat module.
That's it! You're done!
We hope this tutorial was helpful! Please feel free to reach out at email@example.com if you have any thoughts or suggestions on how to improve it! Thanks for your support!