Getting started with Digital Membership Cards - Video Training Follow
Congratulations! Now that you've launched your digital membership cards it's time for your systems training.
This video guide will teach you how to use Cuseum's system to get up and running and manage your digital membership initiative.
After completing these training videos, you will be able to login to your account with the access information provided by Cuseum.
Please watch the training videos in fullscreen.
1. Systems Training Part 1: Dashboard Tour
Please watch this first training video to learn about the general setup of the system.
2. Systems Training Part 2: Templates Section
Please watch this training video to learn about the templates section, which is connected to the back of card text.
3. Systems Training Part 3: Managing your Member Data
There are two primary methods to get your membership data into our system.
Please select which method you'll be using and we'll jump ahead to the related section.
- CRM (Customer Relationship Management) - this is your system of record for storing and managing your membership database.
- CSV (Comma-Separated Values) - this a common structured database file that can be exported from various systems.
3a. Managing your Member Data: Fetching from your CRM
Many organizations leverage powerful CRMs in order to manage thru membership data. Please watch this video to learn about how you are able to pull from your database to add new member records and update existing member records.
3b. Managing your Member Data: Uploading CSV Files
It is possible to export standardized data from your membership system and import it into our system in just a few easy steps. Please watch this video to understand how you will use CSV files to add new member records and update existing member records.
If you uploaded your member information on a CSV file and it is not processing, this is probably because of a formatting error. Here are some FAQs to help you overcome common formatting errors.
4. Systems Training Part 4: Generation, Distribution, and More
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, send them out to members, and more! Please watch this last training video understand the steps you need to complete to distribute and update your digital membership cards.
Please watch this training video to understand the steps you need to complete to generate your digital membership cards.
Please watch this training video to understand the steps you need to complete to distribute your digital membership cards.
Remember, when your record have orange buttons they are ready to be generated and when your records have blue buttons they are ready to be distributed. Generation prepares the cards and distribution sends them!
4c. Individual Cards: Resend
Please watch the following training video to understand the steps you need to complete to resend a digital membership card.
Please watch the following training video to understand the steps you need to resend a card to a member who needs to install their card on a new phone.
4d. Individual Cards: Removing and Deleting Cards
Please watch the following training video to understand the steps you need to complete to remove a digital membership card.
4e. Individual Cards: Refreshing Cards
Please watch the following video to understand the steps you need to complete to force pass update to refresh digital membership cards.
Congrats - you have completed your digital membership card training! You're now ready to process and send out cards on your own.
If you have any questions when using Cuseum's digital membership system you can take a look at the written guide version of this training here if you want to go over the details again.
You can also email email@example.com 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 firstname.lastname@example.org if you have any thoughts or suggestions on how to improve it! Thanks for your support!