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Virtual Summit

Membership Fundamental (AMS) Classroom


Speakers:
Jax James |  Braden Davis
Duration:
8 Hours

Dates


Description

Welcome to our comprehensive membership management course, designed to equip you with the knowledge and tools to effectively manage member and non-member data, build customized registration pages, and streamline your group's membership processes. Whether you're just starting out or looking to optimize your current system, this course offers detailed guidance and practical exercises to enhance your capabilities.

Course Description: This course covers the essential aspects of membership management using the CE21 platform. You'll learn how to collect and manage data from members and non-members, create custom fields and question sets, build and manage groups, configure membership settings, and enhance user experience. Each week, you'll work on specific tasks and end with practical goals to apply what you've learned. By the end of the course, you'll be able to confidently navigate the CE21 system, manage memberships, and utilize advanced features to meet your organization's needs.

Objectives:

  • Understand the data requirements for members and non-members.
  • Create and manage custom fields and question sets beyond standard offerings.
  • Build and configure different types of groups within the CE21 platform.
  • Set up and manage membership settings, including notifications, renewal policies, and suspension rules.
  • Customize user experience settings, including landing pages and invoices.

Learn to use advanced features for enhanced membership management, such as directories, donations, and email marketing.

Speaker

Jax James's Profile

Jax James Related Seminars and Products

Client Success and Engagement Manager

CE21


Jax James is CE21's Client Success and Engagement Manager, dedicated to showcasing the value of our products and ensuring client satisfaction. She excels in relationship management, fostering loyalty and business growth. Jax leads marketing efforts, trade show coordination, and social media engagement, while providing continuous support and resources to our clients. Outside of work, Jax enjoys art, hiking through Texas landscapes, and spending quality time with her child and dog.  

Contact Jax at jjames@ce21.com


Braden Davis's Profile

Braden Davis Related Seminars and Products

Lighthouse Product & Implementation Manager

Lighthouse AMS


Braden Davis is the Lighthouse AMS Product & Implementation Manager with CE21. Braden has than 15 years of experience working in Association Management Software systems. He works with clients to build out enhancements and help shape the direction of Lighthouse. Braden also implements and onboards new association customers to CE21 Lighthouse, including data integration, customer training and support.

Braden is a hardcore San Francisco Giants fan and when not watching, coaching, playing baseball he can be found headbanging at heavy metal concerts or waiting for his '78 Bronco to get out of the shop.

Contact Braden at bdavis@ce21.com