Generic Training Videos

ReadyMembership training videos

These videos are here to help you achieve what you need in the ReadyMembership platform - from CMS to CRM, rules engine, email centre, eventfolio and much more.  If having watched the relevant video you feel you need additional help please raise a request for training in a support ticket on the Client Portal. These videos are intended for anyone who uses the platform - if another team member needs Client Portal access please contact support.  

Click to jump to the relevant training video:

      1. The site tree   2. Adding/editing a standard page       3. Frontend editing  4. CMS editor (Attachments, Images, Widgets)  5. The Rules Engine 

      6. The Rules Engine (advanced)     7. Asset Manager       8. Resource Library.   9. Resource Library (advanced)     10. Content Library 

      11. CRM (introduction)   12. CRM Orgs   13. URL redirects    14. Announcements       15. Forms

     16. Forms (advanced)    17. Email centre settings   18. Email centre (intermediate) 19. Email centre (advanced)     20. Email centre newsletters

      21. Events intro    22. Event addition  23. Event content addition    24. Event planning  25. Event delegate groups and scheduled offers

      26. Event booking workflow     27.  Event planning (booking funnel)  28. Event Planning (Sponsors)  29. Event Planning (Tables)

      30. Event addition - Multi-Day/Split-Day events   31. Event planning (schedule/sessions) 32. External Events 33. Event Addition involving 3rd party integrations

      34. Event Bookings area     35. Event Reports   36. Event emails 37. Event Custom Homepage  

 

1. The site tree

  • Layout of site tree
  • Add/Edit pages
  • Dropdown against pages
  • Sorting pages
  • Page permissions
  • Display of page status

 

2. Adding/editing a standard page

  • Title, URL slug
  • Main content
  • Page layout
  • Search options
  • Date controls
  • Page permissioning

 

3. Frontend editing

  • Quick edit function
  • Full edit function
  • WYSIWYG CMS editor - main buttons

 

4. CMS editor (Attachments, Images, Widgets)

  • ​Attachment picker
  • Image picker
  • Widgets - introduction

 

5. The Rules Engine

  • Introduction via Conditional Content

 

6. The Rules Engine (advanced)

  • Conditions - how they work
  • Logic to more complex rules via indentation
  • Saved exports & scheduling

 

 

7. Asset Manager

  • Folder structure
  • Adding & deleting folders
  • Folder settings
  • Asset settings
  • image focus & cropping area, version for images

 

8. Resource Library

  • Intro to the Resource Library
    • Ability to give assets a page
    • Tag relevant content so it can easily be found
    • Allow the sharing of specific content in specific areas
  • Types of resources
  • Add a resource
  • Show on frontend
  • Examples of usage
  • Resource widget

 

9. Resource Library (advanced)

  • Resource Library settings
  • Tagging used to set up a particular page type (Resource Listing page)
  • Permissioning
  • Permissioning of related assets
  • Filtering

 

10. Content Library 

  • What is the Content Library?
  • Add a Content Library widget
  • Add alternatives to the Content Library piece
  • Explain ordering of alternatives
  • Discuss user cases

 

11. CRM (introduction)

  • Introduction
  • Dropdown
  • Contacts
  • Impersonation

 

12. CRM Orgs

  • Organisations
  • Tags
  • Activities
  • Notes
  • Marketing Lists
  • Content Topics

 

13. URL redirects

  • Incoming URL (how to setup)
  • Redirect to 
  • Redirect types
  • Exact Matches functionality

 

14. Announcements

  • 4 types of announcements
  • Shown on particular pages or all
  • Can be shown using rules to control display
  • Settings for dismissal
  • Start and End Dates
  • How to reset views

 

15. Forms

  • Form addition
  • General Settings
  • Question types
  • Setting up of form on frontend

 

16. Forms (advanced)

  • POST Actions
  • Export from site
  • Showed Export


17. Email centre settings

  • Queue
  • Settings
  • Logs

 

18. Email Centre (Intermediate) 

  • Layouts
  • System Emails

 

19. Email centre (advanced)

  • Blueprints
  • Emails & Newsletters
  • Clone email
  • Test email

 

20. Email Centre Newsletters

  • Scheduled sends
  • Rules based & Marketing List based sends
  • Automated sends on a scheduled send

 

21. Events intro (eventfolio)

Introduction to the events management centre including how to create:

  • Upcoming Events
  • Past Events
  • Month/Calendar
  • Add an event

 

22. Event addition

  • How to add a simple event

 

23. Event content addition

  • Add content to an event

 

24. Event planning

  • Event modes
  • Simple Ticketing
  • Add-ons

 

25. Event delegate groups and scheduled offers

  • Delegate groups
  • Scheduled offers

 

26. Event booking workflow

  • Show difference between simple booking workflow and multiple delegates workflow

 

27. Event planning (booking funnel)

  • Default questions
  • Custom delegate questions
  • Custom guest questions

 

28. Event Planning (Sponsors)

  • Addition of Sponsors
  • Relationship to sponsor widget

 

29. Event Planning (Tables)

 

30. Event addition - Multi-Day/Split-Day events

  • Add a split-day/Multi-day and show difference from simple events
  • (Schedule/Sessions) - not in detail as to be picked up later

31. Event planning (schedule/sessions)

  • Schedule
  • Sessions
  • Session categories
  • Relationship to tickets

 

32. External event

• Add an external Event

 

33. Event Addition involving 3rd party integrations

• Add a Zoom meeting
• Add a Zoom webinar
• Add a GoToWebinar
• Add a GoToTraining

 

34. Event Bookings area

• Availability
• Attendees
• Transactions
• Book a Delegate

 

35. Event Reports

• See the 5 types of report and export options

 

36. Event Emails

• Generic content
• How to override
• How to add to content
• Why the variables set are important for the above

 

37. Event Custom Homepage

• How to Create
• Event Custom sub-pages
• How to link