Post Installation Recommended Steps
Welcome to Zenbership!
Congratulations on completing the installation of Zenbership! You are now ready to get started with the software.
Zenbership is a large piece of software, covering multiple distinct feature-sets in a single platform. Because of this, it can seem intimidating at first glance. While there is a learning curve for the program, we strive to make learning the software easier. Please don't hesitate to contact us with your questions, and of course, you can always reference the online documentation.
Now that you are ready to get started with the software, here are the steps we recommend you take, in order of importance:
Recommended Steps
1. Learn the Basics
- Learn more about the administrative dashboard
- Create employees
- Learn how the CRM works
2. Establish Your Database
- Customize your error codes and language phrases
- Establish your member types
- Establish your sources
- Create fields
- Create fieldsets
- Create your forms
- Import your existing members
3. Establish Your Identity
- Create or select an HTML theme
- Create or select an e–mail theme.
4. Set up your eCommerce
- Select your payment gateways
- Create shop terms, tax classes, and shipping options
- Establish your products
- Test your store front
5. Build Your Membership Site
- Create sections
- Create content pages
Moving Forward
With the basics established, you can begin using the features of the program:
- Take the program out of Test Mode
- Create events
- Create accounts
- Create contacts
- Create members
- Learn about the criteria system
- Learn how e–mailing works
- Learn how SMS works
- Establish your Twitter and Facebook applications
System Options
We recommend that you establish all of the following options before getting started with the program. These options are found at "Integration > Administrative Tasks > Options".
| Option | Description |
|---|---|
| Date Format | Select a desired date format. Click here for a list of common date formats. |
| Language | Select the primary language for your website. |
| Phone Separator | This is the character between numbers in a phone number. So if you want phone numbers to appear as "555-123-4567", you would input a dash "-" into the option. |
| Site Mode | Determines whether you are testing or live. Click here for information on the difference. |
| Google Analytics ID | If you have Google Analytics, input your tracking ID to track usage of your membership site. Click here for details. |
| Time Adjust | Tells the program to adjust the server time to match your local time. |
| Allowed Upload Extensions? | Controls the permitted extensions for the file system. |
| Upload Size Limit | The upload limit for the file system, in bytes. Click here for a converter. |
| Use Caching? | Controls whether you wish to use caching or not. |
| Use QR Codes? | Tells the program whether to issue QR Codes for orders, events, and other features. |
| Track Usage? | Determines whether to track employee usage of the program. Note that activating this will greatly increase disk space used by the program. |
| Company Address | Your company's mailing address. This is used on many templates as a caller tag, such as the invoice template and some email templates. |
| Company Contact Details | Much like the "Company Address", this is used on many templates as a caller tag, providing users with quick information on how to contact you. |
| Company E-Mail | The default e-mail address for e-mails sent by the program. |
| Company Logo | A full URL to your company's logo. Used extensively on many themes and email templates. |
| Company Name | Your company's name. |
| Company URL | Your company's primary website. |
Article Links
- Welcome to Zenbership!
- Recommended Steps
- 1. Learn the Basics
- 2. Establish Your Database
- 3. Establish Your Identity
- 4. Set up your eCommerce
- 5. Build Your Membership Site
- Moving Forward
- System Options
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Published on 2013/07/25.
Last updated on 2013/10/05.