ClubRunner for Beginners or Advanced Users

Meeting Notes from Webinar - May 21, 2020
Overview of RI integration with Mickey D.
 
  1. How RI Integration works: the ClubRunner and RI databases have the ability to pass membership info back and forth.

    * There are 3 ‘floors’ in the RI integration building: Club, District, RI.  The elevator travels ‘up’ automatically; but you have to take the stairs ‘down’ manually.

    * To setup RI integration:
    https://www.clubrunnersupport.com/article/438-set-up-automatic-integration-with-rotary-international
     
  2. RI integration - what member fields are supposed?
    https://www.clubrunnersupport.com/article/412-supported-types-of-changes
     
  3. How to review Club Integration settings:
    https://www.clubrunnersupport.com/article/413-opting-in-out-of-ri-integration-ri-integration-settings

    How to use “Compare & Sync”:
    https://www.clubrunnersupport.com/article/1346-how-to-use-the-compare-synchronize-function-on-the-district

    For issues like back dating terminations and additions, or corrections that cannot be made through ClubRunner or MyRotary, a club officer can email data@rotary.org.
     
  4. How to review a member’s privacy settings:
    https://www.clubrunnersupport.com/article/1337-what-is-the-member-profile-how-do-i-edit-it
     
  5. For a comprehensive walkthrough, see our pre-recorded RI integration webinar:
    https://www.clubrunnersupport.com/article/1797-ri-integration-for-clubs-with-mickey-d

Overview of Website Designer with Zach W.
 
  1. Branding guidelines / compliance:
    https://my.rotary.org/en/rotary-identity-guidelines
     
  2. New Website (Beta) - tutorial video:
    https://www.clubrunnersupport.com/article/1799-video-website-live-designer-webinar-with-zach-w
     
  3. Rotary Brand Center:
    https://brandcenter.rotary.org 
     
  4. Rotary - People of Action branding:
    https://www.rotary.org/en/help-launch-new-global-ad-campaign-people-action
     
  5. Image Carousels:
    https://www.clubrunnersupport.com/article/1308-widgets-carousel
     
For Support please visit - www.clubrunnersupport.com

To join our online CR community - www.clubrunnercommunity.com