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Axis - Getting Started

Overview

Online Member Statements and Payments allow members to view statement data and pay for statements online.  It also allows Administrators to view and help troubleshoot Member statements and payments.

Use Case(s)

Online Member Statements and Payments are used to handle monthly billing at the club for dues and for other items or services purchased at the club.


Video

This video provides an overview of how to use the Axis tool functionality to Cross Market.

Note: Sections of the video have been referenced below with corresponding times in the video for ease of access

Total Video (Length)6:55   
Cross Marketing Overview0:18 Editing Directory Disclaimer3:32
About Event Notifications1:23 Editing Sidebar Content4:02
Accessing Event Notifications1:55 Editing Online Member Statements4:57
Editing Event Notifications2:05   

 

 

Content

 

Accessing the Tool

Online Member Statements and Payments may be located in several places on the website. The most common placement is in the Quicklinks on the member home page, which is usually titled Online Statement, Member Statement, or My Statement.

 Many clubs also have a link located in the main navigation bar under My Club, or another navigational item that was determined during the site build.

 Click the online member statement link to open the statement window.

 To view a member’s statement, type the member number in the search box of the statement and click go.  (Note, in rare instances where a Member is not seeing what you are seeing in this view, Impersonate the Member, and then view the Payments/Statements as that Member instead of entering the Membership number to help troubleshoot.)

 This will launch the member’s current statement.

 You may access past months history by clicking on the month links on the left hand side.

 Click Bill Pay on the left hand side beneath Payment Center to view scheduled payments.

 The Bill Pay button at the bottom right hand of the interface will also launch the scheduled payments interface.

FAQs

 

Q: I want to cross market to specific members, but not all members. Where is the best place to cross market?

A: If you’re trying to target certain members, you can try to cross marketing in a specific email campaign using target marketing. Set up appropriate groups that include the proper members. You may also want to place cross marketing pieces in page specific sidebars to market on pages that the type of member you’re trying reach would access frequently (ex: market a Golf Tournament on the page specific sidebars on Golf Pages only).


Q: What happens if I’m not using my cross marketing sidebar?

A: This will be blank for members and they won’t see anything. This does not throw off the design and only Admins/Editors can see the click to edits. You do not always need to have a cross marketing piece placed in these sections.

 

Best Practices


  1. When utilizing Cross Marketing, it is best to try to be as directional as possible. Decide if the material you are Cross Marketing is best suited for all members, or specific types of members. Knowing to whom you are marketing should then help you decide whether to place this in global areas, or specific areas of the website.

  2. Many of the Cross Marketing areas have limited space, so remember to size images appropriately and keep information short. Cross Marketing is most efficient when the message is short and enticing. It is also best to link to either the event or page you’re trying to Cross Market so members can access the full information easily.

  3. Keeping your Cross Marketing areas up to date helps keep the information informative and useful. Once an event is over, be sure to update the Cross Marketing section so old information is not being marketed.

  4. Looking to enhance how, where, and when to market? Check out information on Site Statistics to lean on analytics to determine the best places on the website to market, along with the best day of the week and time of day. Information on Site Statistics is located here.


Downloadable Guide

Axis - Cross Marketing - Guide

Back to Getting Started

 

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