Lesson 04 - Managing Chapters

Hello! and thanks for joining me today as we continue your training and take a look at creating chapters in Bevy!

In these lessons, we’ll walk through the tools and take a closer look at scaling your community by activating local organizers who run local and online events, automating communications with chapter members, and ultimately studying the results of these efforts so you can make the best decisions possible for your community, and your business.

How do you grow your community from this, to this? It all begins with your idea and your core passion. On that idea, we can then grow a tree of chapters. As the idea you have a passion about grows, you will see the number of chapters grow as well.

First, let’s take a look at how you can create chapters, and how the organizers of those chapters can create events and communicate with their local communities.

We’ll start by logging into Bevy. Go to the dashboard, and under the admin dashboard, select chapters.

Here, you can see your active chapters, as well as create new chapters. 

After choosing new chapter, you can fill in the basic information about the chapter: Chapter Name, Chapter Description, and Location.

Active status
You can choose to hide chapters that will have more exclusive membership - these chapters won’t be accessible unless a member has the direct url. Additionally, you can create test chapters that will be excluded from analytics so you can try new things!

The events created in both hidden and test chapters will also be hidden from the public. You can edit the setting to make the chapter visible whenever you’re ready. 

Choose your region.

Here, we can prepare the chapter by adding a chapter logo, as well as a banner image to tell your audience more about the chapter. You can drag images up and down to adjust them.

You can also add a featured video, as well as social media channels to round it out.

When you’re done, click save chapter. 

Now the chapter is ready to be handed to the organizers. You’ll navigate to the new chapter, and under settings, select the Team tab. Search for your team members and add them. It’s important to note that to promote someone to a team member, they will need to first establish an account.

You can decide if the team member will be visible on the chapter page, and what role they’ll play, and click save. To edit a team member, you can use the pen, and to remove them, the X. 

It’s also easy to create an automated email that will notify the HQ team whenever a new team member has been added to a chapter. We’ll take a closer look at that in the creating automated and system emails lesson

Once the chapter page is set, you’re ready to hand it to the organizer team who can get started creating events!

And that wraps up our lesson on creating chapters in Bevy. If you have any questions, please reach out to us at Help@Bevy.com and we’ll be glad to answer them for you! See you in another lesson!

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