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CM Hub: Add a person to a forum

How to add a member or spouse/partner to your chapter forum.

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Written by Jaime Flemming

Usage

You can add members or spouse/partners to a forum in a variety of ways. Doing this affiliates the member with the forum and impacts the member engagement scores as well as chapter metrics.

Platform

Chapter Management Hub


Watch the video


Steps

Navigate to person's name

1a. For members or spouses/partners who are pending forum placement, navigate to forums > pending forum placement.

1b. For members or spouses/partners active in forum, who need to be added to another forum, navigate to forum membership > chapter roster with forum details

Add forum affiliation action

2. Next to the member or spouse/partner name click on add forum affiliation.

Add forum details

Complete:

  1. Account Name = Forum Name

  2. Contact = Member or Spouse/Parter

  3. Start Date = Start date in the forum


Things to know

  • Being active in forum means that the member or spouse/partner has an active forum affiliation for an active forum. The system will update the member's or spouse's/partner's forum status automatically in a few minutes.


How to get help

Reach out to your regional forum and learning manager (RFLM) or chapters and regions community manager (CRCM) at [email protected] for additional support.

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