Usage
Chapter requirements are visible to members through the Chapter Membership Portal. These steps also allow the chapter to opt in or opt out of marketing their chapter to transferring members.
Platform
Chapter Management Hub (CM Hub)
Watch the video
Steps
Go to CM Hub > Membership actions > Select Verify/Update Chapter Requirements
1. In the CM Hub homepage, under Membership, use the Actions dropdown arrow and select Verify/Update Chapter Requirements.
Update Primary Chapter Requirements
2. Keep the Accept Primary Transfers box checked to opt in or uncheck the box to opt out of displaying your chapter on the Chapter Membership Portal.
3. Update the fields and click Next.
4. Select all your primary chapter requirements. If the requirements are unknown, select None or Nothing.
5. Click Next.
6. If your primary requirements are higher than YPO's criteria, input those on this screen, otherwise leave the fields blank.
7. In the same window, if your secondary chapter requirements are similar to your primary chapter requirements, check the box, Copy primary chapter requirements to secondary chapter requirements.
8. Select Verify and Continue.
Update Secondary Chapter Requirements
9. Check the Accept Secondary Transfers box to opt in or keep the box unchecked to opt out of displaying your chapter on the Chapter Membership Portal.
10. Update the fields and click Next.
11. Select all your Secondary Chapter Requirements. If the requirements are unknown, select None or Nothing.
12. Click Next.
13. If your secondary requirements are higher than YPO's criteria, input those on this screen, otherwise leave the fields blank.
14. Select Verify and Finish to receive the confirmation message.
Things to know
Follow these steps at least every six months to update/change chapter requirements. YPO will send reminders to help you stay on track.
Chapter requirements updates that are made on the Chapter Management Hub will display on the Chapter Membership Portal.
How to get help
Reach out to your regional manager or email [email protected].