9/24/2020 at 8:00 AM CT
Adapting Personify to your organization’s specific accounting processes can be daunting. Let’s host a 1-hour question & answer session with project management, finance, and Personify subject matter experts as to empower you when making decisions on how to start using Personify for your day-to-day processing for membership and set yourself up for success with future modules and integrations as needed.
9/24/2020 at 10:00 AM CT
Membership is a product in Personify, and you will learn how membership products are designed to function. This product is a service offered to constituents who which to be members of your association. A primary objective of this session will be learning the unique capabilities of membership products such as their start and end dates, fulfillment status, and more. We’ll discuss how to create, manage, and pay open orders in Personify.
9/24/2020 at 1:00 PM CT
Personify uses the Batch/TRS system to handle significant processes in Personify, such as invoicing, automatic payment processing, payment import processing, renewals, etc. These jobs are used to update information in mass and provide an output when needed. Learners will become comfortable with the batch/TRS job submission screen and learn about applications the association will need to run.
9/24/2020 at 3:00 PM CT
Personify offers integration with three primary payment handlers, Verisign PayPal, CyberSource, and Vantiv, now Worldpay. Learners will understand how to use Personify to process credit card payments directly using one of these connections. During the session, we discuss how to store credit card information securely to CRM360 profiles for constituents, manage credit cards on orders, and automated payments, and working with credit cards through the online profile area. This course will also discuss the CCP610 batch/TRS job, which settles and reconciles credit card payments to your credit card processor.