Community Onboarding

To begin, we kindly ask that you sign a monthly service agreement. If you have not yet received this month-to-month agreement, please arrange a demo or a follow-up meeting here.

Step Two:

Business Data Collected

We're excited to work hand-in-hand with your community coordinator to get everything set up. In order to start we will need your membership data. There is a spreadsheet template you can use below to get started. When completed you will want to SUBMIT THIS FILE HERE.

The fields below are what is included in the spreadsheet templates above:

• ORGANIZATION_NUMBER (Pippily Staff Adds),
• BUSINESS_NAME,
• EMAIL,
• FIRST_NAME,
• LAST_NAME,
• ADDRESS,
• CITY,
• STATE,
• ZIP,
• MAILING_ADDRESS,
• MAILING_CITY,
• MAILING_STATE,
• MAILING_ZIP,
• PHONE_NUMBER,
• MOBILE_NUMBER,
• WEBSITE, CATEGORY1,
• WEBSITE, CATEGORY2,
• PAID_THROUGH_DATE,
• PAYMENT_PLAN_ORIGINAL,
• PAYMENT_AMOUNT_ORIGINAL,
• STRIPE_PRICE_ID (Pippily Staff Adds),
• BUILD_OUT (Y/N)

These are the additional contact fields for non-member records you may want to track on each company: 

BUSINESS_NAME,

FIRST_NAME,

LAST_NAME,

EMAIL,

PHONE.



These are additional contacts for your member businesses and will not be built-out or treated as members.

Step Two (same time):

Business/Member Categories

To get started we suggest that you use the following list of set categories when filling our your initial speadsheet that we will be using to load your new Pippily system. Once you go live you will have the ability to customize these as you may like.

Step Three:

Community Communications

When you combine Pippily with an incredible Ai driven community communications and social network posting platform the results can be amazing. We offer a discounted program for Constant Contact when you use this link:

Launch Training for System Admins

1. We will guide you on how to effectively manage your membership plans, categories, using the Micro-Crm, reporting, and your comprehensive administrative dashboard. 
2. We will demonstrate how simple it is to oversee your community calendar, organize categories, and add event registrations for processing payments. 
3. We will ensure you’re fully set up on Constant Contact, allowing you to send broadcast messages directly from your Pippily dashboard or from within Constant Contact. 
4. We will provide training on utilizing your new community website editor, which is automatically updated by Pippily, while still giving you the flexibility to make desired changes.