Locations

Account Settings  > MemberInsight Settings > Locations

This section allows clubs to manage location settings, this includes club name and contact details. Information found here is identical to what was entered in the Brand section, unless a club has a Multi Club Setup.
  • Single Club Setup: Info will be same as Brand (most common setup)
  • Multi Club Setup: If the club has multiple locations, this should be set up already with the different club names to choose from. When set up as a multi club, Clubs could only use Custom and Static Survey types.
To Manage Locations Settings: 
  1. From the main navigation, select Gear icon (Settings).
  2. Select Locations in the second level navigation.
  3. Select location to be edited.
  4. Edit information - See details below.
  5. Select Save to update changes.
 
The other locations would have been set up already at the time of installation. If it wasn't set up please contact [email protected] so that we could add the additional locations.

Manage club contact and privacy policy information. 

Location Name: Club Name
Website: Club's website address 
Privacy Policy URL: e.g. http://www.example.com/privacy
Street Address: Club mailing address
City: Club city
Region: Club Province or State
ZIP Code / Postcode: Club ZIP or Postal Code
Phone Number: Club Phone number

Club address will be displayed in outgoing emails. This is in accordance with guidelines designed to keep emails
out of the spam folder.

Default from name and email sending options that will be displayed when emails are sent to recipients. If these are left blank, the details set in the Brand section will be used.

The name and email address could be replaced for individual surveys.

Comms > Surveys >  in the Surveys > Email Options section 

From Name: Club Name
Reply To address: Email address will be displayed as from email and used for replies.
Set the default text colour and company logo to be used in surveys.

Brand Colour: Select colour or enter club hex or RGBA colour code. 
  • The text colour affects the numbers displayed when a recipient score the NPS question.
Company Logo: Upload current club logo. This displays at the top of the emailed survey.

Logo size restrictions: Images should be no larger than 400KB in size. If an image is too large, they will be scaled down to a maximum width of 450 pixels and a maximum height of 200 pixels.


To Edit Existing Image:

  1. Select dotted line box under Company Logo.
  2. Drag and Drop image into dotted line box or Select click here button.
  3. Locate and select image file from computer.
    • Image should be edited before uploading into MemberInsight.
    • To keep original image, use back button in browser or click away to another page without saving. 
  4. Select Save Success Settings updated message displays at the top right.
    • Once the changes have been saved, the original logo image does not exist in MemberInsight. Administrator will have to find and reupload image from their computer. 

The colour and logo could be replaced for individual surveys.

Comms > Surveys >  Survey Design