re:Members (formerly Impexium) How To

re:Members (formerly Impexium)

• Adding someone to the database

  • First, search for the individual either in Search bar or Customers > Individuals Tab

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• After confirming the individual is not already in the database, search for their company in the search bar or Customers > Organizations tab

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• Locate correct company and Add New Individual

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• Add Individual (First Name, Last Name, Email Link Address and Create User Profile should be checked/filled out. Include Title and Phone Number if available).

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• If you're adding an individual to the database and not linking them to an Org, you can add them from the Individual Search page

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• Purchasing a Course in re:Members (formerly Impexium)

  • Locate individual's profile

  • Click on Buy Tab

  • Click on Purchase Merchadise

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  • Choose LTI Courses from the menu on the left

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  • Find particular course and click Add to Cart

  • Add other courses, as necessary

  • When ready to proceed, click Review & Checkout

  • Choose batch (date and right type of credit card batch)

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  • Complete highlighted items

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  • Adjust the email to receive the receipt, if necessary (a Welcome email from Elevate will go to the student, no matter what)

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  • If there was a payment, screen shot the Order Details and save it in a Word Document at G:\MEMBERSHIP\Remote Inbox\Processed

  • Find appropriate month/date folder

  • Create a Word Doc and save the screen shot (I usually save it with the date and my initials (ex: 7.13.21 Charges DG)

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