Membership Training Videos


Please see all the training videos below to become more comfortable with effectively making use of the Member Services Website, also known as the Portal. To view any video in full-screen, please click on the YouTube icon in the bottom right corner of the video, and enlarge from there.

 

Portal Overview

Become familiar with the online member services website! In this video you will learn how to navigate through the portal, so that you can feel comfortable knowing where to find all necessary resources to ensure your branch runs smoothly.

 

Webmail Login

Your branch webmail inbox is an important resource to be using on a regular basis. In this video you will learn how to login to your branch webmail, and why it's an important space to be checking periodically.

 

Create/View Branch Members

Always have access to an up-to-date list of your members. In this video you will be walked through how to search for a member in the portal and how to effectively navigate a member profile.

 

Membership Processing: Enrollment

Become comfortable with membership processing! In this video you will learn how to complete an enrollment in the portal.

 

Membership Processing: Renewal

Become comfortable with membership processing! In this video you will learn how to complete a membership renewal through the portal.

 

Membership Processing: Additional Years

Become comfortable with membership processing! In this video you will learn what to do when a member would like to pre-pay for future years. This is how you process additional years.

 

Membership Processing: Buy-Back Years

Become comfortable with membership processing! In this video you will learn how to process years that a member is buying back from the past.

 

Data Change Form

In this video you will become comfortable with how to submit a data change form and how this resource can assist you in managing your branch's memberships.

 

Reports

There are a lot of great reports that your branch has access to in the portal! In this video you will learn the top five most helpful reports to help you run your membership effectively.

Coming soon

 

Branch and Command Resources

The branch and command resources is packed with helpful resources for your branch! In this video you will become comfortable with effectively navigating this section of the portal.

Coming soon

 

Digital Membership Card

This video offers a full overview of what a digital card is, how to help your members download it on their phone, and how to request a digital membership card for a member.

 

Memberperks

The Legion offers a great discount program to all members. This video will explain to you how your members can take advantage of this perk included in their membership.