Community Onboarding (.com)

Step One:

Monthly Service Agreement

To kick things off, we kindly request a monthly service agreement and an initial setup fee. We're confident that this investment will be worth it, as we'll work hard to ensure that your community is set up for success from the very beginning. Let's get started!

Set up Meeting for Agreement

Step Two:

Business Data Collected

We're excited to work hand-in-hand with your community coordinator to get everything set up just the way you want it. We'll create a custom dashboard and help you select the perfect business subscription options that fit your unique needs. And, get ready to be wowed by your brand new community website! We're confident you'll love it, and we'll be there every step of the way to ensure it exceeds your expectations.

PLEASE PROVIDE US WITH YOUR INITIAL 50 BUSINESS MEMBER INFORMATION (ONLY THESE FIELDS ARE ACCEPTED IN PIPPILY NO EXCEPTIONS):


  • 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)
  • We will provide a GOOGLE SHEET that is shared between yourself and Pippily staff. This is a "LIVE" sheet so that all parties are in 100% sync during the data collection process.
Contact Us for Company Rep Spreadsheet

ONLY THESE ADDITIONAL CONTACTS FIELDS ARE ACCEPTED IN PIPPILY (NO EXCEPTIONS): 


  • 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.
Subscription Plans Category Examples

Step Three:

Presentation and Approval

Great news! Once you give the go-ahead on your business data and subscription levels, we'll move on to the next exciting step. We'll showcase the new community website, publishing system, and business marketplace we've developed just for you. Plus, we'll provide you with training so that you can operate your Pippily program with confidence and success in your community. We're looking forward to working with you!

Best of Breed Integrations for Amazing Results - Accessible All in Pippily!

  • If you are utilizing Pippily for subscription payments, a special Stripe account is required. 
  • If you are using Pippily for community events, a dedicated EventBrite account is necessary. 
  • If you are employing Pippily to communicate with the community, you will need Constant Contact.
Schedule Business Data/Stripe Meeting

We will need to provide a unique STRIPE CONNECT link you will need to use to order and setup your account. Once this is done then we will request temporary admin level access to complete the setup for a Pippily system release.

Once you use the CONNECT LINK to sign up for your new Stripe account we will ask you to add us as an admistration admin lever user to your account. Once we are all done with the set up you may remove us as an admin.


Here is how you set us up as an admin:


https://helpdesk.chambernation.com/support/solutions/articles/151000095976-adding-an-admin-pippily-support-person-to-stripe

Sign Up for Eventbrite - Special Pricing

No cost for this account and for free events. There is a fee for event registrations that may be paid by the organization, or as a convenience fee for those that register for the event.


As of June 2024 Pippily has qualified for a premier Eventbrite status so all of our customers will get a meaningful discount on all paid events. Free events remain free to everyone.

Get Constant Contact - Free Trial + 20% OFF

FREE TRIAL and 20% Discount on Subscriptions Starting as low as $12 - 20% Discount = $9.60/Mo.

https://www.constantcontact.com/partner-offer2?pn=pippilypartnership

PLEASE NOTE: In order for members to have access to their new member dashboard and extensive services they will need to be onboarded (built-out) by our team. There is a lot of work that goes into this process so the faster we have your membership data loaded the quicker our team can get started.

Detailed Pippily Onboarding Process


1. System Overview Demo

  - Get a detailed demonstration of the Pippily system and its features.


2. Digitally Signed Monthly Service Agreement

  - Sign the monthly service agreement electronically for hassle-free processing.


3. Enroll in Stripe using Special Pippily Code

  - Use the exclusive Pippily code to easily enroll in Stripe, a secure payment processing platform.


4. Enroll in Special Discounted Eventbrite Service Using Special Pippily Link

  - Take advantage of our special Pippily link to enroll in Eventbrite at a discounted rate.


5. Enroll in Constant Contact using Discounted (or free) Program Options

  - Benefit from discounted or free program options to enroll in Constant Contact, an email marketing service.


6. Choose a Website Design

  - Select a website design that best represents your business and suits your preferences.


7. Pippily Builds the Website

  - Sit back as Pippily constructs your website according to your chosen design.


8. Provide Business Subscriber Data Spreadsheet

  - Share your business subscriber data spreadsheet to ensure accurate integration with the Pippily system.



9. Pippily Creates your Initial Subscription Plans in Your Stripe Account

  - Pippily sets up your initial subscription plans in your Stripe account for seamless billing.


10. Pippily Team Uploads your Business (Member) Data

  - Our team uploads your business's member data to populate the system efficiently.


11. Pippily Invites you Into Your New Pippily System

  - Receive an invitation to access your new Pippily system and start managing your business.


12. Pippily Team Shows You How to use Pippily

  - Get a comprehensive walkthrough from our team on how to effectively use the Pippily system.


13. Pippily Designed Website Presented for Your Approval

  - Review the website design created by Pippily and provide your feedback and approval.


14. Pippily Community Commerce Marketplace Integrated in New Website

  - Seamlessly integrate the Pippily Community Commerce Marketplace into your newly designed website.


15. Custom Community Texting Keyword and QR Codes Generated by Pippily

  - Generate personalized community texting keywords and QR codes through the Pippily system.


16. Once Approved, Complete Pippily Platform Goes Live

  - Once you give the final approval, the full Pippily platform goes live, enabling you to engage with your customers and grow your business.