Pippily powers CHAMBER INTELLIGENCE, an incredible AI-driven business commerce app and support center that connects residents and visitors directly to your business community. Reviving local connections is now achievable with Pippily.
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!
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.
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,
- 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.
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.
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!
Get Started Here by Using These Links
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:
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 2023 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.
Once you complete this form here are the next steps that are very easy:
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
Pippily is a comprehensive program that incorporates the best technologies, your business information, your community information, and an amazing support center to ensure everything is processed according to plan.
It works as a standalone infrastructure interconnecting the very best applications into a single dashboard for ease of use. It is ideal for communities where businesses are located.
It is also an amazing non-dues revenue system for organizations like Chambers of Commerce who might already have a membership management system in place but want to dramatically amplify their community reach without changing what they use now to manage their membership.
During the Community Onboarding process, you will receive a project tracker link that gives you insight into what our team is doing. We have a custom project management application designed to be sure that our team stays on course and completes the project to our customer's satisfaction. The tracker includes detailed system setup information on the marketplace configuration, website development, subscription plan setup, community communications, community calendar modules, and more for an epic release.
The tracker details all of the steps we have to follow along with dates of each element as they are completed.
We're here to make your community onboarding process as easy as possible! Here are the three main steps:
Step 1: Sign the monthly service agreement and pay the one-time setup fee. We'll provide you with links to complete your STRIPE merchant services program for subscriptions that will connect directly to your bank account.
Step 2: Collect business data. We'll work with your community coordinator to set up the community dashboard and business subscription options.
Step 3: Present and approve. We'll present the new community website, publishing system, community calendar and event registration, community
communications system, business marketplace, and management dashboard for your review and approval. Once approved, we'll ask to make three changes to your domain DNS records. If you want us to create and host your new domain and provide up to five emails for your coordinator(s), we can do that for $20 per month. Otherwise, there is no extra charge.
If you're the Pippily system coordinator, your tasks include:
- Signing the month-to-month Pippily by Chamber Nation agreement.
- Activating subscription plans and accessing the financial reporting area to keep track of all program revenue and payments.
- Activating the community communications system and taking a personal tour.
- Managing the community calendar and event publishing system.
- Managing your community website using the most advanced tools that make it easy to use.
- Providing support for existing business records that need to be uploaded into the new Pippily system.
Don't worry about new business onboarding build-outs, as our team handles everything. Businesses that sign up through your website or through Pippily will be sent automatically to our production department for research and build-out. We also provide all business support as part of our services.
As the coordinator, your tasks include overseeing that expected revenue is auto deposited into the community bank account, reminding businesses to renew their subscription, managing the website, approving public submitted jobs for posting, managing the calendar items, extending the calendar by adding event registration pricing, and overseeing income from events to ensure that all revenue is automatically deposited directly into the community bank account.
Don't worry about support either! We provide coordinator support at no extra cost, and our terrific support team is available to answer questions, give direction, or deal with anything that is not right. We have several support team groups at Pippily by Chamber Nation, including coordinator system support, business support, and engineering support.
Our CEO Richard Scully works in our support center nearly every day to ensure that we are meeting our customer expectations. When you meet with Richard during the system rollout, he will provide his cell phone number just in case you run into a problem.
Simplified Billing
Introduction:
At Pippily, we understand that many community-based organizations prefer a straightforward approach to their billing operations. That's why we created Pippily to cater to those who want to leverage the latest technologies while keeping things as simple as possible.
Onboarding (Initial):
If your organization already has an established community of members and you decide to adopt Pippily by Chamber Nation, we will request your existing membership data. Our team will utilize this data to load your new Pippily system.
Since many of your members will have payments scheduled up to a certain date and won't owe immediately, Pippily needs to be aware of this. Once your members are loaded into the system, Pippily will examine their paid-through dates to determine when to send them an onboarding notification.
Members will receive an email prompting them to choose a subscription plan and select their preferred payment method. Our subscription plans offer annual, bi-annual, and monthly options. Members simply make their selection and provide their credit or bank card details, enabling seamless automatic renewals going forward.
Thanks to Stripe, this process is modern and ensures your organization maintains a professional image.
Onboarding New Members or Businesses from Your Website:
There are two ways to onboard new members. The first method involves integrating Pippily into your website. You can create a page that highlights all the benefits of joining, and when potential members are ready to join, they will be prompted to enter their email address. Pippily will then send them their subscription choices.
Once they view the options and make their selection (annual, monthly, etc.), they will be automatically enrolled and set up for automatic renewals.
Onboarding New Members via the Admin Dashboard:
System administrators can also onboard new members directly through the Pippily Admin Dashboard. By selecting "Invite Stripe Business" and entering the member's email address, Pippily will send them a list of subscription options to choose from.
Alternatively, there is an option to "Invite Stripe Individual No-build." In this case, administrators can enter the individual's email address, and they will receive a list of subscription plans. They can then choose the individual subscription. Since this may be an individual membership without the need for all of Pippily.Ai's tools, no further research or customization will be required.
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.
Interested in Our Services?
At Pippily, our commitment is to offer you an exceptional solution for documenting and promoting your community like never before. Share your needs with us, and we will strive to exceed your expectations by delivering a customized community solution that perfectly aligns with your requirements. Your satisfaction is our top priority, and we are dedicated to doing everything we can to support your success.
Areas Served (click for detail)
Stay Connected
info@pippily.com
Main Line:
(855) 233-6362
Sales Dept:
(925) 699-9997
PO Box 466
Conroe, TX 77305
