Organize chapter contacts, memberships, local events, and team responsibilities in campai. Choose a shared group structure or discuss separate workspaces where your organization needs clearer boundaries.
Organize chapter affiliations, local events and communication with the access your administrators need.
Set up the structure your chapters actually need.
Use groups for shared affiliations and workspaces for separately administered areas. Plan user permissions and responsibilities with your team so your setup reflects how the organization works.
Distinguish membership groups from separate workspaces
Use custom fields and groups to record local affiliations, roles, and membership details. In a shared setup, saved views help your administrators find the people relevant to a chapter or committee.
Collect affiliation details through online applications
Plan local meetings, workshops, and regional gatherings with online booking. Administrators can organize capacity, attendees, waiting lists, and charges in their configured working area.
In a shared member structure, choose recipients using chapter groups and contact details. Send relevant newsletters and collect structured feedback without maintaining a separate mailing spreadsheet for each chapter.
Start with one chapter and a real working example.
Agree on the boundaries before you roll out a structure across your organization.
01
Map responsibilities
Decide which contacts and functions are shared and which need a separate working area.
02
Configure a pilot chapter
Set up groups or workspaces, assign user permissions, and test a representative member and event workflow.
03
Plan the wider rollout
Review the results with local administrators. Confirm data access, reporting, billing, and any integrations before adding more chapters.
Questions from your team.
Is every chapter a separate workspace?
No. Groups can represent chapter affiliations within shared records. Separate workspaces support a different administrative structure. We can review which arrangement fits your data access and operating needs.
Can headquarters automatically see everything across chapters?
Cross-workspace access and reporting depend on the chosen structure. Bring your reporting requirements to the demo so we can verify them before you commit to a setup.
Can chapters share members and split dues?
Shared affiliations can be represented with groups. Cross-workspace membership synchronization, consolidated billing, and automatic dues allocation need a specific review and are not assumed capabilities.
Can local administrators have different permissions?
You can define user permissions and assign responsibilities. Review the exact scope each administrator needs, including access to member data, events, and financial functions, during configuration.
Let’s make your next workday easier.
See how campai fits your organization. Bring a real membership, payment, or event workflow to your demo, or explore the platform in your free trial.