Frequently Asked Questions
As part of the launch strategy for our new website, we're going to be posting some of the most popular frequently asked questions to this page to help guide people through the transfer process between the old site and the brand new website.
Q: How do I access the Members' Area?
A: To access the Members' Area, please click here or you can find this by clicking on the circle icon on the top right of your screen, and clicking on 'Members' Area'. Your member profile may appear limited in the first instance as we roll out further features to enhance this area.
You will need to log in - your username will remain the same (this is the email address associated with your membership account).
For security reasons, you will be asked to reset your password.
Once you have entered your login information with your new password, you will be able to access the new site and visit the Members' Area. Please check your personal and membership details are as they should be - you can update these details if you wish. You will be able to book events and update your CPD record as usual.
Q: What will happen to my CPD records?
A. Your CPD records should have transferred over. If you are missing information or if anything looks to be incorrect, please notify us.
Q: I cannot see my invoices in the Members' Area
During the period after the website launch, the system will continue to update and your previous invoices may not yet display in this area. If you need a copy of an invoice, please contact Lyn.burgess@thecdi.net/ Matthew.webster@thecdi.net and your invoice can be resent to you.
Q: How do I access my Register profile and CPD diary
A: You will need to log in to the Register to view your profile - your profile should have been transferred over. This is a good opportunity to check and update your profile. Please note, to be included in the results of a 'search' on the Register, you will need to provide your full postcode and be happy for this to be viewed by website users (if you do not want to include this information, your profile/business will appear as a standardised distance from location).
If you do experience any issues with your data or records, please email digital@thecdi.net and we will try to help fix the issue for you.
Q: How do I book onto an event?
A: You will need to be logged into the website to be able to book events as a member. You will book events via the events calendar – the simplified events booking process means that you will have the ability to easily add a number of delegates to your booking and choose from a variety of payments options for paid events.
Q: What happens if I have already made an event or training course booking – will this be brought over during the website transition?
A: Yes, all your bookings will be transferred over and remain valid. Most of our events take place on Zoom or Hopin and so the booking links will not be affected.
Q: My membership is due for renewal soon. What will happen?
A: Your renewal will go out as normal (by invoice for individuals and through your organisation/ employer if they pay for your membership). If you want to join the Register, please email us at membership@thecdi.net. Please be aware that turn-around times and staff communications, may take slightly longer than usual, during the first weeks of the launch of the website.
Q: What has changed?
A: Apologies, but we may get a bit technical here! We’ll be changing three major systems;
- The CRM (Customer Relationship Management) platform, which is where we store all our backend member data, interaction data with members and non-members, and financial records (alongside Sage) including your renewal data and past invoices (we do not store payment data at all, so no credit details). The CRM is also our member communication platform – although we use Mailchimp for marketing purposes, all of our welcome emails, invoice information, and membership updates come through the CRM.
- The CMS (Content Management System) which is the backend of the website and where we store your login information, CPD and Profile data, and our Events Management software, alongside our website page data and all the SEO and marketing work we do behind the scenes. Our biggest overhaul here will be the CPD Resources Library, which is all stored in our Media Manager, and any backlinks or download links to documents, resources, and publications.
- The CDI website, the front-end site where we display everything from our News articles, our Resources Library, Event and Academy booking options, Membership joining, and the Members Area – and everything inbetween. Whether it’s viewing past webinars, downloading our wide range of resources, or booking your free webinars, this is all accessed through our front-end site.
These three systems are all integral to the way we interact and liaise with members on a daily basis, as well as provide access to our range of benefits – so as you can understand, it’s a major overhaul of our entire way of working!
Q: Will the new site be mobile friendly?
A: Yes! Accessibility was one of our primary concerns when redesigning the site, and making the site mobile and tablet-friendly is just one of the ways we are enhancing basic site accessibility.
Q: I have some questions/concerns about the website. How do I get in touch?
A: You can contact us by emailing digital@thecdi.net.
