<details class="details"><summary>File export</summary><div data-type="detailsContent"><ul><li>Subject: Your file export for your ERG Members is ready to download</li><li>Description: Notifies users when their requested data export (ERG members, join form answers, etc.) is ready for download</li><li>Body: You requested an export on [Date]. Click the link below to download the export. [link]</li><li>Sender: <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="mailto:app@chezie.co">app@chezie.co</a></li><li>Customizable: No</li></ul></div></details><details class="details"><summary>Group Addition</summary><div data-type="detailsContent"><ul><li>Subject: You have been added to [Group Name]!</li><li>Description: Sent when someone is added to a group, includes link to finish joining</li><li>Body: Hi! You have been added to [Group] by [Name]! You should finish joining in Chezie! Click the link below to log in and finish joining this Group. Finish joining: [link]</li><li>Sender: <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="mailto:app@chezie.co">app@chezie.co</a></li><li>Customizable: No</li></ul></div></details><details class="details"><summary>Member Join</summary><div data-type="detailsContent"><ul><li>Subject: [Name] has joined your group!</li><li>Description: Notifies group leaders when a new member joins their group</li><li>Body: Hi! Congratulations! [Name] (Email) has joined [Group Name]</li><li>Sender: <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="mailto:app@chezie.co">app@chezie.co</a></li><li>Customizable: No</li></ul></div></details><details class="details"><summary>Join Request</summary><div data-type="detailsContent"><ul><li>Subject: Request to join [Group Name]</li><li>Description: Alerts group admins when someone requests to join their group</li><li>Body: [Name] has requested to join [Group Name]! Go to your group’s settings page to review the request (scroll to the bottom of the page to see them). [link to group]</li><li>Sender: <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="mailto:app@chezie.co">app@chezie.co</a></li><li>Customizable: No</li></ul></div></details><details class="details"><summary>Join Request Acceptance</summary><div data-type="detailsContent"><ul><li>Subject: Your request to join [Group Name] has been accepted!</li><li>Description: Welcome message sent to new members when their join request is approved, includes onboarding</li><li>Body: Hi there,Welcome to [Group Name]! We’re so excited to have you join our community [Group Description] at [Company Name].Here’s how you can get started:<ul><li>Join our [link to Group Channel] to connect with the community and stay updated</li><li>Keep an eye out for upcoming events like workshops, networking opportunities, and volunteer activities</li><li>Explore our Resources Library for tools and materials to support personal and professional growth</li></ul>If you have any questions, feel free to contact the [Group Name] Leadership Team at [Group/Lead Email].We’re excited to have you with us and look forward to making a lasting impact together!Best, [Group Name] Leadership Team</li><li>Sender: <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="mailto:app@chezie.co">app@chezie.co</a></li><li>Customizable: No</li></ul></div></details><details class="details"><summary>Welcome Messages</summary><div data-type="detailsContent"><ul><li>Subject: Welcome to [Group Name]!</li><li>Description: General welcome message sent to new group members with group-specific information and resources</li><li>Body: Welcome to [Group Name]! [Welcome Message]</li><li>Sender: <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="mailto:app@chezie.co">app@chezie.co</a></li><li>Customizable: Yes</li></ul></div></details><details class="details"><summary>Event Status Change</summary><div data-type="detailsContent"><ul><li>Subject: [Group Name] - [Event Name] - Change Requested</li><li>Description: Notifies when changes are requested for a pending event</li><li>Body: [Details of event updates]</li><li>Sender: <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="mailto:app@chezie.co">app@chezie.co</a></li><li>Customizable: No</li></ul></div></details><details class="details"><summary>Attendance Upload</summary><div data-type="detailsContent"><ul><li>Subject: Attendance uploaded - [Event Name]</li><li>Description: Sent to admins when event attendance data has been uploaded, includes download link</li><li>Body: Attendance has been uploaded for [Event Name] Uploaded by: [Name] Download the required data here: [link to event page]</li><li>Sender: <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="mailto:app@chezie.co">app@chezie.co</a></li><li>Customizable: No</li></ul></div></details><details class="details"><summary>Event Approval Request</summary><div data-type="detailsContent"><ul><li>Subject: New Event - [Event Name]</li><li>Description: Sent to admins when an ERG requests event approval</li><li>Body: Hi! [Group Name] is requesting your approval on the following event: [Event Title] Click the link below to review and approve the event. [link to event page]</li><li>Sender: <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="mailto:app@chezie.co">app@chezie.co</a></li><li>Customizable: No</li></ul></div></details><details class="details"><summary>Event Approval</summary><div data-type="detailsContent"><ul><li>Subject: Your event has been approved! - [Event Name]</li><li>Description: Notifies organizers when an event is approved, confirms calendar invites will be sent</li><li>Body: Hi! Your event [Event Title] has been approved by [Name]. We're sending calendar invitations out to the invitees. See you there!</li><li>Sender: <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="mailto:app@chezie.co">app@chezie.co</a></li><li>Customizable: No</li></ul></div></details><details class="details"><summary>Event Preparation</summary><div data-type="detailsContent"><ul><li>Subject: Preparing for your upcoming event - [Event Name]</li><li>Description: Sent to event organizers with prep info, survey links, and QR codes</li><li>Body: Hi! We’re sure you’re getting excited about your upcoming event, so we just wanted to send you some information to help you prepare!Here’s your event's survey link: [link] We suggest dropping this survey link into the chat for your meeting with about 5 mins to go so attendees can provide their feedback.If you need a QR code to share your event's page (for in-person check-ins or to share your survey link), you can download the codes by clicking the link below.Reply to this email if you have any questions. Go to event page: [Event page link]</li><li>Sender: <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="mailto:app@chezie.co">app@chezie.co</a></li><li>Customizable: No</li></ul></div></details><details class="details"><summary>Calendar Invitations</summary><div data-type="detailsContent"><ul><li>Subject: Invitation: [Event Name] @ [Date/Time]</li><li>Description: Sent when events are approved; includes details, location, RSVP options</li><li>Body: [Calendar invite] [Event details]Includes:<ul><li>Branded header with group-specific imagery</li><li>Clear call-to-action buttons/links</li><li>Professional footer with Chezie branding</li><li>Personalized content based on group/action</li></ul></li><li>Sender: Company Service Account</li><li>Customizable: No</li></ul></div></details>

Here is a list of all notifications that come from Chezie.

Chezie Notifications

Feedback

Roadmap

Changelog

Toby Egbuna

Reporting

This is a list of all available analytics in Chezie.

Metrics in Chezie

Chezie is SOC2 and pending GDPR compliance. Browse the pages below for more information about our security policies.

Security

A comprehensive document of all of our security practices.

Chezie Security Handbook

Privacy Policy

FAQs

Answers to your most frequently asked questions in one place.

ALL FAQs

Everything you need to know about personalizing and enhancing your ERG's profile in Chezie.

The Complete Guide to Customizing Your ERG in Chezie

Navigating your ERG group settings page

Changing your logo/banner

Editing your Group’s description

Editing your Group’s welcome message

Custom join forms allow you to capture specific information about your members as they join your Group.

Customizing your Group's Join form

Managing your Group’s resources

Connecting your Messaging App Channel

Adding your Group’s email

Changing viewing permissions

How to use our Goals feature to track impact.

Goals

Step-by-step guide on how to create a goal in Chezie.

How to create a goal

How to edit a goal

How to delete a goal

An overview of the entire process of creating and managing goals in Chezie.

How to use Goals in Chezie

Managing Groups

Learn how to customize your Group details like your logo and welcome message.

Customize your Group details

Gain insights into how ERG chapters work in Chezie.

ERG Chapters, explained

How to create a new Group

Export your group's membership list easily.

Export your Group membership list

Customize your account details for a personalized experience.

Customize your Account details

An explanation of how Cycles work in Chezie.

Cycles, explained

Learn how to create a new Cycle in Chezie

How to create a new cycle

Join a private group

Discover how to add or remove members from your group.

How to add or remove a member from a Group

Add new resources to enhance your group's content.

Add a new resource

Streamline the approval process for private group join requests.

Approve private group join requests

Learn how to set your group's privacy to "private" in a few clicks.

Private Groups

How to edit a cycle

How to customize the join form for your ERG

Join Forms

Settings

Understand the roles and responsibilities of group leads in Chezie.

Lead permissions, explained

Get insights into the roles and capabilities of administrators in Chezie.

Admin permissions, explained

A step-by-step guide on modifying lead permissions.

How to update a Lead’s permissions

Learn how to appoint a new Lead to your group.

Adding a new Group Lead

Expanding your admin team with new members.

Adding new Admins

Understand the differences between Admins, Leads, and Members in Chezie.

How access levels work

This guide details how to access and explains the function of each available control.

Managing Feature Controls

Tools and features for effective communication.

Communications

Learn the step-by-step process of sending emails using Chezie.

How to send an email from Chezie

Tailor your group's welcome email to make a lasting impression.

Customize your Group's Welcome Email

Learn the step-by-step process of sending Slack messages using Chezie.

How to send a Slack message from Chezie

Managing and tracking expenses efficiently.

Expenses

How to create an expense

How to edit an expense

How to delete an expense

How to request approval for an expense in Chezie.

How to request approval for an expense

Required Reading

Every ERG has leads; here’s how we suggest you structure your leadership team.

Suggested Group leadership roles

Here’s a guide on what to include in your Onboarding video for Chezie.

What to include in your Onboarding Video

Articles about connecting Chezie with other tools.

Integrations

How to use our Okta SAML or OIDC integration for SSO.

Okta SSO

How to use our Microsoft Teams Chat Integration.

Microsoft Teams (Chat)

How to use our Google Calendar Integration.

Google Calendar

How to use our Microsoft Calendar Integration.

Microsoft/Outlook Calendar

Zoom

Webex

How our Directory Sync integration works. 

Directory Sync Integration Overview

How to use our Microsoft Teams Video Integration.

Microsoft Teams (Video)

How to use our Azure SAML integration for SSO.

Azure (SAML)

How the Chezie email functionality works.

Email

Slack (2025)

Below is a diagram of how the integration data is used. This includes SSO, Directory, Calendar, and Video.

Integration data flow

PingFederate

A guide to announcing Chezie with your ERG members and entire company.

Best Practices For Launching Chezie

Intro

Announcing Chezie

Ideas from other Chezie customers

Summary

Everything you need for successful event planning in Chezie.

Events

An explanation of how scheduling and managing events in Chezie works.

The event scheduling process, explained

Discover the various event status options available in Chezie.

Types of event statuses

A comprehensive step-by-step guide that simplifies the event scheduling process.

How to schedule a new event

Easily access and generate detailed attendance reports for your events.

How to get an attendance report

All of the different options for inviting groups in Chezie.

Event invitee options, explained

Learn how to navigate the event approval request process with our user-friendly guide.

How to request approval for an event

Effortlessly upload and manage attendance records for your past events.

How to upload attendance for a past event

Access and share meeting room links seamlessly when scheduling new events.

How to get your meeting room links when scheduling new events

Streamline your event planning by duplicating existing events with our easy-to-follow instructions.

How to duplicate events

Quickly copy and share event landing page URLs for enhanced event promotion.

How to copy an event’s landing page URL

Learn how NPS works and what each score means.

Event NPS, explained

How to disable the event approval requirement so Leads can approve their own events.

How to disable the event approval requirement

How to update an existing calendar invite with the option to deliver the notifications quietly

How to update an event

An explanation of how time zones work in Chezie. 

How time zones work in Chezie

Explanation for all of the advanced options for your events.

Advanced options

How to get a QR code for an Event

How to view RSVPs or Attendees for your event

Viewing RSVPs or Attendees for your event

Explanation of what the Zoom host key is and how to use it

Using the Zoom host key

How to use your company’s Host Key in a Zoom meeting

Explanation of our event NPS survey feature.

How Event Surveys work in Chezie

How can we help you?

Help Center

Improved

Fixed

chezie

Not started

In Review

Approved/Planned

In Progress

Launched

Rejected

General Usability

Members

Budget

Forms

Chezie Product Roadmap

Tell Chezie how they could make the product more useful to you. Please include your email address!