Membership Video Tutorials

Who is this for? Staff and administrators who manage membership in GrowthZone — anyone responsible for setting up membership types, activating and maintaining memberships, and tracking benefits. Work through the modules in order to build confidence with the Memberships rail.

Module 1: Membership Webinars

Full-length recorded webinars that walk through membership setup, ongoing management, directories, and benefit tracking end to end. (Est. Time: 2.5 hours total)

• → Setting Up Your Membership Types (30 minutes) — Handout
• → Managing Your Memberships (56 minutes) — Handout
• → Working with Directories (58 minutes) — Handout
• → Benefit Tracking - Getting Started (30 minutes) — Handout

Module 2: Membership Setup

Short, focused clips on configuring membership types — pricing, levels, directories, and benefits. (Est. Time: 20 mins)

• → Setup Membership Types
• → Add Pricing to Your Membership Types
• → Add Levels to Your Membership Types
• → Add Directories to Membership Types
• → Assign Benefits to your Membership Types

Module 3: Managing Membership Activations

Day-to-day membership lifecycle tasks — adding, upgrading, downgrading, and dropping memberships on a contact. (Est. Time: 20 mins)

• → Add a Membership to a Contact
• → Relate Organization Staff to a Membership
• → Upgrade a Membership
• → Downgrade a Membership
• → Drop a Membership

Certification Goal: Membership Management Ready

By completing these tutorials you will be able to configure membership types, manage memberships throughout their lifecycle, and track member benefits with confidence across the Memberships rail.