Use Case Table of Contents

About This Page This Table of Contents compiles all "Use Case" articles in the GrowthZone Help Center in one place. Use cases are real-world examples that show how to apply GrowthZone features to specific business scenarios — from event setups to billing workflows to report configurations. Browse by category below to find the example closest to your situation.

Essential Modules — Billing

FAQs and examples for finance and fee item setup. (2 articles)

• → Finance FAQ & Use Cases
• → Fee Items FAQ & Use Cases

Essential Modules — Event Management

Example event setups for tournaments and registration-on-behalf workflows. (2 articles)

• → Events Use Case: Golf Tournament
• → Events Use Case: Register on Behalf of Others

Essential Modules — Lists/Committees

Surfacing list data publicly on your site. (1 article)

• → Use Case: Publish Your List of Board Members

Essential Modules — Manage Parent/Child Relationships

Configuring inherited memberships across linked organizations. (1 article)

• → Parent/Child Use Case: Child Inherits Parent Membership

Essential Modules — Working with Events

Member/guest pricing configurations for events. (2 articles)

• → Use Case: Free Member with Paid Guest Setup
• → Use Case: Free Member with One Discounted Guest (Other Guests Full Price)

Premium Modules — Continuing Education

Multi-component event setups for granting CE credits. (2 articles)

• → Use Case: One Event, Multiple Components
• → Use Case: One Event, Two Components — Granting COEC and COEN Credits for a Single Class

Premium Modules — Use Cases (Workflows & Lists)

Real-world workflow automation and list management examples. (8 articles)

• → List/Committee Example: Combining Two Lists
• → Workflow Example: Automated Membership Renewal Reminders
• → Workflow Example: Win-Back Campaign
• → Workflow Example: Lead Conversion
• → Workflow Example: New Member Onboarding
• → Workflow Example: Member Retention
• → Workflow Example: Event Promotion, Updates, and Feedback
• → Workflow Example: Prospect Development

Productivity Modules — Contacts Reports

Pre-built report examples for finding, filtering, and auditing contact data. (13 articles)

• → Use Case: Find Active Contacts Who Do Not Have a Directory
• → Use Case: Identify Contacts Whose Addresses are Marked as Internal Only
• → Use Case User Account Report: View Contacts' Login Activity
• → Contacts Report Use Case: See the Primary Contact (Broker) for an Agent's Primary Office
• → Contacts Report Use Case: View a List of Active Agents Who Are Not Set to Sync with M1
• → Contacts Report Use Case: View All Contacts Who Have Expired Licenses
• → Contacts Reports Use Case: View All Organizations to Which an Individual Belongs
• → Contacts Reports Use Case: View All Parent Businesses and Their Related Child Businesses
• → Contacts Reports Use Case: View Report of All Contacts That Do Not Have a Directory Listing
• → Contacts Report Use Case: View Report of Contacts and Cell Phone Numbers
• → User Account Report Use Case: View Contacts Who Do Not Have Login Credentials
• → Use Case User Account Report: Contacts Who Have Created Their Accounts During the Week
• → User Account Report Use Case: View Contacts Who Have Login Credentials But Have Not Logged In

Productivity Modules — Use Cases (Billing & Events)

Examples for invoice tracking, voucher sales, and payment reporting. (4 articles)

• → Use Case: How Many Invoices Are Still Open
• → Use Case: How Long to Pay Invoices
• → Selling 'Vouchers' to Register for Events
• → Use Case: Find All Payments Made by a Single Contact Over a Specific Date Range

Real Estate Edition — M1 Integration

Handling overlapping member/affiliate scenarios in the M1 integration. (1 article)

• → M1 Integration Use Case: REALTOR Member is Also an Affiliate

Real Estate Edition — General

Importing attendees for compliance-credit courses. (1 article)

• → Use Case: Import Attendees for Code of Ethics or Fair Housing Credit

Tip: Can't find a matching use case?

If your scenario isn't covered above, search the broader Help Center or reach out to GrowthZone Support — we can often point you to a similar example or help you adapt one of these patterns to your situation.