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We know you're busy! There are lots of on-demand, previously recorded sessions on a variety of topics available for when it's convenient for YOU.
For additional Billing Video Tutorials, click here for more information.
For additional Real Estate Edition Video Tutorials, click here for more information.
GrowthZone Core Modules
GrowthZone Solution Overview
This session is an introductory tour to help new users (or those requiring a refresher) learn how to navigate in GrowthZone. This session will introduce participants to general navigation of the software and an overview of each module will be shared to provide a basic understanding of what each module will accomplish.
Prerequisites: None
Length: Approx. 60 minutes
GrowthZone Communications
The Communications module makes it easy to connect with your contacts, and track your communications with them. In this session, participants will learn how to setup and manage communications.
Prerequisite(s): GrowthZone Solution Overview
Length: Approx. 60 minutes
Managing Contacts
Acquiring and managing contacts and members is made easy with GrowthZone. In this session, users will learn the basics of setting up and managing their contacts.
Prerequisite(s): GrowthZone Solution Overview, GrowthZone Communications
Length: Approx. 60 minutes
Managing Directory Listings
Your directory can be integrated into your website using the GrowthZone software. Learn how to manage your directory, update the directory display settings, and connect the directory to your website.
Prerequisite: Managing Contacts
Length: Approx. 30 minutes
Setting Up Your Membership Types
Your membership packages allow you to provide different levels of benefits to your members. In this session participants will learn the skills to setup membership packages.
Prerequisite(s): GrowthZone Solution Overview
Length: Approx. 40 minutes
Manage your Membership
Acquiring and managing members is made easy with GrowthZone. In the session users will learn the basics of managing memberships.
Prerequisite(s): GrowthZone Solution Overview, GrowthZone Communications, GrowthZone – Setting up your Membership Types, GrowthZone Managing Contacts
Length: Approx. 60 minutes
Set up Your Billing
GrowthZone allows you to easily generate invoices, send invoices, and manage payments. In this session, participants will learn the basic steps to perform initial setup of billing within the GrowthZone software.
Prerequisite(s): GrowthZone Solution Overview
Length: Approx. 45 minutes
Daily Billing Activities
GrowthZone allows you to easily generate invoices, send invoices, and manage payments. In this session, participants will learn the basic steps to managing their billing.
Prerequisite(s): GrowthZone Solution Overview, Set Up Your Billing
Length: Approx. 40 minutes
Manage Membership Dues Billing
GrowthZone allows you to easily generate invoices for upcoming membership dues and deliver those invoices. In this session, participants will learn the basics of generating and delivering invoices for their membership billing, as well as reviewing and redelivering past due invoices.
Prerequisite(s): GrowthZone Solution Overview, Set Up Your Billing, Daily Billing Activities, Manage Your Memberships
Length: Approx. 60 minutes
Event Setup
The GrowthZone Events module is designed to help you navigate every aspect of the event process - everything from inviting attendees to tracking registrations to creating invoices. In this session, participants will learn the basics of setting up events.
Prerequisite(s): GrowthZone Solution Overview
Length: Approx. 60 minutes
Manage Your Events
The GrowthZone Events module is designed to help you navigate every aspect of the event process - everything from inviting attendees to tracking registrations to creating invoices. In this session, participants will learn the basics of managing events.
Prerequisite(s): GrowthZone Solution Overview, GrowthZone Event Setup
Length: Approx. 60 minutes
The Info Hub
Info Hub Part 1: Setup & Options
One of the great features of GrowthZone is The Info Hub, a member center that enables your users to access key information and actively engage with your organization. This session will walk through the various settings and options available to apply to your GrowthZone Info Hub.
Prerequisite(s): GrowthZone Solution Overview
Length: Approx 30 mins.
Info Hub Part 2: Tour & Content Managment
This session will contain a member-view tour of the Info Hub and how to manage content- your own and member-submitted- through the back office.
Prerequisite(s): GrowthZone Solution Overview, Info Hub Part 1: Setup and Options
Length: Approx 30 mins.
Info Hub Part 3: Launch & User Management
This session will address how to launch your Info Hub to your members and how to manage usernames and passwords.
Prerequisite(s): GrowthZone Solution Overview, Info Hub Pt. 1- Setup and Options, Info Hub Pt. 2- Tour & Content Management
Length: Approx. 30 mins.
Additonal Info Hub Resources:
5 Ways to Promote the Info Hub to your Members
5 Ways to Engage Your Members in the Info Hub
Manage Your Lists & Committees
Sending communication via email and letters may be simplified by creating lists/committees. Additionally, you can allow your members to automatically join the lists/committees that they wish to participate in. In this session, participants will learn how to setup lists/committees and manage those lists.
Prerequisite(s): GrowthZone Solution Overview, GrowthZone Communications
Length: Approx 45 minutes
GrowthZone Reports
5 Things to Know About Reports
Reporting is an integral part of your GrowthZone system. Through reports you will be able to view and analyze the data you have in GrowthZone This session will cover some of the common functions of reports, as well as providing some tips and additional options within reports.
Prerequisite(s): GrowthZone Solution Overview, Lists/Committees, Communications
Length: Approx 30 minutes
5 Budgeting and Planning Reports You Should Know
It is of critical importance for a clear budget that your association can utilize for strategic decision making. In this session you will learn of the 5 most common reports to use for budgeting and planning
Prerequisite: GrowthZone Solution Overview, 5 Things to Know about Reports
Length: Approx 20 minutes
5 Contacts Reports You Should Know
Your GrowthZone software provides a central place to store all of your contact data, track member interactions, and share this information with colleagues. It allows you to manage relationships with your contacts, and grow your association. In this session, participants will learn to generate and analyze 5 reports specific to contacts.
Prerequisite: GrowthZone Solution Overview, 5 Things to Know about Reports
Length: Approx. 50 minutes
Working with Web Content
The Web Content Module allows you to create web-site pages Hot Deals, Job Postings, Blogs, News Releases and Testimonials This is a great way to support and promote your members, and organization! In this session participants will learn how to setup and manage web content.
- Prerequisites(s): GrowthZone Solution Overview
- Length: Approx. 60 minutes
GrowthZone Additional Modules
Marketing Automation
5 Best Practices for Marketing Automation
The GrowthZone Marketing Automation module provides the functionality to set up automated workflows designed specifically around varying communication goals. This session covers five best practices you can use in setting up a marketing automation campaign, and gives examples of five common workflows.
- Prerequisite(s): GrowthZone Solution Overview, GrowthZone Communications
- Length: Approx. 60 minutes
5 Ways to Connect with New Members using Marketing Automation
With the Marketing Automation module, you can send personalized and targeted information to your new members around their initial experience and key milestones that will ensure a successful onboarding.
- Prerequisite(s): GrowthZone Solution Overview, GrowthZone Communications
- Length: Approx. 30 minutes
5 Ways to Make the Most Out of Marketing Automation
One of your key needs as an association may be ongoing, relevant communication with your members and prospects. With Marketing Automation, you can send personalized, targeted information to bring the most valuable information to your stakeholders.
- Prerequisite(s): GrowthZone Solution Overview, GrowthZone Communications
- Length: Approx. 30 minutes
Continuing Education
5 Steps to a Simple Certification Program
While GrowthZone's Continuing Education module can accommodate complex scenarios, it can also be used for basic tracking of completed continuing education hours/credits. This session will detail how to set up a very simple certification in the Continuing Education module, how to track completion of hours/credits, and the various ways of reporting on and viewing progress.
- Prerequisite(s): GrowthZone Solution Overview
- Length: Approx. 35 minutes
Expo Module (Events Module Add-on)
Exhibitors and Sessions
Do you subscribe to the Expo module, or want to learn more about it? This session will cover Sessions and Exhibitors. This session covers set up and management of both options.
- Recommended Session(s): GrowthZone Solution Overview
- Length: Approx. 45 minutes
Forms and Surveys
The Forms/Surveys module enables you to quickly create and publish custom web forms and surveys. Features include an intuitive interface which allows you to select from a variety of form fields. This module allows you to engage your members regularly and get feedback on how you are serving them.
- Prerequite(s): GrowthZone Solution Overview
- Length: Approx. 30 minutes
Sales Funnel
Sales Funnel Initial Set Up
The GrowthZone Sales Funnel is a module that allows you to track the progress of various opportunities from Lead to Win. In this session, participants will learn how to perform the initial setup functions to maximize use of the Sales Funnel.
- Prerequite(s): GrowthZone Solution Overview
- Length: Approx. 20 minutes
Managing Your Sales Funnel
The Sales funnel is a module that allows you to track the progress of various opportunities from Lead to Win. In this session, participants will learn how to setup and manage their sales opportunities.
- Prerequisite(s): GrowthZone Solution Overview, Sales Funnel Initial Set Up
- Length: Approx. 50 minutes
Projects & Tasks
Managing Your Projects
The Project Management module will help you to organize and manage projects from beginning to end. The module can be used to manage your member acquisition, member onboarding, events, and more. If you have projects that are repeatable (such as member onboarding) you can create a project template to be re-used, saving you time.
- Prerequisite(s): GrowthZone Solution Overview
- Length: Approx. 30 minutes
Web Content
Working with the Web Content Module
The Web Content Module allows you to create web-site pages Hot Deals, Job Postings, Blogs, News Releases and Testimonials This is a great way to support and promote your members, and organization! In this session participants will learn how to setup and manage web content.
- Prerequisite(s): GrowthZone Solution Overview
- Length: Approx. 60 minutes
Store
Managing your Store
The Store Module allows your association to sell additional resources/products to members The integrated Store in your GrowthZone Software, makes selling and processing orders as simple as possible. In this session your will learn how to set up and manage your store.
- Prerequisite(s): GrowthZone Solution Overview, Set Up Your Billing
- Length: Approx. 40 minutes
Fundraiser
The GrowthZone Fundraising module provides the functionality to manage fundraising campaigns for both pledge-based and non-pledge donations. In this session, participants will learn how to setup fundraisers, share fundraisers, accept and manage donations. With the GrowthZone fundraising module you can manage fundraising campaigns for both pledge-based and non-pledge donations; provide reporting and financial tracking to your staff and board.
- Prerequisite(s): GrowthZone Solution Overview, Set Up Your Billing
- Length: Approx. 30 minutes
Benefit Tracking
With the Benefit Tracking module, you are able to tie benefits to membership and easily track and report on their usage. This will allow you to easily demonstrate member value so that your members renew.
- Prerequisites: Billing 101 - Initial Set Up; Membership 101 - Setting Up Membership Types; Events 101 - Setting Up Events
- Length: Approx. 30 minutes
