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On-Demand Video Training
Mar 01, 2023
4272
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.
NOTE: THIS PAGE IS A WORK IN PROGRESS - we're working hard to get our videos more accessible and easier to find. There may be some missing links/documentation on this page, so please excuse the mess while we continue to organize! Most material can be found in the module Video Tutorials articles.
If you can't find something on this page, check the link above. If you still can't find what you're looking for, please contact the Support Team!
GrowthZone Essentials Videos
These sessions cover the basics of using your GrowthZone software.
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.
- Recommended Session(s): None
- Length: Approx. 60 minutes
- Watch the Video
- Download the Handout
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.
- Recommended Session(s): GrowthZone Solution Overview
- Length: Approx. 60 minutes
- Watch the Video
- Download the Handout
GrowthZone Lists/Committees
- Conveniently group your contacts into lists or committees for mass emails.
GrowthZone 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.
- Recommended Session(s): GrowthZone Solution Overview, GrowthZone Communications
- Length: Approx. 60 minutes
- Watch the Video
- Download the Handout
GrowthZone Setting Up 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.
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Recommended Session(s): GrowthZone Solution Overview
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Length: Approx. 60 minutes
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- Watch the Video
- Download the Handout
GrowthZone Managing Memberships
- Acquiring and managing members is made easy with GrowthZone. In the session users will learn the basics of managing memberships.
- Recommended Session(s): GrowthZone Solution Overview, GrowthZone Communications, GrowthZone – Setting up your Membership Types, GrowthZone Managing Contacts
- Length: Approx. 60 minutes
- Watch the Video
- Download the Handout
GrowthZone Setting Up 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.
- Recommended Session(s): GrowthZone Solution Overview
- Length: Approx. 60 minutes
- Watch the Video
- Download the Handout
GrowthZone Managing 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.
- Recommended Session(s): GrowthZone Solution Overview, GrowthZone - Setting Up Billing
- Length: Approx. 40 minutes
- Watch the Video
- Download the Handout
GrowthZone Managing 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.
- Recommended Session(s): GrowthZone Solution Overview, GrowthZone - Setting Up Billing, GrowthZone Daily Billing Activities, GrowthZone - Managing Your Memberships
- Length: Approx. 60 minutes
- Watch the Video
- Download the Handout
GrowthZone 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.
- Recommended Session(s): GrowthZone Solution Overview
- Length: Approx. 60 minutes
- Watch the Video
- Download the Handout
GrowthZone Event Management
- 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
- Recommended Session(s): GrowthZone Solution Overview, GrowthZone Event Setup
- Length: Approx. 60 minutes
- Watch the Video
- Download the Handout
GrowthZone Advanced Topics
These sessions go over the more advanced features and uses of GrowthZone.
GrowthZone General Info
GrowthZone Billing
- 5 Best Practices for Running Your Upcoming Billing
- Managing Annual Membership Dues Billing
- Managing Dues Price Increases
- 5 Budgeting and Planning Reports You Should Know
- 5 Ways to Benefit from GrowthZone Pay
- Implementing and Managing Membership Dues Autopay
GrowthZone Communications
GrowthZone Contacts
GrowthZone Info Hub
3 Part Series on the Info Hub:
- Info Hub Setup (+ PDF) :
- 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.
- Recommended Session(s):
- Length:
- Watch the Video
- Download the Handout
- 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.
- Info Hub Tour & Content Management (+ PDF) :
- 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 contain a member-view tour of the Info Hub and how to manage content- your own and member-submitted- through the back office.
- Recommended Session(s):
- Length:
- Watch the Video
- Download the Handout
- 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 contain a member-view tour of the Info Hub and how to manage content- your own and member-submitted- through the back office.
- Info Hub Launch & User Management (+ PDF) :
- 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 address how to launch your Info Hub to your members and how to manage usernames and passwords.
- Recommended Session(s):
- Length:
- Watch the Video
- Download the Handout
- 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 address how to launch your Info Hub to your members and how to manage usernames and passwords.
- 5 Ways to Promote the Info Hub to Your Members
- 5 Ways to Engage Your Members in the Info Hub
GrowthZone Lists/Committees
5 Best Practices for Managing Lists and 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.
- Recommended Session(s): GrowthZone Solution Overview, GrowthZone Communications
- Length: Approx. 58 minutes
- Watch the Video
- Download the Handout
GrowthZone Reports
- 5 Things To Know About Reports
- 5 Budgeting and Planning Reports You Should Know
- 5 Contacts Reports You Should Know
GrowthZone Additional Modules Videos
These sessions go over some of the additional modules available to add to your GrowthZone subscription.
GrowthZone Marketing Automation
5 Best Practices for Marketing Automation
- This session covers five best practices you can use in setting up a marketing automation campaign, and gives examples of five common workflows.
- Recommended Session(s): GrowthZone Solution Overview
- Length: Approx. 60 minutes
- Watch the Video
- Download the Handout
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.
- Recommended Session(s): 5 Best Practices for Marketing Automation
- Length: Approx. 30 minutes
- Watch the Video
- Download the Handout
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.
- Recommended Session(s): 5 Best Practices for Marketing Automation
- Length: Approx. 35 minutes
- Watch the Video
- Download the Handout
GrowthZone 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.
- Recommended Session(s): GrowthZone Solution Overview
- Length: Approx. 35 minutes
- Watch the Video
- Download the Handout
GrowthZone 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 the new Version 2 of Exhibitors. This session covers set up and management of both options.
- Recommended Session(s): GrowthZone Solution Overview
- Length: Approx. 45 minutes
- Watch the Video
- Download the Handout
GrowthZone Sales Funnel (aka Member Recruitment)
Sales Funnel Initial Setup
- 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.
- Recommended Session(s): GrowthZone Solution Overview
- Length: Approx. 45 minutes
- Watch the Video
- Download the Handout
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.
- Recommended Session(s): GrowthZone Solution Overview
- Length: Approx. 50 minutes
- Watch the Video
- Download the Handout
GrowthZone Projects/Tasks
Projects Initial Setup
- 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.
- Recommended Session(s): GrowthZone Solution Overview
- Length: Approx. 30 minutes
- Watch the Video
- Download the Handout
GrowthZone 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.
- Recommended Session(s): GrowthZone Solution Overview
- Length: Approx. 60 minutes
- Watch the Video
- Download the Handout
GrowthZone Store
- Managing Your Store (approx. 45 mins)
- Add a Store to Your Website
