Description Fields and HTML
IMPORTANT! Using HTML tags in these kinds of text fields is available but not supported; the support team will not troubleshoot HTML for you, so use these tags at your own risk. While there isn't a built in rich text editor for some of the Description text entry fields, you can include some basic HTML tags in y…
Contact Engagement
The Engagement tab is designed to give your staff a comprehensive and visual overview of some of the key activities of your members. We understand that it is critical that your members feel they are receiving value for their membership. The Engagement tab helps you to show your members a clear picture of what poi…
Set Up "No Show Fees" for your Events
NEW VIDEOS COMING SOON! You may configure "No Show Fees" for attendees that register for events but do not attend and do not cancel their registration. These fees will be automatically added to any future registration invoices for attendees that registered for an event but did not attend or cancel in advance. …
Express Consent
To ensure users are aware of the types of data being collected and for what purpose it is being used along with the need to opt-in, there will be changes, additions, and privacy notices added to screens that collect information. This can include features like the membership application, event registration, etc. Priva…
GrowthZone Data Sent to Zapier
IN PROGRESS *NOTE GrowthZone integrated with Zapier is very limited. The only triggers we have available are as follows: * GrowthZone has a Membership trigger that will pass membership details when a new membership is added or a change is made to an existing membership * GrowthZone has an Event Registration tr…
Methods of Payment
Your members can now enjoy flexible payment options when they register for events, purchase things from the online store (additional module required), and pay their invoices in the Info Hub. Since these payments are processed through Stripe, there is no additional fees for these payment methods. (Features listed ar…
Manage Overall Event Custom Fields
These Overall Event Custom Fields are intended for staff members to track expenses and other internal event information. They can be included in various event reports, such as the Events Overview Report , Event Attendee Report and the Event Activity Report . By gathering data in these overall custom fields, you…
Set up Voluntary Fee Items
Voluntary fees may be added to your member invoices and membership applications. With a simple set up you can easily ask for, collect and track voluntary amounts. You may wish to use voluntary fees to ask for extra funds for special projects, such as technology improvements, or fundraising to support specific committ…
Create a Certification
* Click on the Certifications tab within the Continuing Education module and click the Add Certifications button. * On the Add Certification window, configure the following: Name : (Required) Provide a name for the certification. This name will be used publicly when you display certification…
Custom Tools
NOTE: Email Designer templates are only deliverable from the Email Designer tab and are not available to select anywhere else in GrowthZone. You can however use them for/in Marketing Automation workflows . The Custom Tools in Email Designer are designed to pull in lists of database information into your newslette…