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Forms/Surveys Video Tutorials
IN PROGRESS Here is a series of focused videos on various topics related to the Forms/Surveys module. Webinars 5 Ways To Use Forms and Surveys (27 min.) * Video * Handout The Basics * COMING SOON Advanced/Related Topics * Smart List - Dynamically Update Contacts in Lists/Committee from Report Result…
Staff App Video Tutorials
IN PROGRESS Here is a series of focused videos on various topics related to the GrowthZone Staff App. Webinars * Staff App Overview Watch the Video (approx. 40 minutes) Download the Handout * 5 Things You Can Do With The Staff App Watch the Video (approx. 18 minutes) Download the Handout The …
Marketing Automation Video Tutorials
IN PROGRESS Here is a series of focused training videos on various topics related to the Marketing Automation module. Webinars * Marketing Automation Overview (45 mins) Handout * 5 Ways to Make the Most of Marketing Automation (27 mins.) Handout * 5 Ways to Connect with New Members using Marketin…
Email Designer Video Tutorials
IN PROGRESS Here is a series of short, focused training videos on various topics related to the Email Designer (included with the Marketing Automation module). The Basics Email Designer * Working with Email Designer View Email Designer Templates Create an Email Designer Template Template Settings -…
Communications Video Tutorials
Webinars * Communications: The Basics (45 mins.) Handout (PDF) * 5 Email Templates You Should Customize (and how to do it!) (1 hr) Handout (PDF) * 5 Ways to Ensure Your Emails Get Through (~45 mins.) Handout (PDF) The Basics Communications Setup * Signatures * Email Templates * Automated M…
Sponsors and Ads Tutorial Videos
Webinars * Sponsors and Sponsorships (45 mins.) Sponsors and Sponsorships Handout The Basics * Setting up Sponsorship Levels * Setting up Sponsorship Registration Types Advanced/Related Topics Sponsor setup and management documentation is found in Event Sponsor Management .
Events Video Tutorials
Webinars * Event Setup (1 hr.) Event Setup Handout (PDF) * Event Management (1 hr.) Event Management Handout (PDF) The Basics Setup * Event Global Settings * No Show Fees * Creating Calendars * Setting Up No Show Fees * Additional Event Considerations Event Setup * Create a New Event * Copy …
Fundraiser Video Tutorials
Fundraiser Setup and Management (7 minutes) Handout Managing Fundraisers * Share the Fundraiser Link * View List of Donors * View all Donation Activity * Manage Recurring Donations * Send out Invoices for Donations * Add Donation from the Back Office * Add Donor and Payment Simultaneously * Update Donor…
Contacts Video Tutorials
Webinars * Managing Contacts (42 minutes) Handout * Managing your Directories (39 minutes) Handout The Basics * Search for Contacts * Add an New Business/Organization/Office * Add a New Individual/Rep/Agent * Working with Contact Custom Fields * Manage Tags Advanced * Managing & Merging Duplicat…
Membership Video Tutorials
Membership Webinars * 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 Membership Setup * Setup Membership Types * Add Pricing …
