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List and Committees Video Tutorials
Webinars * Working with Lists/Committees (~39 mins) Working with Lists/Committees Handout (PDF) The Basics * Creating an Email List/Committee * Managing Lists/Committees * Working with Smart/Dynamic Lists
Web Content Video Tutorials
Webinars * Working with the Web Content Module (1 hr 19 mins.) Handout Initial Setup * Enable And Configure Web Content Manage Web Content * Create a News Release
CONTENTS - Event Management
* Events Initial Setup Events Default Settings Additional Considerations Event Categories: Organize and filter Event Calendars: Create and/or edit Event Automated Messaging: Review and customize Set Up Goods & Services for Your Event Set Up "No Show Fees" for your Events * Working With Eve…
On-Demand Video Training
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…
CONTENTS - Communications
Table of Contents Initial Communications Setup * Configure your Default From Email Address * Configure your Unsubscribe (Opt-out) Message What Happens When an Email Recipient Opts-out Change the Restrictions set on an Email Address * Configure Visibility of E-mail Addresses when sending a Mass E-mail (Emai…
CONTENTS - Real Estate Edition Integration
GrowthZone's Real Estate Edition provides features required by most National Association of REALTORs Associations for managing their real estate data. The features include an additional tab on contact records to store real estate data, data sync management, and other necessary resources. The software supports integra…
CONTENTS- Community
Table of Contents * Enabling "Community Interaction" for a list of members * Create a Site Admin * Create a Group Admin * Community Pages * Sharing a Link to Community * Community Tutorial Videos For all other Community articles, please see the Community Support Center.
CONTENTS - Continuing Education
* Continuing Education Overview * Continuing Education Statuses * RECOMMENDED: Continuing Education Use Case: A Simple Setup * Continuing Education Use Case: One Event, Multiple Components * Continuing Education Initial Setup Configure Continuing Education General Settings Configure Continuing Education C…
CONTENTS - Billing
* Billing Overview * Initial Billing Setup Setup Your Chart of Accounts Edit an Account in your Chart of Accounts Add New Account to Your Chart of Accounts Deactivate or Inactivate an Account in your Chart of Accounts Import Chart of Accounts Setup your Invoice Payment Terms Setup Your Terms &…
CONTENTS - Web Content
Overview Web Content Overview Initial Set Up Setup Web Content Category Lists Enable Web Content Types Configure your Web Content Types Set Pricing for Web Content Add A New Content Type List Add Custom Fields to your Content Lists Enable Public Subscription to Web Content Create Web Content URL for your Web Pa…
