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Set Up Sponsor Registration Type
Using the Sponsors/Ads module in conjunction with your events allows you to generate additional revenue and have GrowthZone do a lot of the work for you- it's a win win! To get started, you will set up Sponsorship Benefits, then you will tie the benefits to a Sponsor Registration Type. Once created, you will be abl…
Add Event Vouchers to Store
The Voucher feature provides the ability for an association to sell a pack of event tickets to events with a specific category. This is perfect for associations with active sub-groups like Young Professionals or Women in Business. Attendees can buy a pack of tickets to attend these events and only need to submit one …
Membership Engagement Report (Beta)
Your association works hard to keep members coming back year after year, offering value through opportunities and events. The more you engage your members, the more likely they will renew their memberships. The Member Engagement Report provides a way for you to analyze how engaged your members are by looking at how…
Event Sessions Report
The Event Sessions Report can be used to generate a report of all session registrants. You can run the report for an individual session and use the report as a check-in roster, or run the report for all the sessions offered at your event. * Click Reports in the Navigation Panel. * Use the Quick Filter option t…
Add or Apply Credit Memos
Create a Credit Memo You may add a Credit Memo on the Credit Memos tab, in the Billing module, or from a contact's Billing tab. The instructions below are for creating a credit memo in a contact's record. * In a Contact's record, click the Billing tab. * Click the adjacent to Enter Check/Payme…
Available Merge Fields for Continuing Education/Certificates
This list may not be current; always check the available merge fields for your document within GrowthZone to verify all active available merge fields for that document type. Merge Field Name Description UFCertificationContactPrefix Prefix of the contact receiving a certificate, a component certificate, or bei…
Event Details (the Overview tab)
Event Details (aka the Overview tab) The Overview tab of your event allows you to update the information supplied when the event was first created. copy and paste. Modify height and width if desired. Click on the pencil icon to the right of the Section name you want to edit. An event's details displayed on t…
Set up a Recurring Event Series
If the event is part of a series (i.e. events that occur on a regular basis with a repeatable pattern), you can initiate and manage the recurrence options for the event series. copy and paste. Modify height and width if desired. On the Overview tab, scroll down to the section labeled "Recurrence" (located on th…
Create a Single Invoice
Single invoices may be created directly on a contact or individual's Billing tab, or from the Billing module . NOTE: It should be very rare that you would need to manually create an invoice within GrowthZone, there should be an action taken (adding a membership, registering an attendee) which will trigger an…
Create and Manage Email Templates
copy and paste. Modify height and width if desired. Email templates provide an easy way to respond to standard email tasks. For example, you may wish to send a thank you email to all those who have attended an event. You can create (or customize a default) template that can be used consistently for all of your e…
