Event Revenue Reporting
While the Goals section on the Overview tab displays numbers for an event that can be helpful, they can also be confusing if it is unclear what is included in this data or the purpose of the display. Questions also arise if the Overview totals do not match financial reports. Which is correct? What numbers should I lo…
Issue Refund for a Cancelled Event
If you have paid invoices and you have decided to issue refunds, you can accomplish this directly from the Attendee Purchases tab of the event. Click the Actions button in the Actions column, and select "Create Refund". Add a note to the refund, and if needed, you can modify the amount to refund either a portion of t…
Add Additional Items for Sale during Event Registration
If you wish to sell additional items during the event registration process (for example you may wish to be able to sell mulligans for your golf tournament at the time of registration, or a commemorative hat), these items may be added in the Additional Items section on the event's Attendee Setup tab. Additionally,…
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…
Registration Protection Overview
Introduction Protect your non-refundable registration fees! Registration Protection is an optional add-on offered to your members when they register for one of your events. If they can't attend for a covered reason, ViCoverage handles the refund directly so you keep the revenue and your staff stays out of the claims…
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…
