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Create a New Staff Access Level
The functions that your staff will have access to within the software are driven by the permissions they have been given. Your database has been populated with default access levels. You can use these as they are designed, customize them to suit your needs, or create your own access levels. Access Level Settings…
Add a New Committee
See List/Committee vs Email List: Which Should I Choose? before creating your new list/committee. Click Lists/Committees in the Navigation Panel. A listing of all lists/committees configured in your database will display. On installation of the software, common lists have been populated, such as Current Staff…
Special Topic: Contact Records for Testing
Oftentimes, organization staff will want to test things like member access levels, sending emails with merge fields, etc. GrowthZone recommends setting up specific, obvious contact records to use for this purpose. Best practice is to use emails that are NOT attached to a staff member's GrowthZone access. Several e…
Add a Coupon
* Click Web Content in the Navigation Panel. * Click the Coupons tab. NOTE: If you have renamed Coupons when setting up your content types, your custom name for coupons will be displayed on the tab. Additionally, if the Coupons tab is not displayed, you will need to enable it as a content type. Refer to: …
Add a News Item
News Items allow you to keep your members and the public up to date on the latest news and information about your members, community and association. News may be a list of announcements, articles, newsletters or any other type of post. * Click Web Content in the Navigation Panel. * Click the News Items t…
Event Settings Defaults
The Event Settings options allow you to configure the defaults to be used for your events. Setting up the defaults will save you time when creating events, and may be over-ridden as needed for individual events. * Select Setup in the Navigation panel. * Click Event Settings in the Event section. * On …
View or Create your Membership Application Form
copy and paste. Modify height and width if desired. The right application can make a huge difference in convincing interested individuals to sign up for membership. And then once they join, GrowthZone can make managing your members easier. A default application form is setup in your system. You may use it as it is c…
Automated Messaging
GrowthZone is configured with many automated messages that get sent by the system when a certain action or trigger occurs. For example, when someone registers for an event, the system automatically sends a registration confirmation to the contact with the event information and registration details. When someone pays …
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…
Overall Registration Options
You can configure your registration open/end dates, maximum attendees, visibility, and so on under the Attendee Setup tab's Overall Registration Options. * Select the desired Event. * Click the Attendee Setup tab. * Click the icon adjacent to Overall Registration Options . * Configure the following s…
