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Send Info Hub Login Instructions to Contacts
If you have configured your Member Application form to automatically provide Info Hub access, the individual filling out the member application will be shown an option to go to login page where they will be able to create their own account. The user will be given the access level you selected in the Login settings. A…
Email Designer Merge Tags
NOTE: Email Designer templates are only deliverable from the Email Designer tab and are not available to select anywhere else in GrowthZone. You can however use them for/in Marketing Automation workflows . Within the Email Designer Custom Tools, you have the option to include several merge tags (merge fields) wit…
Update List/Committee General Settings
* On the General tab of a List/Committee, you will be able to update the settings you configured when the list/committee was first created. General settings for a list/committee * You can view and/or change the following settings on the General tab: Name - Enter a name for the new list. Use a name t…
Set Up GrowthZone Pay
NOTE: Once you have confirmed your GrowthZone Pay rates and monthly fee, you may setup and configure your GrowthZone Pay gateway. If you have not discussed GrowthZone Pay rates, or are using a different gateway, contact [email protected] for assistance. GrowthZone Pay allows your contacts to ent…
Add a Blog
Blogs are a great way of engaging your members, and allowing them to have a voice. Additionally, blogs allow for immediate delivery of information. * Click Web Content in the Navigation Panel. * Click the Blog tab. NOTE: If the Blog tab is not displayed, you will need to enable it as a content type.…
CONTENTS - Contact
* Search for a Contact * Contact Status * Add a New Organization Contact * Add New Contact - Individual * Customize Contact Overview tab * Contacts Not in CRM or Events Attendees Potential Contacts * Communicate with Multiple Contacts from Within the Contacts Module * Importing Contacts Contact Import Ove…
Add a New Email List
See List/Committee vs Email List: Which Should I Choose? before creating your new email list. copy and paste. Modify height and width if desired. * Click Lists/Committees in the Navigation Panel. A listing of all lists/committees configured in your database will display. * Click the Add Email List b…
Workflow Example: Member Retention
These examples were built out using materials from a GrowthZone/Frank Kenny webinar, "Automated Member Recruitment & Retention". Click here to access the webinar and materials. The key to a stable association is members who renew consistently. Once your new members successfully complete their onboarding sequence…
Add Late Fees to Overdue Invoices Individually
If applicable, you can add late fees to overdue or unpaid invoices. As a pre-requisite, you will setup a fee item for the late fee. This fee item MUST be setup of type Late fee . When using accrual accounting, set the fee item recognition to On Invoice Date . This will ensure that the late fee charge is appropria…
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…
