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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…
Tenant to Tenant (T2T) Sync Overview
Data Exchange The T2T Sync is a ‘many to many’ sync, in which multiple GrowthZone databases can push data through a one-way exchange to multiple other GrowthZone databases. * A contact will only sync from Source to Target if that contact has an active membership and that membership type is configured in the Sync C…
Enabling "Community Interaction" for a list of members
Community is a new integration for GrowthZone subscribers. To use this feature, you must subscribe to the Community module. Contact the Account Management team if you are interested in adding this module to your subscription. Once you are subscribed to the Community module, GrowthZone staff will be responsible f…
Add Late Fees to Overdue Membership Invoices in Bulk
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 goods/service recognition to On Invoice Date . This will ensure that the late fee charge is appr…
Benefit Tracking Tips and FAQ's
Benefit Tracking Tips Create and Use Benefit Item Categories Benefit Items can be assigned to one or more benefit item categories. These categories can be created by you to organize your benefits further. Having your benefits categorized will provide a nice way to group your items in the Benefit Usage Report and th…
Single Sign On To Info Hub
Single Sign On (SSO) is the process of utilizing a single set of login credentials across multiple systems. SSO is key to reducing the friction that users experience when navigating connected systems as well as improving a user’s online security. GrowthZone will perform the initial setup. When using Single Sign On: …
Continuing Education Example: A Simple Setup
This article will step you through how to set up a super-simple continuing education program in GrowthZone. This setup makes the following assumptions: * No customization of program or component certificates ( here are instructions, but we won't cover them in this article! ) * No fees being charged * No objecti…
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…
