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Fields Sent in Zapier
Integrating the Zapier tool in GrowthZone allows can take your GrowthZone memberships and events to the next level. The following lists contain the fields that are sent in our Zapier "zaps" for both memberships and events. *NOTE GrowthZone integrated with Zapier is very limited. The only triggers we have availabl…
Cancel or Postpone an Event Manually
It is unfortunate, but at times, you may find it necessary to postpone or cancel an event. If you choose not to use the automated options to postpone or cancel , you can update your event and perform accounting actions manually. Here are some best practices for these situations: * Update the Event Title…
Send a Mass Email
GrowthZone provides you with an Address Book where lists/committees that you have created and dynamically created grouping have been created. For example, the system has dynamically created a group of all of your active members. Other dynamically created groups include member categories, event registrants, event at…
Set Up Your Invoice Template(s)
Within your database you will be able to define the templates that you wish to use for invoices, statement, credit memos, etc. The steps described use the default invoice template as an example, but follow the same steps to customize other billing documents. A standard invoice template (Invoice.docx) is built into th…
Exhibitor Activity Report
The Exhibitor Activity Report provides the ability to view event exhibitors. The report filters by exhibitor name, event date range and exhibitor type. * Click Reports in the Navigation Panel. (You can also access this report by using the dropdown next to the Add Registration button in the Attendees tab, OR b…
View Contact Activity
There are many types of communication and activities that may be happening with a member/contact, which may involve various staff members. The activities tab provides a single place to quickly see a summary of all of these activities. Filter on the specific type of activity you wish to review. Did you know... …
Cancel an Exhibitor Registration
In the event an exhibitor cancels, you will first have to cancel the exhibitor registration , then update the booth so it is available for a new registration. Optionally, you may also cancel the registration of the staff attendees . To cancel the registration: * For the desired event, click the Exhibitor t…
Zoom Integration
We now have the ability to integrate GrowthZone Events with Zoom Meetings. Once enabled, you'll be able to sync your event in GrowthZone to Zoom, and when synced, GrowthZone will automatically create the event in Zoom. Attendees will utilize the GrowthZone event registration form and be tracked in GrowthZone just lik…
Set Phone Number Formatting
To ensure data is consistent in the system, you can set phone numbers to have a required format such as (###) ### - ### for 9 digit numbers and 1- (###) ### - ### for 10 digits numbers that start with 1. NOTE: International customers have the ability to enter that phone in a format that makes sense for your country…
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…
