Fundraiser Video Tutorials
* * * ### [Fundraiser Setp and Management (7 minutes)][1] ### [][1][Handout][2] * * * ## Managing Fundraisers * [Share the Fundraiser Link][3] * [View List of Donors][4] * [View all Donation Activity][5] * [Manage Recurring Donations][6] * [Send out Invoices for Donations][6] * [Add Donation from the …
CONTENTS - Event Management
* [Events Initial Setup][1] * [Events Default Settings][2] * [Additional Considerations][3] * Event Categories: [Organize and filter][4] * Event Calendars: [Create and/or edit ][5] * Event Automated Messaging: [Review and customize][6] * [Set Up Goods & Services for Your Event][7] …
CONTENTS - Communications
## Table of Contents * * * * Initial Communications Setup * [Configure your Default From Email Address][1] * [Configure your Unsubscribe (Opt-out) Message][2] * [What Happens When an Email Recipient Opts-out][3] * [Change the Restrictions set on an Email Address][4] * [Configure Visibil…
Training Inquiry- GrowthZone
Thank you for your inquiry regarding training for GrowthZone! We have a variety of resources and opportunities available. ## **Free Online Resources** GrowthZone publishes and maintains many free resources. * **[GrowthZone University][1]:** NEW! We just launched our initial offering of "Essential" courses for Gro…
CONTENTS - Store
Setup Your Store * [Set-up Store Categories][1] * [Set-up Shipping Options][2] * [Set Store General Settings][3] Manage Store Products * [Add Physical/Standard Products to Your Store][4] * [Add Event Vouchers to Store][5] * [Add Digital Downloads to Store][6] * [Adding Image(s) to your Product][7] Ma…
CONTENTS - Lists/Committees
* [Working with Lists and Committees][1] * [Add a New Email List][2] * [Add a New Committee][3] * [Delete a List][4] * [Managing Lists and Committees][5] * [Update List and Committee General Settings][6] * [Synchronize a List or Committee to an Authorized Third Party Newsletter Solution][7] …
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 integrat…
CONTENTS - Sales Funnel
Overview [Sales Funnel Overview][1] Sales Funnel Initial Setup [Sales Funnel Initial Setup][2] * [Setup Sales Funnel Categories][3] * [Setup Sales Sources][4] * [Setup Sales Stages][5] * [Setup Sales Disposition][6] * [Setup Timeline Items][7] * [Automating Timeline Items][8] * [Timeline Item Appl…
CONTENTS - Billing
* [Billing Overview][1] * Initial Billing Setup * [Setup Your Chart of Accounts][2] * [Edit an Account in your Chart of Accounts][3] * [Add New Account to Your Chart of Accounts][4] * [Deactivate or Inactivate an Account in your Chart of Accounts][5] * [Import Chart of Accounts][6] …
CONTENTS - Web Content
Overview ### [**Web Content Overview**][1] Initial Set Up [Setup Web Content Category Lists][2] [Enable Web Content Types][3] [Configure your Web Content Types][4] [Set Pricing for Web Content][5] [Add A New Content Type List][6] [Add Custom Fields to your Content Lists][7] [Enable Public Subscription to Web …