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Upload a Document Template
If you have created a document template, you can upload it to the database. * Click Setup in the Navigation Panel. * Click Document Generation Templates in the Document Generation section. A list of existing templates will be displayed. * On the Document Generations Template screen, click the Add b…
Add a Testimonial in the Info Hub
Members may add testimonials via the Info Hub. NOTE : Members must have at a minimum Create access to add testimonials. NOTE: If you have renamed Testimonials to your specific terminology, your custom terminology is displayed. The instructions below use the system terminology. * Click Testimonials in …
Add Components to a Program/Certification
In order for component completion to be correctly tracked, all components must belong to a certification/program. * Click the Certifications tab in the Continuing Education module. * Click the hyper-link in the Total Components column. If no components have been added to this certification No Total Compon…
Add Steps to Your Workflow
The workflow steps allow you to to build a campaign workflow by defining specific emails that will be sent under this program, including the sequence of the communication and time frame between each communication. * On the Marketing Automation screen, select the Workflow to which you wish to add steps and cli…
Add a News item in the Info Hub
Members may add news articles via the Info Hub. The member must have at a minimum Create access to Web Content, to add news articles. NOTE: If you have renamed News to your specific terminology, your custom terminology is displayed. The instructions below use the system terminology. * Click News in the …
Add a Coupon in the Info Hub
Members may add coupons from within the Info Hub. Only users with Create access to web content will be able to add coupons. copy and paste. Modify height and width if desired.NOTE: If you have renamed Coupons to your specific terminology, your custom terminology will be displayed. The instructions below use the s…
Add Staff Member with Access to Multiple Databases
If your organization manages multiple databases, you can easily setup credentials for staff that will allow them to switch from one database to another. IMPORTANT: One staff member must have Administrative access to any/all of the databases to perform these steps. * Setup login credentials for all staff i…
Create Program/Certification Components
Components are individual items that count towards a program/certification. A component may be be a course, an exam, or a task. You may choose to have objectives for components and you have the option of setting a prerequisite for a Component, though prerequisites at the Component level should be used judiciously.…
Add Individual Custom Fields to your Event Registration Page
Over time, you may be collecting the same information from your event registrants. For example, for each of your events, you may ask for dietary restrictions. By creating these custom fields as Individual custom fields, the responses provided can be stored in your database, associated with the appropriate contact. …
Add Sections to a Form or Survey
To better organize the questions you wish to ask on your form, you can create sections. Once sections are created, you can add custom questions to the specified sections. * In the Forms module, click on the Name of the form you are editing. * Click the Manage Sections button. * If no sections have been defi…
