.png)
Create a Badge Template From Scratch
(Note: this process can also be used to debug/fix a broken custom badge template. See the "View Hidden Fields" section.) NOTE: While creating your own custom badge template is available, GrowthZone Support will not troubleshoot/debug a custom template that is not working as expected. See the "View Hidden Field…
Creating a New Workflow
Before creating a workflow, be sure to complete the prerequisites : * For each workflow, you will need to create the desired email templates to be used in your campaign. See Create and Manage Email Templates . * For each workflow, you will need to specify/create the desired lists/committees as needed. See Lists…
Set up your Event Registration Types
A prerequisite to setting up your registration types is setup of the needed Fee Items. Click Here for further information on setting up Fee Items. NOTE: For proper accounting, when creating/selecting Fee Items for your event, be sure to verify that the appropriate income, accounts receivable and deposit accoun…
Create a New Info Hub Access Level for Members
* In the Navigation panel, select Setup . * Click End User Setup in the Staff and Users Access section. The End Users Access Level tab will display a list of the pre-configured Access Levels, and the number of people assigned to each level. You may view the permissions that are associated to a particula…
Create an Email Designer Template from Scratch
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 . Brand consistency is the first thing to consider when designing your email and newsletter templates. The loo…
Add a New Event or Copy an Existing Event
There are two ways to create a new event. * In the Events Module, click the "Add New Event" button in the upper right corner. or * In the header bar, click the button and select "Add Event". Both options will open the New Event Wizard . In step 1, you will select whether you are creating a new event , o…
Calendars
To display your events (whether publicly, member only, or internally) you will need to set up your calendars. To view or add calendars, click Setup in the Navigation Panel and find the Calendars link in the Event section; OR click Events in the Navigation panel and find the Calendars tab. A list of cal…
Create a Form or Survey
Creating a form is a two step process. First you will add the form, then you will add the questions to your form. * Click Forms/Surveys in the Navigation Panel. * Click the Add button. * Enter details in the fields on the opened page: Name - provide a name for your new form. Description - Th…
