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Workflow Example: Event Promotion, Updates, and Feedback
Let's say you are getting ready to promote your annual conference event. You will want to send automated emails to your members to let them know about the event and remind them to register. When they do register, you want to keep them informed of updates or changes. After the event is over, you also want to send out …
Use Case: Find All Payments Made By a Single Contact Over a Specific Date Range
Using the Transactions by Contact Report , you can display all payments received from a contact, over a specific date range. This could be helpful if a contact needs a record of all of the payments they have made to you for tax purposes. * Click Reports in the left navigation panel and select Transactions by …
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…
