Difference between revisions of "Training Videos"
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| + | ==GrowthZone Solution Overview== | ||
'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/t1T4b8bNprT]] [[File:New PDF Icon.jpg|link=http://supportwiki.memberzone.org/images/5/50/GrowthZone_Solution_Overview.pdf]] GrowthZone Solution Overview''' - The GrowthZone Solution Overview session is an introductory course to help new users (or those requiring a refresher) learn how to navigate in GrowthZone. This session will introduce participants to general navigation of the software and an overview of each module will be shared to provide a basic understanding of what each module will accomplish. | '''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/t1T4b8bNprT]] [[File:New PDF Icon.jpg|link=http://supportwiki.memberzone.org/images/5/50/GrowthZone_Solution_Overview.pdf]] GrowthZone Solution Overview''' - The GrowthZone Solution Overview session is an introductory course to help new users (or those requiring a refresher) learn how to navigate in GrowthZone. This session will introduce participants to general navigation of the software and an overview of each module will be shared to provide a basic understanding of what each module will accomplish. | ||
| + | |||
| + | ==GrowthZone Communications== | ||
'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/KpcmG45g1]] [[File:New PDF Icon.jpg|link=http://supportwiki.memberzone.org/images/1/1b/GrowthZone_Communications_-_The_Basics.pdf]] GrowthZone Communications''' - The GrowthZone Communications and List/Committee modules make it easy to connect with your board and to organize your contacts into lists for different types of communication. In this session, participants will learn how to setup and manage communications. | '''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/KpcmG45g1]] [[File:New PDF Icon.jpg|link=http://supportwiki.memberzone.org/images/1/1b/GrowthZone_Communications_-_The_Basics.pdf]] GrowthZone Communications''' - The GrowthZone Communications and List/Committee modules make it easy to connect with your board and to organize your contacts into lists for different types of communication. In this session, participants will learn how to setup and manage communications. | ||
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| + | ==GrowthZone Billing== | ||
'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/l8h27Bb5]] [[File:New PDF Icon.jpg|link=http://supportwiki.memberzone.org/images/8/89/GrowthZone_Setting_Up_Billing.pdf]] GrowthZone Setting up Billing''' - GrowthZone allows you to easily generate invoices, send invoices, and manage payments. In this session, participants will learn the basic steps to perform initial setup of billing within the GrowthZone software. | '''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/l8h27Bb5]] [[File:New PDF Icon.jpg|link=http://supportwiki.memberzone.org/images/8/89/GrowthZone_Setting_Up_Billing.pdf]] GrowthZone Setting up Billing''' - GrowthZone allows you to easily generate invoices, send invoices, and manage payments. In this session, participants will learn the basic steps to perform initial setup of billing within the GrowthZone software. | ||
| − | '''Billing | + | '''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/aw2Yr48mn]] [[File:New PDF Icon.jpg|link=http://supportwiki.memberzone.org/images/d/dd/GrowthZone_Managing_Billing.pdf]] GrowthZone Managing Billing''' |
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| + | ===Billing Tutorials=== | ||
:'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/rl6csjLvc]] Setting up Your Chart of Accounts''' | :'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/rl6csjLvc]] Setting up Your Chart of Accounts''' | ||
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:'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/NKsisV4RQzdy]] Setting up Taxes''' | :'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/NKsisV4RQzdy]] Setting up Taxes''' | ||
:'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/zrUuQrTc]] Setting up Goods & Services''' | :'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/zrUuQrTc]] Setting up Goods & Services''' | ||
| + | :'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/YjlyqoP3VlL]] Stored Payment Profiles''' | ||
| + | :'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/HQrepTnBOv86]] Creating an Invoice''' | ||
| + | :'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/970wHPZfcg]] Accepting Credit Card Payments''' | ||
| + | :'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/mnxrKiOt1]] Applying Refunds''' | ||
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| + | ==GrowthZone Membership Management== | ||
| Line 21: | Line 34: | ||
'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/6Pnm6VRjm]] [[File:New PDF Icon.jpg|link=http://supportwiki.memberzone.org/images/e/e0/GrowthZone_-_Managing_your_Contacts_and_Members.pdf]] Managing Your Contacts & Members''' - Acquiring and managing contacts and members is made easy with GrowthZone. In the session users will learn the basics of setting up and managing their contacts and memberships. | '''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/6Pnm6VRjm]] [[File:New PDF Icon.jpg|link=http://supportwiki.memberzone.org/images/e/e0/GrowthZone_-_Managing_your_Contacts_and_Members.pdf]] Managing Your Contacts & Members''' - Acquiring and managing contacts and members is made easy with GrowthZone. In the session users will learn the basics of setting up and managing their contacts and memberships. | ||
| − | + | ===Contact/Member Management Tutorials=== | |
:'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/nBlW8skNi]] Adding Contacts''' | :'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/nBlW8skNi]] Adding Contacts''' | ||
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:'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/UUpywIrIFrL]] Downgrading a Membership''' | :'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/UUpywIrIFrL]] Downgrading a Membership''' | ||
| − | '''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/ | + | ==GrowthZone Managing Your Store== |
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| + | '''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/FMv6j2p2QbB3]] [[File:New PDF Icon.jpg|link=http://supportwiki.memberzone.org/images/c/c3/Growth_Zone_Managing_your_Store.pdf]] GrowthZone Managing Your Store''' | ||
| − | ::GrowthZone allows | + | ::The GrowthZone Store Module is a module that allows the association to sell additional resources/products to members. In this session, participants will learn how to setup and manage their store. |
| − | + | ==GrowthZone Working with the Web Content Module== | |
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| − | + | ===Web Content Tutorials=== | |
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| + | :'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/PZ2lUNAu]] Enabling Web Content Types''' | ||
<html> | <html> | ||
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<p> | <p> | ||
<a href="http://www.screencast.com/t/48V057P9x" target="_blank">GrowthZone Managing Events - The Basics</a> | <a href="http://www.screencast.com/t/48V057P9x" target="_blank">GrowthZone Managing Events - The Basics</a> | ||
Revision as of 14:43, 28 June 2018
Contents
GrowthZone Solution Overview
GrowthZone Solution Overview - The GrowthZone Solution Overview session is an introductory course to help new users (or those requiring a refresher) learn how to navigate in GrowthZone. This session will introduce participants to general navigation of the software and an overview of each module will be shared to provide a basic understanding of what each module will accomplish.
GrowthZone Communications
GrowthZone Communications - The GrowthZone Communications and List/Committee modules make it easy to connect with your board and to organize your contacts into lists for different types of communication. In this session, participants will learn how to setup and manage communications.
GrowthZone Billing
GrowthZone Setting up Billing - GrowthZone allows you to easily generate invoices, send invoices, and manage payments. In this session, participants will learn the basic steps to perform initial setup of billing within the GrowthZone software.
GrowthZone Managing Billing
Billing Tutorials
- Setting up Your Chart of Accounts
- Setting up Your Invoice Templates
- Setting up Your Invoice Terms
- General Finance Settings
- Setting up Payment Gateways
- Setting up Taxes
- Setting up Goods & Services
- Stored Payment Profiles
- Creating an Invoice
- Accepting Credit Card Payments
- Applying Refunds
GrowthZone Membership Management
Setting up Your Membership Types & On-line Application Form - Your membership packages allow you to provide different levels of benefits to your members In this session participants will learn the skills to setup membership packages, and manage on-line applications.
Managing Your Contacts & Members - Acquiring and managing contacts and members is made easy with GrowthZone. In the session users will learn the basics of setting up and managing their contacts and memberships.
Contact/Member Management Tutorials
- Adding Contacts
- Merging Contacts
- Adding a Membership to a Contact
- Adjusting a Membership
- Upgrading a Membership
- Downgrading a Membership
GrowthZone Managing Your Store
GrowthZone Managing Your Store
- The GrowthZone Store Module is a module that allows the association to sell additional resources/products to members. In this session, participants will learn how to setup and manage their store.
GrowthZone Working with the Web Content Module
Web Content Tutorials
- Enabling Web Content Types
