Training Videos

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 Events

Event Management Create and manage every aspect of an event from within the Events module

Event Setup and Management Tutorials

Events Module Tour

Event Defaults

Calendar Setup

Category Setup

Event Setup (Creating a New Event)

Event Details [Use the gray buttons at the top of the screen to navigate to other sections with the video]

Event Communications

GrowthZone Working with the Sales Funnel Module

GrowthZone Sales Funnel Initial Setup - The GrowthZone Sales Funnel is a module that allows you to track the progress of various opportunities from Lead to Win. In this session, participants will learn how to perform the initial setup functions to maximize use of the Sales Funnel.

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 Managing your Fundraisers

GrowthZone Managing Your Fundraisers - The GrowthZone Fundraising module provides the functionality to manage fundraising campaigns for both pledge-based and non-pledge donations. In this session, participants will learn how to setup fundraisers, share fundraisers, accept and manage donations.

GrowthZone Working with the Sponsors/Ads Module

updated July 23, 2018

GrowthZone Working with the Sponsors/Ads Module - Provide and manage event sponsorship opportunities as well as generate non-dues revenue with ads on your website via the Sponsors/Ads module. In this session participants will learn how to set up and manage Event Sponsors and Website Ads

GrowthZone Working with the Web Content Module

GrowthZone Working with the Web Content Module - Grow your community and add value with web content that integrates data from your GrowthZone AMS with your website. In this session, participants will learn how to setup and manage web content (including hot deals, job postings, and news releases)

Web Content Tutorials

Enabling Web Content Types

GrowthZone - Working with the Staff App

Updated 9/25/2018

GrowthZone Working with the Staff App The GrowthZone staff app is designed to help association staff accomplish some tasks while on the road meeting members or managing an event. In this session participants will learn how to use the staff app to manage contacts, events, tasks and lists/committees.

5 Ways to Benefit from GrowthZone Pay

GrowthZone Pay is the easy way to accept and process payments. In this session, participants will learn about the benefits of implementing GrowthZone Pay.