Training Videos

GrowthZone Solution Overview

Updated August 2019

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

Updated February 2020

GrowthZone Communications - The GrowthZone Communications modules make it easy to send emails to your contacts, log notes and calls, and monitor communications. In this session, participants will learn how to setup and manage communications.

GrowthZone Billing

GrowthZone Setting up Billing

Updated September 2019

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

Updated October 2019
GrowthZone allows you to easily generate invoices, send invoices, and manage payments. In this session, participants will learn how to perform standard transactions (invoicing, accepting payments, refunds, etc), processing upcoming billing for renewals, make deposits, and generate billing related reports.

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

Updated April 2019

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 Setting Up Your Membership Types

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Membership Types allow you to define the membership packages you wish to provide to your members. In this session, participants will learn the steps to setup basic membership type.

GrowthZone Events

Updated December 2018

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

Event Category Setup

Creating a New Event

Event Details

Event Communications

GrowthZone Working with the Member Recruitment Module

Updated April 2019

GrowthZone Member Recruitment Initial Setup - The GrowthZone Member Recruitment 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 Member Recruitment.

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

Updated April 2020
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

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

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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

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Enabling Web Content Types

GrowthZone Working with Forms & Surveys

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Updated December 2018

GrowthZone Working with Forms & Surveys - The Forms/Surveys module enables you to quickly create and publish custom web forms and surveys. In this session, participants will learn how to create, share and analyze surveys.

GrowthZone Working with Projects & Tasks

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Updated May 2019

The Project Management module will help you to organize and manage projects from beginning to end. The module can be used to manage your member acquisition, member on-boarding, events, and more. If you have projects that are repeatable (such as member on-boarding) you can create a project template to be re-used, saving you time

Projects & Tasks Initial Setup - In this session, participants will learn the initial setup functions for working with the project/tasks module.

GrowthZone - Working with the Staff App

Updated September 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.

Training for Your Members

Easily share these instructional videos with your members by copying the video links and sending to them via email, or including them directly in the Info Hub. NOTE: All videos are based on default settings, so if you have customized the names of such things as job posting, hot deals, etc. you may not wish to share those videos.

Update Your Company Profile and Directory Listing

Updated April 2020

Learn how to update your organization information and directory listing in the Info Hub.

Update Your Personal Profile

Updated February 2019

Learn how to update your personal profile in the Info Hub.

5 Ways Series

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.

5 Ways to Enhance Your SEO

Did you know, on average Google processes over 40,000 search queries per second... With so many searches, you need to make sure that your SEO is strong.. In this session, you will learn 5 ways to enhance your SEO.

5 Efficiencies Gained in Implementing GrowthZone Pay

GrowthZone Pay allows you to easily process one-time credit card, debit card, and bank payments! This session will describe the efficiencies that you and your staff will realize by implementing GrowthZone Pay as your payment processor

5 Ways to Ensure your Emails are Getting Through

We understand that emails are a critical component of engaging with your members and communicating pertinent information to stakeholders. If emails don't make it to key recipients, landing in their spam folder instead, your efforts can be wasted. In this session, you will learn 5 tips for ensuring that your emails are getting through.

5 Ways to Make the Most of Marketing Automation

One of your key needs as an association may be ongoing, relevant communication with your members and prospects… With Marketing Automation, you can send personalized, targeted information to bring the most valuable information to your stakeholders. In this session, participants will learn how to make the most of the GrowthZone Marketing Automation module.