Training Videos

GrowthZone Solution Overview

Updated September 2020

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.

Top Ways to Start Better Engaging Members

Top Ways to Acquire New Members

Top Ways to Save Time

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 2020

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 September 2020

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.

Managing Membership Dues Proration

Managing Membership Dues Proration - If a member decides to join your association in the middle of the year, the membership dues can be prorated so that the member pays only for a portion of the year. In this session, participants will learn how to setup prorated dues both overall and at the line item level.

Contact/Member Management Tutorials

Adding Contacts

Merging Contacts

Adding a Membership to a Contact

Adjusting a Membership

Upgrading a Membership

Downgrading a Membership

GrowthZone Info Hub

---

Info Hub Pt. 1: Setup and Options

GrowthZone Info Hub Pt. 1: Setup and Options - This session covers all the basics of setting up your Info Hub- access levels, Login settings, customization of colors and messaging, and more. (approx. 45 minutes)

Info Hub Pt. 2: Tour and Content Management

GrowthZone Info Hub Pt. 2: Tour and Content Management - This session contains a member-view tour of the Info Hub and how to manage content- your own and member-submitted- through the back office. (approx. 45 minutes)

Info Hub Pt. 3: Launch and User Management

GrowthZone Info Hub Pt. 3: Launch and User Management - This session discusses some pre-launch best practices and details options for inviting members, and how to manage user accounts and communicate with members that have and have not created their accounts. (approx. 35 minutes)

GrowthZone Working with Directories

---

GrowthZone Working with Directories - Your Membership Directory is a key benefit you can offer to your members….through the directory, members can gain additional visibility to the general public and other members. In this session, participants will learn how to setup and manage the member directory.

GrowthZone Setting Up Your Membership Types

---

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

Event Setup

Updated September 2020

Event Setup: Setting up an inviting event page, and having a variety of registration options is the first step in creating your events. In this session, you will learn all the functions for setting up events in the GrowthZone software.

Event Management

Updated September 2020

Event Management: The GrowthZone Events module is designed to help you navigate every aspect of the event process - everything from inviting attendees to tracking registrations to creating invoices. In this session, participants will learn the basics of managing events.

Event Mini Tutorials

Events Module Tour

Event Defaults

Calendar Setup

Event Category Setup

Creating a New Event

Event Details

Event Communications

GrowthZone Sales Funnel (Member Recruitment) Module

The GrowthZone Member Recruitment is a module that allows you to track the progress of various sales opportunities from Lead to Win.

Updated January 2021

GrowthZone Sales Funnel (Member Recruitment) Initial Setup - The GrowthZone Sales Funnel management tool empowers you to monetize and track sales opportunities such as memberships, sponsorships, and subscriptions; track by progress, probability, sales stage, and lead source. In this session, participants will learn how to perform the initial setup functions to maximize use of the Sales Funnel.

GrowthZone Working with the Sales Funnel (Member Recruitment) Module - The GrowthZone Sales Funnel management tool empowers you to monetize and track sales opportunities such as memberships, sponsorships, and subscriptions; track by progress, probability, sales stage, and lead source. In this session, participants will learn how to work with the module itself- creating sales opportunities and proposals, and adding milestones in the Timeline- and finally reporting on the opportunities and activities associated to them.

GrowthZone Managing Your Store

Updated August 2020
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

---

Update April 2020

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 Forms & Surveys

---

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

---

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 Forum

---

Updated April 2020

Implementing a forum, in the Info Hub, is a great medium with which your members can solicit the advice from peers, benefit from their experience, and participate in an ongoing conversations

GrowthZone Working with the Forum - In this session participants will learn how to setup and manage the Info Hub Forum.

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.

Take a Tour of the InfoHub

One of the great features of GrowthZone is The Info Hub, a member center that enables your users to access key information and actively engage with your organization. This brief video can be shared with your members to provide them with a tour of the Info Hub and all its capabilities.

Update Your Company Profile and Directory Listing

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

Update Your Personal Profile

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

Enter Hot Deals

Learn how to enter Hot Deals

Enter Job Postings

Learn how to enter Job Postings

GrowthZone 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.

5 Ways to Clean Up Your Database

---

Data cleansing is so important because it improves your data quality and in doing so, increases overall productivity. When you clean your data, all outdated or incorrect information is gone – leaving you with the highest quality information. In this session, participants will learn 5 tips & tricks for cleaning up the database.

5 Ways to Engage Your Members in the Info Hub

---

One of the great features of GrowthZone is the Info Hub, a member center that enables your users to access key information and actively engage with your organization. In this session, participants will learn 5 ways to engage members in the Info Hub.

5 Ways to Connect with New Members using Marketing Automation

---

The GrowthZone Marketing Automation module provides the functionality to set up automated workflows designed specifically around varying communication goals. In this session, participants will learn about initiating and maintaining contact with new (and existing!) members using the Marketing Automation module.

5 Budgeting & Planning Reports you Should Know

---

Budgeting and the planning involved in the budgeting process are tools that all associations, regardless of size, should strive to master. A variety of reports are available in your software, providing you with the data needed to effectively budget/plan for next year. In this session, participants will learn how to generate and analyze these reports.

Real Estate Edition Training Videos

---

See Real Estate Edition Training Videos