Difference between revisions of "Training Videos"
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==GrowthZone Communications== | ==GrowthZone Communications== | ||
− | '''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/ | + | '''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/u0Tf7LGr]] [[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. ''Update December 2018'' |
==GrowthZone Billing== | ==GrowthZone Billing== |
Revision as of 21:46, 21 December 2018
Contents
- 1 GrowthZone Solution Overview
- 2 GrowthZone Communications
- 3 GrowthZone Billing
- 4 GrowthZone Membership Management
- 5 GrowthZone Events
- 6 GrowthZone Working with the Sales Funnel Module
- 7 GrowthZone Managing Your Store
- 8 GrowthZone Managing your Fundraisers
- 9 GrowthZone Working with the Sponsors/Ads Module
- 10 GrowthZone Working with the Web Content Module
- 11 GrowthZone Working with Forms & Surveys
- 12 GrowthZone - Working with the Staff App
- 13 5 Ways to Benefit from GrowthZone Pay
- 14 5 Ways to Enhance Your SEO
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. Update December 2018
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. Updated December 2018
GrowthZone Managing Billing - 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. Updated December 2018
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
- Event Category Setup
Event Setup (Creating a New Event)
Event Details
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
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 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.
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.