Difference between revisions of "Training Videos"

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=='''GrowthZone Solution Overview'''==
 
=='''GrowthZone Solution Overview'''==
''Updated February 2019''
+
''Updated August 2019''
  
'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/pZWd9WRy84]] [[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:Video-call-24.jpg|link=https://www.screencast.com/t/kcV4D0n7jS3]] [[File:Paper-24 .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/NMEDIe3JWPO]] Top Ways to Start Better Engaging Members '''====
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===='''[[File:Video-call-24.jpg|link=http://www.screencast.com/t/NMEDIe3JWPO]] Top Ways to Start Better Engaging Members '''====
===='''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/o5qKk5M9r5b]] Top Ways to Acquire New Members'''====
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===='''[[File:Video-call-24.jpg|link=http://www.screencast.com/t/o5qKk5M9r5b]] Top Ways to Acquire New Members'''====
===='''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/8ch7eTNcW]] Top Ways to Save Time'''====
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===='''[[File:Video-call-24.jpg|link=http://www.screencast.com/t/8ch7eTNcW]] Top Ways to Save Time'''====
  
 
==GrowthZone Communications==
 
==GrowthZone Communications==
  
'''[[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''
+
''Updated February 2020''
 +
 
 +
'''[[File:Video-call-24.jpg|link=https://www.screencast.com/t/eRIl9st6A6]] [[File:Paper-24 .jpg|link=http://supportwiki.memberzone.org/images/0/02/GrowthZone_Communications.pdf]]  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 Billing==
  
==='''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/yONKoiXT]] [[File:New PDF Icon.jpg|link=http://supportwiki.memberzone.org/images/8/89/GrowthZone_Setting_Up_Billing.pdf]]  GrowthZone Setting up Billing'''===
+
==='''[[File:Video-call-24.jpg|link=https://www.screencast.com/t/DehbmOoxhhW]] [[File:Paper-24 .jpg|link=http://supportwiki.memberzone.org/images/6/61/GrowthZone_Setting_Up_Billing_2020.pdf]]  GrowthZone Setting up Billing'''===
  
''Updated December 2018''
+
''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 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/yfiDBWid]] [[File:New PDF Icon.jpg|link=http://supportwiki.memberzone.org/images/d/dd/GrowthZone_Managing_Billing.pdf]]  GrowthZone Managing Billing'''===
+
==='''[[File:Video-call-24.jpg|link=https://www.screencast.com/t/aXbaqPEoQo]] [[File:Paper-24 .jpg|link=http://supportwiki.memberzone.org/images/d/dd/GrowthZone_Managing_Billing.pdf]]  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''
+
''Updated October 2019''
 +
<br>
 +
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===
 
===Billing Tutorials===
  
:'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/kajjwIPHH]] Setting up Your Chart of Accounts'''
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:'''[[File:Video-call-24.jpg|link=http://www.screencast.com/t/kajjwIPHH]] Setting up Your Chart of Accounts'''
:'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/xlCZBjWW]] Setting up Your Invoice Templates'''
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:'''[[File:Video-call-24.jpg|link=http://www.screencast.com/t/xlCZBjWW]] Setting up Your Invoice Templates'''
:'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/NyjNMXTXyqB]] Setting up Your Invoice Terms'''
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:'''[[File:Video-call-24.jpg|link=http://www.screencast.com/t/NyjNMXTXyqB]] Setting up Your Invoice Terms'''
:'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/kOH2RtPNcO]] General Finance Settings'''
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:'''[[File:Video-call-24.jpg|link=http://www.screencast.com/t/kOH2RtPNcO]] General Finance Settings'''
:'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/7IZE5bkH6fJV]] Setting up Payment Gateways'''
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:'''[[File:Video-call-24.jpg|link=http://www.screencast.com/t/7IZE5bkH6fJV]] Setting up Payment Gateways'''
:'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/GI9U1sQkSw8]] Setting up Taxes'''
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:'''[[File:Video-call-24.jpg|link=http://www.screencast.com/t/GI9U1sQkSw8]] Setting up Taxes'''
:'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/wASJA4MqH]] Setting up Goods & Services'''
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:'''[[File:Video-call-24.jpg|link=http://www.screencast.com/t/wASJA4MqH]] Setting up Goods & Services'''
:'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/oghgcq1T0]] Stored Payment Profiles'''
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:'''[[File:Video-call-24.jpg|link=http://www.screencast.com/t/oghgcq1T0]] Stored Payment Profiles'''
:'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/NwibE9IQ9]] Creating an Invoice'''
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:'''[[File:Video-call-24.jpg|link=http://www.screencast.com/t/NwibE9IQ9]] Creating an Invoice'''
:'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/yErV0YYo]] Accepting Credit Card Payments'''
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:'''[[File:Video-call-24.jpg|link=http://www.screencast.com/t/yErV0YYo]] Accepting Credit Card Payments'''
:'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/oFjBlI3hIh9]] Applying Refunds'''
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:'''[[File:Video-call-24.jpg|link=http://www.screencast.com/t/oFjBlI3hIh9]] Applying Refunds'''
  
 
==GrowthZone Membership Management==
 
==GrowthZone Membership Management==
  
''Updated December 2018''
+
''Updated April 2019''
  
'''[[File:New PDF Icon.jpg|link=http://supportwiki.memberzone.org/images/a/a2/GrowhtZone_Setting_Up_Your_Membership_Types.pdf]]  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.  
+
'''[[File:Video-call-24.jpg|link=http://www.screencast.com/t/8aJhU5uG]] [[File:Paper-24 .jpg|link=http://supportwiki.memberzone.org/images/2/20/GrowhtZone_Setting_Up_Your_Membership_Types_2019.pdf]]  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.  
  
'''[[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:Video-call-24.jpg|link=http://www.screencast.com/t/6Pnm6VRjm]] [[File:Paper-24 .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===
 
===Contact/Member Management Tutorials===
  
:'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/nBlW8skNi]] Adding Contacts'''
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:'''[[File:Video-call-24.jpg |link=http://www.screencast.com/t/nBlW8skNi]] Adding Contacts'''
:'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/oZJWHlBH]] Merging Contacts'''
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:'''[[File:Video-call-24.jpg|link=http://www.screencast.com/t/oZJWHlBH]] Merging Contacts'''
:'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/PBLHVpth]] Adding a Membership to a Contact'''
+
:'''[[File:Video-call-24.jpg|link=http://www.screencast.com/t/PBLHVpth]] Adding a Membership to a Contact'''
:'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/79GNPYc89iY]] Adjusting a Membership'''
+
:'''[[File:Video-call-24.jpg|link=http://www.screencast.com/t/79GNPYc89iY]] Adjusting a Membership'''
:'''[[File:Training vid icon.jpg|link=hhttp://www.screencast.com/t/qC1xI6Bd]] Upgrading a Membership'''
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:'''[[File:Video-call-24.jpg|link=hhttp://www.screencast.com/t/qC1xI6Bd]] Upgrading a Membership'''
:'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/UUpywIrIFrL]] Downgrading a Membership'''
+
:'''[[File:Video-call-24.jpg|link=http://www.screencast.com/t/UUpywIrIFrL]] Downgrading a Membership'''
 +
 
 +
=='''<span style="color:#800080">GrowthZone Setting Up Your Membership Types'''</span>==
 +
----
 +
[[File:Paper-24 .jpg|link=http://supportwiki.memberzone.org/images/e/e5/GrowthZone_-_Setting_up_Your_Membership_Types.pdf]]
 +
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==
 
==GrowthZone Events==
 
''Updated December 2018''
 
''Updated December 2018''
  
'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/FdACzVSQYZn]] [[File:New PDF Icon.jpg|link=http://supportwiki.memberzone.org/images/e/ed/GrowthZone_Events_Management.pdf]]  Event Management'''  Create and manage every aspect of an event from within the Events module  
+
'''[[File:Video-call-24.jpg|link=http://www.screencast.com/t/FdACzVSQYZn]] [[File:Paper-24 .jpg|link=http://supportwiki.memberzone.org/images/e/ed/GrowthZone_Events_Management.pdf]]  Event Management'''  Create and manage every aspect of an event from within the Events module  
  
 
===Event Setup and Management Tutorials===
 
===Event Setup and Management Tutorials===
  
:[[File:Training vid icon.jpg|link=http://www.screencast.com/t/xoALWHdWsxWp]] Events Module Tour
+
:[[File:Video-call-24.jpg|link=http://www.screencast.com/t/xoALWHdWsxWp]] Events Module Tour
:[[File:Training vid icon.jpg|link=http://www.screencast.com/t/LOHo9joMc]] Event Defaults
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:[[File:Video-call-24.jpg|link=http://www.screencast.com/t/LOHo9joMc]] Event Defaults
:[[File:Training vid icon.jpg|link=http://www.screencast.com/t/prmWwj2013]] Calendar Setup
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:[[File:Video-call-24.jpg|link=http://www.screencast.com/t/prmWwj2013]] Calendar Setup
:[[File:Training vid icon.jpg|Setup_Event_Categories|Event Category Setup]] Event Category Setup
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:[[File:Video-call-24.jpg|Setup_Event_Categories|Event Category Setup]] Event Category Setup
:[[File:Training vid icon.jpg|link=http://www.screencast.com/t/dEwYoR6njVhi]] Creating a New Event
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:[[File:Video-call-24.jpg|link=http://www.screencast.com/t/dEwYoR6njVhi]] Creating a New Event
:[[File:Training vid icon.jpg|link=http://www.screencast.com/t/XxUSx70Dtn]] Event Details
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:[[File:Video-call-24.jpg|link=http://www.screencast.com/t/XxUSx70Dtn]] Event Details
:[[File:Training vid icon.jpg|link=https://www.screencast.com/t/REMrCJ9AX6]] Event Communications
+
:[[File:Video-call-24.jpg|link=https://www.screencast.com/t/REMrCJ9AX6]] Event Communications
  
==GrowthZone Working with the Sales Funnel Module==
+
==GrowthZone Working with the Member Recruitment Module==
''Updated January 2019''
+
''Updated April 2019''
  
'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/SVuDDqS9I]] [[File:New PDF Icon.jpg|link=http://supportwiki.memberzone.org/images/6/69/Growth_Zone_Sales_Funnel_Initial_Setup.pdf]]  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.
+
'''[[File:Video-call-24.jpg|link=http://www.screencast.com/t/WSA6cnTl8rPc]] [[File:Paper-24 .jpg|link=http://supportwiki.memberzone.org/images/6/69/Growth_Zone_Sales_Funnel_Initial_Setup.pdf]]  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==
  
'''[[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''' - 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.
+
'''[[File:Video-call-24.jpg|link=http://www.screencast.com/t/FMv6j2p2QbB3]] [[File:Paper-24 .jpg|link=http://supportwiki.memberzone.org/images/c/c3/Growth_Zone_Managing_your_Store.pdf]]  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==
  
'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/VW6uy3sVLY]] [[File:New PDF Icon.jpg|link=http://supportwiki.memberzone.org/images/3/3b/GrowthZone_-_Managing_your_Fundraisers_with_GrowthZone.pdf]] 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.
+
'''[[File:Video-call-24.jpg|link=http://www.screencast.com/t/VW6uy3sVLY]] [[File:Paper-24 .jpg|link=http://supportwiki.memberzone.org/images/3/3b/GrowthZone_-_Managing_your_Fundraisers_with_GrowthZone.pdf]] 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==
''Updated July 2018''
+
[[File:Video-call-24.jpg|link=https://www.screencast.com/t/HCuASlxGBZU]]  [[File:Paper-24 .jpg|link=http://supportwiki.memberzone.org/images/6/6a/GZ_SponsorsAds.pdf]]  '''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
 
 
[[File:Training vid icon.jpg|link=https://www.screencast.com/t/HCuASlxGBZU]]  [[File:New PDF Icon.jpg|link=http://supportwiki.memberzone.org/images/6/6a/GZ_SponsorsAds.pdf]]  '''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
 
  
 
=='''<span style="color:#800080">GrowthZone Working with the Web Content Module'''</span>==
 
=='''<span style="color:#800080">GrowthZone Working with the Web Content Module'''</span>==
 
----
 
----
  
[[File:Training vid icon.jpg|link=http://www.screencast.com/t/Po4DYUciM]]  [[File:New PDF Icon.jpg|link=http://supportwiki.memberzone.org/images/0/0a/GrowthZone_Working_with_Web_Content.pdf]] '''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)
+
[[File:Video-call-24.jpg|link=http://www.screencast.com/t/Po4DYUciM]]  [[File:Paper-24 .jpg|link=http://supportwiki.memberzone.org/images/0/0a/GrowthZone_Working_with_Web_Content.pdf]] '''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)
  
 
==='''<span style="color:#800080">Web Content Tutorials'''</span>===
 
==='''<span style="color:#800080">Web Content Tutorials'''</span>===
 
----
 
----
  
:'''[[File:Training vid icon.jpg|link=http://www.screencast.com/t/PZ2lUNAu]] Enabling Web Content Types'''
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:'''[[File:Video-call-24.jpg|link=http://www.screencast.com/t/PZ2lUNAu]] Enabling Web Content Types'''
  
 
=='''<span style="color:#800080">GrowthZone Working with Forms & Surveys'''</span>==
 
=='''<span style="color:#800080">GrowthZone Working with Forms & Surveys'''</span>==
Line 101: Line 108:
 
''Updated December 2018''
 
''Updated December 2018''
  
[[File:Training vid icon.jpg|link=http://www.screencast.com/t/CbcognOv]] [[File:New PDF Icon.jpg|link=http://supportwiki.memberzone.org/images/1/14/Working_with_GrowthZone_Forms_and_Surveys.pdf]] '''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.
+
[[File:Video-call-24.jpg|link=http://www.screencast.com/t/CbcognOv]] [[File:Paper-24 .jpg|link=http://supportwiki.memberzone.org/images/1/14/Working_with_GrowthZone_Forms_and_Surveys.pdf]] '''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.
 +
 
 +
=='''<span style="color:#800080">GrowthZone Working with Projects & Tasks'''</span>==
 +
----
 +
''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
 +
 
 +
[[File:Video-call-24.jpg|link=http://www.screencast.com/t/JUesCoZbgl6]] [[File:Paper-24 .jpg|link=http://supportwiki.memberzone.org/images/6/61/GrowthZone_Projects_Initial_Setup.pdf]] '''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==
 
==GrowthZone - Working with the Staff App==
Line 107: Line 122:
 
''Updated September 2018''
 
''Updated September 2018''
  
[[File:Training vid icon.jpg|link=http://www.screencast.com/t/Z6gXqqX2]]  [[File:New PDF Icon.jpg|link=http://supportwiki.memberzone.org/images/3/38/GrowthZone_Working_with_the_Staff_App.pdf]] '''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.
+
[[File:Video-call-24.jpg|link=http://www.screencast.com/t/Z6gXqqX2]]  [[File:Paper-24 .jpg|link=http://supportwiki.memberzone.org/images/3/38/GrowthZone_Working_with_the_Staff_App.pdf]] '''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==
 
==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.
 
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===
+
===Update Your Company Profile and Directory Listing===
''Updated February 2019''
+
''Updated April 2020''
:[[File:Training vid icon.jpg|link=http://www.screencast.com/t/ahSQcQXuA]] Learn how to update your organization information in the Info Hub.
+
:[[File:Video-call-24.jpg|link=https://www.screencast.com/t/44DLadlwi]] Learn how to update your organization information and directory listing in the Info Hub.
  
 
===Update Your Personal Profile===
 
===Update Your Personal Profile===
 
''Updated February 2019''
 
''Updated February 2019''
:[[File:Training vid icon.jpg|link=http://www.screencast.com/t/iewWlir6ckc0]] Learn how to update your personal profile in the Info Hub.
+
:[[File:Video-call-24.jpg|link=http://www.screencast.com/t/iewWlir6ckc0]] Learn how to update your personal profile in the Info Hub.
  
 
==5 Ways Series==
 
==5 Ways Series==
 
===5 Ways to Benefit from GrowthZone Pay===
 
===5 Ways to Benefit from GrowthZone Pay===
  
[[File:Training vid icon.jpg|link=http://www.screencast.com/t/tk6XoZfP]] [[File:New PDF Icon.jpg|link=http://supportwiki.memberzone.org/images/2/21/5_Ways_to_Benefit_from_GrowthZone_Pay.pdf]] '''GrowthZone Pay is the easy way to accept and process payments'''. In this session, participants will learn about the benefits of implementing GrowthZone Pay.
+
[[File:Video-call-24.jpg|link=http://www.screencast.com/t/tk6XoZfP]] [[File:Paper-24 .jpg|link=http://supportwiki.memberzone.org/images/2/21/5_Ways_to_Benefit_from_GrowthZone_Pay.pdf]] '''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===
 
===5 Ways to Enhance Your SEO===
  
[[File:Training vid icon.jpg|link=http://www.screencast.com/t/gyzB1yxLChX]] [[File:New PDF Icon.jpg|link=http://supportwiki.memberzone.org/images/1/14/5_Ways_to_Enhance_Your_SEO.pdf]] '''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.'''
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[[File:Video-call-24.jpg|link=http://www.screencast.com/t/gyzB1yxLChX]] [[File:Paper-24 .jpg|link=http://supportwiki.memberzone.org/images/1/14/5_Ways_to_Enhance_Your_SEO.pdf]] '''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===
 
===5 Efficiencies Gained in Implementing GrowthZone Pay===
  
[[File:Training vid icon.jpg|link=http://www.screencast.com/t/LcmicyNd6P]] [[File:New PDF Icon.jpg|link=http://supportwiki.memberzone.org/images/1/17/5_Efficiencies_Gained_In_Implementing_GrowthZone_Pay_GZ.pdf]] '''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'''
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[[File:Video-call-24.jpg|link=http://www.screencast.com/t/LcmicyNd6P]] [[File:Paper-24 .jpg|link=http://supportwiki.memberzone.org/images/1/17/5_Efficiencies_Gained_In_Implementing_GrowthZone_Pay_GZ.pdf]] '''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===
 
===5 Ways to Ensure your Emails are Getting Through===
[[File:Training vid icon.jpg|link=http://www.screencast.com/t/GiZLidkUZbB]] [[File:New PDF Icon.jpg|link=http://supportwiki.memberzone.org/images/d/d6/5_Ways_to_Ensure_your_Emails_are_Getting_Through.pdf]] 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.
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[[File:Video-call-24.jpg|link=http://www.screencast.com/t/GiZLidkUZbB]] [[File:Paper-24 .jpg|link=http://supportwiki.memberzone.org/images/d/d6/5_Ways_to_Ensure_your_Emails_are_Getting_Through.pdf]] 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.
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===5 Ways to Make the Most of Marketing Automation===
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[[File:Video-call-24.jpg|link=https://www.screencast.com/t/3NCapieXObfS]] [[File:Paper-24 .jpg|link=http://supportwiki.memberzone.org/images/5/5d/5_Ways_to_Make_the_Most_of_Marketing_Automation.pdf]] 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.

Revision as of 18:45, 7 April 2020

GrowthZone Solution Overview

Updated August 2019

Video-call-24.jpg Paper-24 .jpg 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.

Video-call-24.jpg Top Ways to Start Better Engaging Members

Video-call-24.jpg Top Ways to Acquire New Members

Video-call-24.jpg Top Ways to Save Time

GrowthZone Communications

Updated February 2020

Video-call-24.jpg Paper-24 .jpg 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

Video-call-24.jpg Paper-24 .jpg 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.

Video-call-24.jpg Paper-24 .jpg 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

Video-call-24.jpg Setting up Your Chart of Accounts
Video-call-24.jpg Setting up Your Invoice Templates
Video-call-24.jpg Setting up Your Invoice Terms
Video-call-24.jpg General Finance Settings
Video-call-24.jpg Setting up Payment Gateways
Video-call-24.jpg Setting up Taxes
Video-call-24.jpg Setting up Goods & Services
Video-call-24.jpg Stored Payment Profiles
Video-call-24.jpg Creating an Invoice
Video-call-24.jpg Accepting Credit Card Payments
Video-call-24.jpg Applying Refunds

GrowthZone Membership Management

Updated April 2019

Video-call-24.jpg Paper-24 .jpg 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.

Video-call-24.jpg Paper-24 .jpg 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

Video-call-24.jpg Adding Contacts
Video-call-24.jpg Merging Contacts
Video-call-24.jpg Adding a Membership to a Contact
Video-call-24.jpg Adjusting a Membership
Video-call-24.jpg Upgrading a Membership
Video-call-24.jpg Downgrading a Membership

GrowthZone Setting Up Your Membership Types


Paper-24 .jpg 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

Video-call-24.jpg Paper-24 .jpg Event Management Create and manage every aspect of an event from within the Events module

Event Setup and Management Tutorials

Video-call-24.jpg Events Module Tour
Video-call-24.jpg Event Defaults
Video-call-24.jpg Calendar Setup
Event Category Setup Event Category Setup
Video-call-24.jpg Creating a New Event
Video-call-24.jpg Event Details
Video-call-24.jpg Event Communications

GrowthZone Working with the Member Recruitment Module

Updated April 2019

Video-call-24.jpg Paper-24 .jpg 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

Video-call-24.jpg Paper-24 .jpg 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

Video-call-24.jpg Paper-24 .jpg 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

Video-call-24.jpg Paper-24 .jpg 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


Video-call-24.jpg Paper-24 .jpg 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


Video-call-24.jpg Enabling Web Content Types

GrowthZone Working with Forms & Surveys


Updated December 2018

Video-call-24.jpg Paper-24 .jpg 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

Video-call-24.jpg Paper-24 .jpg 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

Video-call-24.jpg Paper-24 .jpg 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

Video-call-24.jpg Learn how to update your organization information and directory listing in the Info Hub.

Update Your Personal Profile

Updated February 2019

Video-call-24.jpg Learn how to update your personal profile in the Info Hub.

5 Ways Series

5 Ways to Benefit from GrowthZone Pay

Video-call-24.jpg Paper-24 .jpg 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

Video-call-24.jpg Paper-24 .jpg 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

Video-call-24.jpg Paper-24 .jpg 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

Video-call-24.jpg Paper-24 .jpg 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

Video-call-24.jpg Paper-24 .jpg 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.