Difference between revisions of "Integration"

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|  
 
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[[File:Smallest.png|35px]]
 
[[File:Smallest.png|35px]]
| style="width: 100%"| '''NOTE:''' You can synchronize as many groups (lists/committees) as needed to Mail Chimp. See '''[[Communications_Basics#Working_with_Lists.2FCommittees|Setting Up Lists/Committees]]''' for information on configuring your lists/committees to synchronize to a third party newsletter.
+
| style="width: 100%"| '''NOTE:''' You can synchronize as many groups (lists/committees) as needed to Mail Chimp. See '''[[Lists/Committees#Synchronize_a_List.2FCommittee_to_an_Authorized_Third_Party_Newsletter_Solution]]''' for information on configuring your lists/committees to synchronize to a third party newsletter.
 
|}
 
|}
  
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Once you have connected, you will be able to sync your events to GoToWebinar on the event's '''Overview''' tab, under '''General Information'''. Events synced, will automatically be created in GoToWebinar. When attendees register, they will receive confirmations from GoToWebinar with login instructions.
 
Once you have connected, you will be able to sync your events to GoToWebinar on the event's '''Overview''' tab, under '''General Information'''. Events synced, will automatically be created in GoToWebinar. When attendees register, they will receive confirmations from GoToWebinar with login instructions.
 +
 +
{| class="wikitable"
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|-
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|
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[[File:One Row.png|25px]]
 +
| style="width: 100%"| '''SYNCING PAID EVENTS''': If you wish to charge for a webinar and sync the event from GrowthZone, your event in GoToWebinar must be set up as a free event, as all payments will be processed through GrowthZone and not GoToWebinar. Setting the GoToWebinar event as a paid event will cause GoToWebinar to reject registrations coming from GrowthZone and will not sync registrants.
 +
|}
  
 
='''<span style="color:#800080">Zoom Integration'''</span>=
 
='''<span style="color:#800080">Zoom Integration'''</span>=
 
----
 
----
 +
We now have the ability to integrate GrowthZone Events with Zoom Meetings. Once enabled, you'll be able to sync your event in GrowthZone to Zoom, and when synced, GrowthZone will automatically create the event in Zoom. Attendees will utilize the GrowthZone event registration form and be tracked in GrowthZone just like any other attendee. Once registered, they'll be captured in your Zoom event, and will automatically be sent the confirmation email from Zoom.
 +
 +
GrowthZone will automatically pass over the following information to Zoom if available: First Name, Last Name, Email Address, City, Country, Postal Code, State/Province, Phone, Organization and Job Title.
 +
 +
'''Best practice''': Do not select any Zoom registration Questions or Custom Questions in your Zoom registration setup.
 +
 +
'''More details''': It is not necessary to select any of these fields in your Zoom registration setup; it won't affect the registration if you do but it does not make any difference because the data noted above is automatically passed through. However, please note that marking any of the registration questions or custom questions as required in Zoom registration setup is not supported and will cause the registration to fail.
 +
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{| class="wikitable"
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|-
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|
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[[File:One Row.png|25px]]
 +
| style="width: 100%"| '''IMPORTANT''': You must have at minimum a Pro subscription to Zoom to use the Zoom Integration with GrowthZone.
 +
|}
  
==Connecting to Zoom==
+
'''Please note:'''
 +
* If a registrant comes to the event LIVE, they will not be marked as attended in GrowthZone.
 +
* At this time we are not able to sync Webinar-type events in Zoom (i.e. Zoom + Webinar).
  
 +
=='''<span style="color:#800080">Connecting to Zoom'''</span>==
 +
----
 
With Zoom integration, you can create your events in GrowthZone and have the corresponding meeting created in Zoom. To enable Zoom integration:
 
With Zoom integration, you can create your events in GrowthZone and have the corresponding meeting created in Zoom. To enable Zoom integration:
 
#Click Setup in the left-hand navigation panel.
 
#Click Setup in the left-hand navigation panel.
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Once you have connected, you will be able to sync your events to Zoom on the event's Overview tab, under General Information. Events synced, will automatically be created in Zoom. When attendees register, they will receive confirmations from Zoom with login instructions.
 
Once you have connected, you will be able to sync your events to Zoom on the event's Overview tab, under General Information. Events synced, will automatically be created in Zoom. When attendees register, they will receive confirmations from Zoom with login instructions.
 
+
=='''<span style="color:#800080">Uninstalling the GrowthZone Zoom Add-On'''</span>==
==Uninstalling the GrowthZone Zoom Add-On==
+
----
 
 
 
To uninstall the GrowthZone Add-On from your Zoom account:
 
To uninstall the GrowthZone Add-On from your Zoom account:
 
#Log in to your Zoom Account and navigate to the Zoom App Marketplace.
 
#Log in to your Zoom Account and navigate to the Zoom App Marketplace.
 
#Click '''Manage > Installed Apps''', or search for the '''GrowthZone''' App.
 
#Click '''Manage > Installed Apps''', or search for the '''GrowthZone''' App.
 
#Click the '''GrowthZone''' App.
 
#Click the '''GrowthZone''' App.
#Click '''Uninstall'''.
+
=='''<span style="color:#800080">Disconnecting from Zoom'''</span>==
 
+
----
==Disconnecting from Zoom==
 
 
 
 
To disconnect from Zoom:
 
To disconnect from Zoom:
 
#Click Setup in the left-hand navigation panel.
 
#Click Setup in the left-hand navigation panel.
 
#Click Zoom in the Integrations section.
 
#Click Zoom in the Integrations section.
 
#Click Disconnect.
 
#Click Disconnect.
 
+
=='''<span style="color:#800080">Syncing an Event with Zoom'''</span>==
==Syncing an Event with Zoom==
+
----
 
An event can be synced to Zoom through two different screens.  
 
An event can be synced to Zoom through two different screens.  
 
#Events -> Add New Event (Button on top right) -> Enable the "Sync with Zoom" option toward the bottom of the screen.
 
#Events -> Add New Event (Button on top right) -> Enable the "Sync with Zoom" option toward the bottom of the screen.
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#:[[File:ZoomExistingEvent 06042020.png|800px|center]]
 
#:[[File:ZoomExistingEvent 06042020.png|800px|center]]
  
'''NOTE:''' GrowthZone does not let you create a Zoom Meeting with a Start Date / Time prior to the current date time.  
+
'''NOTE:''' GrowthZone does not let you create a Zoom Meeting with a Start Date / Time prior to the current date time.
  
 
==Joining the Zoom Meeting==
 
==Joining the Zoom Meeting==
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#'''Link to HigherLogic Community Site''': This is automatically populated and should be the URL for your Higher Logic site.  Best practice is to verify that this link is correct.  
 
#'''Link to HigherLogic Community Site''': This is automatically populated and should be the URL for your Higher Logic site.  Best practice is to verify that this link is correct.  
 
#'''Optional Custom Term for Community Link''': You can customize the Info Hub link, by default the link is named '''Community'''.
 
#'''Optional Custom Term for Community Link''': You can customize the Info Hub link, by default the link is named '''Community'''.
#'''Optional Custom Icon for Community Link''': (Optional) You may enter a a Font Awesome icon to be displayed on the navigation panel for this item in the Info Hub. Visit the [https://www.screencast.com/t/ZX8ijj7V Font Awesome website]. The icons you choose must be for supported '''FREE''' icons version 5.0.12 or less.
+
#'''Optional Custom Icon for Community Link''': (Optional) You may enter a a Font Awesome icon to be displayed on the navigation panel for this item in the Info Hub. Visit the '''[https://fontawesome.com/icons?d=gallery&m=free Font Awesome]''' website. The icons you choose must be for supported '''FREE''' icons version 5.
 
#Click '''Save'''.
 
#Click '''Save'''.
  
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='''<span style="color:#800080">Voter Voice'''</span>=
 
='''<span style="color:#800080">Voter Voice'''</span>=
 
----
 
----
 +
 +
=='''<span style="color:#800080">Overview</span>'''==
  
 
Voter Voice is a third-party advocacy and lobbying platform. When enabled and linked, Growthzone provides a nightly sync of contact information to Voter Voice, updating records in Voter Voice to reflect changes made in Growthzone. The sync in GrowthZone will batch Active and Courtesy Member contact records and send them to the Voter Voice customer tenant nightly at 00:00 UTC;
 
Voter Voice is a third-party advocacy and lobbying platform. When enabled and linked, Growthzone provides a nightly sync of contact information to Voter Voice, updating records in Voter Voice to reflect changes made in Growthzone. The sync in GrowthZone will batch Active and Courtesy Member contact records and send them to the Voter Voice customer tenant nightly at 00:00 UTC;
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#Enter the '''Voter Voice List Name'''. . The default list name is “Default List”. The can find this in the Voter Voice admin panel.
 
#Enter the '''Voter Voice List Name'''. . The default list name is “Default List”. The can find this in the Voter Voice admin panel.
 
#Click '''Save'''.
 
#Click '''Save'''.
 +
 +
=='''<span style="color:#800080">Data Sent</span>'''==
 +
When the integration between GrowthZone and Voter Voice is enabled, the following fields from GrowthZone are sent to Voter Voice:
 +
 +
<center>
 +
<table border="1" cellpadding="0" cellspacing="0" style="border-collapse:collapse;border:none;mso-border-alt:solid windowtext .5pt;  mso-yfti-tbllook:1184;mso-padding-alt:0in 5.4pt 0in 5.4pt;">
 +
 +
<tr style="mso-yfti-irow:0;mso-yfti-firstrow:yes;">
 +
<td style="width:85.25pt;border:solid windowtext 1.0pt;  mso-border-alt:solid windowtext .5pt;padding:0in 5.4pt 0in 5.4pt;" valign="top" width="114">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">Field Name</p>
 +
</td>
 +
<td style="width:382.25pt;border:solid windowtext 1.0pt;  border-left:none;mso-border-left-alt:solid windowtext .5pt;mso-border-alt:  solid windowtext .5pt;padding:0in 5.4pt 0in 5.4pt;" valign="top" width="510">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">Description</p>
 +
</td>
 +
</tr>
 +
<tr style="mso-yfti-irow:1;">
 +
<td style="width:85.25pt;border:solid windowtext 1.0pt;  border-top:none;mso-border-top-alt:solid windowtext .5pt;mso-border-alt:solid windowtext .5pt;  padding:0in 5.4pt 0in 5.4pt;" valign="top" width="114">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">ContactID</p>
 +
</td>
 +
<td style="width:382.25pt;border-top:none;border-left:  none;border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt;  mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt;  mso-border-alt:solid windowtext .5pt;padding:0in 5.4pt 0in 5.4pt;" valign="top" width="510">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">The unique identifier of the contact's/member's GrowthZone record.
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<br>
 +
</p>
 +
</td>
 +
</tr>
 +
<tr style="mso-yfti-irow:2;">
 +
<td style="width:85.25pt;border:solid windowtext 1.0pt;  border-top:none;mso-border-top-alt:solid windowtext .5pt;mso-border-alt:solid windowtext .5pt;  padding:0in 5.4pt 0in 5.4pt;" valign="top" width="114">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">FullName</p>
 +
</td>
 +
<td style="width:382.25pt;border-top:none;border-left:  none;border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt;  mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt;  mso-border-alt:solid windowtext .5pt;padding:0in 5.4pt 0in 5.4pt;" valign="top" width="510">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">Member&rsquo;s first and last name</p>
 +
</td>
 +
</tr>
 +
<tr style="mso-yfti-irow:3;">
 +
<td style="width:85.25pt;border:solid windowtext 1.0pt;  border-top:none;mso-border-top-alt:solid windowtext .5pt;mso-border-alt:solid windowtext .5pt;  padding:0in 5.4pt 0in 5.4pt;" valign="top" width="114">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">Prefix</p>
 +
</td>
 +
<td style="width:382.25pt;border-top:none;border-left:  none;border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt;  mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt;  mso-border-alt:solid windowtext .5pt;padding:0in 5.4pt 0in 5.4pt;" valign="top" width="510">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">Formal title which precedes member&rsquo;s name &nbsp;Mr. Ms. Mrs. etc</p>
 +
</td>
 +
</tr>
 +
<tr style="mso-yfti-irow:4;">
 +
<td style="width:85.25pt;border:solid windowtext 1.0pt;  border-top:none;mso-border-top-alt:solid windowtext .5pt;mso-border-alt:solid windowtext .5pt;  padding:0in 5.4pt 0in 5.4pt;" valign="top" width="114">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">FName</p>
 +
</td>
 +
<td style="width:382.25pt;border-top:none;border-left:  none;border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt;  mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt;  mso-border-alt:solid windowtext .5pt;padding:0in 5.4pt 0in 5.4pt;" valign="top" width="510">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">Member&rsquo;s first name</p>
 +
</td>
 +
</tr>
 +
<tr style="mso-yfti-irow:5;">
 +
<td style="width:85.25pt;border:solid windowtext 1.0pt;  border-top:none;mso-border-top-alt:solid windowtext .5pt;mso-border-alt:solid windowtext .5pt;  padding:0in 5.4pt 0in 5.4pt;" valign="top" width="114">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">MName</p>
 +
</td>
 +
<td style="width:382.25pt;border-top:none;border-left:  none;border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt;  mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt;  mso-border-alt:solid windowtext .5pt;padding:0in 5.4pt 0in 5.4pt;" valign="top" width="510">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">Member&rsquo;s middle name</p>
 +
</td>
 +
</tr>
 +
<tr style="mso-yfti-irow:6;">
 +
<td style="width:85.25pt;border:solid windowtext 1.0pt;  border-top:none;mso-border-top-alt:solid windowtext .5pt;mso-border-alt:solid windowtext .5pt;  padding:0in 5.4pt 0in 5.4pt;" valign="top" width="114">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">LName</p>
 +
</td>
 +
<td style="width:382.25pt;border-top:none;border-left:  none;border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt;  mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt;  mso-border-alt:solid windowtext .5pt;padding:0in 5.4pt 0in 5.4pt;" valign="top" width="510">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">Member&rsquo;s last name</p>
 +
</td>
 +
</tr>
 +
<tr style="mso-yfti-irow:7;">
 +
<td style="width:85.25pt;border:solid windowtext 1.0pt;  border-top:none;mso-border-top-alt:solid windowtext .5pt;mso-border-alt:solid windowtext .5pt;  padding:0in 5.4pt 0in 5.4pt;" valign="top" width="114">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">Suffix</p>
 +
</td>
 +
<td style="width:382.25pt;border-top:none;border-left:  none;border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt;  mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt;  mso-border-alt:solid windowtext .5pt;padding:0in 5.4pt 0in 5.4pt;" valign="top" width="510">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">Family generation and other suffixes - e.g. Jr., Sr., &nbsp;III, Esq. Note: do not enter designations here. There is a separate field for those.</p>
 +
</td>
 +
</tr>
 +
<tr style="mso-yfti-irow:8;">
 +
<td style="width:85.25pt;border:solid windowtext 1.0pt;  border-top:none;mso-border-top-alt:solid windowtext .5pt;mso-border-alt:solid windowtext .5pt;  padding:0in 5.4pt 0in 5.4pt;" valign="top" width="114">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">Address</p>
 +
</td>
 +
<td style="width:382.25pt;border-top:none;border-left:  none;border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt;  mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt;  mso-border-alt:solid windowtext .5pt;padding:0in 5.4pt 0in 5.4pt;" valign="top" width="510">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">Street name and address number of member&rsquo;s &nbsp;address.</p>
 +
</td>
 +
</tr>
 +
<tr style="mso-yfti-irow:9;">
 +
<td style="width:85.25pt;border:solid windowtext 1.0pt;  border-top:none;mso-border-top-alt:solid windowtext .5pt;mso-border-alt:solid windowtext .5pt;  padding:0in 5.4pt 0in 5.4pt;" valign="top" width="114">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">Address2</p>
 +
</td>
 +
<td style="width:382.25pt;border-top:none;border-left:  none;border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt;  mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt;  mso-border-alt:solid windowtext .5pt;padding:0in 5.4pt 0in 5.4pt;" valign="top" width="510">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">This is a second line of address to be used for additional address information (building number, etc.).</p>
 +
</td>
 +
</tr>
 +
<tr style="mso-yfti-irow:10;">
 +
<td style="width:85.25pt;border:solid windowtext 1.0pt;  border-top:none;mso-border-top-alt:solid windowtext .5pt;mso-border-alt:solid windowtext .5pt;  padding:0in 5.4pt 0in 5.4pt;" valign="top" width="114">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">Address3</p>
 +
</td>
 +
<td style="width:382.25pt;border-top:none;border-left:  none;border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt;  mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt;  mso-border-alt:solid windowtext .5pt;padding:0in 5.4pt 0in 5.4pt;" valign="top" width="510">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">This is a third line of address to be used for additional address information (building number, etc.).</p>
 +
</td>
 +
</tr>
 +
<tr style="mso-yfti-irow:11;">
 +
<td style="width:85.25pt;border:solid windowtext 1.0pt;  border-top:none;mso-border-top-alt:solid windowtext .5pt;mso-border-alt:solid windowtext .5pt;  padding:0in 5.4pt 0in 5.4pt;" valign="top" width="114">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">City</p>
 +
</td>
 +
<td style="width:382.25pt;border-top:none;border-left:  none;border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt;  mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt;  mso-border-alt:solid windowtext .5pt;padding:0in 5.4pt 0in 5.4pt;" valign="top" width="510">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">Name of city for the address.</p>
 +
</td>
 +
</tr>
 +
<tr style="mso-yfti-irow:12;">
 +
<td style="width:85.25pt;border:solid windowtext 1.0pt;  border-top:none;mso-border-top-alt:solid windowtext .5pt;mso-border-alt:solid windowtext .5pt;  padding:0in 5.4pt 0in 5.4pt;" valign="top" width="114">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">State</p>
 +
</td>
 +
<td style="width:382.25pt;border-top:none;border-left:  none;border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt;  mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt;  mso-border-alt:solid windowtext .5pt;padding:0in 5.4pt 0in 5.4pt;" valign="top" width="510">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">State abbreviation.</p>
 +
</td>
 +
</tr>
 +
<tr style="mso-yfti-irow:13;">
 +
<td style="width:85.25pt;border:solid windowtext 1.0pt;  border-top:none;mso-border-top-alt:solid windowtext .5pt;mso-border-alt:solid windowtext .5pt;  padding:0in 5.4pt 0in 5.4pt;" valign="top" width="114">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">Zip</p>
 +
</td>
 +
<td style="width:382.25pt;border-top:none;border-left:  none;border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt;  mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt;  mso-border-alt:solid windowtext .5pt;padding:0in 5.4pt 0in 5.4pt;" valign="top" width="510">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">The 5-digit US Postal zip code.</p>
 +
</td>
 +
</tr>
 +
<tr style="mso-yfti-irow:14;">
 +
<td style="width:85.25pt;border:solid windowtext 1.0pt;  border-top:none;mso-border-top-alt:solid windowtext .5pt;mso-border-alt:solid windowtext .5pt;  padding:0in 5.4pt 0in 5.4pt;" valign="top" width="114">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">B_Name</p>
 +
</td>
 +
<td style="width:382.25pt;border-top:none;border-left:  none;border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt;  mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt;  mso-border-alt:solid windowtext .5pt;padding:0in 5.4pt 0in 5.4pt;" valign="top" width="510">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">Name of the primary business associated to the member.</p>
 +
</td>
 +
</tr>
 +
<tr style="mso-yfti-irow:15;">
 +
<td style="width:85.25pt;border:solid windowtext 1.0pt;  border-top:none;mso-border-top-alt:solid windowtext .5pt;mso-border-alt:solid windowtext .5pt;  padding:0in 5.4pt 0in 5.4pt;" valign="top" width="114">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">B_Title</p>
 +
</td>
 +
<td style="width:382.25pt;border-top:none;border-left:  none;border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt;  mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt;  mso-border-alt:solid windowtext .5pt;padding:0in 5.4pt 0in 5.4pt;" valign="top" width="510">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">Member&rsquo;s business title.</p>
 +
</td>
 +
</tr>
 +
<tr style="mso-yfti-irow:16;">
 +
<td style="width:85.25pt;border:solid windowtext 1.0pt;  border-top:none;mso-border-top-alt:solid windowtext .5pt;mso-border-alt:solid windowtext .5pt;  padding:0in 5.4pt 0in 5.4pt;" valign="top" width="114">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">B_Phone</p>
 +
</td>
 +
<td style="width:382.25pt;border-top:none;border-left:  none;border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt;  mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt;  mso-border-alt:solid windowtext .5pt;padding:0in 5.4pt 0in 5.4pt;" valign="top" width="510">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">Phone number of the primary business associated to the member.</p>
 +
</td>
 +
</tr>
 +
<tr style="mso-yfti-irow:17;">
 +
<td style="width:85.25pt;border:solid windowtext 1.0pt;  border-top:none;mso-border-top-alt:solid windowtext .5pt;mso-border-alt:solid windowtext .5pt;  padding:0in 5.4pt 0in 5.4pt;" valign="top" width="114">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">B_Fax</p>
 +
</td>
 +
<td style="width:382.25pt;border-top:none;border-left:  none;border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt;  mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt;  mso-border-alt:solid windowtext .5pt;padding:0in 5.4pt 0in 5.4pt;" valign="top" width="510">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">Fax Number of the primary business associated to the member.</p>
 +
</td>
 +
</tr>
 +
<tr style="mso-yfti-irow:18;">
 +
<td style="width:85.25pt;border:solid windowtext 1.0pt;  border-top:none;mso-border-top-alt:solid windowtext .5pt;mso-border-alt:solid windowtext .5pt;  padding:0in 5.4pt 0in 5.4pt;" valign="top" width="114">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">B_Address</p>
 +
</td>
 +
<td style="width:382.25pt;border-top:none;border-left:  none;border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt;  mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt;  mso-border-alt:solid windowtext .5pt;padding:0in 5.4pt 0in 5.4pt;" valign="top" width="510">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">Street name and address of the primary business associated to the member.</p>
 +
</td>
 +
</tr>
 +
<tr style="mso-yfti-irow:19;">
 +
<td style="width:85.25pt;border:solid windowtext 1.0pt;  border-top:none;mso-border-top-alt:solid windowtext .5pt;mso-border-alt:solid windowtext .5pt;  padding:0in 5.4pt 0in 5.4pt;" valign="top" width="114">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">B_Address2</p>
 +
</td>
 +
<td style="width:382.25pt;border-top:none;border-left:  none;border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt;  mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt;  mso-border-alt:solid windowtext .5pt;padding:0in 5.4pt 0in 5.4pt;" valign="top" width="510">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">This is a second line of address to be used for additional address information (building number, etc.) of the primary business associated to the member.</p>
 +
</td>
 +
</tr>
 +
<tr style="mso-yfti-irow:20;">
 +
<td style="width:85.25pt;border:solid windowtext 1.0pt;  border-top:none;mso-border-top-alt:solid windowtext .5pt;mso-border-alt:solid windowtext .5pt;  padding:0in 5.4pt 0in 5.4pt;" valign="top" width="114">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">B_City</p>
 +
</td>
 +
<td style="width:382.25pt;border-top:none;border-left:  none;border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt;  mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt;  mso-border-alt:solid windowtext .5pt;padding:0in 5.4pt 0in 5.4pt;" valign="top" width="510">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">City of the primary business associated to the member</p>
 +
</td>
 +
</tr>
 +
<tr style="mso-yfti-irow:21;">
 +
<td style="width:85.25pt;border:solid windowtext 1.0pt;  border-top:none;mso-border-top-alt:solid windowtext .5pt;mso-border-alt:solid windowtext .5pt;  padding:0in 5.4pt 0in 5.4pt;" valign="top" width="114">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">B_State</p>
 +
</td>
 +
<td style="width:382.25pt;border-top:none;border-left:  none;border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt;  mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt;  mso-border-alt:solid windowtext .5pt;padding:0in 5.4pt 0in 5.4pt;" valign="top" width="510">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">State of the primary business associated to the member</p>
 +
</td>
 +
</tr>
 +
<tr style="mso-yfti-irow:22;mso-yfti-lastrow:yes;">
 +
<td style="width:85.25pt;border:solid windowtext 1.0pt;  border-top:none;mso-border-top-alt:solid windowtext .5pt;mso-border-alt:solid windowtext .5pt;  padding:0in 5.4pt 0in 5.4pt;" valign="top" width="114">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">B_Zip</p>
 +
</td>
 +
<td style="width:382.25pt;border-top:none;border-left:  none;border-bottom:solid windowtext 1.0pt;border-right:solid windowtext 1.0pt;  mso-border-top-alt:solid windowtext .5pt;mso-border-left-alt:solid windowtext .5pt;  mso-border-alt:solid windowtext .5pt;padding:0in 5.4pt 0in 5.4pt;" valign="top" width="510">
 +
 +
<p style="margin-bottom:0in;line-height:normal;">The 5-digit US Postal zip code of the primary business associated to the member.</p>
 +
</td>
 +
</tr>
 +
</table></center>
  
 
='''<span style="color:#800080">Builder Edition Integrations'''</span>=
 
='''<span style="color:#800080">Builder Edition Integrations'''</span>=
Line 289: Line 553:
 
==='''<span style="color:#800080">WMS Export - Initial Setup Considerations'''</span>===
 
==='''<span style="color:#800080">WMS Export - Initial Setup Considerations'''</span>===
 
----
 
----
 
+
===='''<span style="color:#800080">Setup Membership Types for WMS Export'''</span>====
A primary setup function for use of the WMS Export tool is to setup '''Membership Types''' that identify the members as NAHB members. Membership types are setup per standard procedures, however, advanced custom fields must be selected to identify the membership type as Builder, Associate or Affiliate. The GrowthZone software uses these custom fields to identify members eligible for export to WMS.  
+
----
 +
Customers with the Builders Edition of GrowthZone have fields available and ready to use that supports the WMS Export tool.
 +
To ensure the proper membership or council membership information is sent to WMS, you must tie your GrowthZone Membership Type to the appropriate NAHB Membership Type.
 +
Specifying your NAHB Membership Type
 +
#Under Memberships> Types, create/locate a GrowthZone Membership type for your builder type membership (Associate, Builder, Affiliate) and/or council membership (For example: Remodelers Council, Commercial Builders Council, etc.)
 +
#:[[File:HBA Membership Types.jpg|1000px|center]]
 +
#Click the '''Adjust Fields''' icon in the Fields column in the membership type row of the membership you are changing.
 +
#:[[File:Builder custom fields 2020.jpg|600px|center]]
 +
#Click to select the '''Advanced Options''' checkbox (if not already selected).
 +
#In the '''Custom Fields''' section, select the appropriate '''NAHB Membership Type''' that matches the GrowthZone membership type you are editing now. For Example: If editing the GrowthZone membership type called Builder, select the NAHB Membership Type called Builder.
 +
#Click '''Done'''.
 +
Perform the same steps for each membership type and council membership.
 +
===='''<span style="color:#800080">Assign Your HBA Number'''</span>====
 +
----
 +
#Click '''Setup''' in the left-hand navigation panel.
 +
#Click '''WMS'' in the '''Integrations''' section.
 +
#Click the orange '''Actions''' button.
 +
#Click '''HBA Numbers'''.
 +
#:[[File:Hba numbers 2020.jpg|600px|center]]
 +
#Enter your '''HBA Number'''.
 +
#Click '''Done'''.
  
 
==='''<span style="color:#800080">WMS - Transactions Eligible for Export'''</span>===
 
==='''<span style="color:#800080">WMS - Transactions Eligible for Export'''</span>===
Line 353: Line 637:
 
*WMS Requires a valid NAHB Membership type to be sent
 
*WMS Requires a valid NAHB Membership type to be sent
  
==='''<span style="color:#800080">WMS Export Validation Errors'''</span>===
+
==='''<span style="color:#800080">Review/Fix WMS Validation Errors'''</span>===
 
----
 
----
Most validation error indicated that something is missing or incorrect for the record, and require attention. Required information, for each transaction type, is evaluated and if errors are found, they will be displayed in the last column of the output file, if you have chosen to include validation errors. Best Practice is to return to the record, and fix the errors, then re-export the file. The example below shows both missing information as well as incorrect information.
+
Best practice, prior to exporting your file for WMS is to review any validation errors. This will give you an opportunity to return to the records in the database and fix errors prior to importing the file into WMS. Most validation errors are either missing or malformed data.
 
+
#Click '''WMS''' in the '''Integrations''' section.
 
+
#:[[File:Wms validation 2020.jpg|800px|center]]
 +
#Click the orange '''Actions''' button.
 +
#Click '''Generate Transactions'''.
 +
#:[[File:Generate wms transactions 2020.jpg|600px|center]]
 +
#Select the month for which you wish to review transactions. This should be the same as the month you wish to export.
 +
#Click '''Done'''. '''NOTE''': A blue dialog box will appear in the top right hand corner of the screen when the list has been generated.
 +
#:[[File:Wms generation complete 2020.jpg|300px|center]]
 +
#A list of the transactions that you wish to export will be displayed. Any validation errors will be shown in the '''Errors''' column. You can easily go to the contact's profile by clicking the hyper-linked name of the business or individual.
 +
#:[[File:Wms validation error 2020.jpg|800px|center]]
 
==='''<span style="color:#800080">Export the WMS File'''</span>===
 
==='''<span style="color:#800080">Export the WMS File'''</span>===
 
----
 
----
 
#Click '''Setup''' in the left-hand navigation panel.
 
#Click '''Setup''' in the left-hand navigation panel.
 
#Click '''WMS''' in the '''Integrations''' section.
 
#Click '''WMS''' in the '''Integrations''' section.
#:[[File:WMS Export.jpg|800px|center]]
+
#'''IMPORTANT''': Filter the records as needed. The records displayed on the screen will be those included when you export the file.
#Verify that the HBA number for your organization is populated. This number is included for each record in your WMS file.
+
#::From the '''Show Only''' options you can choose:
#Click '''Download WMS'''.
+
#::*All Unexported Transactions
#:[[File:WMS Download.jpg|600px|center]]
+
#::*Current Month Transactions
#On the WMS Download dialog box you will be able to select:
+
#::*Future Transactions
#*The '''Month/Year''' for which you wish to download records
+
#::*Excluded Transactions
#*'''Get Validation Errors''': Select this option so that you can review any errors in the output file. This will give you an opportunity to return to the records in the database and fix errors prior to importing the file into WMS. The validation errors should '''NOT''' be included in the final output file used for import to WMS.
+
#::In addition to the above, from the '''Customize Results''' options you can choose:
#*'''Generate with Headers''' Prior to actually generating the file for import to WMS, you may wish to generate the file with headers. This provides the file to you in an easy to read format. This is '''NOT''' the file to be used for WMS import, but may be used for your review and records.
+
#::*Show New Members and Renewals only when paid
#*'''Include Cancellations''': WMS business rules will automatically drop a member if a renewal invoice has not been paid, so it is not necessary to include the cancellations, but you can do so for review purposes.
+
#::*Transaction Types
#*'''Only New Members and Renewals that have paid'''
+
#::*Txn Target Months
#Click '''Save'''. If you have created the file with validation errors and headers, for easy review, after reviewing the file complete the steps above without including headers and validation errors to generate the file needed for the WMS export.
+
#::*Membership Types
 +
#Once you have generated the list of transactions you wish to export, click the orange '''Actions''' button.
 +
#Click '''Export to WMS'''
 +
#:[[File:Add WMS Download.jpg|600px|center]]
 +
#Click '''Done'''. All transactions displayed in your list will be exported.
 +
{| class="wikitable"
 +
|-
 +
|
 +
[[File:Smallest.png|25px]]
 +
| style="width: 100%"| '''TIP!''' You will be prompted to open the export file once the download is complete. But if for any reason you do not see or cannot wait for that prompting (some downloads take several minutes to download), you can always find the downloaded file in the Cloud drive in the Integrations folder. The downloads are named with the date & time of your download.
 +
|}
 +
==='''<span style="color:#800080">Hold/Exclude Records from WMS Export'''</span>===
 +
----
 +
At times you may wish to hold a record back from the WMS, or simply exclude the record from the file. This is performed on an individual record basis:
 +
#Click '''Setup''' in the left-hand navigation panel.
 +
#Click '''WMS''' in the '''Integrations''' section.
 +
#:[[File:Hold exclude wms transaction 2020.jpg|800px|center]]
 +
#Filter the records as desired.
 +
#Click the gray '''Actions''' button for the desired record.
 +
#Select from the following options:
 +
#*Hold for 1 month: Select this option to put a temporary 1 month hold on export of the record
 +
#*Hold for 2 months: Select this option to put a temporary 2 month hold on export of the record
 +
#*Hold for 3 months: Select this option to put a temporary 3 month hold on export of the record
 +
#*Exclude from Export: Select this option to put a permanent hold on export of the record. '''NOTE:''' You will always be able to return the record for export, by selecting '''Return to Current Month'''.  
 +
#*Return to Current Month: Select this option to return a previously excluded record to the current month for export.
  
 
==='''<span style="color:#800080">WMS Transaction Id's'''</span>===
 
==='''<span style="color:#800080">WMS Transaction Id's'''</span>===

Revision as of 21:32, 5 February 2021


Connecting to Constant Contact

Through your GrowthZone software, you can sync contacts in your Lists/Committees to Constant Contact. Any additions, changes or deletions made to lists/committees that you have set to Synchronize Contacts with authorized third party newsletter solution will synchronize to Constant Contact near real-time.

Smallest.png

NOTE: You may synchronize as many groups (lists/committees) as you wish with Constant Contact. See Setting Up Lists/Committees for information on configuring your lists/committees to synchronize to a third party newsletter.
  1. Click Setup in the left-hand navigation panel.
  2. Click Constant Contact in the Integrations section.
    CC Connection.jpg
  3. Click Connect.
    CC Login CP.jpg
  4. Enter your credentials for Constant Contact, and click Log-in.
    CC Allow Access.jpg
  5. Click Allow on the Allow Access screen. This process authorizes the connection between GrowthZone and Constant Contact. Once completed, you will see the ConstantContact status updated to Connected.
CC Connected.jpg

After initial connection, click the Sync button. This will synchronize all of your existing lists/committees, that are set to you Synchronize Contacts with authorized third party newsletter solution, with Constant contact. NOTE: Only contacts with a default/primary email address and where Do Not Contact is not enabled, will be synchronized to Constant Contact.

Constant Contact Synchronization

Once your system is setup to synchronize to Constant Contact, the following additions, edits, and deletions performed in GrowthZone will be sent to Constant Contact in near real-time (usually within ten minutes):

  • A new List/Committee is added to GrowthZone with “Synchronize contacts with authorized third party newsletter” set: The new list/committee is added to Constant Contact.
  • A new contact (with valid default/primary email address) is added to the List/Committee in GrowthZone: The new contact is added within that group in Constant Contact
  • A new contact (with valid default/primary email address) is added to the List/Committee in GrowthZone with Do Not Contact is set: The new contact is NOT synchronized to Constant Contact
  • The “Do Not Contact” check-box is set for an existing contact in the List/Committee within GrowthZone: The existing contact is disabled in Constant Contact, and removed from the list/committee in Constant Contact.
  • The "Do Not Contact" check-box is cleared for an existing contact in the List/Committee within GrowthZone: If the contact, that would previously have been disabled in Constant Contact, is re-enabled.
  • An existing contact's name and/or default email address is changed (and the contact belongs to the List/Committee synched to Constant Contact): The updated contact information is sent to Constant Contact.
  • An existing contact is removed from a List/Committee in GrowthZone: The contact is removed from the List/Committee in Constant Contact. If the contact is not a part of other lists, the contact is disabled.
  • If a List/Committee is deleted from GrowthZone: The List/Committee is deleted from Constant Contact. If there are contacts in the Lists/Committees, and those contacts belong to no other Lists/Committees, they are disabled in Constant Contact.
  • A contact who is in multiple Lists/Committees in GrowthZone is deleted from GrowthZone: The contact is deactivated in Constant Contact.

Mail Chimp Integration


Through your GrowthZone software, you can sync contacts in your Lists/Committees to Mail Chimp. Any additions, changes or deletions made to lists/committees that you have set to Synchronize Contacts with authorized third party newsletter solution will synchronize to Mail Chimp near real-time.

Smallest.png

NOTE: You can synchronize as many groups (lists/committees) as needed to Mail Chimp. See Lists/Committees for information on configuring your lists/committees to synchronize to a third party newsletter.

Connecting to Mail Chimp


  1. Click Setup in the left-hand navigation panel.
  2. Click Mail Chimp in the Integrations section.
    MC Setup.jpg
  3. Click Connect.
    Connect to MC.jpg
  4. Enter your credentials for Mail Chimp, and click Log-in.
    Mail Chimp Synch.jpg
    Connection status will show Connected and your Organization Contact Information will be displayed.
  5. Select an Audience from the MailChimp audience drop-down list. All contacts will be brought into MailChimp in this single Audience, tagged with the name of the GrowthZone List/Committee. When sending your emails from MailChimp, you will select this audience, filtered by the desired tag. See more info on Mailchimp Tags and How to Send Emails Filtered by Tags
  6. Click Save.

After initial connection, click the Sync button. This will synchronize all of your existing lists/committees, that are set to you Synchronize Contacts with authorized third party newsletter solution, with Mail Chimp. NOTE: Only contacts with a default/primary email address and where Do Not Contact is not enabled, will be synchronized to Mail Chimp.


Mail Chimp Synchronization


Once your system is connected, the following additions, edits, and deletions performed in GrowthZone will be sent to Mail Chimp in near real-time (usually within ten minutes):

  • A new List/Committee is added to GrowthZone with “Synchronize contacts with authorized third party newsletter” set: The new list/committee is added to Mail Chimp.
  • A new contact (with valid default/primary email address) is added to the List/Committee in GrowthZone: The new contact is added within that group in Mail Chimp.
  • A new contact (with valid default/primary email address) is added to the List/Committee in GrowthZone with Do Not Contact set: The new contact is NOT synchronized to Mail Chimp.
  • The “Do Not Contact” check-box is set for an existing contact in the List/Committee within GrowthZone: The existing contact is unsubscribed in Mail Chimp, and removed from the list/committee in Mail Chimp.
  • The "Do Not Contact" check-box is cleared for an existing contact in the List/Committee within GrowthZone: If the contact, that would previously have been disabled in Mail Chimp, is re-enabled.
  • An existing contact's name and/or default email address is changed (and the contact belongs to the List/Committee synched to Mail Chimp): The updated contact information is sent to Mail Chimp.
  • An existing contact is removed from a List/Committee in GrowthZone: The contact is removed from the List/Committee in Mail Chimp. If the contact is not a part of other lists, the contact is disabled.
  • If a List/Committee is deleted from GrowthZone: The List/Committee is deleted from Mail Chimp. If there are contacts in the Lists/Committees, and those contacts belong to no other Lists/Committees, they are disabled in Mail Chimp.
  • A contact who is in multiple Lists/Committees in GrowthZone is deleted from GrowthZone: The contact is deactivated in Mail Chimp.

Smallest.png

NOTE: If a user unsubscribes from a list via MailChimp, Do Not Contact will be set for the contact on that list in GrowthZone.

GoToWebinar Integration


With GoToWebinar integration, you can create your events in GrowthZone and have the corresponding event create in GoToWebinar. To enable GoToWebinar integration:

  1. Click Setup in the left-hand navigation panel.
  2. Click GoToWebinar in the Integrations section.
    GoTo Integration.jpg
  3. Enter your GoToWebinar user name and password.
  4. Click Connect.

Once you have connected, you will be able to sync your events to GoToWebinar on the event's Overview tab, under General Information. Events synced, will automatically be created in GoToWebinar. When attendees register, they will receive confirmations from GoToWebinar with login instructions.

One Row.png

SYNCING PAID EVENTS: If you wish to charge for a webinar and sync the event from GrowthZone, your event in GoToWebinar must be set up as a free event, as all payments will be processed through GrowthZone and not GoToWebinar. Setting the GoToWebinar event as a paid event will cause GoToWebinar to reject registrations coming from GrowthZone and will not sync registrants.

Zoom Integration


We now have the ability to integrate GrowthZone Events with Zoom Meetings. Once enabled, you'll be able to sync your event in GrowthZone to Zoom, and when synced, GrowthZone will automatically create the event in Zoom. Attendees will utilize the GrowthZone event registration form and be tracked in GrowthZone just like any other attendee. Once registered, they'll be captured in your Zoom event, and will automatically be sent the confirmation email from Zoom.

GrowthZone will automatically pass over the following information to Zoom if available: First Name, Last Name, Email Address, City, Country, Postal Code, State/Province, Phone, Organization and Job Title.

Best practice: Do not select any Zoom registration Questions or Custom Questions in your Zoom registration setup.

More details: It is not necessary to select any of these fields in your Zoom registration setup; it won't affect the registration if you do but it does not make any difference because the data noted above is automatically passed through. However, please note that marking any of the registration questions or custom questions as required in Zoom registration setup is not supported and will cause the registration to fail.

One Row.png

IMPORTANT: You must have at minimum a Pro subscription to Zoom to use the Zoom Integration with GrowthZone.

Please note:

  • If a registrant comes to the event LIVE, they will not be marked as attended in GrowthZone.
  • At this time we are not able to sync Webinar-type events in Zoom (i.e. Zoom + Webinar).

Connecting to Zoom


With Zoom integration, you can create your events in GrowthZone and have the corresponding meeting created in Zoom. To enable Zoom integration:

  1. Click Setup in the left-hand navigation panel.
  2. Click Zoom in the Integrations section.
  3. Click Connect.
    Zoom integration window
  4. Enter your Zoom credentials to login to Zoom and Authorize access to your Zoom account.
Zoom credentials prompt window

Once you have connected, you will be able to sync your events to Zoom on the event's Overview tab, under General Information. Events synced, will automatically be created in Zoom. When attendees register, they will receive confirmations from Zoom with login instructions.

Uninstalling the GrowthZone Zoom Add-On


To uninstall the GrowthZone Add-On from your Zoom account:

  1. Log in to your Zoom Account and navigate to the Zoom App Marketplace.
  2. Click Manage > Installed Apps, or search for the GrowthZone App.
  3. Click the GrowthZone App.

Disconnecting from Zoom


To disconnect from Zoom:

  1. Click Setup in the left-hand navigation panel.
  2. Click Zoom in the Integrations section.
  3. Click Disconnect.

Syncing an Event with Zoom


An event can be synced to Zoom through two different screens.

  1. Events -> Add New Event (Button on top right) -> Enable the "Sync with Zoom" option toward the bottom of the screen.
    ZoomAddNewEvent 06042020 new.png
  2. If an event is already created, click on the event from the “Events” module. Then you should be able to click on the pencil within the “General Information” section, and enable the "Sync with Zoom" option.
    ZoomExistingEvent 06042020.png

NOTE: GrowthZone does not let you create a Zoom Meeting with a Start Date / Time prior to the current date time.

Joining the Zoom Meeting

As an Organizer

  1. Log in to Zoom.
  2. Navigate to "Meetings" on the left navigation menu.
  3. Find your meeting and click "Start".
    ZoomJoin 06162020.jpg

As an Attendee

  1. Register for an event via the GrowthZone event registration page.
  2. You will receive an email from Zoom.
  3. Follow the link in the email to join the Zoom meeting.

Misc Zoom Info

All Zoom Meetings are created with the following settings, all other settings are defaulted to Zoom’s defaults.

  • Video Host: On
  • Video Participant: Off
  • Meeting Options: Enable Waiting Room


Below are the mappings of GrowthZone event fields to Zoom Meeting fields.

  • Event Name -> Meeting Topic
  • Event Start At -> Time
  • Description -> Agenda

Higher Logic


The integration between the GrowthZone AMS and your Higher Logic Community site drives object creation in the community from the vast amount of up to date member data that you already track in the GrowthZone AMS. The integration ensures that your members interact with the most up to date member data, boosting member participation, collaboration and retention. Through your GrowthZone software you can sync your lists/committees to Higher Logic.

After the integration is in place, it is not necessary to complete any additional work to ensure that the data reflected on your community site remains synchronized with the GrowthZone AMS. GrowthZone uses Higher Logic's Push API Integration methodology. This type of integration allows GrowthZone to send updates directly to Higher Logic.

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NOTE: The integration allows active individual members of lists/committees set to sync with a third party newsletter solution to use their InfoHub credentials to sign in to your Higher Logic communities. Data synced to Higher Logic is used for sharing the login information and cannot be edited in Higher Logic and synced back to GrowthZone.

Higher Logic Authentication


To authenticate with Higher Logic an API Gateway Key and Tenant Code are needed for the Push API method. The API Gateway Key is generated by Higher Logic and the Tenant Code is specific to the client’s Higher Logic’s instance. The Tenant Code is generated by Higher Logic, and is entered into GrowthZone in the Higher Logic integration settings. Click Here for Higher Logic documentation on integration. Please contact support@higherlogic.com and ask for an API key that can be used to integrate your GrowthZone account. If you are just starting with Higher Logic, mention this integration to your Higher Logic Account Manager and he will give you this key.

Higher Logic Synchronization


When synchronized to Higher Logic, GrowthZone will push (near real-time) changes to the following records:

  • Contact Information
  • Organizations
  • Membership Types
  • Lists/committees to which the contact is assigned

We do NOT currently support the following types of updates via our Higher Logic integration:

  • Security Groups
  • Demographics
  • Events
  • Job History
  • Education

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NOTE: Individuals are pushed to Higher Logic, not organizations. When setting up lists/committees for synchronization to Higher Logic, ensure that individual contacts are added to the list/committee not a business/organization.


Only the records of Active members associated to groups for which the Synchronize Contacts with authorized third party newsletter solution is enabled will be pushed to Higher Logic. Click Here for information on configuring groups to synchronize to a third party.

Higher Logic refers to lists/committees as Communities. If a new list/committee is pushed to Higher Logic, Higher Logic will automatically create the community, however it will be hidden. These communities will require further configuration in Higher Logic for the correct use, but they will not need to be created. A Higher Logic user with administrative rights would need to access the communities area, configure the community appropriately and un-hide it. Click Here for Higher Logic documentation on managing communities.

Set Up Higher Logic Integration


  1. Select Setup in the Navigation Panel.
  2. Select Higher Logic in the Integrations section. This will open the Higher Logic Integration dialog box.
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  3. Click Enabled.
  4. Enter the Tenant Code provided by Higher Logic.
  5. Enter the Tenant API Key from Higher Logic
  6. Click Save.
  7. Once the integration settings have been saved, click the Sync button. This will synchronize all of the lists/committees for which you have enabled Synchronize Contacts with authorized third party newsletter solution to Higher Logic. If you plan on using Single Sign-on, it is important that you do this initial synchronization prior to enabling single sign-on. This ensures that Higher Logic has a record of the users who are attempting to access Higher Logic from the Info Hub.

After initial synchronization, the system will look for additions, changes, and deletions from list/committees that are set to synchronize with Higher Logic and push these changes to Higher Logic within 30 minutes. As access to Higher Logic is intended to be a member benefit, only Active members in the lists/committees will be pushed over to Higher Logic. The List/Committee Setting Do Not Contact has no impact on synchronization for Higher Logic. Higher Logic is used as a community forum, not for email purposes.

Higher Logic Single Sign-on


GrowthZone AMS’s API provides a seamless Web experience across the GrowthZone AMS and other third-party systems. It allows users to login to your Info Hub (Members Only Area) and gain secure access to all related Web sites, including your Higher Logic Community using the same login credentials they would use with the GrowthZone AMS Info Hub. Single Sign-On (SSO) is accomplished by using GrowthZone’s implementation of OAuth 2.0, an industry-standard protocol for authorization.

Only Active members, assigned to lists/committees that are synchronized to Higher Logic will be able to access Higher Logic. If a member is dropped, or removed from a list/committee they will no longer be able to access Higher Logic. Your active staff members will also have access via single sign-on to Higher Logic.

Setting Up Single Sign-on


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NOTE: You must complete the Higher Logic Integration setup prior to setting up Single Sign On. Your members will not be able to sign in if the integration has not been setup.
  1. Select Setup in the Navigation Panel.
  2. Select Higher Logic in the Integrations section. This will open the Higher Logic Integration dialog box.
  3. Click the Show Single Sign-On link in the Info Hub check-box.
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  4. Link to HigherLogic Community Site: This is automatically populated and should be the URL for your Higher Logic site. Best practice is to verify that this link is correct.
  5. Optional Custom Term for Community Link: You can customize the Info Hub link, by default the link is named Community.
  6. Optional Custom Icon for Community Link: (Optional) You may enter a a Font Awesome icon to be displayed on the navigation panel for this item in the Info Hub. Visit the Font Awesome website. The icons you choose must be for supported FREE icons version 5.
  7. Click Save.

The first time a member clicks the Community (or the terminology you have configured) link in the Info Hub, an authorization page will be displayed. The member must click the Grant button to access Higher Logic. The next time the member accesses Higher Logic, the member will automatically be logged in.

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NOTE: Within Higher Logic there is an Edit Profile option. When this option is selected, the member is re-directed to the GrowthZone Info Hub to update information. This ensures that GrowthZone, the system of record, is accurately updated.

Voter Voice


Overview

Voter Voice is a third-party advocacy and lobbying platform. When enabled and linked, Growthzone provides a nightly sync of contact information to Voter Voice, updating records in Voter Voice to reflect changes made in Growthzone. The sync in GrowthZone will batch Active and Courtesy Member contact records and send them to the Voter Voice customer tenant nightly at 00:00 UTC; This is also a one-way sync/push, you should update the contact record in GrowthZone and let it push to Voter Voice.


Use the following steps to enable Voter Voice:

  1. Select Setup in the Navigation Panel.
  2. Select Voter Voice in the Integrations section.
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  3. Click the Is Enabled check-box.
  4. Enter the Voter Voice API Key. You must contact Voter Voice to receive this key.
  5. Enter the Voter Voice List Name. . The default list name is “Default List”. The can find this in the Voter Voice admin panel.
  6. Click Save.

Data Sent

When the integration between GrowthZone and Voter Voice is enabled, the following fields from GrowthZone are sent to Voter Voice:

Field Name

Description

ContactID

The unique identifier of the contact's/member's GrowthZone record.

FullName

Member’s first and last name

Prefix

Formal title which precedes member’s name  Mr. Ms. Mrs. etc

FName

Member’s first name

MName

Member’s middle name

LName

Member’s last name

Suffix

Family generation and other suffixes - e.g. Jr., Sr.,  III, Esq. Note: do not enter designations here. There is a separate field for those.

Address

Street name and address number of member’s  address.

Address2

This is a second line of address to be used for additional address information (building number, etc.).

Address3

This is a third line of address to be used for additional address information (building number, etc.).

City

Name of city for the address.

State

State abbreviation.

Zip

The 5-digit US Postal zip code.

B_Name

Name of the primary business associated to the member.

B_Title

Member’s business title.

B_Phone

Phone number of the primary business associated to the member.

B_Fax

Fax Number of the primary business associated to the member.

B_Address

Street name and address of the primary business associated to the member.

B_Address2

This is a second line of address to be used for additional address information (building number, etc.) of the primary business associated to the member.

B_City

City of the primary business associated to the member

B_State

State of the primary business associated to the member

B_Zip

The 5-digit US Postal zip code of the primary business associated to the member.

Builder Edition Integrations

WMS Export


To simplify the process of uploading member changes to the National Association of Home Builders (NAHB) through WMS, we have integrated the required fields into various areas within the GrowthZone system and provided an export tool will allow you to pull monthly data quickly and easily. This process is only for HBAs that import monthly updates into NAHB.

WMS Export - Initial Setup Considerations


Setup Membership Types for WMS Export


Customers with the Builders Edition of GrowthZone have fields available and ready to use that supports the WMS Export tool. To ensure the proper membership or council membership information is sent to WMS, you must tie your GrowthZone Membership Type to the appropriate NAHB Membership Type. Specifying your NAHB Membership Type

  1. Under Memberships> Types, create/locate a GrowthZone Membership type for your builder type membership (Associate, Builder, Affiliate) and/or council membership (For example: Remodelers Council, Commercial Builders Council, etc.)
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  2. Click the Adjust Fields icon in the Fields column in the membership type row of the membership you are changing.
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  3. Click to select the Advanced Options checkbox (if not already selected).
  4. In the Custom Fields section, select the appropriate NAHB Membership Type that matches the GrowthZone membership type you are editing now. For Example: If editing the GrowthZone membership type called Builder, select the NAHB Membership Type called Builder.
  5. Click Done.

Perform the same steps for each membership type and council membership.

Assign Your HBA Number


  1. Click Setup in the left-hand navigation panel.
  2. Click WMS in the Integrations' section.
  3. Click the orange Actions button.
  4. Click HBA Numbers.
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  5. Enter your HBA Number.
  6. Click Done.

WMS - Transactions Eligible for Export


The following transactions are eligible for export using the WMS Export tool, if all criteria has been met.

New Member


New members will be included in the WMS export file if the following criteria is met:

  • The Member has a Membership Start Date that falls within the report date range.
  • The Member's membership status is Active or Courtesy.
  • The Member has a Primary Contact First Name and Primary Contact Last Name, as well as address information (Address Line 1, State/Province, Postal Code).
  • EITHER the Member data field for NAHB Company ID (Account Number) must have a value OR:
  • Information on the member's General tab is filled out as thoroughly as possible, including address information and the Primary Business Activity Code.
  • There is a paid invoice for a membership that has an NAHB membership type assigned to the membership.

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NOTE: Once WMS receives notification of new members, if the member’s HBA number and subscription id are not provided, it will assign the Member HBA Number and Subscription ID. This must be updated in GrowthZone for future renewals, changes, etc. to be included in the WMS export file.

Renewed Members


Renewed members will be included in the WMS export file if the following criteria is met:

  • The Member data field for HBA Number has a value
  • The Member data field for Subscription ID (MSN) must has value.
  • Must have a paid invoice, in the export date range, for a scheduled billing of a membership that has an NAHB membership type assigned to the membership and has a previous activation.

Contact Info Changed


This transaction occurs when information for the existing contact for a membership is changed. Changes that will trigger this transaction include: Primary contact Phone, primary contact address, primary contact Email, Primary contact First/Last Name, Contact set as primary contact (and has MSN#).

Members where the contact information has changed will be included in the export file if the following criteria is met:

  • The Member data field for HBA Number has a value.
  • The Member data field for Subscription ID (MSN) has a value
  • The Primary Contact data fields for Contact First Name and Contact Last Name have a value.
  • The Primary Contact has Primary Contact Address 1, Primary Contact Address Default City, Primary Contact Default State Province, and Primary Contact Default Postal field information filled out

Company Info Changed


This transaction occurs when the information for the existing company associated with a membership changes. Members where the company info has changed will be included in the export file if the following criteria is met:

  • The Member must have an HBA Number.
  • The Primary Contact must have a Subscription ID (MSN).
  • The Member must have an NAHB Company ID.
  • The Member mailing address must be filled out.
  • The Member's Primary Business Activity Code must be populated.

Member Type Changes


This transaction occurs when there is a change to the type of an existing membership with a membership type that is valid as an NAHB membership (within the export report date range).

Member Type Changes will be included in the export, if the following criteria is met:

  • The Member data field for HBA Number must have a value
  • The Member data field for Subscription ID (MSN) must have a value
  • WMS Requires a valid NAHB Membership type to be sent

Review/Fix WMS Validation Errors


Best practice, prior to exporting your file for WMS is to review any validation errors. This will give you an opportunity to return to the records in the database and fix errors prior to importing the file into WMS. Most validation errors are either missing or malformed data.

  1. Click WMS in the Integrations section.
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  2. Click the orange Actions button.
  3. Click Generate Transactions.
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  4. Select the month for which you wish to review transactions. This should be the same as the month you wish to export.
  5. Click Done. NOTE: A blue dialog box will appear in the top right hand corner of the screen when the list has been generated.
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  6. A list of the transactions that you wish to export will be displayed. Any validation errors will be shown in the Errors column. You can easily go to the contact's profile by clicking the hyper-linked name of the business or individual.
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Export the WMS File


  1. Click Setup in the left-hand navigation panel.
  2. Click WMS in the Integrations section.
  3. IMPORTANT: Filter the records as needed. The records displayed on the screen will be those included when you export the file.
    From the Show Only options you can choose:
    • All Unexported Transactions
    • Current Month Transactions
    • Future Transactions
    • Excluded Transactions
    In addition to the above, from the Customize Results options you can choose:
    • Show New Members and Renewals only when paid
    • Transaction Types
    • Txn Target Months
    • Membership Types
  4. Once you have generated the list of transactions you wish to export, click the orange Actions button.
  5. Click Export to WMS
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  6. Click Done. All transactions displayed in your list will be exported.

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TIP! You will be prompted to open the export file once the download is complete. But if for any reason you do not see or cannot wait for that prompting (some downloads take several minutes to download), you can always find the downloaded file in the Cloud drive in the Integrations folder. The downloads are named with the date & time of your download.

Hold/Exclude Records from WMS Export


At times you may wish to hold a record back from the WMS, or simply exclude the record from the file. This is performed on an individual record basis:

  1. Click Setup in the left-hand navigation panel.
  2. Click WMS in the Integrations section.
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  3. Filter the records as desired.
  4. Click the gray Actions button for the desired record.
  5. Select from the following options:
    • Hold for 1 month: Select this option to put a temporary 1 month hold on export of the record
    • Hold for 2 months: Select this option to put a temporary 2 month hold on export of the record
    • Hold for 3 months: Select this option to put a temporary 3 month hold on export of the record
    • Exclude from Export: Select this option to put a permanent hold on export of the record. NOTE: You will always be able to return the record for export, by selecting Return to Current Month.
    • Return to Current Month: Select this option to return a previously excluded record to the current month for export.

WMS Transaction Id's


The first column in the output file is the Transaction type. The following table describes each transaction type:

ID Description
1 New Member
2 Renewal
3 Cancellation
4 Contact Information Change
5 New Contact
6 Company Information Change
7 New Spike
8 Member Type Change
13 New Company

WMS Mapping NAHB to GrowthZone

The fields listed below are included in the WMS export file. Fields required are dependent on the transaction type being sent.

HBA Field GrowthZone Field Required
HBA Number Account Number for your organization. Displayed beneath the name of your organization on your contact page. X
MSN Membership Number. This number is the subscription number provided by NAHB. It is populated on the contact profile tab, when clicking the membership displayed in the Membership section. X
Local Member Type Membership Status  
NAHB Member Type Membership Type. NAHB Membership Types are: Builder, Associate, Affiliate. These are defined via custom fields within the membership type setup. X
Anniversary Date Expiration Date. This field may be viewed/edited when clicking into the Membership on the profile tab, then clicking into the Membership Type in Membership History. X
NAHB Company ID Organization Account Number. This field may be populated/viewed under the name of the organization on the contact page. The company ID is provided by NAHB/WMS for this member after they sign up for membership. X
Company Name Organization Company Name X
Company Address Line 1 Org primary address line 1 - this field is required for a new member if no Company HBA number is provided X
Company Address Line 2 Org primary address line 2  
Company City Company primary city - this field is required for a new member if no Company HBA number (COID) is provided X
Company State Company primary state - this field is required for a new member if no Company HBA number (COID) is provided X
Company Zip Code Company primary zip code - this field is required for a new member if no Company HBA number (COID) is provided X
Company Phone Company primary phone  
Company Fax Company phone of type fax  
Company Website Company primary website  
Primary Activity Code Primary activity code is selected under Categories on the Profile tab.  The category type is NAHB Business Activity and these codes are defined by NAHB. X
Secondary Activity Code Secondary activity code is selected under categories on the Profile tab.  The category type is NAHB Business Activity and these codes are defined by NAHB.  
Tertiary Activity Code Tertiary activity code is selected under categories on the Profile tab.  The category type is NAHB Business Activity and these codes are defined by NAHB.  
Number of Employees This is a custom field, and is configured on the contacts More Info tab.  
Dollar Volume This is a custom field, and is configured on the contacts More Info tab.  
Number of Units Started This is a custom field, and is configured on the contacts More Info tab.  
NAHB PIN Individual Account Number. This field may be populated/viewed under the name of the individual on the contact’s page. This is an NAHB/WMS generated representative ID. X
First Name Individual Contact’s first name. X
Middle Name Individual Contact’s middle name  
Last Name Individual Contact’s last name X
Suffix Individual Contact’s suffix  
Title Individual Contact’s title  
Contact Address 1 Individual Contact’s primary address line 1 X
Contact Address 2 Individual Contact’s primary address line 2  
Contact City Individual Contact’s primary city X
Contact State Individual Contact’s primary state X
Contact Phone Individual Contact’s primary phone  
Contact Fax Individual Contact’s phone of type fax  
Contact Cell Individual Contact’s phone of type cell  
Contact Email Individual Contact’s primary email address  

REALTOR Edition Integrations


See Real Estate Edition Integration.

IIABA State Integration


See IIABA State Integration.

GrowthZone APIs


Using the GrowthZone APIs is a way to easily integrate your GrowthZone data into other systems. Examples may include incorporating content like directories, events, etc. into a CMS, creating an SSO with your website or another application, or tying a mobile app to your GrowthZonedatabase. The API is a standard REST-based API with the ability to access many areas of the software.

Click Here to view a full list of available GrowthZone APIs. GrowthZone's APIs are under active development and changes or additions can occur. This documentation is updated regularly and always represents the current state. APIs in GrowthZone are broadly organized by areas of use (i.e. modules).

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NOTE: In order to begin making calls to GrowthZone, you will need to first have API access enabled in your tenant and obtain an API Client ID and Secret. For authentication options, we currently support standard oAuth2 flows and SAML. If you have questions or need help regarding API authentication, integration or support, please call 800.825.9171 or email support@growthzone.com.