Training Videos

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GrowthZone Solution Overview

Training vid icon.jpg New PDF Icon.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.

GrowthZone Communications

Training vid icon.jpg New PDF Icon.jpg 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.

GrowthZone Billing

Training vid icon.jpg New PDF Icon.jpg GrowthZone Setting up Billing - GrowthZone allows you to easily generate invoices, send invoices, and manage payments. In this session, participants will learn the basic steps to perform initial setup of billing within the GrowthZone software.

Training vid icon.jpg New PDF Icon.jpg GrowthZone Managing Billing

Billing Tutorials

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

GrowthZone Membership Management

Training vid icon.jpg link=http://supportwiki.memberzone.org/images/a/a2/GrowhtZone_Setting_Up_Your_Membership_Types.pdf f 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.

Training vid icon.jpg New PDF Icon.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

Training vid icon.jpg Adding Contacts
Training vid icon.jpg Merging Contacts
Training vid icon.jpg Adding a Membership to a Contact
Training vid icon.jpg Adjusting a Membership
Training vid icon.jpg Upgrading a Membership
Training vid icon.jpg Downgrading a Membership

GrowthZone Working with the Sales Funnel Module

Training vid icon.jpg New PDF Icon.jpg GrowthZone Sales Funnel Initial Setup - The GrowthZone Sales Funnel is a module that allows you to track the progress of various opportunities from Lead to Win. In this session, participants will learn how to perform the initial setup functions to maximize use of the Sales Funnel.

GrowthZone Managing Your Store

Training vid icon.jpg New PDF Icon.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

Training vid icon.jpg New PDF Icon.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 Web Content Module

Training vid icon.jpg New PDF Icon.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

Training vid icon.jpg Enabling Web Content Types