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 Events

Training vid icon.jpg New PDF Icon.jpg Event Management Create and manage every aspect of an event from within the Events module

Event Setup and Management Tutorials

Training vid icon.jpg Events Module Tour
Training vid icon.jpg Event Defaults
Training vid icon.jpg Calendar Setup
Training vid icon.jpg Category Setup
Training vid icon.jpg Event Setup (Creating a New Event)
Training vid icon.jpg Event Details [Use the gray buttons at the top of the screen to navigate to other sections with the video]
Training vid icon.jpg Event Communications

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 Sponsors/Ads Module

updated July 23, 2018

Training vid icon.jpg New PDF Icon.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


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

GrowthZone Working with Forms & Surveys


updated December 2018

[[File:Training vid icon.jpg|link=http://www.screencast.com/t/CbcognOv] New PDF Icon.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 the Staff App

Updated 9/25/2018

Training vid icon.jpg New PDF Icon.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.

5 Ways to Benefit from GrowthZone Pay

Training vid icon.jpg New PDF Icon.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

Training vid icon.jpg New PDF Icon.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.