- 1 GrowthZone Solution Overview
- 2 GrowthZone Communications
- 3 GrowthZone Billing
- 4 GrowthZone Membership Management
- 5 GrowthZone Info Hub
- 6 GrowthZone Working with Directories
- 7 GrowthZone Setting Up Your Membership Types
- 8 GrowthZone Events
- 9 GrowthZone Member Recruitment Module
- 10 GrowthZone Managing Your Store
- 11 GrowthZone Managing your Fundraisers
- 12 GrowthZone Working with the Sponsors/Ads Module
- 13 GrowthZone Working with the Web Content Module
- 14 GrowthZone Working with Forms & Surveys
- 15 GrowthZone Working with Projects & Tasks
- 16 GrowthZone Working with the Forum
- 17 GrowthZone - Working with the Staff App
- 18 Training for Your Members
- 19 GrowthZone 5 Ways Series
- 19.1 5 Ways to Benefit from GrowthZone Pay
- 19.2 5 Ways to Enhance Your SEO
- 19.3 5 Efficiencies Gained in Implementing GrowthZone Pay
- 19.4 5 Ways to Ensure your Emails are Getting Through
- 19.5 5 Ways to Make the Most of Marketing Automation
- 19.6 5 Ways to Clean Up Your Database
- 19.7 5 Ways to Engage Your Members in the Info Hub
- 19.8 5 Ways to Connect with New Members using Marketing Automation
- 20 Real Estate Edition Training Videos
GrowthZone Solution Overview
Updated September 2020
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.
Updated February 2020
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.
Updated September 2020
GrowthZone allows you to easily generate invoices, send invoices, and manage payments. In this session, participants will learn the basic steps to perform initial setup of billing within the GrowthZone software.
Updated 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.
- Setting up Your Chart of Accounts
- Setting up Your Invoice Templates
- Setting up Your Invoice Terms
- General Finance Settings
- Setting up Payment Gateways
- Setting up Taxes
- Setting up Goods & Services
- Stored Payment Profiles
- Creating an Invoice
- Accepting Credit Card Payments
- Applying Refunds
GrowthZone Membership Management
Updated September 2020
Setting up Your Membership Types & On-line Application Form - Your membership packages allow you to provide different levels of benefits to your members In this session participants will learn the skills to setup membership packages, and manage on-line applications.
Managing Your Contacts & Members - Acquiring and managing contacts and members is made easy with GrowthZone. In the session users will learn the basics of setting up and managing their contacts and memberships.
Managing Membership Dues Proration
Managing Membership Dues Proration - If a member decides to join your association in the middle of the year, the membership dues can be prorated so that the member pays only for a portion of the year. In this session, participants will learn how to setup prorated dues both overall and at the line item level.
Contact/Member Management Tutorials
- Adding Contacts
- Merging Contacts
- Adding a Membership to a Contact
- Adjusting a Membership
- Upgrading a Membership
- Downgrading a Membership
GrowthZone Info Hub
Info Hub Pt. 1: Setup and Options
GrowthZone Info Hub Pt. 1: Setup and Options - This session covers all the basics of setting up your Info Hub- access levels, Login settings, customization of colors and messaging, and more. (approx. 45 minutes)
Info Hub Pt. 2: Tour and Content Management
GrowthZone Info Hub Pt. 2: Tour and Content Management - This session contains a member-view tour of the Info Hub and how to manage content- your own and member-submitted- through the back office. (approx. 45 minutes)
Info Hub Pt. 3: Launch and User Management
GrowthZone Info Hub Pt. 3: Launch and User Management - This session discusses some pre-launch best practices and details options for inviting members, and how to manage user accounts and communicate with members that have and have not created their accounts. (approx. 35 minutes)
GrowthZone Working with Directories
GrowthZone Working with Directories - Your Membership Directory is a key benefit you can offer to your members….through the directory, members can gain additional visibility to the general public and other members. In this session, participants will learn how to setup and manage the member directory.
GrowthZone Setting Up Your Membership Types
Updated September 2020
- Event Setup: Setting up an inviting event page, and having a variety of registration options is the first step in creating your events. In this session, you will learn all the functions for setting up events in the GrowthZone software.
Updated September 2020
- Event Management: The GrowthZone Events module is designed to help you navigate every aspect of the event process - everything from inviting attendees to tracking registrations to creating invoices. In this session, participants will learn the basics of managing events.
Event Mini Tutorials
- Events Module Tour
- Event Defaults
- Calendar Setup
- Event Category Setup
- Creating a New Event
- Event Details
- Event Communications
GrowthZone Member Recruitment Module
The GrowthZone Member Recruitment is a module that allows you to track the progress of various sales opportunities from Lead to Win.
Updated July 2020
GrowthZone Working with the Member Recruitment Module - In this session, participants will learn how to work with the module itself- creating sales opportunities and proposals, and adding milestones in the Timeline- and finally reporting on the opportunities and activities associated to them.
GrowthZone Managing Your Store
Updated August 2020
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
Updated April 2020
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 - 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
Update April 2020
GrowthZone Working with the Web Content Module - Grow your community and add value with web content that integrates data from your GrowthZone AMS with your website. In this session, participants will learn how to setup and manage web content (including hot deals, job postings, and news releases)
Web Content Tutorials
GrowthZone Working with Forms & Surveys
Updated December 2018
GrowthZone Working with Forms & Surveys - The Forms/Surveys module enables you to quickly create and publish custom web forms and surveys. In this session, participants will learn how to create, share and analyze surveys.
GrowthZone Working with 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
GrowthZone Working with the Forum
Updated April 2020
Implementing a forum, in the Info Hub, is a great medium with which your members can solicit the advice from peers, benefit from their experience, and participate in an ongoing conversations
GrowthZone - Working with the Staff App
Updated September 2018
GrowthZone Working with the Staff App The GrowthZone staff app is designed to help association staff accomplish some tasks while on the road meeting members or managing an event. In this session participants will learn how to use the staff app to manage contacts, events, tasks and lists/committees.
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.
Take a Tour of the InfoHub
- One of the great features of GrowthZone is The Info Hub, a member center that enables your users to access key information and actively engage with your organization. This brief video can be shared with your members to provide them with a tour of the Info Hub and all its capabilities.
Update Your Company Profile and Directory Listing
Update Your Personal Profile
Enter Hot Deals
Enter Job Postings
GrowthZone 5 Ways Series
5 Ways to Benefit from GrowthZone Pay
5 Ways to Enhance Your SEO
Did you know, on average Google processes over 40,000 search queries per second... With so many searches, you need to make sure that your SEO is strong.. In this session, you will learn 5 ways to enhance your SEO.
5 Efficiencies Gained in Implementing GrowthZone Pay
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
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
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.
5 Ways to Clean Up Your Database
Data cleansing is so important because it improves your data quality and in doing so, increases overall productivity. When you clean your data, all outdated or incorrect information is gone – leaving you with the highest quality information. In this session, participants will learn 5 tips & tricks for cleaning up the database.
5 Ways to Engage Your Members in the Info Hub
One of the great features of GrowthZone is the Info Hub, a member center that enables your users to access key information and actively engage with your organization. In this session, participants will learn 5 ways to engage members in the Info Hub.
5 Ways to Connect with New Members using Marketing Automation
The GrowthZone Marketing Automation module provides the functionality to set up automated workflows designed specifically around varying communication goals. In this session, participants will learn about initiating and maintaining contact with new (and existing!) members using the Marketing Automation module.