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Introduction


GrowthZone is the smart association software designed to help you:

  • Grow your membership
  • Retain and engage your existing organizations or individuals
  • Do more with less time

New to the software? See Dashboard - Getting Started Tab for resources available to learn more about the software.

View Product Updates


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See Viewing Product Updates in Action!

 

 

GrowthZone regularly releases new features and functionality. Notifications will be displayed on the main screen, and you may view the release notes and product details:

 

  1. Click the arrow next to your name in the header bar.

     
  2. Click Product Updates.
     


 

NOTE: The   in the bottom right-hand corner of the screen will also notify you that there are product updates to be reviewed.

Browsers Supported


Your GrowthZone software is web-based, you can log-in from anywhere that you have access to the internet. We support the latest version of the following browsers:

  • Chrome
  • Microsoft Edge
  • FireFox
  • Safari
     

INTERNET EXPLORER USERS: For the best experience, we encourage you to use one of the browsers listed above. You can still access your GrowthZone software through Internet Explorer; however, some of the screen may not function as expected.


Working with the Dashboard


The Dashboard Module provides you with quick-select options to view metrics, manage the initial setup of your database and follow your success plan.

Dashboard - Getting Started Tab


The Dashboard Getting Started tab is a resource for all staff members new to the software. It provides a guide to overview training around the core areas of the software with links to training on key topics. Use this guide to review each training topic that is applicable to your role and complete the desired training. Check the box next to each section title when complete (or if they are not applicable to your role). When all sections have been completed, complete the form at the bottom of this page, and we'll send you a GrowthZone Basics Certificate of Completion.
 

Dashboard - Metrics


The Metrics tab displays a variety of charts and metrics providing an at a glance view of your organization.
 

See it in Action: Metrics tab: Working with Widgets

 

 

Rearrange Dashboard Metrics


To place the charts and metrics in the positions you wish on your Dashboard:

  1. Click the   icon
  2. Click Move Widget. This will enable you to move all of the widgets into your desired placement.
  3. Click and hold down on the   icon. You can now move the widgets where you wish to place them on the dashboard.
  4. Click the Done button when you have completed your arrangement.

Show Me!

Edit Chart Layouts


To place the charts and metrics in the positions you wish on your Dashboard:

  1. Click the   icon.
  2. Select Edit Widget.

  3. Configure the widget as needed. Options available will depend on the widget you are working with.
  4. Click Done.

Add Widgets to the Dashboard


Additional charts and reports may be added to your Dashboard:

  1. Click the Add Widgets button.
  2. Select the widget you wish to add. The widget will be added in the top left hand side of the dashboard.

Success Plan


The Success Plan tab is intended for those new to the software, and provides a visual of the steps taken in implementing your software. At each juncture, you can click into the step and view what you and/or GrowthZone is doing at that stage.
 

Setup Basic Account Settings


You will configure your time zone and organization logo as one of the first steps in using your database.
 

See it in Action: General System Settings and Customizing System Terminology

  1. Click Setup in the Navigation Panel.
  2. In the Miscellaneous section, click General Settings.

  3. Select your time zone from the Current Timezone drop-down list.
  4. Select your locale from the Culture list. This will customize dates, times and currency to your locale.
  5. Primary Logo - Click the pencil icon below Primary Logo to import your logo. The Image Manager window will open.
    • In the Image Manager, click Upload. You will then navigate to your computer/server location of your logo.
    • Select your logo and click open. You may position and crop the logo as needed.
  6. Click Crop and Save to save your logo.
     

NOTE: The pencil icon will only display when you hover your mouse below Primary Logo.

Display Country on Contact Profile


If you are an organization that spans different countries, this setting will allow you to display country on the contact's Profile tab, and when viewing your contact list when displayed in card view.

  1. Click Setup in the Navigation Panel.
  2. In the Miscellaneous section, click General Settings.

  3. Select Display Country on Contacts Module.
  4. Click Save.

Enable Printing Pop-up Windows


If you enable this option, a print option will be available on pop-up windows throughout the software. This feature is no longer supported, but certain print options may meet your needs.

  1. Click Setup in the Navigation Panel.
  2. In the Miscellaneous section, click General Settings.

  3. Select Enable Printing Pop-up Windows.
  4. Click Save.

Setup your Terminology


See it in Action: General System Settings and Customizing System Terminology

 

 

GrowthZone is built to be very customizable for your needs. If needed, you can customize the terminology used in the database. For instance, if you wish you may change the default name "Organization" to "Business".

  1. Click Setup in the Navigation Panel.
  2. In the Miscellaneous section, click System Terminology. A list of terms that may be customized is displayed.

  3. Click the link for the term you wish to customize. The Override Terminology screen will be displayed.

  4. Enter the term you wish to use in the Your Custom Term text box.
  5. Enter the plural version of your custom term in the Plural Form text box.
  6. Click Done to save your changes.

Custom Fields


Custom Fields are designed to give ultimate flexibility in managing your data. When adding a custom field, you will create a database field that is available for tracking additional desired information. For example, you may wish to track an individuals birth month so that you can send out birthday greetings. Fields may be added to your Member Application Form to capture the information at the time of application, or fields may be added directly to a record.

  1. Click Setup in the Navigation Panel.
  2. Click Custom Fields in the Miscellaneous section. A list of the custom fields currently configured in your database will be displayed.
  3. Click the Add button.

  4. On the Add/Edit Custom Field screen, configure the following:
    • Field Area - Select a field area from the drop-down list. This selection dictates where you would like to use the custom field. For example, if you wish to create a field to be used in your Web Content, you would select Content Item.
    • Name - Enter a name for the custom field. This will be used internally by the database.
    • Display Name - Enter a display name. This is the field that will be displayed to the public. For example, if you are creating a "Meal" field for selection of a meal choice on an Event, you may wish the enter "Please select your meal choice" to be displayed to the public. This field may include a question or statement, as needed.
    • Custom Field Data Type - Select the data type for the custom field. NOTE: Selecting Drop-down will allow you to setup a list of options, and one option may be chosen. Selecting Drop-down with fill-in will allow the user to fill in an option. Multi-choice would allow the user to select more than one option.
    • Group/Section - (Optional) Select the desired group section of this custom field. Group sections are used through-out the software, and you may wish to group together similar custom fields.
    • Characters Allowed - This option would limit the number of characters that could be entered in a text box response. If you have selected a text box option (text or multi-text) you MUST enter in the number of characters allowed, and the value may not be 0.
    • Properties - Define the properties for the custom field:
      • Public - Select this check-box if you wish this field to be displayed for the public. This will allow the field to be displayed in the InfoHub, Directories and for use in membership applications.
      • Member Hub - (Advanced Option) Select this check-box to allow users to edit this custom field in their hub profile. If a custom field is to appear in the hub, but is not to be editable, you need only check the property Public.
      • Required - (Advanced Option) Select this check-box to make this field required. NOTE: Making a field required only applies when the member is filling out the form/application/registration/etc- it does not force that field to be required when it is displayed in the back office.
      • Archived - (Advanced Option) If you no longer wish to use this custom field, selecting this check-box will hide the field from being used in the back office, but historical data will be maintained.
  5. Click Done.

Review your Organization Information


When your database is first installed, your organization is added as a contact with non-member status in the database. Review the contact information to ensure all address information and email are correct. The data populated is the information provided to GrowthZone initially, and you may edit as needed.

  1. Select Contacts in the Navigation Panel.
  2. Enter the name of your organization in the Search box.
  3. Click the hyper-link for your organization.
  4. On the Profile tab, review your organization information in the Contact Info section. If editing is needed, click the pencil icon to open the edit dialog box as needed.
     

NOTE: Country must be selected when entering address information. If country has not been selected, drop-down lists for picking states will not be available to you in such things as the membership application form, registration for events, etc.

Update your Organization Information


Your organization exists as a contact in the database. If address, web-site, phone, emails, etc. need to be updated, see Update a Contact Organization/Business Profile Information.

Re-branding your Organization


If you are re-branding your organization with a new logo, you can update your logo under your organization's information.

  1. Select Contacts in the Navigation Panel.
  2. Enter the name of your organization in the Search box.
  3. Click the hyper-link for your organization.

  4. Click your logo in the header.
  5. Upload your new logo, and Crop & Save.
     

NOTE: If you have also included an alternate logo for your invoices, update the logo in the Finance Settings. See Configure Finance Defaults & Logo for Invoices & Statements for further information'.

Setup User Access Level and Credentials


Access to the database and to the Info Hub are "access level-driven". A staff or members may only view, edit, delete and/or create based on the Access Level they have been given.

Setup Staff Access Levels


Access Levels drive what functions your staff will be able to perform in the database. You may view existing access levels by selecting Setup in the Navigation Panel, and clicking Access Levels in the Users section.

The system is populated with the following access levels:

  • Staff - Admin - this access level provides full control of the entire database. Individuals with this access level will be able to view, edit, create and delete.
  • Staff - Guest - this access level provides read only access in the database.
  • Staff - Standard - this access level provides read/edit/create/delete of the system, with the exception of the Finance sections, which are view only.
  • Staff - Finance - this access level provides full editing, and full Finance access.
  • Staff - Website - this access level allows the staff user to ONLY edit or login to the website (by clicking the globe icon in the header bar). All other areas of the database are set to None.
  • User - View Only in Info Hub - this access level provides view only access in Info Hub.
  • User - Create/Edit/View in Info Hub - this access level provides Create/Edit in Info Hub but not the ability to delete.
  • User - Full Control in Info Hub - this access level provides full control in Info Hub. Users with this access can view, add, edit & delete.

The above access levels may be used as initially setup, or you may customize them to meet your needs.
 

NOTEClick here for information on setting up your member's access to the Info Hub.

Create a New Access Level - Staff


See it in Action: Create a New Staff Access Level

 

 

  1. In the Navigation panel, select Setup.
  2. Click the Access Level link in the Users section. The Access Levels screen will display a list of the pre-configured Access Levels, and the number of people assigned to each level. You may view the permissions that are associated to a particular level by clicking the hyper-link. You will see a list of each of the main functions of the database, and the access level granted. The Users column displays the number of users assigned to the access level. To view a list of the users click the numbered hyper-link.

  3. Click the ADD button.

  4. Enter a Name for the new Access Level – best practice would be to provide a name that at a glance tells you what the access level is for.
  5. Select the Access Level Type. Select Staff. The Staff and User options are a way for the system to differentiate between which access level it should display when you are creating access for a member of your chamber or association vs. creating access for a staff person.
  6. For each function, select the level of access you wish to provide. If you wish to provide access to the entire system with one level of access, you can do this by selecting the access level for System Default. Or, if you wish to set specific access to individual functions, select the access for that function.
  7. Once all selections have been made, click Done.
     

Access Level Settings

  • View: This access level allows the user to retrieve and view information from the database in read only mode.Edit: This access level allows the user to retrieve and change/update existing database information.
  • Create: This access level allows the user to add new content to the database, as well as view and update existing information.
  • Delete: This access level allows the user to remove existing content from the database as well as create, update and view.
  • Use Default: When this access level is selected, the user will be given the access level selected in System Default.
  • None: By selecting this option, the user will have no access to the specified area.

NOTE: If you set the access to the overall system - this setting will apply to all modules, unless you have specifically set access levels for some of the modules. The module level will supercede Use Default the System Default. If you do not set the System Default, you must select access level for each and all modules. If you select Use Default the System Default setting will apply. If you select None this will be applied and the user will have no access to a particular module.

Create a New Access Level - Users (Members)


  1. In the Navigation panel, select Setup.
  2. Click Access Level in the Users section.
    The Access Level screen will display a list of the pre-configured Access Levels, and the number of people assigned to each level. You may view the permissions that are associated to a particular level by clicking the hyper-link. You will see a list of each of the main functions of the database, and the access level granted. The Users column displays the number of users assigned to the access level. To view a list of the users click the numbered hyper-link.
     

  3. Click the ADD button.

  4. Enter a Name for the new Access Level – best practice would be to provide a name that at a glance tells you what the access level is for.
  5. Select the Access Level Type. Select User. The Staff and User options are a way for the system to differentiate between which access level it should display when you are creating access for a member of your chamber or association vs. creating access for a staff person.
  6. For User (Member) access, scroll to Info Hub in the Area list.


     

    • You may set access to the overall Info Hub by selecting an option from the Access Level drop-down list OR
    • Click Custom to display a list of all areas in the Info Hub to set specific access to each area. For Example: you may wish to setup an access level that provides an individual access to update and manage their own account information, but not the organization account information. In this case, you would set Individual Account Info to Edit and set Organization Account Info to None. Or, if you wish to hide certain items from this access level, for example Resources, you would set Resources to NoneNOTE: If you set the access to the overall system - this setting will apply to all modules, unless you have specifically set access levels for some of the modules. The module level will supersede the overall system level. If you do not set the overall system, you must select access level for each and all modules. If you select None the menu option will not be displayed in the Info Hub Navigation panel.
  7. Once all selections have been made, click Done.

 

NOTE: The My Info page in the Info Hub contains multiple tabs. The access to these tabs may be controlled individually:

  • Contact Info: This tab displays contact information for the individual logged into the Info Hub. Access to this is controlled by the Contact Info setting.
  • Membership: This tab displays the individual's membership, and is controlled by the Membership setting. However, if the individual does not have access to the Organization Account Info the pricing information for the membership will not display.
  • Account: This tab displays billing information. You can control an individuals access to individual billing and organization billing information by the Individual Account Info and the Organization Account Info settings. Note also, a user must have at least View rights to store and edit credit card information.
  • Related Businesses: The Related Business tab displays the business (organization) to which the individual is related. An individual with appropriate access may update company information, etc. on this tab. This tab is controlled by the Related Contact Info setting.
  • Related Contacts: This tab displays the individual contacts associated to a business. This tab is controlled by the Related Contact Info setting.
  • Refer Others: This tab is controlled by the Referrals setting. The display of the tab and the ability to refer others is controlled by whether this setting is set to Edit or None.

View/Edit User (Member) Access Levels


  1. In the Navigation Panel, click Setup.
  2. Click Access Levels in the Users section.
  3. Click the link for the access level you wish to view/update.
  4. Scroll to Info Hub. The default access level for all functions within the Info Hub is displayed, or if Set Custom Access for Specific Area(s) is enabled, all areas of the Info Hub are displayed, with the associated access level.

  5. If you wish to change access for certain area of the Info Hub, select the desired access for that area. If an area is set to Use Default access to that area will be driven by the overall Info Hub setting.
  6. After making changes, click Save.

 

Access Level Settings

  • View: This access level allows the user to retrieve and view information from the database in read only mode.
  • Edit: This access level allows the user to retrieve and change/update existing database information.
  • Create: This access level allows the user to add new content to the database, as well as view and update existing information.
  • Delete: This access level allows the user to remove existing content from the database as well as create, update and view.
  • Use Default: When this access level is selected, the user will be given the access level selected for the Info Hub overall.
  • None: By selecting this option, the user will have no access to the specified area.

Setup Staff User Credentials


Each member of your staff who will need access to the database will need to be provided with login credentials.

Add Staff Member


See it in Action: Add a Staff Member

 

 

  1. In the Navigation Panel, click Setup.
  2. Click Staff Users in the Users section. A list of all active staff in your system will be displayed.
  3. Click the Add button.

  4. Configure the following:
    • Primary Contact / Password Reset Email - Enter an email address for the user. This email address is used to send an initial email to the user to complete their login credentials, and is also used when an email needs to be sent to reset a password.
    • First Name
    • Last Name
    • Access Level - select the access level you wish to assign to this user.
  5. Click Done.

An email will be sent to the staff member. Within the email is a link to create their account. The link is valid for 72 hours. If they do not create their credentials in the 72 hour window, they will receive an error. In this circumstance, you would need to resend the log-in setup email. In this circumstance, you can resend the instructions email. Click Here for further information on resending instructions.
 

 

NOTE: If the new user already exists in the database, the system will display this on the screen, this will prevent you from creating a duplicate user.

 


View Staff Users


 

See it in Action: Viewing and Working with Staff Users

 

 

  1. In the Navigation Panel, click Setup.
  2. Click Staff Users in the Users section. A list of all of your staff users will be displayed.
     

 

Change Staff Access Level


  1. Click Setup in the left-hand navigation panel.
  2. Click Staff Users in the Users section.

  3. Click the name of the staff member for whom you wish to change access level.

  4. Select the desired access level from the Access Level list.
  5. Click Done.

Resend User Credentials Setup Instructions


When a new user is setup in your system, an email is automatically sent to them to create their user name and password. If a user does not receive notification to setup credentials, or they have not setup their credentials, you can resend the setup instructions from the Users page (Setup > Users > Staff Users).

Click the Resend Invite icon   in the Actions column.

Send Staff User Password Reset Instructions


You can send an email providing instructions to the user on how to reset their password on the Users page (Setup > Users > Staff Users)

Click the Send Reset Email icon   in the Actions column.
 

NOTE: If multiple staff members use the same e-mail address, each will receive the reset password email. Within the email a link in the email to each associated account is provided. For Example: If Betty and Sue both use the email address info@mychamber.com but each have their own login name to the tenant. Betty asks for a password reset email and when it arrives she knows which reset link to select because it is identified with the login name that she is used to using.

Reset a Staff Users Password


You can reset a users password on the Users page (Setup > Users > Staff Users).

Click the Reset Password icon   in the Actions column.

Disable Staff Login


You may disable the login for a user, without deleting the user. This function may be useful, for example, when someone is out on leave. By disabling the log-in, the username and log-in will be reserved for this staff user which will make it easy to re-able the user as needed. If you wish to completely remove the staff member from your database, see Delete a Staff User.

  1. In the Navigation Panel, click Setup.
  2. Click Staff Users in the Users section. A list of all of your staff users will be displayed.
  3. Click the Disable Staff Login icon   for the desired user. You will be asked to confirm that you wish to disable this user's login.

  4. Click OK.

The status of this user will now be displayed as Not Active. The user will no longer be able to login to the database. If they attempt to log-in the Account is disabled message will be displayed on the log-in screen.
 

NOTE: If the staff person is also a member of your organization, who wishes to setup access to the Info Hub, he/she will NOT be able to use these same credentials for access to the Info Hub.

Re-enable a Staff User


When you have disabled a staff user log-in, you can easily enable it:

  1. In the Navigation Panel, click Setup.
  2. Click Staff Users in the Users section. A list of all of your staff users will be displayed.
  3. Click the Enable Login icon   for the desired user. You will be asked to confirm that you wish to enable this user's login.

  4. Select the Is Active check-box.
  5. Click Done.


The status of this user will now be displayed as Active and the user will be able to use the same user name and password used previously.

Delete a Staff User


Unlike disabling a login for a staff user, when deleting a staff user, you will release the username and password associated to the user, and not have the ability to re-enable the log-in. If the staff member is also a member of your organization, he/she may wish to use their staff credentials to access the Info Hub. In this case, best practice would be to delete them as staff. If you wish to simply disable the login for the staff member (perhaps he/she is on leave) best practice is to disable the login, so that you can easily re-enable when he/she returns. If you delete the user, you will need to add them back to the system, and re-create login credentials. See Disable Staff Login for further information.
 

To delete a staff member:

  1. In the Navigation Panel, click Setup.
  2. Click Staff Users in the Users section. A list of all of your staff users will be displayed.
  3. Click the hyper-link for the staff user you wish to delete.

  4. Click the Delete button. You will be asked to confirm that you wish to delete this staff user.
  5. Click OK.

Subscribe to Automated Staff Notifications


Your system can be automated to send notifications when certain events occur. For Example: An automated notification can be sent to a staff member when an On-line Membership Application is submitted. The table below describes the message to which staff may subscribe.
 

Event Description
Membership Application Submitted An email notification will be sent when a new membership application form is submitted. Within the email, a link is available to access the applicants contact page to review the applicant information.
Member Modified Profile An email notification is sent when a contact modifies profile information via the Info Hub.
User Created or Edited Web Content An email notification is sent when a contact adds web-content, or changes existing web content via the Info Hub.
Member Referral An email notification is sent when a contact makes a referral via the Info Hub.
New Person Added to An Existing Membership An email notification is sent when a new rep is added to an existing membership, either via the Info Hub, or from the back-office.
Contact Us Submission An email notification is sent when a new Contact Us form is submitted.
Sales Proposal Accepted An email notification is sent when a prospect accepts a sales proposal via the on-line link.
Scheduled Billing Results Example
Event Submitted for Approval An email notification is sent when a contact enters an event via the Info Hub. Within the email is an Approve Event link. When clicking the link, if you are currently authenticated in the software (logged in), you will be taken to the event's Overview tab. If you are not currently authenticated in the software (not logged in), you will need to log-in and navigate to the event's Overview tab. See Approve Events submitted by Members.
Online Event Registration An email notification is sent when someone registers for an event via the on-line registration page.
My Projects and Tasks Status Updates  
Receive Notice When User Unsubscribe from Email This notification is sent when someone unsubscribes from mass/group emails.
Online Donation Notice This notification is sent when someone makes an online donation.
Web Content Added This notification is sent when a web content item has been submitted.
New Store Order Created This notification is sent when a new store order is place.
Membership Renewal Response Submitted For memberships using Renewal Notification only. This email will be sent to staff when a member accepts or declines renewal of their membership.
Renewals Emails Sent For memberships using Renewal Notification only. This email will be sent to staff when the initial renewal emails are sent out to members.
New Certification Enrollment This email notification is sent when a Contact selects to enroll for a certification via the HUB.
New Certification Application This email notification is sent to the Staff when a Contact selects to apply on a certification in the Info Hub.
Member Completed Certification This email notification is sent when a contact completes all requirements for a certification, and the status of the certification is changed to Active.
Invoice Payment Received This email notification is sent when an invoice is paid on-line.
Auto Payment Failed This email notification is sent when a payment scheduled for auto-payment fails.
Forum Topic Added This email notification is sent when a new topic is added to a Forum.
Forum Topic Comment Added This email notification is sent when a new comment is added to a topic in the Forum.
GrowthZone Pay Account Update Completed  
Integration Connection Failure A notification when the access to Constant Contact or MailChimp is broken and re-authentication is required. The notification provides a link to the integration page so the staff person can re-connect. This should be a rare scenario.
Charge Capture Failed  
Charge Returned A notification for staff when a charge is rejected by Stripe (GZ Pay) and the payment refunded. This notification is already sent to the email address listed on the Payment Gateway setup screen so this notification is necessary only if you desire addition staff to receive the notice.
Unregistered Attendee This notification is sent when an attendee cancels an event registration. This helps staff to know, especially if a refund needs to be given to the registrant.
Monthly Recap Notificaton This email is sent monthly and includes This email will include :
  • Membership Changes: New Memberships, Pending Memberships, Renewed Memberships, Memberships Upgraded or Downgraded, and Dropped Members.
  • Contacts: New Contacts Added, New Staff users created
  • Communication: Count of Communications Logged, Number of active lists/committees
  • Event Activity: Events Created, Events Occurred, Event Registrations
  • Web Content: Web Content New Postings
  • Project Tracking: Projects Started, Projects Completed

 

An administrator can setup the notifications for a staff member on the Users page (Setup > Users > Staff Users).

  1. Click the Notifications icon Notifications Icon.jpg in the Actions column.

    Notifications1.jpg

  2. Click the notifications to which you want to subscribe this user.
  3. Select the users email address.
  4. Select how frequently you want this user to receive notifications: As it Happens or Daily.
  5. Click Done.
     

One Row.png

NOTE: Staff Users may also setup their own notifications by clicking their name in the header bar, and selecting My Notifications

Directory Category Lists


Directory Categories allow you to categorize your users effectively in your business directory.

Category List Options


There are several options available to choose from which will define where the category will be able to be used throughout the software.

  • Business contact - organization record (business)
  • Individual contact - individual record (person)
  • Contact - both organization and individual record
  • Store item - products in the Store module (if applicable)
  • Membership - membership types
  • Sales Opportunity - Sales Funnel module (if applicable)
  • Content - Web Content module (if applicable)
  • Job - Job pages in the Web Content module (if applicable)
  • Hot deals - Hot Deals pages in the Web Content module (if applicable)
  • Event - Event module for organizing the calendar
  • Projects - Projects module (if applicable)
  • Certifications - Continuing Education module (if applicable)
  • Resource - uploaded materials in the Cloud>Resources area for the Info Hub
  • Tickets - not currently available to use in GrowthZone
  • Saleable Items - Goods/Services in the Setup

Create a Category List


  1. Select Setup in the Navigation Panel.
  2. Click Category Lists in the Categories section.
  3. Click 
  4. Choose the appropriate Category Type
  5. Name the category list
  6. Check the box for Can Be Used Publicly if you would like the option to add this category as a filter in a directory
  7. Is Active will default to be checked, this allows the category to be used in the software
  8. Add a Description if needed
  9. Click Done to save

Once the assigned Name appears in the Category List, click on the Name to add items to the category list. You may add multiple items at one time by clicking on  , adding one item per line. Or you may use the   to add one item to the list.

View Directory Categories


  1. Select Setup in the Navigation Panel.
  2. Click Category Lists in the Categories section. A list of all categories will be displayed. By default your system is populated with the Contact Business Category. These business categories are available for selection when assigning your members to directory categories.

  3. Click the Business Category hyper-link. A list of internet standard directory categories will be displayed.

Add Categories to your Directory


New top level categories (those that appear in bold in your active directory) or sub categories may be added to your directory.

  1. Select Setup in the Navigation Panel.
  2. Click Category Lists in the Categories section. A list of all categories will be displayed. By default your system is populated with the Contact Business Category. These business categories are available for selection when assigning your members to directory categories.

  3. Click the Business Category hyper-link. A list of internet standard directory categories will be displayed.

  4. To add an individual category, click the Add button.
    • Name - Enter a name for the category. This is the name that will appear in the active directory.
    • Description - (Optional) Enter a description of the category.
    • Color - Select the color to highlight this category.
    • Parent Category - (Optional) Select the parent category. If a parent category is selected, your new category will be displayed below the parent in the active directory. If no parent is selected, the new category will be a top level category shown in bold in your active directory.NOTE: This option is visible when you enable the Advanced Options.
  5. To add multiple top-level categories, click the Add Multiple button.

    • Names(Line By Line) - Enter each category line by line. This is the name that will appear in the active directory.
    • Parent Category - (Optional) Select the parent category. If a parent category is selected, the new categories will be displayed below the parent in the active directory. If no parent is selected, the new categories will be a top level category shown in bold in your active directory. You may select only one parent category for all the new categories you have listed. NOTE: This option is visible when you enable the Advanced Options.
  6. Click Done.

Setup Directory Display Settings


Directory Display Settings control what information about a business or individual is displayed if you choose to publish a directory of members to your website. You may, perhaps, have different levels of listings based on membership type. A basic level might include just a business name and a logo, where as an enhanced listing may include photo galleries, videos, maps, etc. A default directory listing, Standard Listing is seeded in the database upon setup. You can use this as designed or customize it to meet your needs. NOTE: The Standard Listing directory display settings are used in your membership types by default. See Adding Membership Types for further information on selecting alternate display settings


Use the following procedure to setup your Directory Listing Types:

  1. Click Setup in the Navigation Panel
  2. Click Directory Display Settings in the Website section. A list of the Directory Display Settings currently configured in your system will be displayed. NOTE: Standard Listing and Deluxe Listing are seeded into your database by default. The Standard Listing is used as the default when you create Membership Types.
  3. Click Add.
  4. On the Add/Edit Directory Display Settings configure the following:
    • Name - Provide a name for the Directory Display Settings.
    • Description - Provide a description of the Directory Display Settings.
    • Rank/Priority Placement - This setting allows you to dictate where organizations that are assigned to this directory listing this will be displayed the directory. Entering a value of 1 will place at the top of the directory, entering a value of 255 will place at the bottom of the directory.
    • Show Individual Details - These settings are used for individual based memberships. Select which details for your individuals will be displayed when this directory display setting is used.

    • Show Contact Details - These settings are used for organization and individual based memberships. Select which address, phone, and email information you would like displayed. NOTE: When address, email and phone are selected, you can then choose which address type (i.e. mailing, physical, etc.), which email type (work, personal, etc.) and which phone type (main, toll, etc.) you will display with this listing type. If no selection is made to type the information will not be displayed in the directory.
    • Show Custom Fields - Select the custom fields you want to display in the directory. The drop-down list will display the fields that have been configured for Directory Listing.
       

     


     

      • Show Membership Type - If selected the member's membership type will be displayed in the directory.
      • Show Public Web Content Postings: (Coming Soon) Enabled this option if you wish to display icons on the member's directory page when they have web content (i.e. job postings, hot deals, etc) available.
      • Show Search Logo - If selected the member's primary image will be displayed when the directory is searched.
      • Show Highlights If selected, a highlights section will be displayed on the web-page.
      • Show Related Contacts: If selected, contacts related to the organization will be displayed on both the directory search results and on the organization's information page. NOTE: At the individual contact level a selection may also be made to include or exclude an individual contact from displaying on the directory. See Add Individual Contact for further information on configuring show related contacts individually.
      • Show Search Description: If selected, and using V1 directory, the short description will be displayed in the directory list. If using the v2 public modules, this setting has no impact.
      • Show Gallery: If selected, the member may display a gallery of photos on the web-page.
      • Show Video: If selected, the member may display a video on the web-page. NOTE: At this time, only links to YouTube videos are supported.
      • Show Map: If selected, the location of the organization will be displayed on map on the web-page.
      • Show Primary Contact: If selected, the name of the primary contact will be displayed on the web-page.
      • Use Contacts Website for Listing page: If selected, clicking on the member on your public web-page will lead to the contacts website, instead of your page. Applicable only when assigned to a public directory (not available in the Hub).
    • Retargeting
      • Google Tag Manager Container ID - Enter the Container Id you were provided on installation of Google Tag Manager. Google Tag Manager is a free tool that makes it easy for marketers to add and update website tags -- including conversion tracking, site analytics, remarketing, and more—with just a few clicks, and without needing to edit your website code.
  5. Click Done.

Understanding the Directory Display Options


Enhanced Directory Add-on Module


The Enhanced Directory add-on module provides additional search functionality to your directory. With the Enhanced Directory:

  1. Visitors to your website will be able to enter what they are searching for
  2. Select the Distance option on the search page.

  3. Enter a zip code, and select the distance (choices include 1, 5, 10 and 50 miles) from that zip code to narrow search results to a specific radius.

The results will display the distance to the member locations.

 

 

NOTE: If you wish to purchase the Enhanced Directory module, contact our sales team, sales@growthzone.com for pricing. The zip code search is only available in the US. The Enhanced Directory module is only available to those using V2 of the public modules.
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