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Upload a Document Template

If you have created a document template, you can upload it to the database. * Click  Setup  in the Navigation Panel. * Click  Document Generation Templates  in the  Document Generation  section. A list of existing templates will be displayed. * On the  Document Generations Template  screen, click the  Add     b…

Add a Testimonial in the Info Hub

Members may add testimonials via the Info Hub.  NOTE : Members must have at a minimum  Create  access to add testimonials. NOTE: If you have renamed Testimonials   to your specific terminology, your custom terminology is displayed. The instructions below use the system terminology. * Click  Testimonials  in …

Add Steps to Your Workflow

The workflow steps allow you to to build a campaign workflow by defining specific emails that will be sent under this program, including the sequence of the communication and time frame between each communication. * On the  Marketing Automation  screen, select the  Workflow  to which you wish to add steps and cli…

Add Components to a Program/Certification

In order for component completion to be correctly tracked, all components must belong to a certification/program. * Click the  Certifications  tab in the  Continuing Education  module. * Click the hyper-link in the  Total Components  column. If no components have been added to this certification  No Total Compon…

Add Staff Member with Access to Multiple Databases

If your organization manages multiple databases, you can easily setup credentials for staff that will allow them to switch from one database to another. IMPORTANT:  One staff member must have Administrative access to any/all of the databases to perform these steps. * Setup login credentials for all staff i…

Add a News item in the Info Hub

Members may add news articles via the Info Hub. The member must have at a minimum  Create  access to Web Content, to add news articles. NOTE: If you have renamed News  to your specific terminology, your custom terminology is displayed. The instructions below use the system terminology. * Click  News  in the …

Add a Coupon in the Info Hub

Members may add coupons from within the Info Hub. Only users with  Create  access to web content will be able to add coupons. copy and paste. Modify height and width if desired.NOTE: If you have renamed Coupons to your specific terminology, your custom terminology will be displayed. The instructions below use the s…

Add Individual Custom Fields to your Event Registration Page

Over time, you may be collecting the same information from your event registrants. For example, for each of your events, you may ask for dietary restrictions. By creating these custom fields as  Individual  custom fields, the responses provided can be stored in your database, associated with the appropriate contact. …

Create Program/Certification Components

Components  are individual items that count towards a program/certification. A component may be be a course, an exam, or a task. You may choose to have  objectives  for components and you have the option of setting a prerequisite for a Component, though prerequisites at the Component level should be used judiciously.…

Add Sections to a Form or Survey

To better organize the questions you wish to ask on your form, you can create sections. Once sections are created, you can add custom questions to the specified sections. * In the  Forms  module, click on the Name of the form you are editing. * Click the  Manage Sections button. * If no sections have been defi…

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