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Associate Continuing Education Components to Events

You can easily offer your continuing education courses using the Events Module. These types of events will display on the calendars you select, and also display as **Upcoming Continuing Education Events** in the Info Hub. There are two ways to add a certification component to an event- by [selecting an existing compon…

Add a Job Posting in the Info Hub

Given **Create** access to the Info Hub, your members may add new job postings to the Info Hub. **NOTE:** If you have renamed **Job Postings **to your specific terminology, your custom terminology is displayed. The instructions below use the system terminology. 1. Click **Job Postings** in the left-hand navigation…

Add a Contact to a List/Committee

While it is possible to add contacts in bulk to a list- either via report results or by importing a list- sometimes you may need to manually add a contact or contacts to a list/committee. You can do this either via the list/committee itself or on the Profile tab of the contact record. ## Add a Contact to a List/Commi…

Create a Certification

1. Click on the **Certifications** tab within the Continuing Education module and click the **Add Certifications** button. ![screenshot][1] 2. On the **Add Certification** window, configure the following: ![screenshot][2] * ** Name**: (Required) Provide a name for the certification. This name will be used…

Add or Apply Credit Memos

## Create a Credit Memo * * * [![][1]][2] [**See Creating and Applying Credit Memos in Action!**][2] You may add a **Credit Memo** on the **Credit Memos** tab, in the **Billing** module, or from a contact's **Billing** tab. The instructions below are for creating a credit memo in a contact's record. 1. In a Con…

Set up your Event Registration Types

A prerequisite to setting up your registration types is setup of the needed Fee Items.** [Click Here][1]** for further information on setting up Fee Items. ![][2] **NOTE:** For proper accounting, when creating/selecting Fee Items for your event, be sure to verify that the appropriate income, accounts receivable and …

Add Resources to the Info Hub

Members must have **Create** access to Resources in the Info Hub to add resources. Standard word/pdf documents, as well as jpg, png and videos may be added to resources. Executable files(.exe, msi) may not be added to resources. 1. Click **Resources** in the left-hand navigation panel. 2. On the **Resources** tab…

Add Questions to a Form or Survey

1. In the **Forms** module, click the name of the form you are editing. This will open the Edit Form Questions window. ![screenshot][1] 2. Click the **Add New Question/Field** button. 3. In the **Add Form Custom Field** window, enter the following: ![screenshot][2] * **Use an Existing Database Field**:…

Create an Email Designer Template from Scratch

_NOTE: Email Designer templates are only deliverable from the Email Designer tab and are not available to select anywhere else in GrowthZone. You can however use them for/in [Marketing Automation workflows][1]._ Brand consistency is the first thing to consider when designing your email and newsletter templates. The l…

Store Bank Account/ACH Profile in the Info Hub

With GrowthZone Pay implementation, your members may easily store their bank account information via the Info Hub. 1. Click **My Billing Info** in the Navigation Panel. 2. Select the **Autopay & Billing **tab. ![screenshot][1] The Autopay & Billing tab in the My Billing Info section of the Info Hub 3. Click …

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