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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 compone…

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. * Click  Job Postings  in the left-hand navigation. * C…

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/Committ…

Create a Certification

* Click on the  Certifications  tab within the Continuing Education module and click the  Add Certifications  button. * On the Add Certification window, configure the following:   Name : (Required) Provide a name for the certification. This name will be used publicly when you display certification…

Set up your Event Registration Types

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

Add or Apply Credit Memos

Create a Credit Memo 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. * In a Contact's record, click the Billing tab. * Click the    adjacent to Enter Check/Payme…

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. * Click  Resources  in the left-hand navigation panel. * On the  Resources  tab, click…

Add Questions to a Form or Survey

* In the  Forms  module, click the name of the form you are editing. This will open the Edit Form Questions window. * Click the  Add New Question/Field button. * In the Add Form Custom Field window, enter the following: Use an Existing Database Field : You may use fields that have previously been …

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 . Brand consistency is the first thing to consider when designing your email and newsletter templates. The loo…

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. * Click  My Billing Info  in the Navigation Panel. * Select the Autopay & Billing  tab. The Autopay & Billing tab in the My Billing Info section of the Info Hub * Click the   icon in the  P…

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