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Knowledge Base Article Template (Field Descriptions)
Within each **TOPICS** section, there will be an article with **FIELD DESCRIPTIONS** for each applicable area. Please review what currently exists, and add relevant additional fields/sections. Previously, there was a separate article for each field description section. I have combined all of these into one article pe…
Knowledge Base Article Template (Topic Overview)
Each category (module) will have a **TOPIC** section and corresponding **HOW TO GUIDES** section. For the topic overview article, there will be THREE sections. 1. 1. Topic Overview 2. Example 3. Links to the How To Guides as well as the applicable Category (module) Below is a link to an overview that…
Knowledge Base Article Template (How To Articles)
We want to ensure that there is consistency across the board for the self service help center currently referred to as the KNOWLEDGE BASE or KB. This template outlines the parameters that have been agreed upon to help guide us as we take on the task of updating the resources that already exist, as well as future artic…
Upload a Document Template
If you have created a document template, you can upload it to the database. 1. Click **Setup** in the Navigation Panel. 2. Click **Document Generation Templates** in the **Document Generation** section. A list of existing templates will be displayed. ![screenshot][1] 3. On the **Document Generations Template…
View or Edit Document Template (MAC Instructions)
1. Click **Setup** in the Navigation Panel. 2. Click **Document Generation Templates** in the **Document Generation** section. A list of existing templates will be displayed. 3. If the template is a system default template: 1. You will need to make a copy of the template in order to open it. Click the elli…
Create a Badge Template From Scratch
(Note: this process can also be used to debug/fix a broken custom badge template. See the ["View Hidden Fields"][1] section.) ![][2] **NOTE: **While creating your own custom badge template is available, GrowthZone Support will not troubleshoot/debug a custom template that is not working as expected. See the ["View H…
View or Edit Document Template (PC Instructions)
1. Click **Setup** in the Navigation Panel. 2. Click **Document Generation Templates** in the **Document Generation** section. A list of existing templates will be displayed. 3. If the template is a system default template: 1. You will need to make a copy of it in order to open it. Click the ellipsis ![][1…
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…
Create and Manage Email Templates
* * * Email templates provide an easy way to respond to standard email tasks. For example, you may wish to send a thank you email to all those who have attended an event. You can create (or customize a default) template that can be used consistently for all of your events. This will allow you to efficiently send emai…
