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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…
Creating a New Workflow
Before creating a workflow, be sure to complete the [prerequisites][1]: * For each workflow, you will need to create the desired email templates to be used in your campaign. See **[Create and Manage Email Templates][2]**. * For each workflow, you will need to specify/create the desired lists/committees as needed.…
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 …
Create a New Info Hub Access Level for Members
1. In the Navigation panel, select **Setup**. 2. Click **End User Setup** in the **Staff and Users Access **section. The** End Users Access** Level tab 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 par…
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…
Add a New Event or Copy an Existing Event
There are two ways to create a new event. * In the Events Module, click the "Add New Event" button in the upper right corner. or * In the header bar, click the ![][1] button and select "Add Event". ![][2] Both options will open the **New Event Wizard**. In step 1, you will select whether you are [creating a …
Calendars
To display your events (whether publicly, member only, or internally) you will need to set up your calendars. To view or add calendars, click **Setup** in the Navigation Panel and find the **Calendars link** in the **Event** section; _OR_ click Events in the Navigation panel and find the Calendars tab. A list of cale…
Create a Form or Survey
Creating a form is a two step process. First you will add the form, then you will add the questions to your form. 1. Click **Forms/Surveys** in the Navigation Panel. 2. Click the **Add** button. ![screenshot][1] 3. Enter details in the fields on the opened page: ![][2] * **Name** - provide a name for …
