Your GrowthZone Training

We know that learning a new software is difficult and presents many challenges. We will make the transition as smooth as possible for you using a variety of training methods. During your onboarding you will take self-paced webinars and courses. In addition, your subscription includes participation in our Cohort training program.

If you’re wondering what exactly a cohort is, rest assured, you’re not alone. By its definition, a cohort is a group of people engaged in a shared set of experiences together. Within the GrowthZone learning environment, it is a group of new GrowthZone users who all start at the same time and work together to learn how to use and benefit from the software. With this method, you will not only learn the software; but also build relationships with other GrowthZone users that can last long after you have completed your GrowthZone onboarding.

What to Expect from Cohort Training

Cohort Sessions

Communications Membership Management Event Management Billing Management

Communications

The GrowthZone Communications module make it easy to connect with your contacts, and track your communications with them. In this session, participants will learn how to setup and manage communications.

Pre-requisites:

Communications 101
Lists/Committees 101

Agenda:

Manage Invalid Emails
Send emails individual and using the address book
Schedule, preview and forward emails
Create notes & reminders
Create Lists/Committees (manually and from report)
Manage List Roster
Manage Optouts
Send Push Notifications
Review Communications Stats
Communications Reports

Membership Management

Your GrowthZone software is your toolkit for managing your memberships and renewals. In this session, you will learn how to effectively manage your members from acquisition to renewal.

Pre-requisites:

Role Based: Membership Director Overview
Membership 101 - Set Up Membership Types
Membership 102 - Set Up Your Membership Application

Agenda:

Activating Membership (back office & approve application)
Membership Inheritance
Membership Fee Schedule
Membership Directory
Manage Membership Change:
- Upgrade/Downgrade a Membership
- Drop Membership
- Reactivate Membership
Membership Reports

Event Management

The Events module in GrowthZone is designed to be your home base for everything event-related. With the module, you can manage every aspect of an event from global default settings, calendar setup, event creation, registration customization, invitations and communications, invoicing and payments, event registration and check in, and reporting.

Pre-requisites:

Events 101 - Event Management
Communications 101 - Initial Set Up

Agenda:

Event Communications
Manage Event Registrations
- Add Registration
- Cancel Registration
- Wait List
- Table/Team Assignment
Event Reports

Billing Management

Your GrowthZone software is a powerful billing tool. With it, you will be able to manage the accounts receivables for your membership dues, event registrations, fundraisers, etc. From one central location your staff will be able to view billing information, create and send invoices, accept payments and more.

Prerequisites:

Role Based: Billing/Accounting Staff Overview
Billing 101 - Initial Set Up

Agenda:

Overview of Contact’s Billing Setup Tab
Billing Transactions
- Create Invoice
- Apply/Unapply Payments
- Issue Refunds
- Issue Credits
- Process Write-offs
Run Upcoming Billing
Deliver Invoices
Manage Deposits

Recommended Follow Up Sessions:

5 Budgeting and Planning Reports You should know

Prerequisites

Prior to attending your cohort training you will want to ensure that you have taken the required prerequisite. Prerequisites are designed to ensure that you have the necessary foundational knowledge and skills to succeed in the cohort. By completing prerequisites, you are more likely to succeed in the cohort sessions that build upon the knowledge gained in those prerequisites.

Your onboarding coach will provide instruction on when you should take each course. You will take the setup type courses as your system is being configured and the operations courses prior to attending specific cohorts.

GrowthZone University

Unlock the possibilities of GrowthZone! Choose from self-paced learning paths targeted to your job role, or take the Essentials courses that cover key areas of the GrowthZone software.

Sign up for your GrowthZone University login and begin taking the course that will help you to be successful in your cohort.

Additional Training Resources:

GrowthZone offers a variety of resources included in your software subscription:

Live Webinars: An extensive curriculum is delivered by our training instructors via live webinars ranging from 30 to 90 minutes. Webinars cover the essentials of both GrowthZone and ChamberMaster, plus deep dives into additional modules and topics. See our Training Calendar and register for the courses that work best for you.
Office Hours: Got a question? Regardless if you’re a Chamber, a REALTOR association, or one of the myriad other associations that use GrowthZone, these sessions are for YOU! Come prepared with your questions: this is intended to be a dialogue between customers and support, and each session is limited to 10 attendees maximum.
Support Portal: A constantly updated library filled with step-by-step instructions, short "how-to" videos, scenarios, examples, use cases, recommendations, and pre-recorded webinars and downloads.
GrowthZone CMS Resources: GrowthZone Content Management System (CMS) puts you in control of your new website 24/7. Your site is based on the WordPress Platform with an added front-end page editor which provides intuitive content editing tools to make it easy to add and manage web pages, as well as incorporate your GrowthZone database content into your site in seconds, all from any web browser on any size device.
Role Based Training: Your GrowthZone software is designed to help you grow your membership, retain and engage your members and do more with time. Whether you are the membership director, marketing manager, billing manager or events coordinator you will find GrowthZone to provide the toolkit needed to help you in your role.