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

Contact Management Membership Management Event Management Billing Management

Contact Management

At its core, your GrowthZone software will allow you to manage your relationships with your contacts. You will not only track standard contact information but also data specific to your organization, communications, billing and many other activities.

This session will provide instruction on how to use the software as an contact relationship software and all of the benefits of the GrowthZone Contacts module.

Pre-requisites:

GrowthZone Solution Overview
Contacts 101 - Getting Started
Contacts 102 - Manage Your Directories

Agenda:

Search for Contacts
Add Contacts
Understanding the Contact Record
- Overview
- More Info
- General Activity
- Billing
- Tasks
Updating Contact
Merging Contacts
Contacts Reports

Recommended follow up courses:

5 Ways to Maintain Your Database
5 Things to Know About 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 - The Basics
Events 102 - Event Management
Communications 101 - Initial Set Up
Communications 102 - Operations

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
Billing 102 - Managing Billing

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:

Billing 103 - Manage Renewal Billing
5 Budgeting and Projection Reports You should know

GrowthZone University

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

Taking prerequisite courses will ensure success in your cohort. You will find those courses in our GrowthZone University. Sign up today!

Instructor Led Webinars

Another great resource for completing your pre-requisites is our live instructor lead online 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 plus deep dives into additional modules and topics. See our webinar calendar to register for the sessions that will work for you.