Welcome to the GrowthZone Classroom Training Resource page!
GrowthZone has a standardized classroom agenda that covers much of the core functionality of the AMS as well as some additional advanced concepts. On this page we are providing links to all of the handouts and articles referenced during a training. If you were an attendee of a classroom training and are looking for something and can't find it on this page, please email training@growthzone.com and we will find the documentation you are looking for, send it to you, and add it to this page as well.
If you have any questions about upgrades or modules, please reach out to the Customer Solutions Executive Team.
Standard Classroom Training Agenda
Day 1
9:00 – 9:30: Introductions
9:30 – 12:00: Communications & Lists/Committees
- Email Templates
- Email Designer
- Push Notifications
- Lists/Committee Setup
- Smart Lists
- Manage Unsubscribes
- Manage Invalid Emails
12:00 – 1:00: Lunch
1:00 – 4:30: Managing Events & Overview of Event Setup
- Setting Up Event Registration Types
- Managing Event Discounts
- Selling Additional Items
- Managing Registrations
Working with Sponsors
- Setting Up Sponsorships
- Managing Sponsorships
Day 2
9:00 – 12:00: Managing Renewals
- Renewal Settings
- Data Verification
- Generate and Deliver Invoices
Managing Unpaid Dues
- Identify over-due membership dues invoices
- Apply late fees
- Mass drop expired memberships
12:00 – 1:00: Lunch
1:00 – 2:30: Marketing Automation
- 5 Best Practices for Marketing Automation
- Set up a New Member Onboarding Campaign
2:30 – 4:00: Working with Reports
- Common Report Functions
- Generating Reports
- Sample Reports
4:00 – 4:30: Wrap up – Q & A