Support Library

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Training Videos

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Engagement

Module 4: Enagement Modules
                  Group Portal Overview

Module 5: Communication
                  Overview
                      Broadcast
                      Email

Module 6: Events
                  Event Page

Module 7: Surveys
                  Flexible Surveys

Module 8: General Reporting
                  General Reporting

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Events Video

​Events

• Create and customize an event
• ​Event reports and additional event functions

Membership

• How do new and current members access their account?
• How do I set required profile fields and add custom fields?​
• ​Member portal and Mobile App overview
• How do I access my admin portal?
• Customize the new member join process
• Customize Group Logo
• Group Site overview
• Customize the automated welcome email to new members
• Administrator tools and resources​

Surveys & Payment Forms

• Create a survey
• View survey responses and more
• How do I create a payment form?
• ​View payment form responses and more

Communication

• Communication overview
• Send a broadcast announcement with sms messaging
• How to track broadcasts
• Email overview
• Advanced email techniques
• ​Manage and track emails

Reports

How do I generate a report?