AssociationSphere
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Knowledge base
General Information & Overviews
Implementation & Data Conversion
7
Frequently Asked Questions about the Implementation Process
Tips for Data Conversion
Glossary of Terms Used in AssociationSphere
Verification of DNS Settings
Constituent Grid Data Fields
View all 7
Module Guides
13
Introduction to AssociationSphere Modules
Overview of Organization Settings
Overview of User Settings
CRM Module Overview
Membership Module Overview
View all 13
Page Models
4
Overview of Creating Pages in AssociationSphere
Examples of Membership Pages
Examples of Event Pages
Examples of Donation Pages
Account
Account Settings
19
How do I manage my account settings?
What is the Account Settings page for?
How do I change my logo?
How do I remove the logo I currently have?
What is the User Settings page for?
View all 19
Billing
2
What is a chargeback fee?
Where can I view my weekly transaction statements?
Login & Technology
10
How do I log into AssociationSphere?
I am unable to login to AssociationSphere
How do I log out of AssociationSphere?
What types of browsers are supported by AssociationSphere?
What types of devices are supported by AssociationSphere?
View all 10
Manage Users
11
What is the Manage Users page for?
How do I get to the Manage Users page?
How do I invite a user?
How will I know when the invited user has confirmed and is active on AssociationSphere?
How can I delete a user?
View all 11
Manage Portal & Portal Users
16
Where can I find the link/URL to my Member/Constituent Portal?
What settings can I change on the Member/Constituent Portal?
Can I disable the time tracking function on the the Portal?
Can I turn off the Access To Portal?
Can I see who has a Portal account?
View all 16
Social Media
6
What is the Manage Social Media page for?
How do I get to the Manage Social Media page?
How do I add a social media link?
Can I add more than one social media link?
How do I edit or remove a social media link?
View all 6
Personal Dashboard
1
How do I edit my personal dashboard?
Advanced Analytics
5
What is the Advanced Analytics button for?
How can I edit my Advanced Analytics Pivot Tables?
Geo Search Filter
Scheduled View Reports
Email Preview and Spam Test
Event Management
Creating & Editing Events
65
Event Management Outline & Checklist
Live Event Frequently Asked Questions
Events Overview
How do I create a new Event?
Can I copy an existing event?
View all 65
Event Grid & Purchases
18
What is the difference between the Detail and Summary Event Grids?
How do I purchase tickets on behalf of a constituent?
Where can I see the people that have registered for the event?
Can I see event registrants on my Constituent Grid?
Do I see ticket sales on my Transactions grid?
View all 18
Event Assignments
6
Event Assignments Overview
Is there a way to only see unassigned tickets?
Can I add new Groups from the Assignment Dashboard?
Can I editing existing Groups from the Assignment Dashboard?
Can I change the name on a ticket?
View all 6
Table Assignments
7
How do I view seating assignments in a grid view?
Can I utilize the "event assignment" feature alongside the "table assignment feature"?
Where do I find the option to enable "Table Assignments?"
Why isn't my event showing up in the table assignments dropdown?
Is there a way to see all the seats that have not been assigned to an attendee yet?
View all 7
Event Attendance Grid & Registration
11
Event Attendance Overview
Can I check in each individual ticket?
Is there a mobile Event Attendance App?
P2P Data Fields Available on Event Attendance
What if the ticket purchaser doesn’t know the names of all their guests when they buy the tickets?
View all 11
Managing Events
15
Why are duplicate records formed when someone is registering for the event?
Do I have to merge duplicate constituent records at the event?
What is the difference between the mobile app, portal, and browser platforms?
Can I set up temporary AssociationSphere users to help with an event?
How do I check a guest in for an event?
View all 15
Event Mail Merge Templates
1
Sample Mail Merge Event Templates
Gift Cards
2
How do I make gift cards available to purchase for an event?
How do I set up an event where gift cards can be used?
Transactions & Invoices
Basic Transaction Information
19
What is a transaction?
What are the transaction types?
What is the Transactions Grid?
How do I add a transaction?
How do I find the Transaction Grid?
View all 19
General Transactions
7
What are the payment types?
Can I add a new payment type?
Can I edit or delete a payment type?
Can I change the order that the payment types appear in the dropdown box?
Could a donation or transaction be done anonymously?
View all 7
Matching Transactions
5
What is a Matching Transaction?
How do I designate a matching transaction?
Will the Matching Transaction create a pledge for the matching constituent?
What if the matching constituent does not exist yet?
How do I see if a transaction has a matching transaction?
Tribute Transactions
6
What is a Tribute?
How do I designate a transaction made as a tribute?
Can I add a tribute type?
Can I edit or delete a tribute type?
Can I change the order that the tribute types appear in the dropdown box?
View all 6
Pending Transactions
5
How do I designate a pending transaction?
Can I add a new pending type?
Can I edit or delete a pending type?
Can I change the order that the pending types appear in the dropdown box?
How do I see if a transaction is pending?
Split Transactions
7
What is a Split Transaction?
How do I enter a Split Transaction?
Can I split any transaction type?
How do I add a new row for a split transaction?
How will my split transaction appear on the Transaction Grid?
View all 7
Soft Credits
8
What is a Soft Credit?
How do I enter a soft credit?
How do I enter multiple constituents for soft credits?
What if the constituent receiving soft credit does not exist yet?
Can I edit a soft credit?
View all 8
Pledge Basic Information
16
What is a Pledge?
What is the Pledges grid?
Can I export my Pledges?
How do I add a Pledge?
How do I find the Pledges page?
View all 16
Pledge Schedules
11
What is a pledge schedule?
How do I create a pledge schedule that is based on a specific payment amount that is due at certain time intervals?
How do I create a pledge schedule that is based over a certain number of years?
How do I refresh the pledge schedule for changes that I’ve made to the terms of the pledge?
How are the due dates calculated?
View all 11
Pledge Payments
6
How do I see if a payment has been received?
How do I enter a pledge payment?
How do I record a partial pledge payment?
What if the constituents pays amount due for the pledge payment?
Can I edit a pledge payment?
View all 6
In Kind Transactions
10
What is an In Kind transaction?
How do I enter an In Kind transaction?
Can an In Kind transaction be anonymous?
Can an In Kind transaction be a split transaction?
Can an In Kind transaction be a tribute?
View all 10
ACH Payments
2
How do I set up ACH Payments?
How does a donor use ACH as a payment?
Sponsorships
11
What is a Sponsorship?
How do I create a Sponsorship?
Can I delete a Sponsorship?
What are Sponsorship Assigned Tasks?
How do I assign a task for a Sponsorship Follow Up?
View all 11
Grants
10
What is a grant?
How do I tag an organization or constituent as a grantor?
What can I track on the Grantor Info Tab?
How do I add a Grant Proposal?
What if I have more than one grant proposal for the same Grantor?
View all 10
Mail Merge Templates
12
What is a Mail Merge Template?
Where can I see Mail Merge Templates?
How do I create a Mail Merge Template?
What Mail Merge Fields are available?
How to Generate Single Mail Merge Letters
View all 12
Wealth Profiles
1
Running Wealth Profiles in AssociationSphere
Invoices
15
What is the Online Payment Page and how do I create one?
How to I setup Invoice Payment Reminders?
How do I create an invoice manually?
Can invoices be automatically generated from transactions?
Can I edit the invoice?
View all 15
Online Donations
Basic Online Donation Info
14
What is an Online Donation?
How do I know a gift was an online donation?
Will I be notified when a new online donation is made?
How does a donor make an online donation?
Can a donor make a recurring donation?
View all 14
Donation Page
14
How do I create/edit a donation page?
What are the steps to set up an online donation page?
What is the donation acknowledgment information used for?
Can I accept foreign currency on the online donation form?
Can you allow the donor to pay the processing fee?
View all 14
Donation Button
5
What is the Donation Button?
Can I change what the text is on the donation button?
How do I change how the donation button looks?
How do I put the donate button on my website?
Where can I use my donate now button?
Email Marketing
List & Recipient Management
33
What is the Contacts Page for?
How do I find the Email Contacts or Recipient Lists page?
Can I use the same list for Surveys and Email Campaigns?
How do I add new recipients?
I am importing a new list into AssociationSphere; do I have to take care of duplicates before importing?
View all 33
Overview Page
2
What is the Overview Page for?
How do I get to the Overview page?
Overview Page- Snapshot Tab
3
What is the Snapshot tab on the Overview page for?
What does each meter represent on the Snapshot view?
How can I see statistics for different campaigns that I sent through email?
Overview Page- Email Delivery Tab
10
What is the Email Delivery tab on the Overview Page for?
How can I see statistics for different campaigns?
What is the pie chart for?
What is the grid for?
Can I see which recipients have opened my email?
View all 10
Overview Page- Link Performance Tab
7
What is the Link Performance tab on the Overview page for?
What does the bar graph represent?
What is the Link Performance grid for?
How do I see statistics for links on different campaigns?
How do I know what link I am viewing statistics for?
View all 7
Overview Page- Campaign Trends Tab
3
What is the Campaign Trends tab on the Overview page for?
How can I view the trend for a particular campaign category?
How do I see the trend for a different email statistic (Opened, Unopened, Unsubscribed or Bounced)?
Overview Page- Monetization Tab
1
What is the Monetization tab on the Overview page for?
Campaign FAQs
26
What is a campaign?
How do I find the “Campaigns” page?
Can I view a campaign that I’ve already sent?
Can I delete a campaign?
Can I copy a campaign that I already did so I don’t have to change the template?
View all 26
Template FAQs
21
What is the “Templates” page for?
How can I narrow down the number of templates for what I am looking for?
How can I browse the AssociationSphere predesigned templates only?
Can I view only the templates that I created?
Can I sort the templates?
View all 21
Classic Email Editor
20
Classic Editor: HTML Requirements for Email Templates
Classic Editor: Can I build my own templates without knowing HTML?
Classic Editor: Can I create my own template using HTML?
Classic Editor: What are the main features of the HTML editor?
Classic Editor: What Editing and formatting choices are available with HTML editor?
View all 20
Peer-to-Peer Fundraising
Overview & Setup
6
What is Peer-to-Peer Fundraising?
Peer-to-Peer Overview
How do I create a new Peer-to-Peer Campaign?
What are the steps of building a P2P Campaign?
Where do I find the URL for the Participant Portal?
View all 6
Fundraising Participant Portal
6
How do participants sign up?
What can a participant do on their fundraising page?
Does the donor receive a Thank You message?
Where is the URL for the Fundraising Page?
Where can the participant place their fundraising page URL?
View all 6
P2P Dashboard
5
Where can I track the P2P donations?
Why are there two versions of the P2P Dashboard?
What will the P2P Detail Dashboard show me?
What will the P2P Summary Dashboard show me?
What can I do with the information on the P2P Dashboard?
Surveys/Forms
Surveys - General
6
What is the difference between a survey and a poll?
How do I get to the Surveys page?
Can I have a payment option in a survey?
How do I create a payment option in a survey?
Can internal only Surveys or Forms be created?
View all 6
Overview
5
How do I get to the Overview page?
What is the Overview Page for?
Where can I see the delivery status for my email campaigns?
How do I see the delivery statistics of this survey campaign compared to my other survey campaigns?
Where can I see what links were clicked on for an email survey campaign?
Overview Page- Snapshot Tab
5
What does each meter represent on the Email Delivery view?
How can I see statistics for different survey campaigns that I sent through email?
Why can’t I see all of my survey campaigns in the drop-down menu?
Why can’t I see all of my survey campaigns in the drop-down menu?
Archive - How can I see statistics for different survey campaigns that I distributed through social media?
Overview Page- Email Delivery Tab
10
What is the Email Delivery tab on the Overview Page for?
How can I see statistics for different survey campaigns?
What is the pie chart for?
What is the grid for?
Can I see which recipients have opened my email?
View all 10
Overview Page- Link Performance
7
What is the Link Performance tab on the Overview page for?
What does the bar graph represent?
What is the grid for?
How do I see statistics for links on different campaigns?
How do I know what link I am viewing statistics for?
View all 7
Overview Page- Campaign Trends
4
What is the Campaign Trends tab on the Overview page for?
How can I view the trend for a particular campaign category?
How do I see the trend for a different email statistic (Opened, Unopened, Unsubscribed or Bounced)?
Why don’t I see all of my campaigns listed on the campaign legend?
Survey List
11
What is the Survey List page for?
How do I get to the Survey List page?
Can I see the questions in a particular survey without editing it?
How do I create my own survey or poll from scratch?
Can I re-use a survey or poll that I’ve already sent?
View all 11
Survey Process
70
What are the steps to create & distribute a survey or poll?
What do I do on the Survey Info step of the Survey Wizard?
How do I save my survey info?
What do I do on the Survey Settings step of the Survey Wizard?
Can I allow recipients to take this survey more than once?
View all 70
Survey Results
0
Survey Recipient List
24
What is the “Recipients List” page?
How do I find the “Recipient Lists” page?
What is the “All Recipients” page?
How do I find the “All Recipients” page?
What is the difference between a Basic List and an Advanced List?
View all 24
Contact Management
Constituent Grid
15
What is the Constituents tab?
How do I find the Constituents page?
How can I search for a specific constituent?
Can I export constituent information?
How can I delete a constituent?
View all 15
Adding Constituents
3
How do I add new constituent?
What is the difference between a contact and a company?
What is the difference between the Full & Quick tabs on the profile?
Merging Constituent Records
2
Can I merge two constituent records together?
What information can I transfer between two constituent records?
Constituent Profiles
32
How do I edit a constituent’s profile?
How do I add a new address?
Can I edit or delete an address?
What does default address mean?
How do I add a new phone number?
View all 32
CRM- Interactions
15
What is the Interactions grid?
How do I add an interaction?
How do I find the Interactions page?
Can I search interactions?
How do I see all of the interactions for just one constituent?
View all 15
CRM- Documents
14
What is the Documents grid?
How do I add a document?
How do I find the Documents page?
How do I see all of the documents for just one constituent?
Can I export the documents?
View all 14
CRM- Relationships
13
Can I edit or delete a relationship type?
How do I create a new relationship?
What if the related constituent doesn’t exist yet?
Do I have to create a relationship between an employee & employer?
How do I go to the related constituent’s profile from the relationship screen?
View all 13
CRM- Payment Options
3
How do I add or update constituent payment information?
How do I add or update a recurring donation?
How do I update the payment method on an existing pledge?
Household Records
7
Creating a Household Constituent Record
Adding Household Members
Editing Existing Household Relationships
Removing a Household Relationship
Household Record’s Tabs of Information
View all 7
Automated Actions
2
Internal Notification from Event Check In
Send Internal Text Notification
Mail Merge CRM Templates
1
Sample Mail Merge CRM Templates
Reports
Export to Existing File Reports
0
Reporting Tool
0
Fundraising Reports
0
Time Tracking
Overview
5
Time Tracking Overview
How do I get to the Time Tracking section?
How do I enter a new Time Tracking Record?
Where are the Locations pulled from?
Can a user track hours in the AssociationSphere App?
Actions
Actions Overview
10
Print Mailing Labels
Print Envelopes
How do I create an Email List with all constituents?
How do I update an Email List?
How do I export all addresses?
View all 10
Quickbooks Integration
Integration Setup
6
How do I give access to the Quickbooks setup and export?
How do I set up the Quickbooks integration?
How do I add accounts from my Chart of Accounts that is in Quickbooks?
How do I add my Items from Quickbooks?
How do I add my Classes from Quickbooks?
View all 6
Exporting to QB
8
How are the transactions created in Quickbooks?
Does the donor information get created in Quickbooks?
Does the import create duplicate customers in Quickbooks?
How do I export the file from AssociationSphere?
Can I review the transactions that are in the .IIF file?
View all 8
Troubleshooting
2
Quickbooks Desktop Errors
Quickbooks Online Errors
Memberships
Basic Membership Information
11
How do I run a report on my memberships?
What is a Membership?
What is a Primary Contact?
What types of memberships can I create?
What is a Group Membership?
View all 11
Membership Form Setup
17
Membership Form Setup Overview
What can I do on the Membership Acknowledgement Info step?
Membership Settings
What can I do on the Membership Setup step?
Can Members upload Documents during a Membership Transaction?
View all 17
Membership Grid and Purchases
28
How do I purchase memberships on behalf of a constituent?
Where can I see the people that have signed up for a membership?
Do I see membership purchases on my Transactions grid?
What is the difference between Current Status and Status?
What are the required fields that a member will have to fill out?
View all 28
Member Directory
3
Can Member Category and Committee subscriptions be shown?
Global Membership Directory
Membership Emblems
Membership Attendance
2
What can I do on the Membership Attendance grid?
What can I do on the Membership Attendance History grid?
Membership Auto Reminders
3
What can I do on the Membership Auto Reminders grid?
How do I set up a Membership Auto Reminder?
How can I see the delivery analytics for my Membership Auto Reminders?
Membership Renewal Queue
1
What can I do on the Membership Renewal Queue?
Membership Only Documents
1
Member Only Documents
Mail Merge Membership Templates
2
Sample Mail Merge Membership Templates
What are the Menu options under the Membership module?
Auctions
Overview
18
Auction Event Guide & Checklist
FAQs for an Auction-Event
How do I set up an auction?
Can I create an online Auction?
Acknowledgement Info
View all 18
Online Auctions
32
How do I collect credit cards prior to the auction-event?
How do I add a credit card to a bidder's record?
Are portal accounts for the auction created automatically?
Can bidders sign up before an online auction begins?
How do bidders sign up for the online auction at the event?
View all 32
Auction Add-ons
7
What are auction add-ons?
How do I record an auction add-on?
How can I record paddle raise donations using an auction page?
Are credit cards required for auction add-ons?
How do I increase or edit the auction add-on quantity?
View all 7
Traditional Paper Silent Auction
2
Can the software create paper bid sheets?
How do I record traditional paper silent auction bids?
Live Auctions
4
Can live auction items be shown online, but not allow online bids?
Can I have a mix of live and silent auction items on the same page?
How do I record the winner for a live auction item?
Can a live auction item be sold multiple times?
Auction Reporting & Checkout
16
Winning Bid Email Notify
Winning Bid Text Notify
Auction Payment Processing
Can I Split an Auction Item Across Multiple Winners?
What credit cards are accepted by AssociationSphere?
View all 16
General Grid Functionality
Views
11
How to create a new View directly on a Grid
Creating a View with the View Builder
Editing a View
Renaming a View
Saving a View
View all 11
Quick Queries
3
Quick Queries
Clear a Quick Query
Dynamic Date Queries
Additional Features
4
How to Search a Grid
How to use the Filter Menu on a Grid
How to use the Sort Menu on a Grid
How to Apply an on Grid Filter
Volunteer Management
CRM Module - Volunteer Features
4
Adding volunteer constituent categories
How to manually record volunteer time
Volunteer information on the Constituent grid
CRM Module Time Tracking Grid
Volunteer Events
3
Creating a single-day volunteer event
Creating recurring or multi-day volunteer events
Can volunteers change or edit the shifts they sign up for?
Volunteer Module
8
Volunteer Module Overview
Volunteer Applications
Volunteer Time Tracking Grids
Can volunteer time be edited?
Can volunteer time be deleted?
View all 8
Text Messaging
Text Messaging
2
Incoming SMS Notifications
Reply to Incoming SMS Text Messages
Training
Training
6
I'm a new user, how can I learn more about AssociationSphere?
What training options are available with my subscription?
How do I sign up for live weekly webinars
Are weekly webinars available to view on-demand?
Is private training available?
View all 6
Help Desk Software
by Freshdesk
