AssociationSphere

The activities within AssociationSphere are organized in modules. This guide provides a description of those activities along with links to articles and vid...

Organization Settings The organization settings are found in a menu under the organization’s name in the top right corner of the screen. The Account ID, ...

User Settings User Settings The user settings can be customized for each user with the name, login ID, turning on follow-up email reminders, and allowin...

CRM (Constituent Relationship Management) Module   The CRM module is where the contact and summary information are contained about the constituents. A c...

General Membership Module Membership The main membership grid has two views, the summary and detail view. The summary view will show the most current ow...

Transactions and Invoices Module Transactions The transactions grid contains information about each transaction, whether that is a membership, invoice p...

Events Module Events The events grid provides the financial transaction information related to event purchases and registrations. To view the data, an e...

Auctions Module Auctions The auctions grid is where silent, live, on-line, and hybrid auctions are managed. The grid shows all the auction and add-on it...

Email Marketing Module The email marketing module can replace other platforms like Contant Contact or Mail Chimp. To see the whole process, see the video...

Surveys/Forms Module Overview For surveys or forms that are sent via email, this feature works just like the email marketing overview feature to view th...