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General Training InformationI'm a new user, how can I learn more about AssociationSphere?AssociationSphere offers several options learn more about the software and its features. Please see the attached New User Guide with information about success strategies, FAQs, and Training Checklist with a list of the training videos and recommended support articles. You can ta…Read article Bank InformationSub-merchant Overview & Bank Account SetupThe sub-merchant account setup allows credit card transactions processed through AssociationSphere to be deposited directly into your organization's checking account via Stripe, our credit processor. Setup your organization's sub-merchant account by submitting your bank informat…Read article
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General Information & Overviews
Introductory information about the implementation process and data conversion for AssociationSphere.
Implementation & Data Conversion7 articles
- Frequently Asked Questions about the Implementation Process
- Tips for Data Conversion
- Glossary of Terms Used in AssociationSphere
Organization Account Management
Manage the settings and information for the organization.
Account Settings9 articles
- How do I manage my account settings?
- What is the Account Settings page for?
- How do I add or change my logo?
Social Media4 articles
- How do I get to the Manage Social Media page?
- How do I add a social media link?
- How do I edit or remove a social media link?
AssociationSphere User Management
Information about managing the internal users who have access to the AssociationSphere database as well as options and security settings for users.
Grids, Dashboards, & Software Functionality
Information about the module dashboards, managing grid Views, using the Actions menu, Advanced Analytics features, and how different features function in the software.
Views13 articles
- Why am I prompted to Create a Default View?
- Creating a View with the View Builder
- How to create a new view directly on a grid
Actions Overview15 articles
- What can you do with the Actions Menu?
- How do I create an Email List with all constituents?
- How do I update an Email List?
Batch Updates6 articles
- What is a Batch Update from the Actions menu?
- Batch Update Records - Constituent
- Batch Update Records - Transactions
Dashboards6 articles
- What is a dashboard?
- How do I create and edit my personal dashboard?
- Can I customize the graphics shown on the dashboards?
CRM Module
Information about the functions and activities performed with the Constituent Relationship Management (CRM) module.
Managing Constituent Records8 articles
- How do I add new constituent?
- What is the difference between the Full & Quick tabs on the profile?
- What is the difference between an individual and a company record?
Household Records8 articles
- Creating a Household Constituent Record
- Adding Household Members
- Editing Existing Household Relationships
CRM- Relationships9 articles
- Relationships Overview
- How do I create a new relationship?
- Where do I see relationships between constituents?
Automated Actions5 articles
- What is an Automated Action in the CRM Module?
- How is a CRM Automated Action Set Up?
- Automated Action Triggers
Outlook/Gmail Integration5 articles
- Connecting your Gmail Account to AssociationSphere
- Connected your Outlook Email Account to AssociationSphere
- Blocking Domains and Specific Email Addresses from Syncing
Membership Module
Information about the functions and activities performed within the Memberships Module.
Basic Membership Information19 articles
- Membership Process and Modules Overview
- How do I run a report on my memberships?
- What is a Membership?
Membership Grid and Purchases35 articles
- How can I use the Memberships grid?
- What is the difference between the Summary and Details Views on the Memberships grid?
- How do I purchase or record a membership on behalf of a constituent?
Transactions & Invoices Module
Information about the functions and activities performed in the Transactions and Invoicing Module including financial reporting, invoice management, sponsorships, and donation pages.
Transactions Grid5 articles
- What is the Transactions Grid?
- Transaction & Fundraising Reports
- How do I see the transactions for a specific constituent?
Managing Online Transactions & Donations13 articles
- What is an online donation, payment, or transaction?
- Will I be notified when a new online transaction is made?
- How do I know a transaction was made online?
Mail Merge Gift, Pledge & Invoice Templates14 articles
- What is a Mail Merge Template?
- Why are there different mail merge template libraries?
- How do I create a Mail Merge Template?
Donation Pages33 articles
- How do I create/edit a donation page?
- What are the steps to set up an Advanced donation page?
- Advanced Donation Page - Acknowledgement Info
Grants10 articles
- What is a grant?
- How can I track and manage grants?
- How do I identify an organization or constituent as a grantor?
In Kind Transactions10 articles
- What is an In Kind transaction?
- How do I enter an In Kind transaction?
- Can an In Kind transaction be anonymous?
Matching Gift Transactions6 articles
- What is a Matching Transaction?
- How do I designate a matching transaction?
- Will the Matching Transaction create a pledge for the matching constituent?
Pending Transactions6 articles
- What are Pending transactions?
- How do I designate a pending transaction?
- Can I add a new pending type?
Events Module
Information about creating and managing events utilizing the features in the Events Module.
Events Grid & Purchases23 articles
- Where can I see the people that have registered for the event?
- What is the difference between the Detail and Summary Event Grids?
- How do I purchase tickets or register a constituent for an event?
Event Attendance Grid & Quickview18 articles
- Event Attendance Overview
- Can I save the view for the Event Attendance grid?
- Can I check in each individual ticket?
Managing Events20 articles
- 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?
Group Assignments6 articles
- Group Assignments Overview
- Is there a way to only see unassigned tickets?
- Can I add new Groups from the Assignment Dashboard?
Table Assignments9 articles
- Table Assignments Overview
- How do I view table seating assignments in a grid view?
- Can I utilize the "event assignment" feature alongside the "table assignment feature"?
Auctions Module
Information on creating and managing auctions utilizing the features in the Auctions Module.
Online Auctions34 articles
- 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?
Auction Add-ons & Paddle Raises8 articles
- What are auction add-ons?
- How do I record an auction add-on?
- How can I record paddle raise donations using an auction page?
Email Marketing Module
Information about the email marketing functions, creating email lists, sending email campaigns, editing email templates, and reviewing results in the Email Marketing Module.
Email Marketing Templates27 articles
- How do I create and edit an email template?
- What tools are available on the email template editor?
- How do I edit the content inside the blocks in the email template editor?
Email Marketing Campaigns19 articles
- What is a campaign?
- How do I create an email marketing campaign?
- Can I view a campaign that I’ve already sent?
Surveys/Forms Module
Information about creating and reviewing responses for various types of forms, polls, applications and surveys made with the Surveys/Forms Module.
Surveys/Forms List Page - Creating Surveys, Applications, Polls and Forms44 articles
- What is the Survey/Forms List Grid?
- How do I create a basic survey, application, or other form?
- What types of questions can I include in my survey?
Surveys/Forms Results - View Survey Responses9 articles
- Survey/Forms Results Grid Overview
- Survey/Form Results - Detailed - Long Form
- Survey/Forms Results - Detailed
Surveys/Forms Contacts - Email Lists5 articles
- Is the Survey/Forms Contacts page the same as the Email Marketing Contacts page?
- Survey/Forms Contacts - Creating Email Lists for Surveys
- Survey/Forms Contacts - Editing and Managing Email Lists
Peer-to-Peer Fundraising Module
Information about creating and managing peer to peer campaigns.
P2P - Event Pages6 articles
- Linking a Peer to Peer Campaign to an Event Page
- Registering for a Peer to Peer Event
- What if I have event levels that don’t need to create portal fundraising pages, like sponsorships?
Supporting P2P Fundraisers6 articles
- How do participants sign up?
- How does a P2P participant create and edit their fundraising page?
- Where is the URL for the Participant and Team Fundraising Pages?
Volunteer Module
Information about volunteer management features.
Volunteer Module & Programs Overview4 articles
- What are the options for managing volunteers?
- Can volunteers record their own time?
- Can volunteers do a self check-in?
Volunteer Registrations4 articles
- Volunteer Registrations Grid
- Volunteer Registrations Grid Reports
- How can I tell who is registered for my volunteer event?
Volunteer Attendance5 articles
- Volunteer Attendance Grid
- How to use Batch Update to add volunteer time to multiple records at once
- How do I check volunteers in and out for their volunteer time?
Mail Merge & Texting Module
Information about the activities that can be performed with the functions in the Mail Merge & Texting Module including text messaging management, mail merge queues, and thank you emails.
Constituent Portal
Information about the features of the Member Portal for constituents to view and manage their own account information.
Managing the Constituent Portal9 articles
- What is the Constituent Portal?
- Is there a mobile app for the Constituent Portal?
- Where can I find the link to my Constituent Portal?
Mobile Devices & AS Mobile App
Information about the features and activities that can be performed using the Mobile App.
Integration Setup6 articles
- 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?
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