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In Kind TransactionsCan an In Kind transaction be a split transaction?Yes, an In Kind transaction can be a split transaction, however since the Amount is usually designated as $0, the only information being split will be the revenue categories - For, Fund, Event, Appeal and Location. For more information on split transactions, please see this arti…Read article 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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Implementation & Data Conversion7 articles
Frequently Asked Questions about the Implementation ProcessTips for Data ConversionGlossary of Terms Used in AssociationSphere
View all 7 articlesLogin & Technology11 articles
How do I log into AssociationSphere?I am unable to login to AssociationSphereHow do I log out of AssociationSphere?
View all 11 articlesAccount Settings9 articles
How do I manage my account settings?What is the Account Settings page for?How do I add or change my logo?
View all 9 articlesSocial 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?
View all 4 articlesBilling3 articles
What information can be found on the Billing page?Where can I view my weekly transaction statements?What is a charge back fee?
View all 3 articlesManage Users11 articles
How do I invite an internal user?User Rights Overview and Access LevelsHow will I know when the invited user has confirmed and is active on AssociationSphere?
View all 11 articlesViews13 articles
Why am I prompted to Create a Default View?Creating a View with the View BuilderHow to create a new view directly on a grid
View all 13 articlesActions 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?
View all 15 articlesBatch Updates6 articles
What is a Batch Update from the Actions menu?Batch Update Records - ConstituentBatch Update Records - Transactions
View all 6 articlesDashboards6 articles
What is a dashboard?How do I create and edit my personal dashboard?Can I customize the graphics shown on the dashboards?
View all 6 articlesAdvanced Analytics5 articles
What is the Advanced Analytics button for?How can I edit my Advanced Analytics Pivot Tables?Geo Search Filter
View all 5 articlesOther Software Functions7 articles
Sharing AssociationSphere Pages and LinksHow do I manage picklists or dropdown lists?What is a merge field?
View all 7 articlesManaging 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?
View all 8 articlesHousehold Records8 articles
Creating a Household Constituent RecordAdding Household MembersEditing Existing Household Relationships
View all 8 articlesMy Follow Ups3 articles
What is the My Follow Ups tab?How do I find the My Follow Ups page?Can I have AssociationSphere email our users when their follow up is due?
View all 3 articlesCRM- Relationships12 articles
Can I edit or delete a relationship type?How do I create a new relationship?What if the related constituent doesn’t exist yet?
View all 12 articlesCRM- Time Tracking5 articles
Time Tracking OverviewHow do I get to the Time Tracking section?How do I enter a new Time Tracking Record?
View all 5 articlesWealth Profiles3 articles
What are Wealth Profiles?Running Wealth Profiles in AssociationSphereHow can I activate Wealth Profiles?
View all 3 articlesAutomated Actions5 articles
What is an Automated Action in the CRM Module?How is a CRM Automated Action Set Up?Automated Action Triggers
View all 5 articlesOutlook/Gmail Integration5 articles
Connecting your Gmail Account to AssociationSphereConnected your Outlook Email Account to AssociationSphereBlocking Domains and Specific Email Addresses from Syncing
View all 5 articlesDatabase Hygiene3 articles
Database HygieneHow can I clean up my constituents list?Duplicate Record Search Criteria, Prevention & Identification
View all 3 articlesBasic Membership Information19 articles
Membership Process and Modules OverviewHow do I run a report on my memberships?What is a Membership?
View all 19 articlesMembership 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?
View all 35 articlesMembership Attendance2 articles
What can I do on the Membership Attendance grid?What can I do on the Membership Attendance History grid?
View all 2 articlesMembership Auto Reminders3 articles
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?
View all 3 articlesMember Directory & Emblems7 articles
Can member's category and committee subscriptions be shown on the directory?Global Membership DirectoryMembership Emblems
View all 7 articlesTransactions Grid5 articles
What is the Transactions Grid?Transaction & Fundraising ReportsHow do I see the transactions for a specific constituent?
View all 5 articlesManaging 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?
View all 13 articlesOnline Payment Pages3 articles
What is the Online Payment Page and how do I create one?Can Online Payment Pages be edited?Why would I need more than one online payment page?
View all 3 articlesMail 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?
View all 14 articlesDonation 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
View all 33 articlesGrants10 articles
What is a grant?How can I track and manage grants?How do I identify an organization or constituent as a grantor?
View all 10 articlesIn Kind Transactions10 articles
Can an In Kind transaction be a split transaction?What is an In Kind transaction?How do I enter an In Kind transaction?
View all 10 articlesMatching 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?
View all 6 articlesPending Transactions6 articles
What are Pending transactions?How do I designate a pending transaction?Can I add a new pending type?
View all 6 articlesSoft Credits9 articles
What is a Soft Credit?How do I enter a soft credit?How do I enter multiple constituents for soft credits?
View all 9 articlesEvents 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?
View all 23 articlesEvent Attendance Grid15 articles
Event Attendance OverviewCan I save the view for the Event Attendance grid?Can I check in each individual ticket?
View all 15 articlesManaging 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?
View all 20 articlesGroup Assignments6 articles
Group Assignments OverviewIs there a way to only see unassigned tickets?Can I add new Groups from the Assignment Dashboard?
View all 6 articlesTable Assignments9 articles
Table Assignments OverviewHow do I view table seating assignments in a grid view?Can I utilize the "event assignment" feature alongside the "table assignment feature"?
View all 9 articlesMail Merge Event and Event Attendance Templates3 articles
Sample Mail Merge Event TemplatesHow do I create an mail event merge template?How do I send letters from the Event or Event Attendance grid?
View all 3 articlesGift Cards2 articles
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?
View all 2 articlesOnline 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?
View all 34 articlesAuction 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?
View all 8 articlesLive Auctions4 articles
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?
View all 4 articlesEmail Marketing General Information3 articles
How do I create and send an email marketing campaign?What is the difference between direct mail and email marketing?Email Marketing Best Practices for High Deliverability and Low Bounce Rates
View all 3 articlesEmail 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?
View all 27 articlesEmail 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?
View all 19 articlesEmail Marketing Overview Page - Campaign Response Rates22 articles
What is the Email Marketing Overview Page for?What is the Snapshot tab on the Overview page for?What is the Email Delivery tab on the Overview Page for?
View all 22 articlesEmail Marketing Auto Responder5 articles
What is the Email Marketing Auto Responders?Can I disable an autoresponder?Can I change the settings of an autoresponder once it’s set up?
View all 5 articlesSurveys/Forms - General Information3 articles
Survey/Forms Module OverviewWhat types of surveys and forms can I create?What are the steps to create & distribute a survey or poll?
View all 3 articlesSurveys/Forms List Page - Creating Surveys, Applications, Polls and Forms42 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?
View all 42 articlesSurveys/Forms Results - View Survey Responses9 articles
Survey/Forms Results Grid OverviewSurvey/Form Results - Detailed - Long FormSurvey/Forms Results - Detailed
View all 9 articlesSurveys/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 SurveysSurvey/Forms Contacts - Editing and Managing Email Lists
View all 5 articlesSurveys/Forms Overview - For Email Response Rates6 articles
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?
View all 6 articlesInternal Only Surveys/Forms3 articles
What is an internal only survey or form?How can an internal only survey or form be created?Can internal only survey responses be edited?
View all 3 articlesP2P - Event Pages6 articles
Linking a Peer to Peer Campaign to an Event PageRegistering for a Peer to Peer EventWhat if I have event levels that don’t need to create portal fundraising pages, like sponsorships?
View all 6 articlesSupporting 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?
View all 6 articlesP2P Dashboard6 articles
Where can I track the P2P donations?What is the difference between the Summary and Detail grids on the P2P Dashboard?What will the P2P Dashboard - Details show me?
View all 6 articlesMilestones & Badges2 articles
What are the benefits of milestones and badges?What kind of milestones can I create for my P2P campaign?
View all 2 articlesVolunteer Module & Programs Overview4 articles
What are the options for managing volunteers?Can volunteers record their own time?Can volunteers do a self check-in?
View all 4 articlesVolunteer Applications3 articles
Volunteer ApplicationsHow can I set up a review process for volunteer applications?Can a paper volunteer application be saved in a constituent's record?
View all 3 articlesVolunteer Registrations4 articles
Volunteer Registrations GridVolunteer Registrations Grid ReportsHow can I tell who is registered for my volunteer event?
View all 4 articlesVolunteer Attendance5 articles
Volunteer Attendance GridHow to use Batch Update to add volunteer time to multiple records at onceHow do I check volunteers in and out for their volunteer time?
View all 5 articlesVolunteer Scheduler3 articles
Volunteer SchedulerWhat information can I edit using the Volunteer Scheduler?Can I print a Volunteer Scheduler view?
View all 3 articlesCRM Module - Volunteer Features4 articles
Adding the "Volunteer" constituent categoryHow to manually record volunteer timeVolunteer information on the Constituent grid
View all 4 articlesVolunteer Events5 articles
Creating a single-day volunteer eventCreating recurring or multi-day volunteer eventsRecurring Volunteer Events with Calendar Registrations
View all 5 articlesManaging 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?
View all 9 articlesManage Portal Users11 articles
How do I invite members to sign up for the portal?How can I help a member troubleshoot problems logging in to the portal?Can I see who has a Portal account?
View all 11 articlesCreating and Managing Job Posts2 articles
Job Post Purchasing and Posting within the PortalJob Post Purchasing and Posting within AssociationSphere
View all 2 articlesBlueTooth Devices & AS Mobile App8 articles
What is the AssociationSphere Mobile App?VP3300 Bluetooth Credit Card Swiper DeviceHow to Pair a VP3300 Bluetooth Swiper with a Apple Device
View all 8 articlesIntegration 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?
View all 6 articlesExporting to QB8 articles
How are the transactions created in Quickbooks?Does the donor information get created in Quickbooks?Does the import create duplicate customers in Quickbooks?
View all 8 articlesGeneral Training Information8 articles
I'm a new user, how can I learn more about AssociationSphere?What Training is Included in the Onboarding Process?What training options are available with my subscription?
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