Module Guides
Provides an overview of each module within the AssociationSphere software.
Introduction to AssociationSphere ModulesThe activities within AssociationSphere are organized in modules. This guide provides a description of those activities along with links to articles and videos to learn more. The training videos can be found in the Video Support Library located under the user icon menu in the to…Overview of Organization SettingsOrganization 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, Support Plan, and support phone number can be found here. Account In the account menu, the account settings link is where the…Overview of User SettingsUser Settings User Settings The user settings can be customized for each user with the name, login ID, turning on follow-up email reminders, and allowing direct emails to be sent from the software. Learn more in the video AS Account User Management - https://vimeo.com/855091980/…CRM Module OverviewCRM (Constituent Relationship Management) Module The CRM module is where the contact and summary information are contained about the constituents. A constituent is any individual or company that your organization interacts or communicates with including members, donors, voluntee…Membership Module OverviewGeneral Membership Module Membership The main membership grid has two views, the summary and detail view. The summary view will show the most current owner for each membership with information about the transaction, amount due, the membership level, expiration date, and status.…Transactions and Invoicing Module OverviewTransactions and Invoices Module Transactions The transactions grid contains information about each transaction, whether that is a membership, invoice payment, donation, pledge, pledge payment, event, or auction items purchase. Information is auto populated from the entries prov…Events Module OverviewEvents Module Events The events grid provides the financial transaction information related to event purchases and registrations. To view the data, an event must first be selected from the queries column in the left side bar. There is a summary and a detail view. The detail view…Auctions Modules OverviewAuctions 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 items. The item descriptions, bidder sheets, and item certificates can be printed from this grid. The grid also has features for…Email Marketing Module OverviewEmail Marketing Module The email marketing module can replace other platforms like Contant Contact or Mail Chimp. To see the whole process, see the video AS Overview - Email Marketing - https://vimeo.com/532391003/77e133199d . Overview The overview feature shows the results of t…Surveys/Forms Module OverviewSurveys/Forms Module Overview For surveys or forms that are sent via email, this feature works just like the email marketing overview feature to view the survey open rates and other statistics. See more about sending surveys and forms via email in the video AS Survey/Form Distri…Peer to Peer Module OverviewPeer-to-Peer Module P2P Dashboard The P2P campaign dashboard has two views, the summary and detail views. The summary view shows a list of all the participants and teams which have raised money, and it shows the total that team or participant had raised. The detail view shows al…Volunteer Module OverviewVolunteer Module Applications When a survey/form is identified as a volunteer application, those applications are linked to the volunteer module. The applications page shows the summary and detailed information of the applications. To learn more about the volunteer module, see t…Mail Merge and Texting OverviewMail Merge and Texting Module Mail Merge Queue Sometimes when large mail merges are prepared, the system will run the merge in the background to allow continued use of the database. An email will be sent to the user when the mail merge is completed, and the merge letters can be…