AssociationSphere

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Sub-merchant Overview & Bank Account Setup

Information about data conversion and the implementation process.

Implementation & Data Conversion

Provides an overview of each module within the AssociationSphere software.

Module Guides

Examples of different types of pages that can be created in AssociationSphere.

Page Models

Login & Technology

Other Services

Storage for old articles that are no longer valid and any draft articles in progress. This folder is only visible to agents.

Draft & Archived Articles

Introductory information about the implementation process and data conversion for AssociationSphere.

General Information & Overviews

Account Settings

Social Media

Bank Information

Billing

Saved Cards

Refund Status

Manage the settings and information for the organization.

Organization Account Management

Manage Users

Activities and functions of the User Settings feature

User Settings

Information about managing the internal users who have access to the AssociationSphere database as well as options and security settings for users.

AssociationSphere User Management

Grid Features

Views

Quick Queries

Actions Overview

Batch Updates

Dashboards

Advanced Analytics

Other Software Functions

Information about the module dashboards, managing grid Views, using the Actions menu,  Advanced Analytics features, and how different features function in the software.

Grids, Dashboards, & Software Functionality

Constituents Grid

Managing Constituent Records

Constituent Profiles

Household Records

CRM- Interactions

My Follow Ups

CRM- Documents

CRM- Relationships

CRM- Time Tracking

Mail Merge CRM Templates

Wealth Profiles

Automated Actions

Describes how to activate and utilize the Outlook and Gmail integration features in the software.

Outlook/Gmail Integration

Background Checks

Tips for keeping your account and data in good shape.

Database Hygiene

AI Analytics

Information about the functions and activities performed with the Constituent Relationship Management (CRM) module.

CRM Module

Basic Membership Information

Membership Page Setup

Membership Grid and Purchases

Membership Attendance

Mail Merge Membership Templates

Membership Auto Reminders

Membership Renewal Queue

Membership Only Documents

Member Directory & Emblems

Information about the functions and activities performed within the Memberships Module.

Membership Module

Overview of the Transactions Module and basic information on the tools and workflows.

Transactions Module Overview & Basic Information

Activities and information available on the Transactions grid including reporting

Transactions Grid

How to enter general transactions and edit any transactions.

Entering & Managing Transactions

Managing Online Transactions & Donations

Invoices Grid & Managing Invoices

Creating online payment pages for invoices.

Online Payment Pages

Invoice Auto Reminders

Use and set up of mail merge templates in the Transactions & Invoicing module.

Mail Merge Gift, Pledge & Invoice Templates

How to enter pledges, send reminders, and create reports

Entering & Managing Pledges

Information and reporting available on the Pledges grid.

Pledges Grid

Donation Pages

Goal Progress

Sponsorships

Grants

Split Transactions

In Kind Transactions

Matching Gift Transactions

Tribute Transactions

Pending Transactions

Soft Credits

ACH Payments

Information about the functions and activities performed in the Transactions and Invoicing Module including financial reporting, invoice management, sponsorships, and donation pages.

Transactions & Invoices Module

General and overview information about the events module.

General Event Information

Creating & Editing Events - Event Pages

Using the events grid to see  and create reports for event transactions

Events Grid & Purchases

Event Attendance Grid

Managing Events

Group Assignments

Table Assignments

How to use the scheduler feature in the events modules.

Event Scheduler

For sending letters to event registrants and attendees.

Mail Merge Event and Event Attendance Templates

Event Auto Reminders

Gift Cards

Event Calendar

Covers the features of the Event Expenses grid.

Event Expenses

Zoom Integration

Information about creating and managing events utilizing the features in the Events Module.

Events Module

An auction-event guide and FAQs documents.

Auction Guide & FAQs

Auction Pages

Online Auctions

Auction Add-ons & Paddle Raises

Traditional Paper Silent Auction

Live Auctions

Auction Reporting & Checkout

Information on creating and managing auctions utilizing the features in the Auctions Module.

Auctions Module

Summary of how to send email marketing campaigns.

Email Marketing General Information

How to create email lists and manage recipients (also known as subscribers or contacts)

Email Marketing Contacts - Email List Management

Email Marketing Templates

Email Marketing Campaigns

Email Marketing Overview Page - Campaign Response Rates

Email Marketing Auto Responder

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 Module

Surveys/Forms - General Information

Surveys/Forms List Page - Creating Surveys, Applications, Polls and Forms

View the submissions for your surveys, applications, polls, and forms.

Surveys/Forms Results - View Survey Responses

To manage email lists that you will use to send your surveys and forms.

Surveys/Forms Contacts - Email Lists

To view the email performance of surveys and forms sent through an email campaign.

Surveys/Forms Overview - For Email Response Rates

Internal Only Surveys/Forms

Information about creating and reviewing responses for various types of forms, polls, applications and surveys made with the Surveys/Forms Module.

Surveys/Forms Module

Overview & Setup

P2P - Event Pages

Supporting P2P Fundraisers

P2P Dashboard

Milestones & Badges

Information about creating and managing peer to peer campaigns.

Peer-to-Peer Fundraising Module

Volunteer tracking features in the volunteer module

Volunteer Module & Programs Overview

Demonstrating the integration of the Volunteer module with the Surveys/Forms module.

Volunteer Applications

How to use the Volunteer module's time tracking grid.

Volunteer Time Tracking Grid

How to use the volunteer registrations grid.

Volunteer Registrations

How to use the Volunteer Attendance grid.

Volunteer Attendance

How to use the Volunteer Scheduler feature

Volunteer Scheduler

CRM Module - Volunteer Features

Volunteer Events

Information about volunteer management features.

Volunteer Module

Text/Push Messaging

Thank You Emails

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.

Mail Merge & Texting Module

How to set up and manage the member portal.

Managing the Constituent Portal

How to help portal users subscribe and activities that can be performed by constituents in the portal.

Manage Portal Users

Information on the different features available in the portal.

Portal Features

Information about the features of the Member Portal for constituents to view and manage their own account information.

Constituent Portal

Job Board Setup

Creating and Managing Job Posts

Job Board Module

Learn more about the AssociationSphere mobile app and its functions. 

BlueTooth Devices & AS Mobile App

Stripe S700 Terminal

Information about the features and activities that can be performed using the Mobile App.

Training