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What is a dashboard?le. The dashboards are built in to the software and are not editable, however some of the graphics have dropdown menus to allow you to select specific information to display. Each dashboard is viewable by clicking on the…Dashboards · 10 min readHow do I create a basic survey, application, or other form?simplicity, we will use the term "survey" when describing the steps, however the same steps apply regardless of what type of form you are creating. The first step in creating your survey is the Survey/Form Info tab. It i…Surveys/Forms List Page - Creating Surveys, Applications, Polls and Forms · 11 min readGlossary of Terms Used in AssociationSphereample below, the constituent record for an accountant, Eralyn Adams, shows "Adams" in the Last Name/Constituent field, and the name of the company he works for "Adams & Co." in the Company field on the same row as his nam…Implementation & Data Conversion · 19 min readWhat is the Event Settings tab for?You can click on the Information icon ("i" next to the section label shown with the green circle around it below) to get more details about the features in each section. Time & Location You are also able to select and add…Creating & Editing Events - Event Pages · 16 min readMembership Setup Tabce. Formula Price Description – Enter a description for the units and how the formula price is calculated. You can include instructions for how the information should be filled out. Price Prorated –This feature is for har…Membership Page Setup · 18 min readHow do I edit the content inside the blocks in the email template editor?learn more about getting your email template started in this article "How do I create and edit an email template?" Content must be added to columns inside of blocks. Your blocks will include some basic content, like text…Email Marketing Templates · 9 min readHow can I see statistics for links on different campaigns?You can see statistics for links clicked in different campaigns by clicking on the drop-down menu labeled “Statistics for,” which is located just above the…Email Marketing Overview Page - Campaign Response Rates · 1 min readHow can I see statistics for different campaigns that I sent through email?rketing module Overview Page. The first tab is the Snapshot. It will show the overall statistics for the campaigns sent in the last 12 months. Click on the drop-down menu labeled “Statistics for," which is located just ab…Email Marketing Overview Page - Campaign Response Rates · 1 min readMember Only Document Statisticsr Member Only Documents. At the top of the page you will see a graph showing total clicks across the past 6 months and a chart showing the number of clicks over the last 24 hours, Last 7 Days, Year to Date and Total Click…Membership Only Documents · 1 min readHow do I create an email marketing campaign?rn more about managing your email lists and contacts in this article "How can I manage my email lists?" Click Confirm Selected List to proceed to the next tab. Attach Template Tab The next step is selecting the email mark…Email Marketing Campaigns · 5 min readHow do I create a new Peer-to-Peer Campaign?gn list in the P2P module by selecting Campaign Pages. The grid will show a list of all previously created campaigns with information like: - The Name of the campaign. - The Title you have assigned to all the fundraising…Overview & Setup · 12 min readHow do I run a report on my memberships?days using the # Days from Expiration field. - Installment Members - Shows a list of all recurring memberships (membership payments made over time) with a checkmark in the Installments column. - Lifetime Members - Shows a…Basic Membership Information · 6 min readHow can I use the Memberships grid?ES it indicates that the transaction was acknowledged. - Acknowledged How - What method the membership transaction was acknowledged with. - Acknowledged Date - What date the membership transaction was acknowledged. - Excl…Membership Grid and Purchases · 10 min readWhat settings can I change on the Constituent Portal?n up for a membership. Figure 2 Figure 3 Continuing down the page as shown in Figure 4 below: - You can add a Portal Broadcast Message if desired by typing into the text box. - Display Broadcast Message as a text scroll -…Managing the Constituent Portal · 8 min readCreating a single-day volunteer eventunteer events. To learn more about creating events, see this article "How do I create a new event?" Event Settings Tab When creating volunteer events, there are a few features on the Event Settings tab particularly relate…Volunteer Events · 11 min readSimple Donation Page - Donation Page Settingsy the images as Single with one large image with arrows to scroll or show them as Double, Two By Two or Three By Three if you would like more of a gallery display. - Images will be displayed in the order they are uploaded…Donation Pages · 10 min readHow do I create a poll?estion. Once the respondent submits their response, they see a graph showing the breakdown of all the responses so far. To create a poll, from the Survey/Form List grid, click on +New and then Poll . The poll is created i…Surveys/Forms List Page - Creating Surveys, Applications, Polls and Forms · 7 min readHow do I create an invoice manually?r their Invoices Tab. Click the green Add button and select Invoice . How can I create an invoice for an event transaction? How can I create an invoice for a membership? Note that invoices that are associated with an even…Invoices Grid & Managing Invoices · 7 min readHow do generic question types work in a survey or form?fic Date - Star Rating Examples of the various generic questions are shown below. Currency The currency question type allows you to ask for a number that will be converted into a currency with two decimal places. This cou…Surveys/Forms List Page - Creating Surveys, Applications, Polls and Forms · 8 min readVolunteer Attendance Grideir own views and will not affect other users. The registrations are shown in date order by default with the oldest or earliest registrations shown at the top of the list. In the drop down box at the top of the grid next…Volunteer Attendance · 10 min read