AssociationSphere

Implementation & Data Conversion 7

• Frequently Asked Questions about the Implementation Process
• Tips for Data Conversion
• Glossary of Terms Used in AssociationSphere
• Verification of DNS Settings
• Constituent Grid Data Fields

View all 7

Module Guides 13

• Introduction to AssociationSphere Modules
• Overview of Organization Settings
• Overview of User Settings
• CRM Module Overview
• Membership Module Overview

View all 13

Page Models 4

• Overview of Creating Pages in AssociationSphere
• Examples of Membership Pages
• Examples of Event Pages
• Examples of Donation Pages

Login & Technology 11

• How do I log into AssociationSphere?
• I am unable to login to AssociationSphere
• How do I log out of AssociationSphere?
• What types of browsers are supported by AssociationSphere?
• What types of devices are supported by AssociationSphere?

View all 11

Other Services 1

• What is an NCOA Address Update?

Account Settings 9

• How do I manage my account settings?
• What is the Account Settings page for?
• How do I add or change my logo?
• How do I remove the logo I currently have?
• How does the software determine if a Constituent already exists?

View all 9

Social Media 4

• 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?
• Can I add more than one social media link?

Bank Information 1

• Sub-merchant Overview & Bank Account Setup

Billing 3

• What information can be found on the Billing page?
• Where can I view my weekly transaction statements?
• What is a charge back fee?

Saved Cards 1

• Where can I find a list of all the credit cards saved for constituents?

Refund Status 1

• Where can I find the status of credit card charges that are being refunded?

Manage Users 10

• How do I invite a user?
• User Rights Overview and Access Levels
• How will I know when the invited user has confirmed and is active on AssociationSphere?
• How can I edit, delete, or suspend a user?
• What is the difference between users with admin access and users without admin access?

View all 10

User Settings 8

• What is the User Settings page?
• What is my user name and how do I change it?
• How do I change my login ID?
• Can I change my login ID again if I want to?
• How do I change my password?

View all 8

Grid Features 9

• View and Quick Queries Side Bar
• How to Search a Grid
• How to use the Filter Menu on a Grid
• How to use the Sort Menu on a Grid
• How to Apply a Filter to a Column

View all 9

Views 13

• 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
• Editing a View
• Renaming a View

View all 13

Quick Queries 3

• Quick Queries
• Clear a Quick Query
• Dynamic Date Queries

Actions Overview 15

• 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?
• How do I export all addresses?
• How do I export all emails?

View all 15

Batch Updates 6

• What is a Batch Update from the Actions menu?
• Batch Update Records - Constituent
• Batch Update Records - Transactions
• Batch Update Records - Interactions
• Batch Update Records - Documents

View all 6

Dashboards 5

• How do I create and edit my personal dashboard?
• Can I customize the graphics shown on the dashboards?
• How do I print the dashboards?
• How can I set a homepage?
• Can I create favorite shortcuts for the workspace?

Advanced Analytics 5

• What is the Advanced Analytics button for?
• How can I edit my Advanced Analytics Pivot Tables?
• Geo Search Filter
• Scheduled View Reports
• Email Preview and Spam Test

Other Software Functions 6

• Sharing AssociationSphere Pages and Links
• How do I manage picklists or dropdown lists?
• What is a merge field?
• Why do the merge fields for amounts have four decimal places?
• How do I create a report?

View all 6

Constituents Grid 14

• What is a constituent?
• What is the Constituents page?
• How do I find the Constituents page?
• How can I search for a specific constituent?
• Can I export constituent information?

View all 14

Managing Constituent Records 8

• How do I add new constituent?
• What is the difference between the Full & Quick tabs on the profile?
• What is the difference between a contact and a company?
• Can I merge two constituent records together?
• What information can I transfer between two constituent records?

View all 8

Constituent Profiles 34

• How do I edit a constituent’s profile?
• How do I add a new address?
• Can I edit or delete an address?
• What does default address mean?
• How do I add a new phone number?

View all 34

Household Records 7

• Creating a Household Constituent Record
• Adding Household Members
• Editing Existing Household Relationships
• Removing a Household Relationship
• Household Record’s Tabs of Information

View all 7

CRM- Interactions 12

• What is the Interactions grid?
• How do I add an interaction?
• How do I find the Interactions page?
• Can I search interactions?
• How do I see all of the interactions for just one constituent?

View all 12

My Follow Ups 3

• 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?

CRM- Documents 14

• What is the Documents grid?
• How do I add a document?
• How do I find the Documents page?
• How do I see all of the documents for just one constituent?
• Can I export the documents?

View all 14

CRM- Relationships 13

• Can I edit or delete a relationship type?
• How do I create a new relationship?
• What if the related constituent doesn’t exist yet?
• Do I have to create a relationship between an employee & employer?
• How do I go to the related constituent’s profile from the relationship screen?

View all 13

CRM- Time Tracking 5

• Time Tracking Overview
• How do I get to the Time Tracking section?
• How do I enter a new Time Tracking Record?
• Where are the Locations pulled from?
• Can a user track hours in the AssociationSphere App?

Mail Merge CRM Templates 1

• Sample Mail Merge CRM Templates

Wealth Profiles 3

• What are Wealth Profiles?
• Running Wealth Profiles in AssociationSphere
• How can I activate Wealth Profiles?

Automated Actions 2

• Internal Notification from Event Check In
• Send Internal Text Notification

Outlook/Gmail Integration 5

• Connecting your Gmail Account to AssociationSphere
• Connected your Outlook Email Account to AssociationSphere
• Blocking Domains and Specific Email Addresses from Syncing
• How to Sync Gmail Communication into AssociationSphere
• How to sync Outlook Communication into AssociationSphere

Background Checks 1

• Running Background Checks on Individual Constituents

Basic Membership Information 15

• How do I run a report on my memberships?
• What is a Membership?
• What is a Primary Contact?
• What types of memberships can I create?
• What is a Group Membership?

View all 15

Membership Page Setup 19

• What is the Membership Pages Grid?
• Membership Page Overview
• Membership Acknowledgement Info Tab
• Membership Settings Tab
• Membership Setup Tab

View all 19

Membership Grid and Purchases 31

• 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 memberships on behalf of a constituent?
• Where can I see the people that have signed up for a membership?
• Do I see membership purchases on my Transactions grid?

View all 31

Membership Attendance 2

• What can I do on the Membership Attendance grid?
• What can I do on the Membership Attendance History grid?

Mail Merge Membership Templates 2

• Sample Mail Merge Membership Templates
• What can I do on the Mail Merge GM Templates page?

Membership Auto Reminders 3

• 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?

Membership Renewal Queue 1

• What can I do on the Membership Renewal Queue?

Membership Only Documents 2

• Member Only Documents
• Member Only Document Statistics

Member Directory & Emblems 6

• Can member's category and committee subscriptions be shown on the directory?
• Global Membership Directory
• Membership Emblems
• The Advanced Directory
• Member Profile Pages

View all 6

Transactions Grid & Basic Transaction Information 23

• What is a transaction?
• What are the transaction types?
• What is the Transactions Grid?
• How do I add a transaction?
• How do I find the Transaction Grid?

View all 23

Invoices 19

• What is the Online Payment Page and how do I create one?
• How to I setup Invoice Payment Reminders?
• How do I create an invoice manually?
• Can invoices be automatically generated from transactions?
• Can I edit the invoice?

View all 19

Pledges 33

• What is a Pledge?
• What is the Pledges grid?
• Can I export my Pledges?
• How do I add a Pledge?
• How do I find the Pledges page?

View all 33

Donation Pages 24

• Using the Advanced Donation Page Designer
• What are the steps to set up an Advanced donation page?
• What are the steps to set up an Simple online donation page?
• How do I create/edit a donation page?
• Can I change the way the online donation form looks?

View all 24

Goal Progress 0

Sponsorships 10

• What is a Sponsorship?
• How do I create a Sponsorship?
• Can I delete a Sponsorship?
• How do I assign a task for a Sponsorship Follow Up?
• How can I update Sponsorship Follow Ups?

View all 10

Grants 10

• What is a grant?
• How do I tag an organization or constituent as a grantor?
• What can I track on the Grantor Info Tab?
• How do I add a Grant Proposal?
• What if I have more than one grant proposal for the same Grantor?

View all 10

Mail Merge Gift, Pledge & Invoice Templates 12

• What is a Mail Merge Template?
• Where can I see Mail Merge Templates?
• How do I create a Mail Merge Template?
• What Mail Merge Fields are available?
• How to Generate Single Mail Merge Letters

View all 12

Invoice Auto Reminders 0

Online Payment Pages 0

Managing Online Donations 14

• What is an online donation?
• Will I be notified when a new online donation is made?
• How do I know a transaction was an online donation?
• How does a donor make an online donation?
• Can a donor make a recurring donation?

View all 14

General Transactions 7

• What are the payment types?
• Can I add a new payment type?
• Can I edit or delete a payment type?
• Can I change the order that the payment types appear in the dropdown box?
• Could a donation or transaction be done anonymously?

View all 7

Split Transactions 7

• What is a Split Transaction?
• How do I enter a Split Transaction?
• Can I split any transaction type?
• How do I add a new row for a split transaction?
• How will my split transaction appear on the Transaction Grid?

View all 7

In Kind Transactions 10

• What is an In Kind transaction?
• How do I enter an In Kind transaction?
• Can an In Kind transaction be anonymous?
• Can an In Kind transaction be a split transaction?
• Can an In Kind transaction be a tribute?

View all 10

Matching Gift Transactions 5

• What is a Matching Transaction?
• How do I designate a matching transaction?
• Will the Matching Transaction create a pledge for the matching constituent?
• What if the matching constituent does not exist yet?
• How do I see if a transaction has a matching transaction?

Tribute Transactions 6

• What is a Tribute?
• How do I designate a transaction made as a tribute?
• Can I add a tribute type?
• Can I edit or delete a tribute type?
• Can I change the order that the tribute types appear in the dropdown box?

View all 6

Pending Transactions 5

• How do I designate a pending transaction?
• Can I add a new pending type?
• Can I edit or delete a pending type?
• Can I change the order that the pending types appear in the dropdown box?
• How do I see if a transaction is pending?

Soft Credits 8

• What is a Soft Credit?
• How do I enter a soft credit?
• How do I enter multiple constituents for soft credits?
• What if the constituent receiving soft credit does not exist yet?
• Can I edit a soft credit?

View all 8

ACH Payments 2

• How do I set up ACH Payments?
• How does a donor use ACH as a payment?

General Event Information 3

• Events Overview
• Event Management Outline & Checklist
• Live Event Frequently Asked Questions

Creating & Editing Events - Event Pages 66

• How do I create a new Event?
• Can I copy an existing event?
• How do I edit an existing event?
• What is the Event Acknowledgement tab used for?
• What is the Event Settings tab for?

View all 66

Events Grid & Purchases 22

• 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 on behalf of a constituent?
• Can I see event registrants on my Constituent Grid?
• Do I see ticket sales on my Transactions grid?

View all 22

Event Attendance Grid 15

• Event Attendance Overview
• Can I save the view for the Event Attendance grid?
• Can I check in each individual ticket?
• Is there a mobile Event Attendance App?
• Can I change an attendee name or the name on a ticket?

View all 15

Managing Events 19

• 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?
• Can I set up temporary AssociationSphere users to help with an event?
• How do I check a guest in for an event?

View all 19

Group Assignments 6

• Group Assignments Overview
• Is there a way to only see unassigned tickets?
• Can I add new Groups from the Assignment Dashboard?
• Can I editing existing Groups from the Assignment Dashboard?
• Will the information I add to the Group Assignment be available any where else?

View all 6

Table Assignments 9

• 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"?
• Where do I find the option to enable "Table Assignments?"
• Why isn't my event showing up in the table assignments dropdown?

View all 9

Event Scheduler 0

Event Mail Merge Templates 2

• Sample Mail Merge Event Templates
• How do I create an mail event merge template?

Event Auto Reminders 0

Gift Cards 2

• 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?

Event Calendar 1

• Event Calendar Setup

Overview 19

• Auction Event Guide & Checklist
• FAQs for an Auction-Event
• How do I set up an auction?
• Can I create an online Auction?
• Acknowledgement Info

View all 19

Online Auctions 34

• 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?
• Can bidders sign up before an online auction begins?
• How do bidders sign up for the online auction at the event?

View all 34

Auction Add-ons 8

• What are auction add-ons?
• How do I record an auction add-on?
• How can I record paddle raise donations using an auction page?
• Are credit cards required for auction add-ons?
• How do I increase or edit the auction add-on quantity?

View all 8

Traditional Paper Silent Auction 2

• Can the software create paper bid sheets?
• How do I record traditional paper silent auction bids?

Live Auctions 4

• 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?
• Can a live auction item be sold multiple times?

Auction Reporting & Checkout 16

• Winning Bid Email Notify
• Winning Bid Text Notify
• Auction Payment Processing
• Can I Split an Auction Item Across Multiple Winners?
• What credit cards are accepted by AssociationSphere?

View all 16

List & Contact Management 29

• What is the Contacts Page for?
• How do I find the Email Contacts or Recipient Lists page?
• Can I use the same list for Surveys and Email Campaigns?
• How do I add new recipients?
• I am importing a new list into Email Marketing; do I have to take care of duplicates before importing?

View all 29

Overview Page 2

• What is the Overview Page for?
• How do I get to the Overview page?

Overview Page- Snapshot Tab 3

• What is the Snapshot tab on the Overview page for?
• What does each meter represent on the Snapshot view?
• How can I see statistics for different campaigns that I sent through email?

Overview Page- Email Delivery Tab 11

• What is the Email Delivery tab on the Overview Page for?
• How can I see statistics for different campaigns?
• What is the pie chart for?
• What is the grid for?
• Can I see which recipients have opened my email?

View all 11

Overview Page- Link Performance Tab 7

• What is the Link Performance tab on the Overview page for?
• What does the bar graph represent?
• What is the Link Performance grid for?
• How do I see statistics for links on different campaigns?
• How do I know what link I am viewing statistics for?

View all 7

Overview Page- Campaign Trends Tab 3

• What is the Campaign Trends tab on the Overview page for?
• How can I view the trend for a particular campaign category?
• How do I see the trend for a different email statistic (Opened, Unopened, Unsubscribed or Bounced)?

Overview Page- Monetization Tab 1

• What is the Monetization tab on the Overview page for?

Email Template Editor 23

• What is the “Templates” page for?
• How can I narrow down the number of templates for what I am looking for?
• How can I browse the AssociationSphere predesigned templates only?
• Can I view only the templates that I created?
• Can I sort the templates?

View all 23

Email Marketing Campaigns 25

• What is a campaign?
• How do I find the “Campaigns” page?
• Can I view a campaign that I’ve already sent?
• Can I delete a campaign?
• Can I copy a campaign that I already did so I don’t have to change the template?

View all 25

Email Marketing Auto Responder 0

Survey/Forms - General Information 75

• What is the difference between a survey and a poll?
• How do I get to the Surveys page?
• Can I have a payment option in a survey?
• How do I create a payment option in a survey?
• Can internal only Surveys or Forms be created?

View all 75

Survey/Forms - Overview 5

• 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?
• How do I see the delivery statistics of this survey campaign compared to my other survey campaigns?
• Where can I see what links were clicked on for an email survey campaign?

Survey/Forms Overview Page- Snapshot Tab 4

• What does each meter represent on the Email Delivery view?
• How can I see statistics for different survey campaigns that I sent through email?
• Why can’t I see all of my survey campaigns in the drop-down menu?
• Why can’t I see all of my survey campaigns in the drop-down menu?

Survey/Forms Overview Page- Email Delivery Tab 10

• What is the Email Delivery tab on the Overview Page for?
• How can I see statistics for different survey campaigns?
• What is the pie chart for?
• What is the grid for?
• Can I see which recipients have opened my email?

View all 10

Survey/Forms Overview Page- Link Performance 7

• What is the Link Performance tab on the Overview page for?
• What does the bar graph represent?
• What is the grid for?
• How do I see statistics for links on different campaigns?
• How do I know what link I am viewing statistics for?

View all 7

Survey/Forms Overview Page- Campaign Trends 4

• What is the Campaign Trends tab on the Overview page for?
• How can I view the trend for a particular campaign category?
• How do I see the trend for a different email statistic (Opened, Unopened, Unsubscribed or Bounced)?
• Why don’t I see all of my campaigns listed on the campaign legend?

Survey/Forms Contacts 24

• What is the “Recipients List” page?
• How do I find the “Recipient Lists” page?
• What is the “All Recipients” page?
• How do I find the “All Recipients” page?
• What is the difference between a Basic List and an Advanced List?

View all 24

Survey/Forms List 8

• What is the Survey List page for?
• How do I get to the Survey List page?
• Can I see the questions in a particular survey without editing it?
• How do I create my own survey or poll from scratch?
• Can I re-use a survey or poll that I’ve already sent?

View all 8

Survey/Forms Results 1

• Survey/Form Results

Internal Only Survey/Forms 0

Overview & Setup 7

• What is Peer-to-Peer Fundraising?
• Peer-to-Peer Overview
• How do I create a new Peer-to-Peer Campaign?
• What are the steps of building a P2P Campaign?
• Where do I find the URL for the Participant Portal?

View all 7

Fundraising Participant Portal 7

• How do participants sign up?
• What can a participant do on their fundraising page?
• Does the donor receive a Thank You message?
• Where is the URL for the Fundraising Page?
• Where can the participant place their fundraising page URL?

View all 7

P2P Dashboard 5

• Where can I track the P2P donations?
• Why are there two versions of the P2P Dashboard?
• What will the P2P Detail Dashboard show me?
• What will the P2P Summary Dashboard show me?
• What can I do with the information on the P2P Dashboard?

Milestones & Badges 0

CRM Module - Volunteer Features 4

• Adding volunteer constituent categories
• How to manually record volunteer time
• Volunteer information on the Constituent grid
• CRM Module Time Tracking Grid

Volunteer Events 3

• Creating a single-day volunteer event
• Creating recurring or multi-day volunteer events
• Can volunteers change or edit the shifts they sign up for?

Volunteer Module 8

• Volunteer Module Overview
• Volunteer Applications
• Volunteer Time Tracking Grids
• Can volunteer time be edited?
• Can volunteer time be deleted?

View all 8

Text Messaging 2

• Incoming SMS Notifications
• Reply to Incoming SMS Text Messages

Managing the Member Portal 8

• Where can I find the link/URL to my Member/Constituent Portal?
• What is the difference between the Basic and Advanced Portal?
• Can I turn off the Access To Portal?
• Can I disable the time tracking function on the the Portal?
• What settings can I change on the Member/Constituent Portal?

View all 8

Manage Portal Users 11

• Can I see who has a Portal account?
• How do I invite members to sign up for the portal?
• Can I reset a Portal Users password?
• Can I change a Portal Users status?
• How do I Manage Portal Users?

View all 11

Portal Features 13

• Portal Features for Payments
• Portal Features for Pledges
• Portal Features for Events
• Portal Features for Invoices
• Portal Features for Memberships

View all 13

AssociationSphere Mobile App 8

• What is the AssociationSphere Mobile App?
• VP3300 Bluetooth Credit Card Swiper Device
• How to Pair a VP3300 Bluetooth Swiper with a Apple Device
• Do the credit card swipers work with the desktop version of AssociationSphere?
• Can I use a different swiper than the ones provided by AssociationSphere?

View all 8

Integration Setup 6

• 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?
• How do I add my Items from Quickbooks?
• How do I add my Classes from Quickbooks?

View all 6

Exporting to QB 8

• How are the transactions created in Quickbooks?
• Does the donor information get created in Quickbooks?
• Does the import create duplicate customers in Quickbooks?
• How do I export the file from AssociationSphere?
• Can I review the transactions that are in the .IIF file?

View all 8

Troubleshooting 2

• Quickbooks Desktop Errors
• Quickbooks Online Errors

Training 8

• I'm a new user, how can I learn more about AssociationSphere?
• What training options are available with my subscription?
• How do I sign up for live weekly webinars
• Are weekly webinars available to view on-demand?
• Is private training available?

View all 8

Helpful Articles 4

• Sponsorship Management Features to Help Build Long Term Relationships
• Step Up Your Invoicing Game
• Using AssociationSphere in your Strategic Planning Process
• Using AssociationSphere in Your Annual Planning Process