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20 results for “how do i create a new category for my lists”

How 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 membershi…Membership Grid and Purchases · 10 min read What is a Hard Membership Expiration Date?ting new membership levels for each year. The different examples are shown below. New Membership Pages for Each Year - If your current membership year expires on June 30, 2026, you wi…Basic Membership Information · 3 min read Membership 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. P…Membership Page Setup · 18 min read Invoices Gride Transactions & Invoices module on the Invoices page. The grid will show information related to the constituent linked to the invoice including their name, address, company contacts,…Invoices Grid & Managing Invoices · 7 min read Auction Setup - Adding Auction Itemsp down lists that you and your bidders can use to filter the list to show specific items - Exclusion Option - there are two options: - Exclude from online - Which will hide this item…Auction Pages · 9 min read Database Hygienenager. The Database Manager is responsible for making decisions about how data is entered, how it is maintained, and what the recommended workflows will be for entering new data. Havi…Database Hygiene · 5 min read How do I create a Pledge?essive template. If you are using stacked template (where all fields show on one page) or used the Simple Page Designer for your page, the images may appear slightly different, but th…Entering & Managing Pledges · 12 min read Membership Status Renewal Settingstained the same membership level, the Status would still be Renewal , however the expiration date would change to be tied to the new purchase date. Original Silver Level Membership: P…Membership Grid and Purchases · 4 min read How 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 inv…Invoices Grid & Managing Invoices · 7 min read Survey/Forms Contacts - Creating Email Lists for Surveyswho will receive the emails sent to those lists. All of the contacts shown in the contacts page are also constituents in the database. The page your see in the Survey/Forms Module is…Surveys/Forms Contacts - Email Lists · 3 min read Adding Household Membershold members. On the Relationship tab you will see a grid which will show all the current members of the household. If this grid is blank, then no Head of Household has yet been assig…Household Records · 5 min read How 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 Installment…Basic Membership Information · 6 min read What is the Email Marketing Auto Responders?more about creating email subscription opportunities in this article "How do I invite people to subscribe to my to email lists?" When someone subscribes, you can set up automatic emai…Email Marketing Auto Responder · 3 min read How do I create an email list?our implementation process, you can import it into AssociationSphere, however you may want to check for duplicates before you import this list. The email list import process will atte…Email Marketing Contacts - Email List Management · 3 min read Glossary 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 Co…Implementation & Data Conversion · 19 min read How can I clean up my constituents list?nd selecting all the categories you have in your database. This will show a list of constituents who are not currently assigned to any categories. 4. When and how was this constituent…Database Hygiene · 6 min read What 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 & Locati…Creating & Editing Events - Event Pages · 16 min read How 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…Overview & Setup · 11 min read How do I add new email recipients, contacts, or subscribers?during your implementation process, you can import it into DonorView, however you may want to check for duplicates before you import this list. The email list import process will atte…Email Marketing Contacts - Email List Management · 4 min read What is the Survey/Forms List Grid?urveys/Forms module by clicking on Surveys/Forms List. The grid will show information about all the surveys that have been created. Unlike other grids, you cannot move or turn on/off…Surveys/Forms List Page - Creating Surveys, Applications, Polls and Forms · 4 min read