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Member Only Documentsill be able to populate the following fields: - Document Name – Enter what you would like to show as the display name for this document. - Tags – Enter in values that represent the content of…Membership Only Documents · 3 min readWhat is the Email Marketing Overview Page for?xt to Statistics For. - Email Delivery - to show a chart and grid for each constituent segment, opens, unopens, unsubscribed and bounces. - Link Performance - includes a graphic and grid to s…Email Marketing Overview Page - Campaign Response Rates · 1 min readHow can I see statistics for different campaigns that I sent through email?other tabs including: - Email Delivery - to show a chart and grid for each constituent segment, opens, unopens, unsubscribed and bounces. - Link Performance - includes a graphic and grid to s…Email Marketing Overview Page - Campaign Response Rates · 1 min readWhat is the Snapshot tab on the Overview page for?d - the email address was not deliverable. There are a variety of reasons an email will be shown as “bounced” and you can learn more in this article "Email Campaign Bounce Statuses."…Email Marketing Overview Page - Campaign Response Rates · 1 min readTransaction & Fundraising Reportsrange “Year-to-Date" from the Quick Query sidebar. It doesn’t matter what order you make your selections in this case. Once the data is populated on the grid you can save the view using the…Transactions Grid · 11 min readHow do I run a report on my memberships?s on that specific day. It will show: Active Memberships - counts for each membership level, sorted by Membership page. Memberships must have a Current Status = Active. This counts membership…Basic Membership Information · 6 min readWhat is a dashboard?e responses, how many surveys were emailed in the last 12 months, and what the average number of questions were asked in each of those surveys. The Peer to Peer Module Dashboard will display…Dashboards · 10 min readInvoice Reportsare Unpaid. Amount Due on Membership & Events Grids The Invoices grid does not provide a lot of detail about the line items for the invoices. You can open a specific invoice to see more detai…Invoices Grid & Managing Invoices · 5 min readUsing AssociationSphere in your Strategic Planning Processuires analysis of where you are and where you want to go. You look at what is happening internally within your organization as well as what is happening external. This is called a SWOT analys…Helpful Articles · 3 min readWhere can I see the delivery status for my email campaigns?ice, and then the Email Delivery tab. There you will be able to click on a piece of the pie chart and the grid on the right will display the recipients in that category.…Surveys/Forms Overview - For Email Response Rates · 1 min readWhat is the Overview Page for?of the delivery statistics for surveys that are sent via email. Additional tabs show the details of delivery status, click rates, and comparisons across campaigns.…Surveys/Forms Overview - For Email Response Rates · 1 min readCreating a View with the View Builderselect which columns are shown or hidden within your view as well as what order they should appear in. The left-hand column called, “Available Columns,” will show all the Field Columns not c…Views · 6 min readMembership Setup Tabbership level. Note that this may have a different label depending on what you entered on the Settings tab. # Of Secondary – Enter then how many secondary members can be added to this members…Membership Page Setup · 18 min readMembership Directory Tabill hide that information. On the far right you will see a preview of what the Member’s Card will look like front and back and you can toggle between “Individual” and “Company” to see how the…Membership Page Setup · 8 min readThe Advanced Directorydisplay area. After selecting the default Views users can then setup what information should be shared across all of those views, both public and member only as well as on both Card and List…Member Directory & Emblems · 6 min readGlossary of Terms Used in AssociationSphereWithin the Time Tracking feature, categories can be used to identify what areas and activities a volunteer supported your organization. All category picklists are editable. Column – A column…Implementation & Data Conversion · 19 min readHow can I use the Memberships grid?indicates that the transaction was acknowledged. - Acknowledged How - What method the membership transaction was acknowledged with. - Acknowledged Date - What date the membership transaction…Membership Grid and Purchases · 10 min readPledge Reportshe amount that was written off for that pledge payment. - Frequency - what the payment frequency will be - Due Date - the due date for each pledge payment - Pledge Due Year - the last year a…Pledges Grid · 8 min readFrequently Asked Questions about the Implementation Processeks to complete your data conversion once we receive your clean data. What if I want to convert more data after I finish my implementation? It is best to send all of your data at the same tim…Implementation & Data Conversion · 17 min readHow do I create volunteer reports?lunteer and the related contact - Relationship Category - You can see what kind of relationships category is assigned for this relationship. - Reverse Relationship Type - You can also see the…Volunteer Module & Programs Overview · 7 min read