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Generated from published articles20 results for “what steps do i take to create a new campaign”
How do I create/edit a donation page?articles explain the steps for both methods. Advanced Page Designer - What are the steps to set up an advanced donation page? Simple Page Designer- What are the steps to set up a simple…Donation PagesHow do I create a Pledge?ayment that is entered will have those fields auto-populated based on what was entered with the original pledge. 20. After completing the remaining fields as appropriate, chose Save to…Entering & Managing PledgesEvents OverviewMouse over the "Workspace" menu and click on Events to open the Events Summary Dashboard. Sub-Menu Options Events: This will take you to the main Event g…General Event InformationVerification of DNS Settingseam at support@associationsphere.com to assist you with this process. What is a "Verified Sender Domain"? A verified sender domain is a domain that has given AssociationSphere permissio…Implementation & Data ConversionHow can I clean up my constituents list?correctly. - You can create a checklist to help new users understand what steps they must take and what fields are required when entering a new constituent. - Some good steps include:…Database HygieneFrequently 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 sa…Implementation & Data ConversionCan I add video to my email templates and email marketing campaigns?bnail image or you would like to change the image shown, follow these steps in your YouTube account: 1. Sign in to YouTube Studio. 2. From the left menu, select Content. 3. Click the vi…Email Marketing TemplatesHow to I setup notifications for expiring Credit Cards?h the setup of a reminder. The setup is broken out into the following steps: 1. The process is similar to other page builders. There are four steps to complete, identified by the tabs a…Account SettingsWhat is the Email Marketing Auto Responders?Auto Responders feature in the Email Marketing module. There are four steps to setting up an auto responder including: 1. Auto Responder Info - Establishing the name and who the email w…Email Marketing Auto ResponderEmail Marketing Delivery Timesemails as quickly as possible, delays can happen because of the many steps involved in the process. Although you set the start time, actual delivery may take anywhere from a few minute…Email Marketing CampaignsHow 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 transa…Membership Grid and PurchasesWhat is the Support Academy?1. What is the Support Academy? - The AssociationSphere Support Academy is a learning management system (LMS) used to…Support AcademyHow do I send a survey or form to an email list?. The email will open in the email template editor where you can make whatever changes you would like. Be sure not to remove the Start Survey button or edit it's link as this will be ne…Surveys/Forms List Page - Creating Surveys, Applications, Polls and FormsHow do I acknowledge a transaction?wledgement letter in the Mail Merge Gift Templates. You can learn the steps of creating the letter in this article "How do I create a Mail Merge Template." In this example we will revie…Entering & Managing TransactionsHow do I create a basic survey, application, or other form?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 includes…Surveys/Forms List Page - Creating Surveys, Applications, Polls and FormsWhat is a Hard Membership Expiration Date?e renewal will process. This field is located at the bottom of the window in the Auto-Renewal Section for each membership level. - This information must be entered at the time the trans…Basic Membership InformationStep Up Your Invoicing Gameomote your membership benefits making it easier to see and understand what they are paying for. - Offer referral bonuses – like discounts on renewals for referring a new member. With th…Helpful ArticlesAutomated Action Triggerso create a tigger. This trigger will tell the software when and under what circumstances to send out the automated notification. Scrolling down past the Campaign Summary and Distributio…Automated ActionsHow do I create and send an email marketing campaign?w page. You can learn more about the Overview page in this article: " What is the Email Marketing Overview Page for? " and video: Email Marketing Overview Pages - https://vimeo.com/7257…Email Marketing General InformationI'm a new user, how can I learn more about AssociationSphere?th self-directed training you can choose which videos to watch and in what order to watch them. We provide a recommendation in the training checklist, but the choice is yours. Specializ…General Training Information