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What is the Event Settings tab for?site, etc. It is sorted into several sections as described below. You can click on the Information icon ("i" next to the section label shown with the green circle around it below) to get mor…Creating & Editing Events - Event PagesGlossary of Terms Used in AssociationSphereconstituent that will be participating in an event. An event attendee can be the registrant or a guest of the registrant. Auto Responder – An auto responder can be created to send an automat…Implementation & Data ConversionHow do I create a basic survey, application, or other form?You can create a new survey, application, or form from scratch by clicking on +New , then choosing Survey/Form . You can als…Surveys/Forms List Page - Creating Surveys, Applications, Polls and FormsHow do I edit the content inside the blocks in the email template editor?You can create an email template from scratch by adding blocks and then inserting content into those blocks. You can learn m…Email Marketing TemplatesCan I disable an autoresponder?Yes, you can disable an autoresponder by selecting it to reveal the View/Edit option and then clicking on Auto Responder . This w…Email Marketing Auto ResponderMembership Setup Tabyou will create the different levels of membership that constituents can sign up for. You can also create Add-Ons that can be purchased with a membership, upload a document that can be visi…Membership Page SetupCan I change the settings of an autoresponder once it’s set up?grid to reveal the View/Edit option. Then click Auto Responder . You can edit the name, email sender info, schedule, and template as needed.…Email Marketing Auto ResponderWhat settings can I change on the Constituent Portal?You can customize the information and activities your constituents have access to from the Portal Info page. Admin level use…Managing the Constituent PortalSimple Donation Page - Donation Page Settingsivate on your donation page. All of these fields are optional, so you can customize the page for your campaign needs. - At the top of the page is the Internal Notifications section where you…Donation PagesHow do I create a new Peer-to-Peer Campaign?vents, a P2P campaign begins with creating the P2P campaign page. You can find the P2P campaign list in the P2P module by selecting Campaign Pages. The grid will show a list of all previousl…Overview & SetupHow do I create an invoice manually?You can manually create an invoice from the main Invoice Grid in the Transactions & Invoices Module by clicking on +New and…Invoices Grid & Managing InvoicesWhat are the options for managing volunteers?You can manage your volunteers with a simple process of just manually adding volunteer time or you can make it a more integr…Volunteer Module & Programs OverviewCreating recurring events which use a calendar for registration.you will complete the Time & Date at the top of the page. Because you can edit the days available using the Schedule tab, you may want to consider limiting the duration for your recurring ev…Creating & Editing Events - Event PagesTransaction & Fundraising ReportsTransaction and fundraising reports can be created by making views using the Query, Filter, and Sort features on the Transactions, Pledges, and Constituents…Transactions GridVolunteer Attendance Gridsee the details of the attendees for a specific volunteer event. You can view and update attendee information and check attendees in and out for the volunteer event. With the Actions menu y…Volunteer AttendanceHow do I enter a general transaction?n this article explains what the various fields are used for, so this can be relevant when editing other types of transactions. For information about manually entering a membership, please s…Entering & Managing TransactionsWhat is the Support Academy?rack training. - Our LMS is hosted on a platform called Litmos. - You can watch this video https://vimeo.com/1157913175/e103d135df to learn more about the Support Academy. 2. Why is Associat…Support AcademyCreating a single-day volunteer eventVolunteer events can be created to support a single activity, like a gala, race, or golf tournament, or they can be recurring events that…Volunteer EventsHow do I create a Pledge?a constituent to contribute cash or in-kind items in the future. They can be made via a one-time payment or paid over time, like a $1000 pledge paid in four quarterly payments. There are mul…Entering & Managing PledgesMembership Settings Tabkbox will be unchecked with only this setting turned on. Auto Renewal can be used for both rolling anniversary date memberships and hard dated expirations. Specifically for a hard date expir…Membership Page Setup