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Constituent Grid Data FieldsThe list below shows the vertical representation of all the standard fields that are on the constituent grid. On the actual constituent gri…Implementation & Data Conversion · 25 min readTransactions Grid Data FieldsBelow is a vertical representation of the data fields included in the Transactions Grid. The import template will have those fields that can…Implementation & Data Conversion · 16 min readAdvanced Donation Page - Page DesignerPadding and Margin. HTMl Block Include custom HTML coding to display what you want on the donation form. Settings: Enter the HTML code. Style: Edit the Widget's Text, Background and Border styles. Spacin…Donation Pages · 20 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 time. However, I…Implementation & Data Conversion · 17 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 is the heade…Implementation & Data Conversion · 19 min readWhat is the Event Settings tab for?ter but pay later. With the Pay Later Comment field you can customize what you would like this label to say, for example "I will mail or check" or "I will pay at the door." - Allow Members To Pay Later se…Creating & Editing Events - Event Pages · 16 min readMember Profile Page Designergn and layout of your profile page by selecting which widgets to use, what information they should display and how they should be styled. The designer will show all the available page widgets on the left…Member Directory & Emblems · 9 min readHow 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 save your new pledg…Entering & Managing Pledges · 12 min readHow 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 the following fiel…Surveys/Forms List Page - Creating Surveys, Applications, Polls and Forms · 10 min readWhat is the Support Academy?1. What is the Support Academy? - The AssociationSphere Support Academy is a learning management system (LMS) used to deliver and track t…Support Academy · 10 min readUser Rights Overview and Access Levelser they should have Admin, Bank and/or mobile access. Default setting is "Full Access" for all Module sections. - To Edit Access Level : highlight user's row in grid, then select View/Edit Security Settin…Manage Users · 6 min readVolunteer Attendance Grida checkmark under the "In" to show who you have checked in as well as what time that occured, and if you are also checking people out, a checkmark under the “Out” column. - If you have set up any automate…Volunteer Attendance · 10 min readHow do I create a new Peer-to-Peer Campaign?ude information about this specific campaign, who it will support and what the impact will be. You should also include general information about your organization since many of the potential donors may no…Overview & Setup · 11 min readHow do I create an email list?You can create email lists from the Actions menu from the main grids like the Constituent, Events, Gifts and Membership grid. You can also import an Excel o…Email Marketing Contacts - Email List Management · 3 min readHow do I enter a general transaction?other types of transaction. The information in 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 & Managing Transactions · 13 min readHow do I edit the content inside the blocks in the email template editor?pacing between the lines for multi-line headers - Alignment To change what the title actually says, you need to double click on the element. Once you double click, you can place your cursor in the field t…Email Marketing Templates · 9 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 membership level. Cr…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 different Co…Membership Page Setup · 8 min readHow do I manage my email list subscription options?scription box. To learn more about the JMML widget, see this article: What is a Join My Mailing List (JMML) widget?…Email Marketing Contacts - Email List Management · 3 min readMembership Settings Tablease send an invoice" making it clearer for the member to understand what the option indicates. Allow for Gift Memberships - When set to YES , a membership can be purchased by one constituent on behalf o…Membership Page Setup · 16 min read