As a new user you have several options to learning how to use the software. First, check to see what support and training subscription your organization has by clicking on your organization's name in the top right corner of the screen.
For those with Essential or Essential Plus support, you have access to the live, weekly training webinars via our training hub. Please contact [email protected] for the link to register.
For those with Basic support or those who prefer self-directed study, we recommend the following training progression to work through all of the modules. You can access the complete video library via the link under your user initials. All videos use the same password: AS2021
Support Articles Library: https://support.associationsphere.com/support/solutions
Video Library: https://vimeo.com/showcase/associationsphere
We recommend beginning with the introduction video and reading about the functions of the various modules in the Modules Overview.
Introduction
Welcome to AssociationSphere - https://vimeo.com/931155351
Descriptions of the Modules - https://support.associationsphere.com/support/solutions/folders/67000579431
Page Models - https://support.associationsphere.com/en/support/solutions/folders/67000579433
Grids Features - https://support.associationsphere.com/en/support/solutions/folders/67000578586
Creating Views - https://support.associationsphere.com/en/support/solutions/folders/67000578584
Actions Overview - https://support.associationsphere.com/en/support/solutions/folders/67000537399
Organization Account Management Articles -https://support.associationsphere.com/support/solutions/67000160634
User Management Articles: https://support.associationsphere.com/support/solutions/67000389614
AS Account Settings - https://vimeo.com/showcase/9574337/video/854796642
AS Payment Method Options - https://vimeo.com/showcase/9574337/video/985723755
AS Saved Credit Cards and Expiration Notifications - https://vimeo.com/995857769/b2ac5a18e5
AS Social Media Account Settings - https://vimeo.com/995845634/5ccc2ea90d
AS Account User Management - https://vimeo.com/855091980/a8b70f4a22
AS Account Billing - https://vimeo.com/showcase/9574337/video/855137192
AS User Settings - https://vimeo.com/854726189/e8c5d205f8
CRM Module Articles - https://support.associationsphere.com/support/solutions/67000362643
AS Constituent Grid - https://vimeo.com/showcase/9574337/video/531435606
AS Company Constituent Profile - https://vimeo.com/showcase/9574337/video/732208718
AS Individual's Constituent Profile - https://vimeo.com/showcase/9574337/video/732175666
AS Constituent Documents - https://vimeo.com/showcase/9574337/video/729717303
AS Constituent Interactions & Follow Ups - https://vimeo.com/showcase/9574337/video/728952337
AS Constituent Relationships - https://vimeo.com/showcase/9574337/video/730124232
AS Constituent Time Tracking - https://vimeo.com/showcase/9574337/video/730414028
AS Constituent Membership Tab - https://vimeo.com/showcase/9574337/video/723081021
AS Constituent Events Tab - https://vimeo.com/showcase/9574337/video/725762519
AS Constituent Engagement Tab - https://vimeo.com/showcase/9574337/video/854693059
AS Constituent Survey Tab - https://vimeo.com/showcase/9574337/video/738710672
AS Constituent Email Campaigns Tab - https://vimeo.com/showcase/9574337/video/727877004
AS Constituent Payment Options Tab - https://vimeo.com/showcase/9574337/video/851331427
AS Automated Actions - https://vimeo.com/showcase/9574337/video/736216737
AS Outlook Email Integration - https://vimeo.com/showcase/9574337/video/989160717
AS CRM Overview (Old User Interface) - https://vimeo.com/531435606
AS Direct Emails - https://vimeo.com/showcase/9574337/video/751772913
Membership
Membership Module Articles - https://support.associationsphere.com/support/solutions/67000365180
AS Membership Online Form Setup - https://vimeo.com/showcase/9574337/video/856462329
AS Membership Summary Grid - https://vimeo.com/showcase/9574337/video/723848218
AS Membership Details Grid - https://vimeo.com/showcase/9574337/video/845703251
AS Internal Membership Entry - https://vimeo.com/showcase/9574337/video/752242848
AS Membership Application Feature - https://vimeo.com/showcase/9574337/video/718056461
AS Pro-Rated Membership - https://vimeo.com/showcase/9574337/video/743515249
AS Formula Based Membership - https://vimeo.com/showcase/9574337/video/691955885
AS Membership Invoicing - https://vimeo.com/showcase/9574337/video/725019239
AS Membership Renewal - https://vimeo.com/showcase/9574337/video/724977104
AS Member Mail Merge Letters - https://vimeo.com/showcase/9574337/video/720739844
AS Membership Auto Reminders - https://vimeo.com/showcase/9574337/video/719972085
AS Member Only Documents - https://vimeo.com/showcase/9574337/video/718018124
AS Member Attendance - https://vimeo.com/showcase/9574337/video/720330915
AS Membership Directory - https://vimeo.com/showcase/9574337/video/723059554
AS Constituent Membership Tab - https://vimeo.com/showcase/9574337/video/723081021
AS Membership Batch Renewal and Invoice Reminder (Old) - https://vimeo.com/661176182
AS Membership Overview (Old User Interface) - https://vimeo.com/539248794
Member Portal
Member Portal Articles - https://support.associationsphere.com/support/solutions/67000389616
AS Member Portal - https://vimeo.com/showcase/9574337/video/536906471
AS Member Portal Features - https://vimeo.com/showcase/9574337/video/859031566
AS Invoices - https://vimeo.com/showcase/9574337/video/542720776
AS Donation Page Advanced Designer - https://vimeo.com/showcase/9574337/video/989131347
AS Stacked Donation Widget Overview - https://vimeo.com/showcase/9574337/video/988538979
AS Progressive Donation Widget Overview - https://vimeo.com/showcase/9574337/video/989082352
AS Donation Page Simple Designer - https://vimeo.com/showcase/9574337/video/773459948
AS Membership Renewal and Invoice Reminders - https://vimeo.com/showcase/9574337/video/661176182
AS Transactions Mail Merge Letters - https://vimeo.com/showcase/9574337/video/852464582
AS Pledges Grid & Constituent Pledges Tab - https://vimeo.com/showcase/9574337/video/853378285
AS Pledge Mail Merge Letters - https://vimeo.com/showcase/9574337/video/853397202
AS Goal Progress - https://vimeo.com/showcase/9574337/video/773462639
AS Sponsorships - https://vimeo.com/showcase/9574337/video/850985562
AS Grants - https://vimeo.com/showcase/9574337/video/851028977
Transaction & Fundraising Reports - https://support.associationsphere.com/support/solutions/articles/67000740705-transaction-fundraising-reports
Events Module Articles - https://support.associationsphere.com/support/solutions/67000307827
AS Event Summary Grid - https://vimeo.com/showcase/9574337/video/742261700
AS Event Details Grid - https://vimeo.com/showcase/9574337/video/741951994
AS Event Attendance Grid - https://vimeo.com/showcase/9574337/video/729647615
AS Single Day Event Setup - https://vimeo.com/showcase/9574337/video/738347604
AS Event Level Search Options and Recurring Levels - https://vimeo.com/showcase/9574337/video/985866671
AS Event Thank You Message - https://vimeo.com/showcase/9574337/video/752972784
AS Event & Attendee Questions - https://vimeo.com/showcase/9574337/video/732524596
AS Event Group Assignments - https://vimeo.com/showcase/9574337/video/735872886
AS Event Table Assignments - https:/https://vimeo.com/showcase/9574337/video/732524596
AS Event Auto Reminders - https://vimeo.com/showcase/9574337/video/724864435
AS Event Mail Merge Letters - https://vimeo.com/showcase/9574337/video/730425038
AS Event Expenses - https://vimeo.com/showcase/9574337/video/728861447
AS Events Calendar - https://vimeo.com/showcase/9574337/video/743040429
AS Constituent Events Tab - https://vimeo.com/showcase/9574337/video/725762519
AS Event Management Overview (Old User Interface) - https://vimeo.com/528894431
Event Management Outline & Checklist - https://support.associationsphere.com/en/support/solutions/articles/67000729735-event-management-outline-checklist
Live Event FAQs - https://support.associationsphere.com/en/support/solutions/articles/67000731387-live-event-frequently-asked-questions
Auctions
Auctions Module Articles - https://support.associationsphere.com/support/solutions/67000365613
AS Silent & Online Auctions - https://vimeo.com/showcase/9574337/video/527522336
AS Auction Events - https://vimeo.com/showcase/9574337/video/984488815
Auction Event Guide & Checklist - https://support.associationsphere.com/en/support/solutions/articles/67000729627-auction-event-guide-checklist
Auction Event FAQs - https://support.associationsphere.com/en/support/solutions/articles/67000730639-faqs-for-an-auction-event
EMail Marketing Module Articles - https://support.associationsphere.com/support/solutions/67000357437
Mail Merge & Texting Module Articles - https://support.associationsphere.com/support/solutions/67000389179
AS Email Marketing Contacts - https://vimeo.com/showcase/9574337/video/725408987
AS Email Marketing Campaign - https://vimeo.com/showcase/9574337/video/728195047
AS Email Editor - https://vimeo.com/showcase/9574337/video/532391003
AS Email Marketing Overview Pages - https://vimeo.com/showcase/9574337/video/72575414 1
AS Email Auto Responder - https://vimeo.com/showcase/9574337/video/727850988
AS Overview - Email Marketing - https://vimeo.com/532391003
AS Direct Emails - https://vimeo.com/showcase/9574337/video/751772913
AS Text2Give & Text Messaging - https://vimeo.com/528917375
AS Constituent Email Campaigns Tab - https://vimeo.com/showcase/9574337/video/727877004
Email Marketing Best Practices - https://support.associationsphere.com/support/solutions/articles/67000724313-email-marketing-best-practices-for-high-deliverability-and-low-bounce-rates
Surveys & Forms Module Articles - https://support.associationsphere.com/support/solutions/67000358950
AS Single Page Survey/Forms Setup - https://vimeo.com/743130979/e49688112d
AS Internal Survey/Forms - https://vimeo.com/showcase/9574337/video/738688606
AS Survey/Form Distribution Through Email - https://vimeo.com/showcase/9574337/video/740058743
AS Survey/Form Question Logic - https://vimeo.com/showcase/9574337/video/740017644
AS Survey/Form Review + Results - https://vimeo.com/showcase/9574337/video/740770548
AS Online Surveys/Forms Overview -https://vimeo.com/showcase/9574337/video/525062548
AS Constituent Survey Tab - https://vimeo.com/showcase/9574337/video/738710672
Volunteer Management
Volunteer Module Articles - https://support.associationsphere.com/support/solutions/67000389512
AS Volunteer Management - https://vimeo.com/showcase/9574337/video/530891927
AS Volunteer Event Setup - https://vimeo.com/showcase/9574337/video/759083422