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


General Information Articles
Glossary of Terms - https://support.associationsphere.com/a/solutions/articles/67000726757
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


Account Management

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

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


Transactions/Invoicing
Transactions & Invoicing Articles - https://support.associationsphere.com/support/solutions/67000355099
AS Transactions - https://vimeo.com/showcase/9574337/video/532301313 

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


Financial Reporting Articles
Quickbooks Integration - https://support.associationsphere.com/support/solutions/articles/67000618530-how-do-i-set-up-the-quickbooks-integration-
Weekly Transaction Reports - https://support.associationsphere.com/a/solutions/articles/67000510346

Transaction & Fundraising Reports - https://support.associationsphere.com/support/solutions/articles/67000740705-transaction-fundraising-reports


Events

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 & Texting

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


Survey/Forms

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