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 training@associationsphere.com 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.
Support Articles Library: https://support.associationsphere.com/support/solutions
Video Library: https://vimeo.com/showcase/associationsphere (password "ASOnDemand")
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/ef6f67d9e8
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/854796642/bd3ebb0f73
AS Payment Method Options - https://vimeo.com/985723755/50062cd4bc
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/855137192/5c638f6874
AS User Settings - https://vimeo.com/854726189/e8c5d205f8
CRM Module Articles - https://support.associationsphere.com/support/solutions/67000362643
AS Constituent Grid - https://vimeo.com/531435606/1d10ca3508
AS Company Constituent Profile - https://vimeo.com/732208718/7546bf87f1
AS Individual's Constituent Profile - https://vimeo.com/732175666/f9cc47faca
AS Constituent Documents - https://vimeo.com/729717303/2a1b7c3523
AS Constituent Interactions & Follow Ups -https://vimeo.com/728952337/78a4136ffb
AS Constituent Relationships - https://vimeo.com/730124232/6ab9d7b567
AS Constituent Time Tracking - https://vimeo.com/730414028/e73c4064d1
AS Constituent Membership Tab - https://vimeo.com/723081021/81e9f30eef
AS Constituent Events Tab - https://vimeo.com/725762519/9792d5c35e
AS Constituent Engagement Tab - https://vimeo.com/854693059/c3bb61cbba
AS Constituent Survey Tab - https://vimeo.com/738710672/dcd9c09734
AS Constituent Email Campaigns Tab - https://vimeo.com/727877004/165869f6ba
AS Constituent Payment Options Tab - https://vimeo.com/851331427/ecdf707d3a
AS Automated Actions - https://vimeo.com/736216737/98c309bcd4
AS Direct Emails - https://vimeo.com/751772913/ac3fe37dcb
Background Check Overview - https://vimeo.com/1069357703/3689bb5638
AS Outlook Email Integration - https://vimeo.com/989160717/0db096665b
Membership
Membership Module Articles - https://support.associationsphere.com/support/solutions/67000365180
AS Membership Online Form Setup - https://vimeo.com/856462329/67bd5752f1
AS Membership Summary Grid - https://vimeo.com/723848218/3167b01066
AS Membership Details Grid - https://vimeo.com/845703251/6c7c862917
AS Internal Membership Entry - https://vimeo.com/752242848/159dc813da
AS Membership Application Feature - https://vimeo.com/718056461/7f13e7995f
AS Pro-Rated Membership - https://vimeo.com/743515249/16a28a739c
AS Formula Based Membership - https://vimeo.com/691955885/6660f36f3a
AS Membership Invoicing - https://vimeo.com/725019239/2a004ad9ec
AS Membership Renewal - https://vimeo.com/724977104/13ebf355cc
AS Member Mail Merge Letters - https://vimeo.com/720739844/ff1868f2cd
AS Membership Auto Reminders - https://vimeo.com/719972085/0e7472c9a4
AS Member Only Documents - https://vimeo.com/718018124/03cdc653e6
AS Member Attendance - https://vimeo.com/720330915/6d7add0528
AS Membership Directory - https://vimeo.com/723059554/52dc495e34
Member Profile Widgets - https://vimeo.com/1070353279/7c56ffbbb0
Member Profile Pages – https://vimeo.com/1070382992/772f3822be
AS Constituent Membership Tab - https://vimeo.com/723081021/81e9f30eef
Member Portal
Member Portal Articles - https://support.associationsphere.com/support/solutions/67000389616
AS Member Portal - https://vimeo.com/536906471/86b036e683
AS Member Portal Features - https://vimeo.com/859031566/0847fd8e17
AS Invoices - https://vimeo.com/542720776/32a4854a72
AS Donation Page Advanced Designer - https://vimeo.com/989131347/8361d78611
AS Stacked Donation Widget Overview - https://vimeo.com/988538979/19884d42fb
AS Progressive Donation Widget Overview -https://vimeo.com/989082352/354e9e25a5
AS Donation Page Simple Designer - https://vimeo.com/773459948/6925f71d25
AS Membership Renewal and Invoice Reminders - https://vimeo.com/661176182/7aee63eb3c
AS Transactions Mail Merge Letters - https://vimeo.com/852464582/e46358db12
AS Pledges Grid & Constituent Pledges Tab -https://vimeo.com/853378285/f3c4f933a2
AS Pledge Mail Merge Letters - https://vimeo.com/853397202/b775519c82
AS Goal Progress - https://vimeo.com/773462639/f445523e28
AS Sponsorships - https://vimeo.com/850985562/8f6d8d17e8
AS Grants - https://vimeo.com/851028977/a67ee81afd
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/742261700/e87e1eb502
AS Event Details Grid - https://vimeo.com/741951994/c5182d671b
AS Event Attendance Grid - https://vimeo.com/729647615/1d14d311d3
AS Single Day Event Setup - https://vimeo.com/738347604/3be8b5b194
AS Event Level Search Options and Recurring Levels -https://vimeo.com/985866671/8693877ca0
AS Event Thank You Message - https://vimeo.com/752972784/322bafe71a
AS Event & Attendee Questions - https://vimeo.com/732524596/42efcc8db1
Event Cancellations - https://vimeo.com/1069742323/21c640f8aa
AS Event Group Assignments - https://vimeo.com/735872886/65d2f39d24
AS Event Table Assignments - https://vimeo.com/732524596/42efcc8db1
AS Event Auto Reminders - https://vimeo.com/724864435/b0f7a89c1f
AS Event Mail Merge Letters - https://vimeo.com/730425038/b936f6b360
AS Event Expenses - https://vimeo.com/728861447/83e9f150b9
AS Events Calendar - https://vimeo.com/743040429/e8e93a895a
AS Constituent Events Tab - https://vimeo.com/725762519/9792d5c35e
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/527522336/867962e328
AS Auction Events - https://vimeo.com/984488815/9b231a0686
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/725408987/e81e980add
AS Email Marketing Campaign - https://vimeo.com/728195047/48df26d926
AS Email Editor - https://vimeo.com/532391003/77e133199d
AS Email Marketing Overview Pages - https://vimeo.com/725754141/f7718b82e2
AS Email Auto Responder - https://vimeo.com/727850988/34dfe23d38
AS Overview - Email Marketing - https://vimeo.com/532391003/77e133199d
AS Direct Emails - https://vimeo.com/751772913/ac3fe37dcb
AS Text2Give & Text Messaging - https://vimeo.com/528917375/aa8cd486dc
AS Constituent Email Campaigns Tab - https://vimeo.com/727877004/165869f6ba
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/738688606/bbc74ef8fa
AS Survey/Form Distribution Through Email -https://vimeo.com/740058743/c3a7952456
AS Survey/Form Question Logic - https://vimeo.com/740017644/54dba7127a
AS Survey/Form Review + Results - https://vimeo.com/740770548/e190746469
AS Online Surveys/Forms Overview - https://vimeo.com/525062548/c3bd22d294
AS Constituent Survey Tab - https://vimeo.com/738710672/dcd9c09734
Volunteer Management
Volunteer Module Articles - https://support.associationsphere.com/support/solutions/67000389512
AS Volunteer Management - https://vimeo.com/530891927/4940d62e1c
AS Volunteer Event Setup - https://vimeo.com/759083422/d1640e4ad1