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. 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


Account Management

Account Settings - https://vimeo.com/854796642

Account User Management - https://vimeo.com/855091980

Account Billing - https://vimeo.com/855137192

User Settings - https://vimeo.com/854726189


CRM

Constituent Grid - https://vimeo.com/531435606

Company Constituent Profile - https://vimeo.com/732208718

Individual's Constituent Profile - https://vimeo.com/732175666

Constituent Documents - https://vimeo.com/729717303

Constituent Interactions & Follow Ups - https://vimeo.com/728952337

Constituent Relationships - https://vimeo.com/730124232

Constituent Time Tracking - https://vimeo.com/730414028

Automated Actions - https://vimeo.com/736216737


Member Portal

Member Portal - https://vimeo.com/536906471 

Member Portal Features - https://vimeo.com/59031566


Transactions/Invoicing
Transactions - https://vimeo.com/532301313
Invoices - https://vimeo.com/542720776

Invoice Reminders - https://vimeo.com/661176182

Transactions Mail Merge Letters - https://vimeo.com/852464582

Sponsorships - https://vimeo.com/850985562


Membership

Membership Online Form Setup - https://vimeo.com/856462329

Membership Summary Grid - https://vimeo.com/723848218

Membership Details Grid - https://vimeo.com/845703251

Internal Membership Entry - https://vimeo.com/752242848

Membership Application Feature - https://vimeo.com/718056461

Pro-Rated Membership - https://vimeo.com/743515249

Formula Based Membership - https://vimeo.com/691955885

Membership Invoicing - https://vimeo.com/725019239

Membership Renewal - https://vimeo.com/724977104

Member Mail Merge Letters - https://vimeo.com/720739844

Membership Auto Reminders - https://vimeo.com/719972085

Member Only Documents - https://vimeo.com/718018124

Member Attendance - https://vimeo.com/720330915

Constituent Membership Tab - https://vimeo.com/723081021 

Membership Directory - https://vimeo.com/723059554


Events

Single Day Event Setup - https://vimeo.com/738347604

Event Thank You Message - https://vimeo.com/752972784

Event & Attendee Questions - https://vimeo.com/732524596

Event Summary Grid - https://vimeo.com/742261700

Event Details Grid - https://vimeo.com/741951994

Event Assignments - https://vimeo.com/735872886 

Event Table Assignments - https://vimeo.com/743079044

Event Attendance Grid - https://vimeo.com/729647615

Event Auto Reminders - https://vimeo.com/724864435

Event Mail Merge Letters - https://vimeo.com/730425038

Event Expenses - https://vimeo.com/728861447

Events Calendar - https://vimeo.com/743040429

AssociationSphere Mobile App - https://vimeo.com/738653150

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

Silent & Online Auctions - https://vimeo.com/527522336 

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 Contacts - https://vimeo.com/725408987

Email Marketing Campaign - https://vimeo.com/728195047

Email Editor - https://vimeo.com/532391003

Email Marketing Overview Pages - https://vimeo.com/725754141

Email Auto Responder - https://vimeo.com/727850988 

Direct Emails - https://vimeo.com/751772913

Text2Give & Text Messaging - https://vimeo.com/528917375

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

Single Page Survey/Forms Setup - https://vimeo.com/743130979

Internal Survey/Forms - https://vimeo.com/738688606

Survey/Form Distribution Through Email - https://vimeo.com/740058743

Survey/Form Question Logic - https://vimeo.com/740017644

Survey/Form Review + Results - https://vimeo.com/740770548


Volunteer Management

Volunteer Management - https://vimeo.com/530891927

Volunteer Event Setup - https://vimeo.com/759083422


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