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


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/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

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


Transactions/Invoicing
Transactions & Invoicing Articles - https://support.associationsphere.com/support/solutions/67000355099
AS Transactions - https://vimeo.com/532301313/01c41472ba

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


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/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 & 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/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


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/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