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
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
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
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
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
Outlook Email Integration - https://vimeo.com/showcase/9574337/video/989160717
Gmail Integration - https://vimeo.com/showcase/9574337/video/989579617
Direct Emails - https://vimeo.com/751772913
Member Portal
Member Portal - https://vimeo.com/536906471
Member Portal Features - https://vimeo.com/59031566
Invoice Reminders - https://vimeo.com/661176182
Transactions Mail Merge Letters - https://vimeo.com/852464582
Sponsorships - https://vimeo.com/850985562
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
Single Day Event Setup - https://vimeo.com/738347604
Event & Attendee Questions - https://vimeo.com/732524596
Event Thank You Message - https://vimeo.com/752972784
Event Level Search Options and Recurring Levels - https://vimeo.com/showcase/9574337/video/985866671
Event Summary Grid - https://vimeo.com/742261700
Event Details Grid - https://vimeo.com/741951994
Event Attendance Grid - https://vimeo.com/729647615
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
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 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
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