The Membership Profile ID is a unique number assigned to each constituent as they become a member. This number will stay with the constituent and be listed on all their future membership transactions.

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<p>The Membership Profile ID is a unique number assigned to each constituent as they become a member. This number will stay with the constituent and be listed on all their future membership transactions.</p>
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Membership Grid and Purchases

What is the Membership Profile ID?

AssociationSphere

Can an In Kind transaction be a split transaction?

I'm a new user, how can I learn more about AssociationSphere?

Sub-merchant Overview & Bank Account Setup

Information about data conversion and the implementation process.

Implementation & Data Conversion

Provides an overview of each module within the AssociationSphere software.

Module Guides

Examples of different types of pages that can be created in AssociationSphere.

Page Models

Login & Technology

Other Services

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Introductory information about the implementation process and data conversion for AssociationSphere.

General Information & Overviews

Frequently Asked Questions about the Implementation Process

Introduction to AssociationSphere Modules

Overview of Creating Pages in AssociationSphere

Account Settings

Social Media

Bank Information

Billing

Saved Cards

Refund Status

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Organization Account Management

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Manage Users

Activities and functions of the User Settings feature

User Settings

Information about managing the internal users who have access to the AssociationSphere database as well as options and security settings for users.

AssociationSphere User Management

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What is the User Settings page?

Can I change my login ID email?

Grid Features

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Actions Overview

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Sharing AssociationSphere Pages and Links

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Constituents Grid

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Constituent Profiles

Household Records

CRM- Interactions

My Follow Ups

CRM- Documents

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CRM- Time Tracking

Mail Merge CRM Templates

Wealth Profiles

Automated Actions

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Outlook/Gmail Integration

Background Checks

Tips for keeping your account and data in good shape.

Database Hygiene

Information about the functions and activities performed with the Constituent Relationship Management (CRM) module.

CRM Module

What is an Automated Action in the CRM Module?

Running Background Checks on Individual Constituents

Basic Membership Information

Membership Page Setup

Membership Attendance

Mail Merge Membership Templates

Membership Auto Reminders

Membership Renewal Queue

Membership Only Documents

Member Directory & Emblems

Information about the functions and activities performed within the Memberships Module.

Membership Module

How can I use the Memberships grid?

Membership Process and Modules Overview

What can I do on the Membership Attendance grid?

Overview of the Transactions Module and basic information on the tools and workflows.

Transactions Module Overview & Basic Information

Activities and information available on the Transactions grid including reporting

Transactions Grid

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Entering & Managing Transactions

Managing Online Transactions & Donations

Invoices Grid & Managing Invoices

Creating online payment pages for invoices.

Online Payment Pages

Invoice Auto Reminders

Use and set up of mail merge templates in the Transactions & Invoicing module.

Mail Merge Gift, Pledge & Invoice Templates

How to enter pledges, send reminders, and create reports

Entering & Managing Pledges

Information and reporting available on the Pledges grid.

Pledges Grid

Donation Pages

Goal Progress

Sponsorships

Grants

Split Transactions

In Kind Transactions

Matching Gift Transactions

Tribute Transactions

Pending Transactions

Soft Credits

ACH Payments

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Transactions & Invoices Module

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General and overview information about the events module.

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Event Scheduler

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Gift Cards

Event Calendar

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Event Expenses

Zoom Integration

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Events Module

Event Expenses Grid

How do I make gift cards available to purchase for an event?

How do I create a new Event?

An auction-event guide and FAQs documents.

Auction Guide & FAQs

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Auctions Module

Acknowledgement Info

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Can live auction items be shown online, but not allow online bids?

Summary of how to send email marketing campaigns.

Email Marketing General Information

How to create email lists and manage recipients (also known as subscribers or contacts)

Email Marketing Contacts - Email List Management

Email Marketing Templates

Email Marketing Campaigns

Email Marketing Overview Page - Campaign Response Rates

Email Marketing Auto Responder

Information about the email marketing functions, creating email lists, sending email campaigns, editing email templates, and reviewing results in the Email Marketing Module.

Email Marketing Module

How do I create and edit an email template?

How do I create and send an email marketing campaign?

What is the Email Marketing Auto Responders?

Surveys/Forms - General Information

Surveys/Forms List Page - Creating Surveys, Applications, Polls and Forms

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Surveys/Forms Results - View Survey Responses

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Surveys/Forms Contacts - Email Lists

To view the email performance of surveys and forms sent through an email campaign.

Surveys/Forms Overview - For Email Response Rates

Internal Only Surveys/Forms

Information about creating and reviewing responses for various types of forms, polls, applications and surveys made with the Surveys/Forms Module.

Surveys/Forms Module

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How do I create a basic survey, application, or other form?

Survey/Forms Results Grid Overview

Overview & Setup

P2P - Event Pages

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P2P Dashboard

Milestones & Badges

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Peer-to-Peer Fundraising Module

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What are the benefits of milestones and badges?

Where can I track the P2P donations?

Volunteer tracking features in the volunteer module

Volunteer Module & Programs Overview

Demonstrating the integration of the Volunteer module with the Surveys/Forms module.

What is the Membership Profile ID?

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