GrowthZone

1pm - v10 GrowthZone - Managing Contacts - The Basics
May 31, 2017 1:00 PM - May 31, 2017 2:30 PM (CDT)

Description

Acquiring and managing contacts is made easy with GrowthZone.  In this session, participants will learn the basics of setting up and managing their contacts.

Pre-requisite: v10 GrowthZone Solution Overview, v10 Getting Started with GrowthZone – the Basics

Agenda:

Getting Started:

  • Custom Fields
  • Lists & Committees
  • Contact Categories

Contact management module

  • Adding new contacts
  • Managing status, account number, tags
  • Updating information
  • Add/Update/Delete Contact

InfoHub access 

Contact Reports

Step 1: My Information
 
OR
 
Logged In As {{Environment.CurrentUserData.DisplayName}}
Step 2: Registration Types
Name Price Qty
{{ert.EventRegistrationType.Name}} {{(ert.EventRegistrationType.IsForMembers && !ert.EventRegistrationType.IsForNonMembers)?"(Members Only)":""}}
${{ert.EventRegistrationType.Price}}
{{status.maxRegistrationLimitViolation[ert.EventRegistrationType.EventRegistrationTypeId].msg}}
Total vacant spots per event: {{ Environment.VacantSpotsPerEvent }}
{{status.maxEventLimitViolation.msg}}
Step 3: Attendees
Please add attendees

{{er.RegName}} Attendees

{{ ($index == 0 || er.Price > 0)? "Attendee" : (Environment.ExtraOptions.AdditionalAttendeesTerm || "Attendee") }} #{{ ((!Environment.ExtraOptions.AdditionalAttendeesTerm || Environment.ExtraOptions.AdditionalAttendeesTerm == "Attendee") || $index == 0 || er.Price>0)? ($index+1) : $index }}

Total: ${{(att.Price - getAttendeeTotalDiscountAmount(att)).toFixed(2)}} {{att.DiscountsApplied.length>0 ? "- Discounts have been applied" : ""}}

Personal Info

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Address


Phone


Custom Fields


Event Sessions

{{slot.Name}}

{{$select.selected.Name}}
(full)
{{slot.SelectedSession ? slot.SelectedSession.Description || "" : ""}}

 
Registration is available to Members only
Step 4: Enter Promo Code
{{discount.status}}
{{status.promocode.msg}}
Step {{Environment.HasPromoCodes? "5": "4"}}: {{(Environment.DonationTerm || "Donation/Contribution") + " Opportunities"}}
Campaign Name Item Description Amount
{{item.CampaignName}} {{item.Description}}
Step {{(Environment.HasPromoCodes || Environment.ExtraOptions.CollectDonations) ? ((Environment.HasPromoCodes && Environment.ExtraOptions.CollectDonations)?"6" : "5") : 4}}: Payment Processing
{{status.form.msg}} {{status.maxEventLimitViolation.msg}} {{status.maxAllRegistrationLimitViolation.msg}}
Validation Summary
{{status.form.msg}} {{status.maxEventLimitViolation.msg}} {{status.maxAllRegistrationLimitViolation.msg}}