Association Onboarding & Planning

 

GrowthZone’s software platform is geared specifically for associations, and a dedicated support team guides every new account holder through a custom onboarding process to ensure the GrowthZone AMS is fully optimized for your association.

 

Onboarding Process

Our Association Onboarding Process in Detail

No IT department? No problem! At GrowthZone, our comprehensive onboarding services cater to customers of all levels of tech-savviness. We make the transition to your new association management software simple and user-friendly. A dedicated onboarding representative guides you through every step of the process and answer questions. As we like to say at GrowthZone, “customer service is in our DNA.”

We know that switching from your old AMS to GrowthZone’s enhanced platform is a big step for your organization and staff, which is why we make sure that all data reformatting and data conversion is streamlined and goes off without a hitch. Once you’ve completed our hassle-free onboarding process, you’ll be ready to take your association planning and member engagement to new heights with our software’s groundbreaking tools.

Our customized approach lets you pick and choose the features that work for you and tailor your dashboard to suit your unique needs.

Our team will be your guide in ensuring you are set up for success with the GrowthZone AMS on-boarding success plan.

 

  • Data Migration

    GrowthZone works with all new clients to migrate data from their existing management system to GrowthZone AMS. Our team makes data migration seamless and stress-free, so you’ll be up and running with your new system in no time.

  • Completion of Key Setup

    The “Getting Started” tab on the GrowthZone AMS Dashboard Module is a vital resource for all staff members getting started with the software. This comprehensive training overview takes you through core areas of the software with links to training on key topics. You can choose the titles most relevant to your daily operations and skip anything that doesn’t apply.

  • Understanding Contact Management

    GrowthZone’s membership management system features a user-friendly interface that easily lets you store and track all your important member data and communications in one place. Adding contacts and updating information is a snap. During your training, you’ll learn how to take advantage of:

  • Simple tools for managing and updating contacts
  • Automated marketing solutions
  • Insights gleaned through easy-to-digest metrics reports
  • Communication Foundations

    Communications Foundations training shows you how to use our robust tools to grow membership fast and improve membership engagement. Design newsletters and interactive email, automated email drip campaigns, send mobile push notifications, and much more! You also have the option of integrating other programs you are using, such as Constant Contact or Outlook.

  • Memberships & Billing Utilization

    Member engagement is a huge part of what we do. During onboarding, we’ll ensure you know how to make the most of the Engagement tab, where you’ll find a visual overview of key member activities. We’ll help you give your members a clear picture of the benefits of membership and the value they’re receiving. Here, you can also see which benefits are available to members that they aren’t leveraging.

    Billing integration is another core reason association staff chooses GrowthZone. We’ll show you how to access and update member accounts, see outstanding balances at-a-glance, manage invoices, and more.

    GrowthZone’s billing features can be used standalone or integrated with other accounting tools. Let us know what you’d like to replace and what you’d like to keep, and we’ll do the rest.

  • Event Management

    Organizing your next event will be easier than ever once our dedicated onboarding team takes you step-by-step through our all-in-one event management platform. Learn how to:

  • Create events
  • Manage vendors and participants
  • Market your event
  • Streamline payments, invoices, and more
  • Website Integration

    With the GrowthZone AMS, we can design a new website from scratch or integrate your existing website with the GrowthZone platform to take advantage of SEO improvements, upgraded interactive design features, and seamless functionality.

  • Launch to Members

    Once you’re comfortable and confident in what GrowthZone AMS can do for your association, it’s time to connect with members and show them all the ways they can participate in the platform. Using our free MemberPlus mobile app, members can view and update their personal information, register for events, interact in chats and forums, view content, and more. We’ll make sure you have everything you need to launch to the public without a hitch.

  • Transition to Support

    Once you complete the onboarding process, we’re still here for you. Our customer support team is available by phone, email, or online chat. You also have access to our training Wiki, videos, and webinar library. Onsite training is also available in select areas.
    Whatever your question or suggestion, we invite you to get in touch.

 

Ready to Get Started with AMS Onboarding?

With GrowthZone, association software onboarding is made easy and requires no technical expertise on your part. Contact us today and see why our commitment to customer service sets us apart from the competition. With the help of a dedicated onboarding team and robust live support services, your association will be able to implement our dynamic AMS quickly and start reaping the rewards, from growing revenue to empowering members to do more in less time. Start today with a free demo!

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