Getting up to speed
If you have just joined as a new Administrator to your organisation's existing account you will probably benefit from a little help getting up to speed. This article is designed to walk you through some of the key features of the software so you can get a good understanding of how everything fits together.
We recommend that you take some time to watch the videos in order.
Overview
- Take a quick tour of the entire product 8-min video
Membership
- How membership plans work 5-min video
- The subscription process 4-min video
- The renewal process 5-min video
- How membership payments work 5-min video
Contacts
- Create and use segments 2-min video
- Manage custom fields 3-min video
- Create live-updating directories 3-min video
Website
- Structure pages and menus 4-min video
- Create and manage forms 4-min video
Broadcasts
- Create and send email broadcasts 4-min video
- Add personalised tokens to emails 3-min read