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GrowthZone is the smart association software designed to:
▪ Acquire new members
▪ Retain and engage existing members
▪ Do more with less time
CUSTOMIZATION
You can set up custom email
templates for most
communications, reflecting
the brand you’ve worked so
hard to establish
Learn More: Email Templates
Learn More: Email Designer*
*Some functionality may require additional module subscriptions
CUSTOMIZATION
Merge fields pull info directly
from your database, helping
you personalize every single
message to every member
Learn More: Add Database Fields
to a Template
CUSTOMIZATION
Segment your audience as
needed using lists, and sync
lists to reports to keep lists
updated!
Learn More: Lists/Committees
CUSTOMIZATION
Using the Marketing
Automation* module, you can
set up unique workflows for
multiple purposes.
Learn More: Marketing Automation*
*Some functionality may require additional module subscriptions
CUSTOMIZATION
Using the Marketing
Automation* module, you can
set up unique workflows for
multiple purposes.
Learn More: Marketing Automation*
*Some functionality may require additional module subscriptions
FLEXIBILITY
You can send emails from
almost anywhere in the
database, plus attach files, tie
an email to a project*, and
even schedule messages to
send in the future.
Learn More: Communication Basics
*Some functionality may require additional module subscriptions
FLEXIBILITY
Log emails sent from Outlook or
other programs
Learn More: Outlook Add-in
Learn More: Archive Email
FLEXIBILITY
Third party integrations with
Custom Contact and MailChimp
allow you to sync GrowthZone
lists/committees to these
applications.
Learn More: Integrations
Learn More: Sync a List/Committee
to an Authorized Third Party
Newsletter Solution
FLEXIBILITY
The GrowthZone Staff App
allows you to log notes and
email individuals and groups,
as well as review
communications and manage
list/committee members when
you’re not in the office.
Learn More: GrowthZone Staff App
ENGAGEMENT
The Info Hub is a great tool to
encourage members to manage
their own data, pay their
invoices, and access member-
only resources.
Learn More: Info Hub
ENGAGEMENT
Using the built-in Info Hub
Forum, you can easily
communicate with your
members and they can
communicate with each other.
Learn More: Info Hub Forum
ENGAGEMENT
The Web Content module can
integrate a blog, a news feed,
even testimonials into your Info
Hub and/or public website; you
can also allow members to post
coupons, job postings, news
articles, and more!*
Learn More: Web Content*
*Some functionality may require additional module subscriptions
ENGAGEMENT
There’s an app for that!
Members can download the
free MemberPlus app for many
of the same resources they can
access in the Info Hub.
Learn More: MemberPlus App
ENGAGEMENT
Want feedback? Send a
survey*!
Learn More: Forms/Surveys*
*Some functionality may require additional module subscriptions
MARKETING
Pre-configured actions trigger
automatic messaging
Learn More: Automated Messaging
MARKETING
Marketing Automation*
allows you to set up drip
campaigns and customize
delivery with configurable
wait times, logic branches,
and
Learn More: Marketing
Automation*
*Some functionality may require additional module subscriptions
MARKETING
The Sponsors/Ads module*
incorporates event
sponsorships, with
name/logo/URL placement on
your choice of emails, event
pages, and registration pages.
Learn More: Event Sponsorship
Management*
*Some functionality may require additional module subscriptions
MARKETING
The Sponsors/Ads module also
gives you the ability to configure
and place ads on various public
web pages such as events,
directories, even membership
applications.
Learn More: Sponsors/Ads*
*Some functionality may require additional module subscriptions
MARKETING
Directories show off your
members and make it easy
for them to be found in the
Info Hub by other members,
or publish them to the public
website for everyone to see!
Learn More: Directories
Learn More: Directory Display
Settings
MANAGEMENT
Comprehensive log of all
communications in
GrowthZone- notes, calls,
emails, etc. with search
capability and advanced
filtering options
Learn More: Communications
Module
MANAGEMENT
Communications delivery
stats
Learn More: View Email Delivery
Statistics
MANAGEMENT
Manage/review unsubscribed
contacts from your
lists/committees
Learn More: Unsubscribed
Contacts Report
MANAGEMENT
Review form responses* in
module or with the Form
Responses Report.
Learn More: Form Response Report
*Some functionality may require additional module subscriptions
MANAGEMENT
Review your Directory listing
levels, descriptions, and more
using the Directory Contact
Report.
Learn More: Directory Contact
Report
PRODUCTIVITY
Learn More: Configure Your
Unsubscribe Message
Members can update their own
communications preferences,
saving you time
Set up project templates* for
repeatable tasks such as
event promotion, setting up
annual drip campaigns, or
social media posting. Assign
tasks to yourself or other
staff, and track completion.
Learn More: Projects/Tasks*
*Some functionality may require additional module subscriptions
PRODUCTIVITY
PRODUCTIVITY
Contact “Engagement” tab tracks
many data points – including
lists/committees membership
and monthly communications
totals- in one place
Learn More: Contact Engagement
PRODUCTIVITY
Need to show off your data? We
have a report for that!
Communication Report
Contact Info Report
Email Delivery Failures
Invalid Email Addresses
And more…
Learn More: Communication
Reports
BEFORE YOU START…
WHAT DO YOU NEED TO KNOW BEFORE
WORKING WITH COMMUNICATIONS AND
MARKETING AUTOMATION*?*Some functionality may require additional module subscriptions
PLAN AHEAD!
What should the
communications
look like?
Who are your
intended
recipients?
What content
are you
delivering?
What is your
timeline?
AND IMPORTANTLY…WHAT DATA ARE YOU GOING TO NEED TO TRACK FOR REPORTING PURPOSES?
Learn more about available Communication Reports here.
RESOURCES
GROWTHZONE PROVIDES A VARIETY OF EDUCATION OPPORTUNITIES, FROM LIVE INTERACTIVE SESSIONS, PRE-RECORDED SESSIONS AVAILABLE ON DEMAND, AND A DETAILED ONLINE WIKI.WE ALSO OFFER FEE-BASED ONE-ON-ONE CUSTOM TRAINING FOR ANY GROWTHZONE FEATURE.
42
ReadRead more in our Online
WIKI for step-by-step
instructions on all things
communications
ViewView our Membership On-
Demand Training Videos
ListenListen to one of our many
5 Ways Training Sessions
AttendAttend Live Instructor Led
Training Session