AMS Training
- Website Concepts – Orientation and Navigation in Content Management
- Upgrading or Downgrading an Individual Membership
- Upgrade or Downgrade a Group Membership
- Updating Individual Members’ Details
- Updating Group Membership Information
- Understanding the CRM: Essential Tools for Managing Member Relationships
- Understanding E-Commerce Parent Orders, Subscriptions, Memberships, and Renewal Orders with Statuses
- Refunding Orders in Agend
- Membership Renewals
- Manual Order Creation
- Key Terminologies – Flows (formerly Funnels)
- Key Terminologies – Pipelines and Deals
- How to View and Manage an Existing Contact?
- How to Use the Tickets Functionality
- How to Use the Event Calendar Setup Form
- How to Use Lead Score in CRM?
- How to Track and Monitor an Email Campaign in CRM?
- How to Test Content for Mobile Responsive?
- How to Switch Profile View in Agend AMS
- How to Log into the CRM
- How to Edit Events – Key Settings & Best Practices
- How to Edit an Existing Page With Elementor?
- How to Create Ticket Pricing Rules (Member Pricing)
- How to Create Events in Agend AMS
- How to Create Email Campaigns under Email Marketing in CRM?
- How to Create a New Pipeline in CRM?
- How to Create a New Contact in CRM?
- How to Create a Custom Report Under CRM Reporting?
- How to Broadcast an Email Campaign in CRM?
- How to Add, Assign Contacts and Manage Company Accounts?
- How to Add Custom Fields, Tags and Segment Contacts?
- How Flows work in CRM?
- Flows Use Cases
- Email Broadcasts – Overview
- CRM Contact Types & Opt-In Status Definitions
- CRM – Superlinks
- CRM – Companies Module
- CRM – Booking Calendar
- Creating a Post
- Creating a Page
- Creating a New Individual Member
- Creating a New Group Membership
- Changing Group Membership Admin
- Agend AMS Content Management Overview
- Adding and Removing Group Members to a Group Membership
- Adding an Individual Membership to an Existing User
- Accessing and Navigating the Admin Dashboard