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Affiniscape provides a range of products designed to help increase efficiencies in the day-to-day management of an association and help today's staff do more with less.

M360 Online Training Video Center

Click on the menu heading below to view and select the video you are wanting to access.

Content Creation

• Basics of the CK Editor (3 min)
• How to manage content (2 min)
• How to change font size and formatting (2 min)
• How to add bullets and block quotes (2 min)
• How to add an image (3 min)
• How to Anchor (3 min)
• How to resize an image (4 min)
• How to add hyperlinks (3 min)
• How to upload documents to the file manager(3 min)
• How to hyperlinks documents to your website that are already uploaded (2 min)
• How to add a table (4 min)
• How to edit and copy a page
• How to make a page secure
Navigations
• How to Create Flyout Navigation Menus and Adding them to Your Site (3 min)
• What is a Left/Right side navigation (3 min)
• How to create a Left/Right side navigation and add them to a sub page (3 min)

Member Management

• How to use quick search to find a member (3 min)
• How to add an individual member (3 1/2 minutes)
• How to add an Organizational Member (3 minutes)
• How to edit a profile (1 1/2 min)
• How to delete and restore member profiles (3 min)
• How to Merge a record (2 min)
• How to create custom history types (3 min)
• Exporting and Importing into Your Database (3 min)

Smart Groups

• How to create a participation smart group (1 1/2 min)
• How to manage a participation smart group (2 min)
• How to add members to a participation smart group (3 min)
• How to create a webpage displaying members of a participation smart group (3 min)
• How to create a characteristic smart group (4 Min)
• How to add a complex characteristic smart group (3 Min)
• How to manage a characteristic smart group (3 Min)

Accounting

Transactions
• M360 Accounting Module Overview (2 min)
• How to create an invoice (2 min)
• How to void an invoice (1 1/2 min)
• How to enter a check payment (3 min)
• How to enter a credit card payment as an admin (3 min)
• Finding online credit card payments in M360 when the member did not use a card with their name (2 min)
• How to create a debit note (record a refund in M360) (3 min)
• How to create a credit note (3 min) Coming Soon!
• How to transfer a payment from one member to another (4 min)
• How to change your Fiscal Year (1 1/2 min)
• Run an invoice report(3 min)
• Run a receipts report(3 min)
• Run a Statement report(3 min)
• Run a Deposit report(3 min)
• Run a Payment Allocation Report (3 min)
• M360 Exporting Accounting Data from M360 (2 min)
• How to find your main general accounts receivable account in M360 (2 min)
• How to mark multiple payments as deposited (2 min)
• How to create a bulk invoice (3 min)

Conference

• Introduction to the Conference Module (4 min)
• Setup Tab
• Setting up basic conference information (2 min)
• Adding CE Credits to Overall Event (2 min)
• Creating conference tracks (1 1/2 min)
• How to add rooms in the conference module (1 1/2 min)
• Registration Settings (2 min)
• Accounting settings in the conference module (3 min)
• Conference Membership Sign up Paths (3 min)
• Confirmation Emails (3 min)
• Registration Form: Simple Form (3 min)
• Adding additional registration fields to your conference registration (3 min)
• Adding headings to the form field area (3 min)
• Fee Options: Time Frames (3 min)
• Fee Options: Permission and Pricing (2 min)
• Promotional Codes (1 min)
• Administrator Email Alerts (1 min)
• Links on the Conference Page: Defaulted (3 min)
• Links on the Conference Page: Custom (3 min)
• Customizable Text Informational (3 min)
• Customizable Text Registration (3 min)
• Sessions Tab
• Session Tab (3 min)
• Adding a New Session (3 min)
• Adding CE Credits to a Session (3 min)
• Creating Additional Form Fields to a Session (3 min)
• Assigning a Speaker to a Session (3 min)
• Viewing Registrants from the Sessions Tab (3 min)
• Printing Registrant Documents (3 min)
• Exporting Registrant Information from the Sessions Tab (3 min)
• Speaker Tab
• New Speaker Overview (3 min)
• Adding a New Speaker (3 min)
• Change Display Fields for the Speakers
• Speakers Bulk Actions (3 min)
• Adding instructional text in your conference registration(3 min)
• Registrants Tab
• Registrants Tab Overview(3 min)
• Adding a New Registrant as an Admin(3 min)
• Processing a Payment for Registration as an Admin(3 min)
• Marking Attendance and Granted CE Credits(3 min)
• Registrant Bulk Actions(3 min)

Custom Searches

• What are Custom Searches? (3 min)
• How to Set up a Custom Search (2 min)
• Setting up the Search Fields (3 min)
• Picking and Choosing Result Fields (3 min)

Events

• How to create an Event (4 min)
• Setting up an Event Registration Form (2 min)
• Creating Form Fields for your Registrants to Fill Out (3 min)
• Learn About all of the Different Form Fields That You Can Use (3 min)
• Customizing the Layout of your Registration Form (4 Min)
• Linking Your Event to Your Website (3 Min)
• Managing Your Registrants (3 Min)
• Configuring Your Calendar (3 Min)

Member Portal

• Why the Portal is Important to your Members (2 min)
• How to Create Content in the Member Portal (2 min)

Forms/Survey

• Forms and Survey Module Introduction (1 min)
• How to Create a Form Basics (2 min)
• Using Member Profile Fields on Your Form (3 min)
• Using Custom Form Fields on Your Form (2 min)
• Posting Your New Form Online (2 min)

Email

• Creating and Saving Email Templates (3 min)

Professional Development

• Introduction to Professional Development (3 min)
• How to Add a Single Activity (2 min)
• Importing Multiple Activities (3 min)
• Bulk Actions: Exporting (3 min)
• Bulk Actions: Deleting Activities (3 min)
• Bulk Actions: Mail Merge Documents (3 min)
• Activity Participants Overview (3 min)
• Adding a Participant to an Activity (3 min)
• Importing Multiple Participants into an Activity (3 min)
• Participant Bulk Actions: Exporting (3 min)
• Participant Bulk Actions: Emailing (3 min)
• Participant Bulk Actions: Mail Merge Documents (3 min)
  

Renewal Quotes

• Creating Bulk Renewal Quotes (3 min)

Membership Registration Forms

• Membership Registration Forms Introduction (2 min)
• Creating Membership Registration Forms (3 min)
• Assigning Membership Registration Forms to Member Types (3 min)
• Merging Duplicate Registration Forms(2 min)

Downloadable Recorded Webinars

Renewal Quotes

Training Resources

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