How to Videos

Links below are listed by the software/website that their guidance is relevant to

if there is a specific process that differs across the business units each may have a similar but nuances differences.

Gravity Forms

All of these videos require you to be signed in as an admin on the site where the form is located (EXNZ, YNZ, REPs, PA, Conference, Conference-lite)

Make a New Gravity Form

Importing and Exporting Forms

Embedding on a Webpage

Adding Coupons

Enabling Stripe (Payment)

Mailchimp

You need to be logged in to the mailchimp account to make these changes.

Reminders:

Delete “outdated” list BEFORE adding a new one.
Updating will NOT remove cancellations to ensure removal- make a new list.
Always add staff2020@exercisenz.org.nz manually once the list is updated

Upload New Mail List

Segments – Paid VS Free etc.

Webhooks, Short links, Download Links

You need to be logged in as an Administrator on the website you wish to edit.

Make an EANZ.NZ Shortlink

Links – Files to Download

Anchors/Webhooks

Stripe – Card payment

Stripe is enabled on all EXNZ Whanau websites- so its a case of enabling payments on any new forms that are created.

IF setting up a NEW website where stripe is required – please refer to Nathan or Sean for initial setup.

Enable Stripe on a Form

Accredible – E-Certificates

You need an accredible log in to undertake these tasks.

Editing Existing Certificate

Making a Single Certificate

Making a Batch of Certificates

EXNZ Specific Tasks

You need to be logged in as an Administrator on the website, or need server access to access files used to make lists from

Add Donated Membership to web (new member)

Changing Email address for Member

Finding and Resending Voucher after confirming payment

Edit data for new member to prepare for listing donation

Awards – Dropbox file upload requests

Extracting EXNZ Database for Mailchimp (inc stratification)

Survey Monkey Awards & Research

You need to be logged in as a user on Survey Monkey

1

2

3

Survey Monkey

Create a survey in Survey Monkey

Awards – NPS surveys for club entrants

Export Data from Survey Monkey (individual response to questions type – for awards)

Export Data – when all neeed together (1 sheet contants all answers and all respondants – useful for surveys)