How To

These articles provide help on how to do anything and everything in AMO.

Filter the articles by feature to assist your search for a solution.

Donation Management

Add a Donation Fund

How to Add a Donation Fund If you haven’t read Donation Management yet, check it out here. It goes over general settings and set-up. To get started, navigate to Donation Management >> Donation Funds, click the Add Donation Fund button at the top...

read more

Create a Donation Record

Create a Donation Record This function is purely for internal use. Let’s say a member mails in a check and you want to create a donation record for it, go to Donation Management and then Manage Donations and click the Create Donation...

read more

Delete a Donation Fund

Deleting a Donation Fund To delete a donation fund go to Donation Management and then Donation Funds. Click the trash can on the right side of the table.     The selected donation fund will open. Scroll all the way to the bottom of the record....

read more

Edit and Update a Donation Fund

Edit/Update Donation FundTo edit an existing donation fund, click on Donation Management and then Donation Funds. Click the pencil icon next to the donation fund you would like to update.  You might notice there is now a Chart URL link listed in your fund.  If you...

read more

Make a Donation

How to Make a Donation You can even make a donation right from within your admin.   Go to Donation Management and then Manage Donations Click the Make Donation button. Select the donation fund from the drop down list Choose the...

read more

Search Donation Records

Search Donation Records To search your donor records, click on Donation Management and then Manage Donations.     You can search the donor database by filling out any portion of the search criteria. So you can search by any combination of...

read more

Dues Management

Add Dues Type and Dues Details

How To Add a Dues Type: Please first read the Getting Started: Dues Type article for further information on Dues Type. 1. Click the green + button to bring up a screen allowing you to create your settings for this specific dues type. 2. Enter title for Dues Type &...

read more

Add Information to Invoice Footer

How To: Add Info to Invoice Footer To change what’s in the footer of the PDF copy of a dues invoice: 1. Navigate to Dues Management >> Payment Messages. The very first box titled “Alternative Return Address For Dues PDF’s:” will replace everything in the footer....

read more

Change Invoice Logo

How To: Change Invoice Logo The logo on invoices is universal for all PDF invoices in the system. To add or update your logo, 1. Navigate to found Website Management >> Website Styles >> PDF Logo 2. Once you’ve added a file, be sure to click “upload PDF...

read more

Change Line Item on Invoice

How To: Change Line Item on Invoice As a default, AMO will automatically list the dates through which their membership is active as the line item on your dues invoices. To change that line item, Navigate to Dues Management >> Dues Types and open up the dues type...

read more

Control Dues Type Selection on Membership Applications/Renewals

How To: Control Dues Type Selection on Membership Applications / Renewals AMO has recently updated to include any Dues Type on the Membership Applications / Renewals, this article will cover how to select which Dues Types appears on the Member Applications and...

read more

Delete a Dues Type and Dues Details

How To Delete a Dues Type: 1. To Delete a Dues Type Click the “Trash” Icon 2. A confirmation page will appear, ensuring this is the correct Dues Type before you click “Yes, Delete” How To Delete a Dues Detail: 1. Click the “Edit”...

read more

Replicate a Dues Type

How To Replicate a Dues Type: Please first read the Getting Started: Dues Type & Add New Dues Types & Dues Details for further information on Dues Type. Replicating a Dues Type is commonly used for creating a new dues detail for the next year of...

read more

Send Dues Invoice to Members

How To: Send Dues Invoice to Memberss You must first setup your Dues structure before sending invoices, please read Getting Started: Dues Management Once you’ve set up your dues structure it’s time to send out an invoice to all members in your database so they can log...

read more

Set Grace Period

How To Set Grace Period Grace Period  allows you to set how many days your members will have access to their member portal after expiration of their membership. 1. Navigate to Dues Management >> Grace Period After this period, they will only have an option...

read more

Set Up Dues Auto Pay

How To: Setup Dues Auto Pay AMO has the ability to automatically charge your member’s credit card for their Dues Renewal invoices. For the Auto Pay system to work properly, your Association must meet these requirements: This feature only works with Stripe,...

read more

Set Up Dues Notifications

How To: Set Up Your Dues Notifications To set up your first notification, navigate to Dues Management >> Dues Notification. Click on the green plus button Fill out the necessary fields listed below: Dues Notification Name Days Offset: Tells AMO when to send the...

read more

Set Up Payment Messages

How To: Setup Payment Messages Payment messages are the confirmation messages members will see once they’ve paid their membership dues. If these fields are left blank, AMO will default to a general confirmation message. 1. To get started navigate to Dues...

read more

Turn On/Off Dues Notifications Output

How To: Turn On / Off Dues Notifications Output Dues notifications are run daily; if you keep receiving reports with no information, most likely it’s because there was nothing found for the current day that matches with your associations records. To turn off...

read more

Update Dues Type and Dues Details

How To Update a Dues Type: 1. Click the Edit Icon to open the Update Dues Type Screen. 2. Here you can update or add any information that may have changed or needs to be updated.     How To Update Dues Details Click the “Details” tab to add new or update...

read more

Event Management

Add Activity Types

How To: Add Activity Types Please first read these articles before proceeding: – Getting Started: Event Management Activity Types are types of activities that would occur inside of an Event, you will need to set these before creating an Event. 1. Navigate to...

read more

Add Attendee Status Types

How To: Add Attendee Status Types When your event comes and goes, you’ll want to see who actually attended the event. To help in this task, create Attendee Status Types. 1. Navigate to Event Management >> Attendee Status Types 2. Click the + Icon to create a new...

read more

Add Education Types

How To: Add Education Types You may offer Continuing Education Opportunities outside of AMO or you may allow your members to complete CE from an outside vendor or online education tool.  In any of these cases, you will want to have your members report their CE...

read more

Add Event Types

How To: Add Event Types 1. Navigate to Event Management >> Event Types 2. Click the green + Icon 3. Enter an Event Type name & Description

read more

Add Logo to Certificate

How To: Add Logo to Certificate To get started: 1. Navigate to Website Management >> Website Styles and you’ll see a file uploader for your “PDF Logo”. After doing so, click back into Courses from the Event Management module and click...

read more

Adjust Attendee Registration Activity

How To: Adjust Attendee Registration Activity AMO allows you to adjust an Attendees registration activity, please see the below instructions for a Step by Step guide. If you haven’t created an Event / Event Activities, Please first read these articles before...

read more

Create an Event

How To: Create an Event Please first read these articles before proceeding: – Getting Started: Event Management – How To: Add Event Type To Get Started: To began creating your event, head to the Event Management >> Events. 1. Click the “Green...

read more

Create Priority Codes

How To: Create Priority Codes Priority codes can be created in the Event Activity Area to allow Event Attendees a discount or complimentary registration cost. If you haven’t created an Event yet, please read the following Support Articles – Getting...

read more

Generate Course Certificates

How to Generate Course Certificates After members have completed a course, you have the option to generate certificates for each participant, detailing when the course was, what is was and how many hours or credits that participant received. To ensure that only the...

read more

Manually Register Attendees

How To: Manually Register Attendees 1. Navigate to Event Management >> Events 2. Click the Edit Icon next to your Event 3. Click the Register tab. you’ll be brought to a screen to register attendees 4. Search for the existing Individual, click Filter 5. To...

read more

Refund Event/Adjust Registration

How To: Refund Event / Adjust Registration AMO has the ability to refund an event & make an adjustment / update to a registration activity. To Get Started: 1. Navigate to Event Management >> Events 2. Click on the “Edit” Icon next to the...

read more

Report Education Credits

How To: Report Education Credits As an administrator, you can see an up-to-the-moment look at Education Credits by looking at the “Education Report”. To get started: 1. Navigate to Member Management >> Reports 2. Select the “Education Report” from the drop-down...

read more

Run Priority Code Report

How To: Run Priority Code Report Priority code reports can now be found at the top report level and all event reporting levels, in addition to the individual code level (accessible via icon on the priority code datatable). Please see the below instructions. 1....

read more

Set up Event Activities and Groups

How To: Set Up Event Activities and Activity Groups Please first read these articles before proceeding: – Getting Started: Event Management – How To: Create an Event Event Activities and Activity Groups are the tools that really make Event Management...

read more

Set Up Event Registration

How To: Set up Event Registration Please first read these articles before proceeding: – Getting Started: Event Management – How To: Create an Event To get started: 1. Navigate to Event Management >> Events 2. Click the “Edit” Icon next to...

read more

Set up Registration Discounts and Penalties

Registration Options You can create discounts for early registration or even penalty pricing for late comers, using the Valid From and Valid To fields in the Activities area. For example, let’s split the Registration into three parts—an Early Bird...

read more

Trigger Conditional Event Options

How To: Trigger Conditional Event Options AMO has added the ability to trigger activity groups on-or-off depending on selections made during registration. This allows you to present different options during event registration depending on what is selected – a...

read more

View Past Events

How To: View Past Events AMO has two locations to view past events, either from the Dashboard or in the Event Module as well. If you haven’t created an Event yet; please see the following support article: – Getting Started: Event Management Please see...

read more

Financial Management

Add a Billing Type

Add a Billing Type 1. Billing Type Enter the name of your Billing Type. Some examples are: Visa, American Express, Check, etc.   2. Processing Type Select the type of transaction that the Billing Type is associated with.   3. Display Order Type in a number...

read more

Connect Your Stripe Account

Our Integration with Stripe It’s time to take some payments and it’s extremely easy with Stripe. You can setup an account with Stripe by clicking here. This will allow your members to pay by credit or debit card while making a payment through...

read more

Set Up Dues Auto Pay

How To: Setup Dues Auto Pay AMO has the ability to automatically charge your member’s credit card for their Dues Renewal invoices. For the Auto Pay system to work properly, your Association must meet these requirements: This feature only works with Stripe,...

read more

Integrations

Add Your Authorize.net Account

Our Integration with Authorize.net It’s time to take some payments and it’s fast and secure with Authorize.net. This will allow your members to pay by credit or debit card while making a payment through AMO. Whether it be for events, membership, the...

read more

Set Up SendGrid Analytics

We have partnered with SendGrid to provide email analytics to your broadcast messages. To setup your SendGrid account, follow the instructions below.   Visit SendGrid Here Click on the “Transactional Email” Button Click “Get...

read more

Setup Mailchimp

We’ve made a new friend—MailChimp We’re excited to announce our integration with MailChimp (MC) so that you can send your contacts from AMO to add new contacts and to update existing ones in your email marketing lists. Here are some of the perks of using...

read more

Invoice Management

Create a One-off Invoice

Times arise when you may need to create a one-off invoice whether it is for a last minute sponsorship or another fee of some sort. Invoice Management allows you create these types of Invoices to have at your disposal to make this task quick and easy.Invoice...

read more

Member Management

Add Affiliated/Subsidiary Organizations

How To: Add Affiliated/Subsidiary Organizations AMO has recently added the ability to apply Top level organization payments automatically to subsidiaries/affiliates. 1. To get started navigate to Member Management -> Organizations 2. Click the “Edit”...

read more

Add an Organization

How To: Add an Organization To Get Started: 1. Navigate To Member Management >> Organization 2. Click the “Green Plus” Icon to add a new Organization 3. A screen will appear to fill out some General Information about the Organization. – Enter...

read more

Add and Attach a Member Type

How To: Add / Attach a Member Type After you import your membership data into AMO, you may need to add an additional member type and connect it to an individual or organization. To add a new member type, 1. Navigate to Member Management >> Member Types 2. Click...

read more

Add and Edit Individuals

After your initial import of data, you may need to add additional individuals or organizations to your database. How To: Add Individuals 1. To do so, navigate to Member Management >> Individuals 2. Click the “Green Plus” button to add a new...

read more

Add Custom Field Categories

How To: Add Custom Field Categories1. Navigate to Member Management >> Custom Fields2. You’ll now be at the Custom Fields area, scroll down and click the Green Plus Icon to add a Category3. You’ll see a screen as below, enter a Category Name & Select if this...

read more

Add Custom Fields to Individual or Organization

How To: Add Custom Fields to Individual / OrgAMO has made a recent update to allow Custom Fields to be added to an Individual & Organizations records, this is a very powerful feature that can work in many different ways to make AMO be able to have custom data for...

read more

Add Custom Fields to Member Types

How To: Add Custom Fields to Member Types AMO has recently added the powerful ability to add Custom Fields to Member Types. If you haven’t created a Member Type or Custom Fields yet, please first read these following support articles: – How To: Add /...

read more

Add Members to Groups

Now that you’ve created your group, it’s time to add members to it if you want these members to auto-join the group.   Click “edit” on the group you would like to add a member to from the list of groups. Scroll down the page past the “Current Participants” and...

read more

Allow Editable Individual Custom Fields

How To: Allow Editable Individual Custom FieldsAMO has recently added a new feature to allow Individual Members to update their own Custom Fields in the My Profile Area of the Member Center if enabled.If you haven’t created Custom Fields yet, please first read...

read more

Convert Individual Members to an Organization

You might have multiple people from an organization or company that have previously been paying as individual members. Perhaps their company has decided they would like to cover the cost of membership and make one payment for all employees. AMO can help you provide...

read more

Create Private Groups

You may already have your users participating in groups which have their own Discussion Boards, Broadcast Messaging, Calendars, and Shared Documents but now you can make the entire group private! This feature has been requested for internal staff purposes, ad hoc...

read more

Enable Custom Fields on Member Dues Renewal

How To: Enable Custom Fields on Member Dues RenewalAMO has recently added a new feature to allow Custom Fields to be displayed and/or required on the Members Dues Renewal process if enabled.If you haven’t created Custom Fields yet, please first read the...

read more

Enable Custom Fields on Membership Applications

How To: Enable Custom Fields on Membership Applications AMO has recently added a new feature to allow Custom Fields to be displayed and/or required on the Membership Application process if enabled.If you haven’t created Custom Fields yet, please first read the...

read more

Find Archived Email Messages

View a list of your historical messages: Head to Member Management >> Reports >> Select Messaging Report in the Report Type drop down. Fill out any of the filter fields to refine your search, or simply hit the “Get Report” button to see the entire list....

read more

Reset Members Password

How To: Reset Members Password When Members are having issues with their password, they can click Reset Password to receive an e-mail to reset their password. AMO also has the ability to let you reset their password for them, please see below for a step by step guide....

read more

Mobile

Mobile

Getting Started: Mobile Mobile is coming soon to AMO at an affordable add-on cost! Check out The AMO Mobile App Founder’s Club for more information!

read more

Polls & Surveys

Create a Poll

How to Create a Poll Creating a new poll is a two-step process.   Step One: Adding a Question You can easily add a new poll by clicking on the Add A New Poll link at the bottom of the list of poll questions. A simple text box will open. Enter the question and...

read more

Create a Survey

How to Create a Survey Creating a new survey is a two-step process.     Step One: Set Survey Settings Add a new survey by clicking on the Add A New Survey link at the bottom of the list of current surveys. Enter a title for your survey. Select the type of...

read more

Create an Event Survey

How To: Create an Event Survey Surveys allow you to be able to collect feedback from Attendees after hosting an Event. Please first read the following Support Article: – Getting Started: Polls & Surveys Please see below for a step by step guide on how to...

read more

Edit a Survey

How to Edit a Survey To edit a survey, click on the Edit This Survey link below the survey you’d like to edit. Note: this allows you to edit the survey settings, header, and footer — NOT the questions or answers.     This will take you to the Edit...

read more

Edit or Delete Poll Question

How to Edit or Delete Poll Question To edit an already existing poll question, click on Update This Poll under the appropriate question and the same text box will open. Make your changes and click Update Poll.     To delete a poll question, click on Update...

read more

View Poll Results

How to View Poll Results To view the results of a poll you have conducted, click View Poll Results in the associated poll’s drop-down menu. You will see a set of bars showing both the number of votes per choice and the percentage of votes per choice....

read more

View Survey Results

How To: View Survey Results To view the results of a survey you have conducted, please see the below step by step guide. 1. Navigate to Polls and Surveys >> Surveys 2. Expand the Survey you would like to see the results 3. Click Survey Results  ...

read more

Sponsorship Management

Add a Sponsorship Program

To get started, navigate to Sponsorship Management >> Sponsorship Type and click the green plus button to add a “Sponsorship Type”. Once you’ve named your sponsorship and given it a description, save your work. Once saved, click the edit tool...

read more

Add Sponsorship Options to a Webpage

Add Sponsorship Options to your Webpage To allow your users to purchase sponsorships from your AMO site, we will be using dynamic buttons in the website editor. To start the process, navigate to Website Management >> Webpages and either create a new web page or...

read more

Store Management

Set Up Flat Rate Shipping

Flat Rate Shipping Though flat rate shipping is not currently a built-in option in the online store, it is possible to implement in just a few short steps. Remove all shipping costs from individual products. Create a new product called Flat Rate Shipping and...

read more

Set Up Online Store

AMO Online Store: Set-Up Within AMO you have the ability to set up a basic online store. To get started:   Step One: Store Settings The best place to start is by establishing the general settings for your store. Click on the Store Settings link in the Online...

read more

Website Management

Add a Banner Ad to a Webpage

Adding a Banner Ad to your Webpage To add a banner ad to a particular web page, navigate to Website Management >> Webpages and select the page you’d like to add a banner to. If you haven’t set up you banner ad first, do so in the Website Management...

read more

Add a Button (Display Area) to Member Center

In the member center, there are multiple buttons you can turn on and off for members like events, groups, a job board, committees and more. When you first configured your member center, you may have removed or deleted certain buttons that weren’t relevant or...

read more

Add a Notification

Adding a Notification Notifications are different from announcements, in that they are only shown in the member center above the navigation and content area and run like a ticker scrolling through the number of notifications. You can adjust the date range for how long...

read more

Add a Webpage

AMO’s CMS is very easy to use and does not require any knowledge of any code to update or create new pages.   Add a New Webpage Click “Add a Webpage” which is below the Navigation Menus. First you need to select which Navigation Menu you want to place your...

read more

Add Announcements

Adding Announcements You can place a live stream of announcements on your website using the Announcements List. To get started, navigate to “Website Management >> Announcements and click “Add Announcement” and state whether this is a recurring announcement...

read more

Add JavaScript Code

Adding JavaScript Code You have the ability to add Javascript code snippets to your website, which is an easy way to add extra functionality to your site. It is commonly used to insert features like Facebook “Like” buttons or live Twitter feeds. This...

read more

Add Policy Messages

How To: Add Policy Messages AMO has areas for your website to customize the Privacy Policy, Refund Policy, and Terms & Condition 1. To get started, navigate to Website Management >> Policy Messages 2. Check the box to display the Privacy Policy on the footer...

read more

Add Sliders

How to Add a Slider to Your Webpage     AMO allows you to create a series of animated, rotating images (also known as “sliders”) that can be used on different pages of your website. It’s very easy to add new slides and adjust the settings...

read more

Add Tab to Navigation Menu

  The navigations menus are the building blocks for your website’s structure. To add a new tab to your navigation, click “Add Menu” to bring up the settings. Use the Menu Order field to determine what order this tab will display in your navigation bar. If two...

read more

Add Tags

  Inserting tags Head to Website Management >> The icon in the lower left-hand corner of the toolbar is where “Tags” are located. You can use Tags to insert calendars, registration buttons, events lists, banner ads and many more...

read more

Create a Banner Ad

Creating a Banner Ad Banner ads can be used on their own or with sponsorships. This how-to won’t focus on the sponsorships though; just how to create and manage banner ads.     Start by finding Banner Ads in the navigation under Website Management....

read more

Create and Add Forms

Using the Forms feature, data can be collected from your website by creating an online form or a landing page.  Add a New FormCreating a new form is similar to setting up a new survey. First, create the basic parts of the form and then create the questions and...

read more

Customize the Display Areas

How to Customize the Display Areas The Display Areas are the modules shown to users when they are logged into the Member Center. You can add custom buttons that can link to special pages of your site or link out to other websites. You can adjust the titles of the...

read more

Edit Banner Ad

Editing a Banner Ad You can edit your banner ad by clicking the pencil next to the ad list. If your ad is inactive (the active dates for display have past) you’ll want to click the “All Ads” button to see all active and inactive ads.

read more

Email Documents to Members

Email Documents to Members You can also choose to send the document as an attachment if users have chosen to receive an email when new documents are sent. This can help you get the information out to your members easier and quicker. You may create multiple folders and...

read more

Organize and Store Documents

How To: Organize / Store Documents in AMO You can upload documents within AMO that can be sent out to your members or held in your database, we’ve recently made some enhancements to allow further categorization & bulk uploads. See below for a step by step...

read more

Redirect the Homepage

How To: Redirect Homepage If you have a non-AMO hosted site and would like to have the AMO Site redirect to your main website, it’s simple to add a Javascript Redirect in AMO, please see below for a step by step guide. 1. Navigate to Website Management >>...

read more

Restrict Page Access by Member Type

You can restrict or allow access to individual web pages based on member status or type. Within Website Management click on Navigation Menus. Here you will set the default permissions for each menu item. By checking and unchecking the boxes next to the...

read more

Set Up Dues Auto Pay

How To: Setup Dues Auto Pay AMO has the ability to automatically charge your member’s credit card for their Dues Renewal invoices. For the Auto Pay system to work properly, your Association must meet these requirements: This feature only works with Stripe,...

read more

Video: Navigation Menus

  The navigations menus are the building blocks for your website’s structure. To add a new tab to your navigation, click “Add Menu” to bring up the settings. Use the Menu Order field to determine what order this tab will display in your navigation bar. If two...

read more

Video: Webpage Content Editor: Part 1

This video goes over the basic text-related content editing tools in AMO’s website content editor — including aligning, paragraph spacing, making lists, adding quotes, etc.

read more

Video: Webpage Content Editor: Part 2

This video is part two of the webpage content editor. The video goes over files, images, and embedding youtube videos. 

read more