Advancement

Advancement

Advancement tracking is useful for tracking the progress of your contacts (example, businesses who want to keep track of training and education of employees, or scouting organizations who want to keep track of scout ranks and merit badges.

Each "track" represents a progression toward attaining a goal or certification. Within each track can be multiple ranks, representing intermediate steps to attaining the final goal. Within each rank are requirements that must be met to achieve that rank. When all of a rank's achievements are met, the rank is automatically given to the person.

Some advancement tracks only have one rank. An example of this might be a certification that someone attended a class, or for scouts, that someone earned a merit badge. These tracks are shown last and show all of the single-level tracks together, for more efficient display of information.

 

You can click on any bar in the charts to view those contacts who have completed or are working toward a rank

Create New Advancement Tracks

Exercise 4F: Create New Advancement Tracks

1. Open up your GreenRope account

2. Click on the "Guide Me" button

3. Complete the “Create New Advancement Tracks” exercise

For reference, here are the steps to create new advancement tracks:

1. Open up your GreenRope account

2. In the group drop-down list, select the group your email template is saved in

3. Hover over Apps

4. Click Advancement

5. Click the Create New button

6. Enter the New Advancement Track name

7. select a type

8. Click Create

9. Click on the "

 

EBOOK: Add screenshot of section

LMS: Add gif of steps

Recording Advancement/Progress of Members

Exercise 4G: Recording Advancement/Progress of Members

1. Open up your GreenRope account

2. Click on the "Guide Me" button

3. Complete the “Recording Advancement/Progress of Members” exercise

For reference, here are the steps to add lead scoring:

1. Open up your GreenRope account

2. In the group drop-down list, select the group your email template is saved in