RiSE videos
These videos will teach you how to add new web pages with unique master pages and themes, create a checkout page easily with Dynamic Content Items, how to use Easy Edit while building websites, and create automated alerts for staff and members.
For information about RiSE training classes, see iMIS Training.
Overview
RiSE Overview
Site Builder
Creating websites
Dashboards overview
Creating shortcuts
Understanding and modifying account pages
Tailoring the homepage for logged in users
Accessibility best practices
Configuring responsive content
Using social media to login
Theme Builder
Out-of-the-box themes
Changing the theme and layout of a site
Business Objects
Commonly used Contact business objects
Commonly used Invoice business objects
Commonly used Orders business objects
Commonly used Date-related business objects
Commonly used Events business objects
Commonly used Fundraising business objects
Intelligent Query Architect
IQA best practices
Using the Query Chart Viewer content item
Creating a simple query
Adding filters and links to an IQA query
Building a multi-level query
Creating groups in IQA
Form Builder
Form Builder overview
Form library
Using Drag-and-Drop mode in Form Builder
Using Advanced mode in Form Builder
Form Builder approvals
Form Builder Health check
Form groups
Displaying a form
Process automation
Process automation overview
Creating scheduled tasks
Creating automated alerts
Displaying automated alert sets
Advanced capabilities of Process Automation alerts
Sending an automatic email
Sending scheduled reports
Scoring
Scoring overview
Customizing the provided score formulas
Creating and calculating new score formulas - Part 1
Creating and calculating new score formulas - Part 2