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

Tailoring the homepage for logged in users

Accessibility best practices

Configuring responsive content

Using social media to login

Page Builder

Defining content records

Adding new pages to websites

Managing content

Managing images

Content security and access settings

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

Creating secure queries

Using the query audit tool

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

Creating a new source and adding it to a form

Panel Designer

Panel Designer Overview

Creating a multi-instance contact panel

Adding attachments to activity panels

Creating new panel sources

Adding a panel to an account page and reporting on the data

Process automation

Process automation overview

Process Automation Getting Started: Scheduled tasks

Process Automation Getting Started: Alerts

Creating scheduled tasks

Creating automated alerts

Displaying automated alert sets

Advanced capabilities of Process Automation alerts

Sending an automatic email

Sending scheduled reports

Understanding how to use conditions and data sources

Scoring

Scoring overview

Scoring FAQ

Customizing the provided score formulas

Creating and calculating new score formulas - Part 1

Creating and calculating new score formulas - Part 2

Updating the account page to use custom scores

Finding all engagement score leaders

Locating at-risk engagement score contacts and sending them an email

Scoring example: Creating a score formula based on event engagement

Scoring example: Creating a score formula based on membership participation

Scoring example: Calculating yearly scores

Scoring example: Reviewing historical scores from previous months or years

Document system

Document system - Part 1

Document system - Part 2: Access Settings

Translation

Enabling language translation

Editing translation dictionary phrases

Adding a Translation culture

Workbook Converter

iMIS Workbook Converter

Content Items

Query Menu

Query Template Display

Panel Editor

Donation Creator

Invoice Payment Link

Open Invoice List Display

Recent History

Event Display

Contact Account Creator

Contact Mini Profile

Content Collection Organizer