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
Adding panels to invoices
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
Translation
Enabling language translation
Editing translation dictionary phrases
Adding a Translation culture
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