Tutorials
Step by step guides for running your NPressive instance, for admins and for members.
All tutorials
Every guide, A to Z. Pick a category on the left to narrow it down.
- Groupings 3 min Add a File to a Grouping This tutorial explains how members can share files with the other members in a Grouping. Read tutorial
- Settings 2 min Add Billing Info and Choose a License This article shows you how to add your payment information and choose an NPressive license. Read tutorial
- Users 2 min Adding a New User NPressive v2 utilizes its own credentials system. Therefore, every person that will access it will need their own user account. Whenever you try to add a user, the application will guide you through a 3-step process. Read tutorial
- Settings 3 min Adding an Event Registration Form Admins may add a public registration form to any Event Read tutorial
- Onboarding 2 min Advanced Search Techniques Tips on how to improve findability with search results Read tutorial
- Groupings 2 min Assign a Manager to a Grouping This article shows you how to assign a manager to a grouping in an NPressive instance. Read tutorial
- Store 1 min Charge with stored payment method Admins can manually run a transaction charge using a member's stored payment method Read tutorial
- Store 2 min Connect Store to Stripe Admins can set up an e-store to sell many types of products and and process payments online Read tutorial
- Store 3 min Create an Invoice Order Admins can manually create order invoices and notify the member to pay Read tutorial
- Groupings 4 min Create an NPressive Grouping This article shows you how to create a grouping in an NPressive instance. Read tutorial
- Onboarding 3 min Create and manage your NPressive instance Steps for administrators to create and manage their NPressive instance Read tutorial
- Settings 2 min Creating a Stripe Account NPressive recommends Stripe for credit card payment processing. Their approach to transaction fees is simple—2.9 percent plus 30 cents per transaction. You won't have to worry about recurring or surprise fees. Stripe also provides options to accept Bitcoin and ACH/eChecks for even lower transaction fees. Read tutorial
- Settings 5 min Creating User Segments Admins may create segments of Users, called Audiences. Read tutorial
- Settings 2 min Customizing your Stripe Integration Once you have created a Stripe account, there are several options we recommend you customize. All the following configurations must be completed from within the Stripe dashboard. Read tutorial
- Settings 2 min Deleting an Instance Instance Owners may only permanently delete their portal instance= Read tutorial
- Users 1 min Deleting User Data Member Users may request the deletion of their profile data. Read tutorial
- Users 2 min Edit User Profile The NPressive member engagement portal provides each member secure access to information about other members. That data, however, is only as good as that which each member is willing to provide and keep up-to-date. Let's get you started in editing your profile. Read tutorial
- Users 2 min Edit Your NPressive Profile This article tells you how to edit your profile in an NPressive Instance. Read tutorial
- Onboarding 1 min Forgot password NPressive empowers users to reset their password in the event they forgot it. Read tutorial
- Store 1 min Impersonating A User Admins can impersonate a user to experience the portal from their perspective Read tutorial
- Users 2 min Importing Mass Data into Profiles There are several ways to capture data into the central database—via manual entry of a profile or profile data, submissions of a form that has data fields mapped to profiles, and finally a mass importation of data. This article discusses how to import data into the database from an external spreadsheet like a CSV or EXCEL file. Read tutorial
- Groupings 2 min Invite Members to a Grouping This article shows you how to invite members to a grouping in an NPressive instance. Read tutorial
- Users 3 min Invite Users to Become Instance Members This article shows how to invite users to join an NPressive Instance and become a member. Read tutorial
- Library 3 min Managing a Library Collection The NPressive Library module empowers a members to view categorized collections of digital assets. Let's get you started on managing your Library collections. Read tutorial
- Store 4 min Managing Orders Admins can fully manage their online orders and order statuses. Read tutorial
- Store 3 min Managing Products Admins can fully manage products for purchase, including price and availability Read tutorial
- Settings 2 min Managing Taxonomies (Categories and Tags) Admins may organize objects with taxonomies -- categories and tags Read tutorial
- Users 2 min Managing User Payment Method(s) Member Users may add and/or delete their stored payment method(s). Read tutorial
- Users 3 min Member Experience on Mobile NPressive is optimized for members using smartphones and tablets. We make it easy and efficient for members to check messages, browse directories, connect with groupings, and access the library while on the go. Read tutorial
- Users 6 min Membership Renewal Process The membership renewal wizard walks members step-by-step through the renewal process. Read tutorial
- Settings 4 min Message Automations Instances come pre-loaded with automations that auto-trigger based on specific data and conditions. Read tutorial
- Store 4 min Payment & Order Troubleshooting Does something seem off about your order or payment? This tutorial will help you troubleshoot the issue. Read tutorial
- Messages 1 min Personalizing Email and SMS Text Messages You are able to personalize any Email Message or SMS Text with any data field from a constituent's profile. Once delivered to a SmartList, the communication will display the personalized information for that individual constituent. Read tutorial
- Onboarding 1 min Portal Global Search The global search empowers you to search your entire instance by keyword. Read tutorial
- Store 2 min Re-assign, Update, Adjust an Order Admins can manually re-assign, update, or adjust an order, then notify the member of the change Read tutorial
- Users 4 min Recognize Members with Badges Member badges are a fun, visible way to inspire members to engage with your online community. They also allow you to recognize your members' contributions Read tutorial
- Messages 3 min Send a SMS Text Blast Features enables admins/managers to send one-way SMS text blasts to members from within Npressive. Read tutorial
- Messages 3 min Sending Messages within NPressive How to send a message from within the portal Read tutorial
- Settings 2 min Set a password NPressive empowers both a User and an Admin to set a new password for a user. Read tutorial
- Store 3 min Set Guest Mode Access Admins can limit access to the portal for either paid and non-paid member users Read tutorial
- Users 2 min Setting User as Admins This tutorial shows you how to enable a user to fully administrate our NPressive Instance. Read tutorial
- Library 4 min Share a File in an Instance Library This article shows you how to share a file in an NPressive instance Library. Read tutorial
- Library 2 min Share a Library File This article shows you how to share a file in the library in an NPressive instance. Read tutorial
- Integrations 2 min Syncing with MailChimp While NPressive CRM already includes the ability to send both bulk email messages and SMS text messages, some clients also seek advanced HTML email campaigns, engagement reporting, and delivery automation. For that, we recommend EmailChimp for email campaigns. Read tutorial
- Users 3 min Troubleshooting Member User Login Tips on helping a member user access and log in to NPressive Read tutorial
- Settings 3 min Understanding User Status This tutorial explains the various member user statuses and how they impact the cost of your NPressive instance. Read tutorial
- Library 3 min Upload a File to the Library This article shows you how to upload a file to the library in an NPressive instance. Read tutorial