If you are a new staff member of an organization using Novi AMS, welcome to the team! First and foremost, if you don't already have access to the database as an admin, ask your supervisor to follow the steps in this article to get you set up.
Training Resources
Live Session: Welcome To Novi - This introductory session is designed for staff who are new to Novi. Together, we’ll explore who we are, what we do, and how you can navigate Novi with confidence.
Registration: https://hq.noviams.com/events/welcome-to-novi
Live Group Training (as available) - We host free group trainings on the Novi basics. Anyone new or wanting to brush up on basics can join!
Training topics include Member Records, Website Content, Events, Groups and Committees, Transactions, Ecommerce, and Reports.
If you're brand new, start with the Member Records training first, since it reviews how to add and manage records in Novi.
Get registered for an upcoming session: https://hq.noviams.com/events/novi-group-training-sessions.
Group Training Recordings - Can't make the live training times? No problem! Access the most recent recordings here.
Please note, you'll need to create an account first on our Novi HQ site to access this page.
1:1 Training or Workshops - If your team is looking for hourly personal training or workshop time with one of our team members, view more information on 1:1 time here!
Roundtable sessions on various Novi topics - All Novi admins are welcome to join us for these conversations on Novi tips, tricks, and best practice sharing.
Or check out previously recorded roundtables.
Novi Summit - Join your peers at our annual users' conference. It's a great opportunity for idea sharing, problem-solving, and fun!
Want to see pictures from previous years' events? Click here!
700+ articles (like the one you're reading now!). Bookmark help.noviams.com for easy access.
Novi Support
Receiving Customer Support & Updates via Intercom - Learn how to use Intercom ("the blue bubble") to communicate with the Novi AMS Support and Product teams.
Reporting Bugs - Learn how to help the Novi AMS support team resolve issues quickly.
Prioritizing Your Novi AMS Feature Requests - A message from our founder on how we incorporate the ideas and feedback of association professionals into every line of code we write.
AE Tip: Every organization uses Novi in a slightly different way, so be sure to reference your internal process documentation in addition to Novi's help articles.
Recommended Reading to Get Started
Everyone should start here!
Novi Terminology - Learn the terminology that Novi uses.
Members List - The Members List in Novi is the default landing page on the backend when you login as an admin. This list displays all of the records in the database.
Novi Notes - This is an admin-only page on your Novi website where notes and processes specific to your organization are listed for reference. We highly recommend checking this out so you know how your association uses Novi.
Configure Columns for Easy Reporting - Learn how to adjust the display columns that show in list views on the backend.
General Admin
General Admin
Create a New Company or Person - Create a new member record in the Novi admin.
How to move someone from one company to another in your Novi database - Learn what to do when someone moves to a new company.
Password Reset from Admin - Learn how to help users reset their passwords (from the backend).
Merge Members in Novi AMS - Learn how to merge a company or person in Novi AMS, and when it's more appropriate to merge directly in QuickBooks.
Membership
Membership
Getting Started: A Guide To Members in Novi AMS - Learn about the membership lifecycle in Novi: Join, Renew, and Drops.
Recent Signups - A daily workspace to review new members, new accounts created on the site, and oversee recent signups.
Member Activity Timeline - A record's Activity Timeline is an interactive tool that allows admins to track important notes, calls, emails, tasks, and other member activities.
Membership Change Report - a report showing how many members have been added, dropped, and retained within a defined time period.
Tracking Paid Renewals in Novi - How to pull reports of paid membership renewals.
Events & Education
Events & Education
Create an Event - Learn the basics of how to set up an event.
Event Ticket Setup - Learn how to create and customize event tickets for attendee registrations.
Cancel an Event Registration - Learn how to cancel an event registration with a full refund, a cancellation fee, or no refund at all.
Tracking Attendance and Continuing Education - Learn how to track meeting attendance and manage continuing education credit types, instructors, and education reports.
Marketing
Marketing
Create a New Group in Novi - Novi's Group feature is a way to segment your database into groups that have certain commonalities.
MailChimp and Novi AMS Integration Overview - Find in-depth information on this integration and the answers to our most frequently asked questions including how to create campaigns, how to locate groups in MailChimp, and more!
Constant Contact and Novi AMS Integration - In-depth steps & information on this integration and answers to our most frequently asked questions including how to create campaigns, how to locate lists in Constant Contact, and more!
Website Content
Website Content
Add a New Page to Your Website - Adding new pages to your website has never been easier.
Formatting Website Content on the Frontend - Discover how easy it is to make changes to the formatting of content on your Novi site.
Posting a Blog (News) Article - How to add and write a new article on your Novi website.
Selecting the Appropriate Template for your static page - How to choose the best page template for better readability and a great user experience on your content pages in Novi AMS.
Accounting
Accounting
Getting Started with Accounting in Novi AMS - This resource is for finance directors, bookkeepers, accountants, and anyone that has access to your organization's QuickBooks Online account.
The Novi Accounting Transaction Section - How to navigate the Transactions section in Novi AMS.
Cheat Sheet: QuickBooks Settings, Transactions & Objects that sync with Novi AMS - See a quick list of all of the QuickBooks settings, transactions & objects that sync with Novi AMS.
Cheat Sheet: Four Common Transaction Types - Learn the four most common accounting transaction types used in QuickBooks and Novi - a quick guide for non-bookkeepers.
Receive a Payment in Novi AMS - Learn how to receive a payment in Novi AMS.
Item Sales Detail Report - This report includes sales data from QuickBooks combined with membership details from Novi AMS.
Member Experience
Member Experience
Member Compass: Novi's Online Member Portal - Learn what the Member Compass is, what it looks like, and how your members can see and use it.
Member Event Registration from Frontend Website - Learn how members can register for events on your association's website.
Member Directory - A guide to creating member directories.
Ecommerce
Ecommerce
Create a New Product - Learn how to create a product in Novi or import an existing product from QuickBooks.
Processing Ecommerce Orders - learn how to fulfill Ecommerce orders.
Adding and Setting Up Promo Codes - How to create and set limitations on promo codes.
Ecommerce Sales Reporting - view a list of all product purchases for product orders processed through Novi AMS.
View the entire Ecommerce article collection.
Reporting
Reporting
Configure Columns for Easy Reporting - Learn how to adjust the display columns that show in list views on the backend.
Novi's Configurable Built In Reports - Novi has a selection of configurable pre-built reports to help you filter, pull and visualize your data quickly.
Creating Custom Membership and Event Reports - How to pull the data you need out of your database by creating custom reports.
Tip: Bookmark this article in your browser for future reference!