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Getting Started: A Guide For New Association Staff
Getting Started: A Guide For New Association Staff

Recommended resources for new association admins to learn Novi AMS.

Melanie Dupont avatar
Written by Melanie Dupont
Updated today

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.

  • 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.

  • 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!

  • Novi Summit - Join your peers at our annual users' conference. It's a great opportunity for idea sharing, problem-solving, and fun!

  • 700+ articles (like the one you're reading now!). Bookmark help.noviams.com for easy access.

Novi Support

  • Reporting Bugs - Learn how to help the Novi AMS support team resolve issues quickly.

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!

  • 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.

Register for an upcoming live Welcome to Novi Session (it's free!):

Designed for staff who are new to Novi! Join us for a quick overview of the platform, essential features, and resources to help you feel confident moving forward—plus a live Q&A at the end.


General Admin

Start with these related articles:

  • 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.

This free group training is a necessity:

Get the essentials on managing records as an admin—learn how to add and edit records, update member statuses, and more!


Membership

Dive into these related articles:

  • 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.

Build your membership skills with these free trainings:

Member Records
Member Records covers the basics of managing records as an admin. You'll learn how to add & edit records, member statuses in Novi, and more!

Would you agree that membership dues & revenue are integral to associations? If so, Transactions Training is a do-not-miss. You'll learn about the types of transactions you'll see in Novi and the renewal process.

Last but not least, you'll probably need to pull membership reports from time to time, right? We'll show you how to configure Novi's built in reports & get a basic understanding of how to build custom reports.


Events & Education

Brush up with these helpful guides:

  • Event Ticket Setup - Learn how to create and customize event tickets for attendee registrations.

Free and useful? These trainings are both!

Learn the ins and outs of event setup in this one-hour training. We’ll cover how to create and manage events, what members see on their end, how registration works, and tips for keeping everything running smoothly.

Want your events to stand out on your website? This training will show you how to use our content editor to create eye-catching pages, update your homepage, and manage your site’s navigation with confidence.


Marketing

Unlock more tips in these articles:

  • 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!

You’ve got this—these free trainings can help:

Learn how to set up and manage Groups and Committees in Novi with ease. This training covers the basics—from creating a new Group or Committee to syncing them with Mailchimp or Constant Contact for seamless communication.

As a marketer, your website is prime real estate—and this training shows you how to make it shine. Learn how to add new pages, update your homepage, edit navigation, and use CMS templates and the content editor to build eye-catching, on-brand content. Perfect for promoting events, campaigns, and keeping your site fresh and engaging.

Understanding your member data is key to targeted, effective outreach. This training shows how to navigate and manage member records like a pro—from creating and configuring records to understanding membership statuses and terminology. You'll walk away with the tools to better segment, personalize, and connect with your members.


Website Content

Get the full picture with these help articles:

These free trainings can help you get the hang of things:

If you’re the go-to person for website updates, this training is for you. You’ll learn how to add new pages, edit navigation, update homepage content, and use the content editor to keep everything looking sharp and on-brand. It’s everything you need to manage the site with confidence—no tech background required.

Groups and Committees in Novi aren’t just for communication—they’re also key to controlling access to certain webpages. In this training, you’ll learn how to set up Groups and Committees, and how to sync them with Mailchimp or Constant Contact for targeted outreach.


Accounting

Amplify your skills with these resources:

  • Item Sales Detail Report - This report includes sales data from QuickBooks combined with membership details from Novi AMS.

Trainings we recommend to build your expertise!

Get a clear look at how Novi and QuickBooks Online work together. This session covers the Transactions section and takes a deeper dive into how renewals and drops are handled in Novi.

We highly recommend setting aside an hour to watch the video—even if you're already a QuickBooks Online pro. It might feel like a big time investment now, but it’ll save you plenty of time (and frustration) down the road. Join us for a walk through the QuickBooks Online basics. Trust us—it’s worth it.


Member Experience

Explore more tips and tricks here:

New here? These free trainings are a great first step:

Curious how event registration actually works for your members? In part of the training, we’ll walk through the full experience—impersonating a user to show how registration looks for both attendee-based and ticket-based events. We’ll also highlight features like locked tickets, ticket categories, and conditional options so you can confidently build and manage your events.

Before you can build a Member Directory, you'll need to create a Group or Committee first. Get the basics on how to create them in this training.


Ecommerce

Check out these articles:

  • Create a New Product - Learn how to create a product in Novi or import an existing product from QuickBooks.

  • View the entire Ecommerce article collection.

Become an Ecommerce pro with our free training:

Want to make the most of your online store? This training covers everything you need to know about managing products in Novi—from adding new items and promo codes to handling orders, refunds, and notifications. You’ll also learn where products appear for members and how to control the display order in your store.


Reporting

Take a deeper dive with these articles:

Want to level up? This training is free and easy sign up for:

New to reporting in Novi? This training will walk you through the basics, including the types of reports available, how to build a simple custom membership report, and when it makes more sense to use a report versus a group or committee. Perfect for getting the data you need—fast.


Tip: Bookmark this article in your browser for future reference!

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