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  • Getting Started
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  • Platform Administration
    • Customize your platform
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    • Communicate with members
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  • Tips & More
    • Designs tutorials
    • Campaign Ideas
    • Trusted Family Webinars
    • Success strategies
    • Tips & tricks
    • Use Cases
      Back to home
      1. Help Center
      2. Tips & More
      • Getting Started
        • Trusted Family on mobile
        • Intro to the platform
        • Join an existing platform
        • Understand roles & permissions
      • Using the Platform
        • Surveys
        • Groups
        • Family Tree
        • Document Management
        • Media Apps
        • Private Vaults
        • Messaging
        • Member Directory
        • Article Creator
        • Calendar
        • Newsletters
        • Newsfeed
        • Events
      • Your Profile
        • Access your account
        • Manage two-factor authentication (2FA)
        • Manage your profile
        • Adjust your notifications
      • Platform Administration
        • Customize your platform
        • Set up a new platform
        • Customize your family tree
        • Adjust settings & permissions
        • Communicate with members
        • Manage members
        • Configure access & security
      • Tips & More
        • Designs tutorials
        • Campaign Ideas
        • Trusted Family Webinars
        • Success strategies
        • Tips & tricks
        • Use Cases

      Tips & More

      Templates, campaign ideas and white paper to help you engage your members.

      Designs tutorials

      • Design folder covers using Canva
      • Design a button for your newsletter
      • Design a Polaroid newsletter header
      • Design a simple newsletter header
      • Design custom images for your newsletter
      • Design titles for numbered sections in newsletters
      • Design folder covers using PowerPoint
      • Design a simple gradient footer for your newsletter
      See more

      Campaign Ideas

      • Family Fun Holiday Challenge
      • Campaign idea: 4 things you might not know about the platform
      • New Year Campaign Ideas

      Trusted Family Webinars

      • Wealth of wisdom: the top 50 questions wealthy families ask by Tom McCullough and Keith Whitaker
      • Communication in times of crisis
      • Reaching beyond 100 years: preparing for continuity inhibitors for generational success by Susan Fulford

      Success strategies

      • How to relaunch non active members?
      • 10 tips for an engaging newsletter
      • Smart web resources to enrich your newsletter
      • Checklist to make your platform admin role easier
      • Content ideas for family engagement
      • Virtual success: a guide to planning online meetings
      See more

      Tips & tricks

      • How to generate a QR code from an item on your platform
      • Understanding content statistics
      • Create a Youtube Gallery
      • How can I find the Help Center
      • Get around faster with keyboard shortcuts
      See more

      Use Cases

      • How to create your guestbook
      • Manage family properties on the platform
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