Account Setup Step 5: Invite Your Team and Start Using Your Account

Invite Campaign Managers

You can’t do it all by yourself.  Invite some of your team members to have access to your account.

 

Start Using Your Account

Next you will want to:

  1. Add supporters to your account,
  2. Send emails to your supporters,
  3. Engage your supporters with social media messages, and
  4. Drive them to your donation forms.


Once all of the setup tasks have been completed click the X in the upper right hand corner of the Dashboard to reveal some account statistics. 

This is what your Dashboard will look like when you log in from here on out.

Congratulations!  

You've successfully set up your account!

 

 

Have more questions? Submit a request
Powered by Zendesk