100+ nonprofit organizations worldwide have trusted OnBoard to fight for causes that matter.

We're not just here to help you run a successful fundraising campaign. We're here to help you succeed for years and years to come.

Step 1:

Get organized


Integrate your preferences

To start, we'll integrate with your preferred payment processor and CRM, review your data requirements, and determine where to send the information (SFTP, email, ShareFile Site, CRM).

Set the giving options

Next, we will set up your form logic and review the various giving options (Frequencies: one-time, monthly, quarterly, legal terms, child sponsorship options, survey questions).

Launch your campaign

Finally, we'll upload your campaign collaterals for easy access, set up your organizational hierarchy, and make sure your tech (i.e. user dashboard, iPads/Android tablets if required) is ready for action.

Step 2:

Connect with donors


Hit the road with our app or hop on the phone using our call centre software

Don't be shy to celebrate, connect, and show donors how important they are to the cause.

You can personalize the donor journey with:

  • Custom welcome emails and SMS messages

  • Campaign videos

  • Shoutout on social media: our app has a built-in camera so you can snap a picture on the spot!

Step 3:

Track your success


Make sure your campaign is running smoothly and gather insights for future efforts:

Watch donations roll in and monitor fundraisers' individual progress in real time. Customize your dashboard to display KPIs that are relevant to your goals so you can understand what works, what doesn't, and how to optimize.

Step 4:

Analyze your findings


There's something to learn from every campaign.

OnBoard collects rich data and analytics every step of the way so you can measure donor activity over time, understand your retention and attrition rates, and identify star representatives using leaderboards. Which demographic is most likely to donate long-term? Which fundraiser has the most most compelling pitch? We've got the answers right here.

Ready to dive in?

Book a free demo today.

Facilitating life-changing fundraisers across the globe since 2009. We operate in 5 different countries and are available in 3 languages.