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