NETWORK FOR GOODKICKOFF WEBINARAn Overview of Initial Setup Steps for Your Simple, Smart Fundraising Software

INTRODUCTION

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Your Presenter:

Kellie Biesecker

Customer Success Manager

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AGE N DA

• O N B O A R D I N G O V E R V I E W

• H O W T O G E T H E L P

• D ATA M I G R AT I O N O V E R V I E W

• L E T ' S L O G I N ! D O N O R M A N A G E M E N T

S Y S T E M A N D F U N D R A I S I N G P A G E S

O V E R V I E W

• " H O M E W O R K " B E F O R E Y O U R N E X T C A L L

• Q & A

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O N B O AR D I N G OV E R V I E W

Master the basics of your new simple, smart fundraising software in your first 90 days so you are set up for success and can become a

more confident fundraiser.

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O NBO ARDING O BJECTIVE

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When you master these basics on the getting started checklist you will have "graduated" from onboarding

1. Adding your data

2. Launching your donation page

3. Learning the key communication features

GE TTING STARTE D CH E CKLIST

WELCOME TEAM

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• Assigned Customer Success Manager that is available to you for your first 90 days to help you complete the getting started checklist

• Two to three 30 minute 1:1 calls

• Check-ins via email as needed

NE W CUSTOME R ONB OAR D ING PR OCE SS

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Customers always get ongoing support in-app, through email, and on the phone from the Customer Solutions team. Customers can also attend daily office hours and training sessions as often as they l ike including beyond the onboarding peri od.

*as needed

WEEK ONE

•Kickoff Webinar

•Onboarding process & data migration overview

•Donor Management and Fundraising

Pages tour

•Work on “homework” to prepare for 1:1 call with Customer Success Manager

BY WEEK TWO

•Data Import

•Export data from old system

•Organize and tidy up in a .csv file

•Sel f-import data or send to data import team (~4 week turnaround)

•Optional data consultation*

•Sign up for an online training to orient yourself and your colleagues to the system

BY WEEK THREE

•1:1 meeting with Customer Success Manager

• Walk through of key features

•Create Fundraising Page and link on

website & give test donation

•Work on “homework” moving towards final steps for set up

BY WEEK SIX

•Data import complete

•Review data and sign off on data import

•Clean any duplicate records

•Create filters for reporting needs

•1:1 meeting with Customer Success Manager to wrap up outstanding questions as needed*

BY WEEK EIGHT

•Send an email blast

•Send out acknowledgements to donors who

recently donated

•Attend office hours (offered M-F) for ongoing help

BY WEEK TEN

•You’re a pro!

•Last check-in with your Customer Success Manager

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H O W TO GE T H E L P

CONTACTING TH E SUPPOR T TE AM | 9AM – 7PM E ASTE R N

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In-App • In-app messenger support for quick, technical questions• Blue dot in bottom right corner of system• Expect a reply in 2-3 hours

Email • success@networkforgood.com• Dedicated team to resolve product problems and questions• Expect a reply in 2-3 business days

Telephone • Donor Management Support line: 202-800-0467• Wait times vary

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OFFICE H OUR S

TR AININGS

Daily group Q&A sessions

Cover various topics on Donor Management and Fundraising Training features. Great for getting started and orienting yourself to the system.

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H E L P A R T I C L E S & M O R E

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DATA M I GR AT I O N OV E R V I E W

STEP 1: GATHER YOUR DATA

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Data ImportTeam

YOU:Gather data &

put in .csvspreadsheets

Self-Importer Tools

STE P 2: PUT YOUR DATA IN SPR E AD SH E E T( S)

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Download the data import template

STEP 3: UPLOAD

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STEP 4: SELF - IMPORT OR SEND US YOUR FILES

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SEL F- IM PO RT | DO IT YO URSEL F

Be on the lookout for emails from our team to clarify your import and discuss any potential delays beyond the typical 2-4 week timeline

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DATA IM PO RT TEAM | PARTNERS WITH YO U

Training Session

Training Session

DATA IMPORT SUPPORT RESOURCES

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To Send Us your Data:~4 weeks

How to Submit Data

To Do a Self-Import:Immediate

Data Self Import Live Training

How to Self-Import

Avoid top 3 errors

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D O N O R M AN AGE M E N T SY S T E M AN DF U N D R AI S I N G PAGE S OV E R V I E W

LO G I N AN D F O L LO W ALO N G: N E T W O R K F O R GO O D.C O M /LO GI N

FUND R AISING PAGE S

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One-Time Fundraising Page Setup Steps

1) Verify your web address

2) Select your brand colors3) Upload logo

FUND R AISING PAGE S

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Add your first everyday giving page as your main donation page that will be linked on your website

S U B S C R I P T I O N A D D - O N

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• For those of you who have a coach on your subscription

• Choose your coach and schedule your first meeting

• If you are interested in adding this optional service, reach out to our sales team

PE R SONAL FUND R AISING COACH

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" H O M E W O R K " B E F O R E YO U R 1 : 1 C AL L

HOMEWORK

Gather data & put it in a spreadsheet

You'll need- NFG Template downloaded for formatting best practices-Historical data from your old

system(s)

Try your best to complete these before your 1:1 call with your Welcome Team Member

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Complete initial set up of your

First Fundraising Page

You'll need

- Your logo

Attend at least one training:

▪ Donor Management System Overview

▪ Fundraising Pages Overview

▪ Data Self-Import Training – (if you are planning to do a self-import)

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Q & A