Whether you are new to fundraising or a seasoned professional, we are here to support you with helpful resources and accessible training to make your transition to our software seamless!
This checklist will guide your organization through onboarding and ensure you are set up for success in your first 90 days with our platform.
Step 1: Explore Bonterra Academy
Bonterra Academy is your hub for live webinars and educational learning pathways. Easily accessible from our website (no extra login required!), you can find all the training resources you need in one place!
Step 2: Sign up for your first webinars
Sign up for the ‘Creating Highly Effective Fundraising Pages’ and ‘Successfully Completing Your Data Import’ webinars through Bonterra Academy to join a live group training session led by our Fundraising Solutions team. These webinars are available weekly and ensure you are on track during your onboarding period.
Step 3: Set Up Bonterra Payments
Set up your Bonterra Payments account as soon as possible so you can start processing donations/payments through the platform!
Step 4: Complete Your Homework!
Once you have finished the above steps and attended your Kickoff Webinar, you will likely have some additional "homework" to complete:
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Create admin account profiles for colleagues who will be using your fundraising tools; each user should have their own admin account and unique password
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Launch your everyday giving page you built through ‘Creating Highly Effective Fundraising Pages’
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Start working on exporting your historic data into spreadsheets
Extra Credit: Go Beyond the Basics!
Finished all of the tasks above? Want to set yourself up for further success? Consider taking on some of the additional tasks listed below!
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Sign up for the 'Sending an Email Blast' webinar in Bonterra Academy, and send out your first email blast to your supporters!
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Sign up for the ‘Saying Thanks with Acknowledgments’ webinar to so you can thank your donors with a personal touch.
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learn more about sending a direct mailing and consider adding a letterhead to a direct mailing template for future use.
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