Getting the system up and running is so simple! You can personalize your account under the "Setup" menu in just a few minutes!
Here you can add your company logo/banner to the top of the form and/or upload a background image. This allows the design of your form to be in line with your company's branding. The logo will be pulled into the top of your system email responses so that your emails are branded too.
Here you can set up 2 marketing questions, input an About Us section and customize your Thank You Page response. Using the marketing questions, you can gather additional information from the requester that is not part of the form template (ie. Have we donated to your organization in the past? or Please sign me up for your email newsletter). In the About Us section you could give a brief history of your company, describe the mission of your charitable giving program, etc. The Thank You page message will be seen right after a requester fills out your donation request form and selects the submit button.
Here you will create 3 templates for your system emails; a thank you (this gets sent immediately after a request is submitted), approval and rejection email. You can also establish the email address from which these email templates will be sent from.
Create a list of items you most frequently donate to requesting organizations. You will have this list to choose from every time you approve a request, and there is no limit to the amount of items you can have. You can also keep track of limited quantities of items by filling in the quantity field when building your items. Also, include any special terms or conditions surrounding that item in the item description field and those details will be pulled into your approval email.
Set up alerts and be notified via email when an event has occured in the system. We find the New Request notification extremely helpful until you form a habit of logging into the system frequently to view new requests.
Still need help getting started? Check out our Quick Start Guide <link to download PDF>!