Account Setup List

Welcome to the setup guide for your account. Here are the steps you need to take to get your site up and running:

  1. Update banners

  2. Update home page information

  3. Update the About Us page

  4. Setting Up an organization

  5. Create Groups in CRM

  6. Create Tags in CRM

  7. Add Campaign

  8. Create membership levels in CRM

  9. Configure and Send SMS

  10. Configure and Send Email

  11. Import contacts CSV files

  12. Add Events

  13. Add Local Officials

  14. Add Volunteer Opportunities

  15. Add Local Issues

  16. Add Candidates

  17. Add Races

  18. Customize the Vote section

  19. Add/Connect a Stripe account