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 a Kickoff Webinar
Sign up for a Kickoff Webinar through Bonterra Academy to join a live group training session led by our Training & Enablement Team. These webinars are available Monday through Thursday.
In this session, you will receive an overview of your onboarding process and a guided walkthrough of your new fundraising software
Following this, complete these key tasks:
sign up for your first 1:1 with an Onboarding Specialist from our Welcome Team
sign up for the 'Creating Highly Effective Fundraising Pages' Webinar or view the recording here
log into your software for the first time (if you never received your initial password setup e-mail, you can reset your password using these instructions)
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:
create admin account profiles for colleagues who will be using your fundraising tools; each user should have their own admin account and unique password
attend the 'Creating Highly Effective Fundraising Pages' webinar and build your first donation page; then, use these steps to add that page to your organization's website
if you have donor data and donation records to add to the system, attend the 'Self-Importing Your Data Successfully' webinar found in Bonterra Academy, and start working on exporting your historic data into spreadsheets
attend your first 1:1 with an Onboarding Specialist from the Welcome Team, as you only work with these team members during your organization’s first 90 days as a Bonterra customer
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!
sign up for the 'Sending an Email Blast' webinar in Bonterra Academy (or view the recording here), and send out your first email blast to your supporters!
build an acknowledgement template specific to your organization, so you can thank your donors with a personal touch
learn more about sending a direct mailing and consider adding a letterhead to a direct mailing template for future use
visit our Help Center to learn more about a specific topic or feature, or check out our additional webinars found within Bonterra Academy
What else do you need help with?
Not quite what you were searching for?
Navigate back to the Getting Started Resources Index.