What onboarding is
When your campaign or organization first signs up for Raise More, your account starts in an onboarding state. During this period, two setup steps need to be completed: signing your service agreement and setting up billing. Until both are done, your account stays in onboarding and some features are not available yet.
The two steps that unlock your account
Your account is gated on exactly two requirements. Both have to be complete:
A signed contract. You review your Raise More service agreement and sign it electronically by typing your full name. Typing your name has the same legal effect as a handwritten signature.
A completed billing subscription. You go to a secure Stripe checkout page, enter your billing details, and confirm your subscription.
The two steps do not depend on each other. You can complete them in either order. Your account unlocks only after both are done.
How to complete each step
Sign your contract
Your Raise More contact emails you a signing link.
Open the link, review the agreement, and type your full name to sign.
Your signature is recorded with the date, so there is nothing to print, scan, or mail.
After you submit, the contract step is marked complete on your account.
Set up billing
You can reach the payment step from a "Set up payment" button on the signing page, or from a separate payment link if your Raise More contact sends one.
The link takes you to a secure Stripe checkout page.
Enter your billing details and confirm your subscription.
After checkout completes, the billing step is marked complete on your account.
If you cannot find the signing email, check your spam or promotions folder. If your contact sent the payment link in a separate email, that one may land in a different message.
What happens after both steps are done
Once both steps are complete, the following happen automatically:
Your account is finalized and leaves the onboarding state.
You receive an onboarding email with a copy of your signed agreement attached as a PDF, plus guidance on getting started.
Team members who were invited to your account receive their invitations to join.
Over your first week, you receive a few follow-up emails with setup tips covering texting and compliance (10DLC), email verification, importing your contacts, and connecting ActBlue.
You do not need to take any action to trigger these. Finishing the contract and billing steps is enough.
When to contact support
Reach out to Raise More support if:
You never received the signing link, or you cannot find it.
Your signing link shows a message that it has expired or been replaced.
You completed both steps but your account still shows as in onboarding after a short wait.
You need a link sent to a different email address.
Support can resend your signing link, resend your payment link, resend team invitations, and confirm the current status of each step. Telling us which step you are stuck on is the fastest way to get unblocked.
Frequently asked questions
Do I have to complete the steps in a specific order?
No. The contract and billing steps are independent. Complete them in whichever order is convenient. Your account unlocks once both are finished.
I signed the contract but my account is still locked. Why?
You also need to finish the billing step. Both are required. If both are done and the account is still locked, contact support.
My payment link is old. Will it still work?
Yes. The payment link is built to stay valid. Each time you open it, it creates a fresh secure checkout session, so an old link still takes you to a working checkout page.
My signing link says it expired or was replaced. What do I do?
Contact support and we will send you a new signing link.
Can I get the signing or payment link resent?
Yes. Contact support and we will resend either link. We can also send it to a different email if needed.
How long does it take to unlock after I finish?
It is usually immediate. If it has been a while and nothing has changed, contact support so we can check the status on our end.
Where can I find a copy of my signed contract?
Once both steps are complete, your signed agreement is emailed to you as a PDF attachment. Support can resend it if you need another copy.