³Ô¹ÏºÚÁÏÍø Onboarding Services
Jumpstart matching gift,volunteer grant, and workplace fundraising automation to double donations in no time.
Leverage our support team insights every step of the way
Quickly unlock workplace giving revenue at your organization.
With experience onboarding over 8,000 clients, we are prepared and ready to get ³Ô¹ÏºÚÁÏÍø up and running at your organization in no time.
³Ô¹ÏºÚÁÏÍø Onboarding Packages
Access a customized onboarding experience to meet the needs of your organization.
³Ô¹ÏºÚÁÏÍø – Standard Onboarding Package
Our most popular onboarding offering.
Recommended for most organizations to help you activate your ³Ô¹ÏºÚÁÏÍø account and quickly drive revenue from workplace giving programs.
Starts at $500
This offering includes:
- 7-14 day onboarding period to maximize setup
- Access to ³Ô¹ÏºÚÁÏÍø standard integrations to quickly grow workplace giving revenue
- Activation of up to two integrated solutions to ensure no opportunities fall through the cracks
- Up to two hours of one-on-one support time to ensure success
³Ô¹ÏºÚÁÏÍø – Advanced Onboarding Package
Access advanced setup and customization settings.
Recommended for large organizations with unique technology needs and greater customization required to begin amplifying impact.
Starts at $2,500
This onboarding offering includes:
- A 14 day onboarding period to uncover all matching and workplace giving opportunities
- Access to ³Ô¹ÏºÚÁÏÍø’s standard and advanced integration offerings to fuel fundraising
- Activation of two or more integrated solutions to eliminate silos and access all opportunities
- Up to four hours of one-on-one support time to maximize account setup success
What will you achieve with ³Ô¹ÏºÚÁÏÍø’s onboarding services?
Our onboarding packages provide the guidance and training needed to:
- Activate our nonprofit software integrations and automatically identify supporters eligible for workplace giving opportunities
- Configure emails to send from your organization to ensure high response rates
- Customize your matching gift and workplace giving gift outreach to align with your strategy
- Successfully set-up your dedicated workplace giving page to ensure no opportunities fall through the cracks
- Get your team up-to-speed on platform best practices to maximize success
- Understand your dashboards and reporting to track and grow success metrics over time
- Meet the onboarding team dedicated to your success and discuss organization goals and requirements
- and more!
Request Onboarding Information
Don’t just take our word for it:
Hear from some of our 6000+ successfully onboarded clients
Check out our video testimonials
Hear what your peers are saying about ³Ô¹ÏºÚÁÏÍø.
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