After a fundraiser has completed registration, they can be given the option to import content from past campaigns. This can be added to the Startup Guide (see here) and the Task List (see here) so that the fundraiser has ample opportunity to import content.
- Startup Guide: After registration, a popup will present itself to prompt the fundraiser to import their content
- Task List: If the user has already gone through the startup guide (or if the import function is not available in the startup guide), fundraisers can access this functionality in the Task List in the fundraiser dashboard.
In the import interface, fundraisers can choose which campaign to import content from (if they have had multiple fundraising pages), and select which content to import. Content that can be imported includes: banner image, welcome message, email templates, and contacts. Note that the banner image and welcome message will replace the content currently on the page, while imported email templates and contacts will be added to the existing records (after de-duplication for contacts).