The startup guide allows administrators to customize the details of their campaign's post-registration process: which steps to include in the process and in what order. Depending on the configuration, fundraisers are presented with a series of popups after they register, prompting them to complete tasks that will help them set up a successful fundraiser.
To edit the Startup Guide, navigate to Fundraising > Startup Guide in the Admin. Select the steps you want to include, and drag them into the order they should appear. The steps include:
- Upload profile image
- Update information
- Update goal
- Custom URL
- Team builder
- Donate to own goal
- Import from past campaigns
- In this popup, fundraisers can import image, text, contacts, and email templates from a past campaign (if they have multiple past campaigns, they can choose which campaign to import from).
- For quick registration campaigns only: RSVP (registration to attend)