ONBOARDING GUIDE Designed with for nonprofit organizations using Springly Welcome to the Springly software onboarding guide! We're thrilled to have you onboard. Springly is the perfect tool to help you manage your nonprofit organization more efficiently. Our easy-to-follow guide will walk you through the process step-by-step and get you up and running in no time. With Springly, you can streamline your operations, save time, and focus on what really matters - your mission. 1 PART 1 - ACCOUNT SETTINGS Everything you need to set-up in order to get started on your platform P. 2-4 PART 2 - CRM Customize profile fields and import your contacts into the system. P. 5-6 PART 3 - FORMS & CAMPAIGNS Set-up your campaign settings and build your first donation, membership, event, and online store forms. P. 7 PART 4 - E-WALLET & ONLINE PAYMENT Learn more about transaction fees and your e-wallet. P. 8 PART 5 - EMAIL COMMUNICATIONS Create email lists and start sending campaigns to your contacts. P. 9 2 3 4 TABLE OF CONTENTS 6 5 PART 6 - BUILD YOUR WEBSITE Activate features, link your domain, and take the first steps to get started building your website. P. 10-11 2 ADD YOUR ORGANIZATION’S INFORMATION Get started by adding your organization's information to the software. The legal address of your organization is important because it'll allow you to proceed to subscription payment and it’ll be displayed on all of your official documents, including your payment receipts, tax receipts, and tickets Here's how to do it: 1. Go to the "Settings" center of the software. 2. In the menu, select "Your Organization.” SUBSCRIBE TO SPRINGLY By subscribing to Springly, you'll have access to all of the features and benefits that the software has to offer. To subscribe to the software easily: 1. Go to the "Settings" center of the software. 2. Select the “Subscription” section. 3. Choose your subscription plan. 4. Enter your payment information, and complete your payment. 5. Confirm your subscription, and start using the software. Part 1 - Sign Up to Springly 1 PART 1 - ACCOUNT SETTINGS VERIFY YOUR ONLINE ACCOUNT It’s required to verify your e-wallet for online payments. This simple process will help ensure a smooth and secure experience for you and your supporters. Here's how to do it: 1. Go to the "Settings" center of the software. 2. Select the “Online Payment” section. 3. Click on the "Manage Payment" button to start the verification process. 4. Submit your documents. In order to complete the verification process, you'll need to submit the following documents: ● IRS document with official name and EIN ● Legal representative ID (ID card, passport, or driver's license) ● Bank account and associated bank statement ● Self-assessment questionnaire Go further here. Go further here. Go further here. Go further here. 3 DISCOVER SUPPORT We're committed to helping you, which is why we provide responsive customer support If you need assistance from Springly, follow these simple steps: 1. Look for the green "?" icon on any page of the software. 2. Click on it to open the “Help Center” and “Contact Us” features. 3. The Help Center is tailored to the page you're on, but you can always search for something specific. 4. If you require further help, select "Contact Us." Our customer support team will respond to any requests within 24 hours. Tip : Help us resolve issues quickly by providing as much detail as possible on the form. This includes any attachments or documents, and screenshots that you're working with. SET-UP & ASSIGN ADMINISTRATORS We use administrator access rights within the software to keep sensitive information safe by ensuring that only the right people have access to it. Here’s how you can set up your own administrator access rights: 1. Go to the "Settings" center of the software. 2. Select the "Administrators" section. 3. If your admin is already in your CRM, search for them, and assign them access rights. 4. If your admin is not in your CRM yet, press the "click here" button to add them and then allocate their access rights. Part 1 - Sign Up to Springly 1 PART 1 - ACCOUNT SETTINGS INPUT YOUR BRANDING With Springly, you have the flexibility to showcase your forms and campaigns either through a landing page or iFrame that you add to your existing website. To customize the design of these elements , follow these steps: 1. Go to the "Settings" center of the software. 2. Select the "Website" section. 3. Select a default color, or use the "Advanced options" to input your own color codes and font preferences. 4. That's it! You can now ensure that your landing pages and iFrames are fully aligned with your organization's branding. Go further here. Go further here. Go further here. 4 ACTIVATE YOUR FEATURES We want you to have full control over your experience, which is why you can easily turn features on or off to customize what you see in your menu. Here's how you can do it: 1. Go to the "Settings" center of the software. 2. Scroll down to the bottom of the menu on the left side of the page. 3. Click on "+Manage Features.” That's it! With these simple steps, you can customize your experience to show only the features that you need, making it easier to navigate and use your software. SET-UP TAX RECEIPTS We understand that managing tax receipts for donations and memberships can be time-consuming. That's why we've made it easy to automatically send them. To set up this feature, follow these steps: Part 1 - Sign Up to Springly 1 PART 1 - ACCOUNT SETTINGS 1. Go to the "Settings" center of the software. 2. Select the "Tax Receipts" section. 3. Click "Edit and Customize Tax Receipts." 4. Toggle "Enable Tax Receipts" to on. 5. Fill in the relevant information. Tip : Don't forget to select "Issue Tax Receipt" in the payment area when you’re creating forms and campaigns to ensure that tax receipts get sent automatically! By following these simple steps, you can streamline the tax receipt process to save valuable time. Go further here. Import your existing contact information into your CRM. Here's how you can do it: 1. Go to the “Community” feature. 2. Select "+Add" then "Import Multiple Contacts." 3. Download a sample dataset to help you set up your Excel file. 4. Read our import guide to learn more best practices. 5. Once you're ready, follow the steps in the guide to start importing your contacts. Tip : The system only allows you to upload up to 2,000 contacts at a time . If you need help uploading a larger database, please contact our support team. Customize your contact profiles to ensure that you're collecting all of their necessary personal details To get started, follow these steps: 1. Go to the “Community” feature, and select "Settings." 2. Click on "Add a Field," give it a name, and choose the field type. Tip: When you’re selecting a field type, try to use multiple-choice questions or drop-down lists whenever possible. This will enable you to segment and search through your contacts in the future. 3. Choose who can access the information. 4. Decide whether the contact can edit the information. Tip: Learn more about contact login and profile access here. 5 1/ ADD ADDITIONAL CONTACT FIELDS Part 2 - Your CRM 2 PART 2 - SET UP YOUR CRM FOR PERSONS 2/ IMPORT YOUR CONTACTS Go further here. Go further here. Import your existing entities information into your CRM. Here's how you can do it: 1. Go to the “Community” feature, and toggle to “Entity” at the top of the page. 2. Select "+Add" then "Import Multiple Entities." 3. Download a sample dataset to help you set up your Excel file. 4. Read our import guide to learn more about best practices. 5. Once you're ready, follow the steps in the guide to start importing your structures.. Tip : The system only allows you to upload up to 2,000 entitiesat a time . If you need help uploading a larger database, please contact our support team. Customize your entity profiles to ensure that you're collecting all of their necessary details . To get started, follow these steps: 1. Go to the “Community” feature, and select "Settings." 2. Toggle to the “Entity settings” at the top of the page. 3. Click on "Add a Field," give it a name, and choose the field type. Tip: When you’re selecting a field type, try to use multiple-choice questions or drop-down lists whenever possible. This will enable you to segment and search through your contacts in the future. 4. Choose who can access the information. 5. Decide whether the structure can edit the information. Tip: Learn more about entity login and profile access here. 6 2/ ADD ADDITIONAL STRUCTURE FIELDS Part 2 - Your CRM 2 PART 2 - SET UP YOUR CRM FOR ENTITIES 3/ IMPORT YOUR ENTITIES 1/ ACTIVATE YOUR FEATURES The CRM for Entities allows you to manage information related to businesses or corporations . To turn the feature on: 1. Go to the "Settings" center of the software. 2. Scroll down to the bottom of the menu on the left side of the page 3. Click on "+Manage Features.” 4. Activate CRM for Entities. Go further here. Go further here. Go further here. 7 CUSTOMIZE CAMPAIGN SETTINGS To explore and activate these features, follow these steps: 1. Go to the Settings center. 2. Navigate to Forms & Campaigns 3. Turn on or off the features you need in the list. This can be changed at any time. Part 3- Forms & Campaigns 3 PART 3 -FORMS & CAMPAIGNS Advanced tools and settings are available for your Forms and Campaigns, such as automated membership renewals or recurring donations To set up a donation form, membership campaign, event registration, or online store , follow these simple steps: BUILD & LAUNCH YOUR FIRST CAMPAIGN 1. Navigate to Forms & Campaigns 2. Choose the type of Campaign you would like to build: Membership, Donation, Event, or Online Store. 3. Select +Create new form 4. Follow the 5 Steps in order to customize the information related to your campaign. 5. Preview how your campaign looks online, and make any changes necessary. 6. Publish the campaign on your Springly website, share it via a landing page, or integrate it into your existing website using an iFrame. + Create Tip : To ensure the branding of your organization appears in the landing pages and iFrames, follow the steps in Part 1 - Input Your Branding. Go further here. Go further here. 8 SET-UP TRANSACTION FEES Part 4- Setting Up Your E-Wallet & Online Payment 4 PART 4 - YOUR E-WALLET & ONLINE PAYMENT Here's a step-by-step guide to help you choose your transaction fees : 1. Go to Settings Center > Online Payment > Modify Transaction Fee. 2. Choose one of two options: a. 2.9% + $0.30: This option means that you will be charged a fee of 2.9% of the transaction amount plus an additional $0.30 for every transaction that you process. b. Pass the Fees off to the Purchaser: This option allows you to pass on the transaction fees to your supporters. If you choose this option, your customers will be suggested a “tip” to cover the fees for your organization. Tip : You set up your e-wallet in Part 1 - Verify Your Online Account. Here's a concise guide to help you pay out funds from your e-wallet to your bank account: 1. Go to the “Forms & Campaigns” feature, and toggle to “E-Wallet” at the bottom of the menu. 2. Check what funds you have available in your e-wallet. 3. Click on "Payout to My Bank Account" to request the transfer of funds to your bank account. PAYOUT TO YOUR BANK ACCOUNT After requesting a payout, you'll see the balance of funds that is available for transfer as of today's date. This available balance may be different than your total e-wallet balance , as a hold period is applied to all funds when they first go into your e-wallet. The funds that are available for a payout are those that our systems have verified. Please note that the payout process may take a few business days to complete, depending on your bank's processing time. Go further here. Go further here. 9 1/ EMAIL LISTS Here's a short guide to help you create a new email list: 1. Go to the “Communication” feature, and toggle to "Lists" at the top of the page. You'll already find your first email list containing all of the contacts in your CRM. 2. To build a new list, select "Create a Group," give it a name, and segment your contacts. Remember, creating targeted email lists can help you send more personalized and relevant messages to your supporters, which can lead to better engagement. Part 5- Email Communications 5 PART 5 - EMAIL COMMUNICATIONS 2/ BUILD & SEND YOUR EMAIL CAMPAIGN Sending email communications to members and donors keeps them engaged and connected with your organization. To set up an email campaign, follow these steps: 1. Click on from the “Email Campaign” page. 2. Enter your reply email and subject line. 3. Select the email list(s) that you want to communicate with. 4. Choose a pre-designed template, or build and save a custom email. 5. Add your content and images to the email. Tip: Before you send an email to your contacts, send a preview of it to yourself to see how it looks! 6. Send the email immediately, or schedule it for a future date and time. Remember, your email campaign should be engaging to your audience. Keep it concise and visually appealing. Go further here. Go further here. 10 1/ ACTIVATE SMART PAGES We’ve created Smart Pages that allow you to build website pages with the click of a button . These pages include Blog Pages, Photo Galleries, Calendar, Surveys, and Directory Pages. To activate the Smart Pages in the website builder, follow these steps: 1. Go to the Settings center. 2. Scroll down the left-hand side menu and select +Manage features. 3. Turn on/off specific website pages by clicking on the toggle switch next to each feature. Tip : If you’re using Forms & Campaigns, each campaign has an associated Smart Page, found within the Menus & Pages section directly. Part 6- Build Your Website 6 PART 6 - BUILD YOUR WEBSITE 2/ CHOOSE YOUR WEBSITE THEME It’s important to choose your theme before you start to design your website. The theme will impact the design and layout of your menu and home page. To choose a theme: 1. Go the Website > Settings and Themes 2. Click on Choose or Modify your website theme 3. Select Change your theme 4. From here, you can preview and choose which theme you will apply to your website. 5. Click Back to input the color codes and fonts that align with the branding of your organization. Tip : These changes will now be applied to all Custom and Smart pages on your website. Go further here. Go further here. 11 3/ LINK YOUR DOMAIN Adding or purchasing a domain for your website will allow your members or donors to find you easily. To link or purchase a new domain, follow these steps: 1. Go to Website > Settings and Themes 2. Hover over Domain and select Edit 3. Follow the steps to either point your domain in the direction of Springly, or purchase a new domain 4. If you need help connecting your domain, contact customer support here. Part 6- Build Your Website 6 PART 6 - BUILD YOUR WEBSITE 4/ STRUCTURE YOUR MENUS & PAGES A clear and concise menu makes it easy for visitors to understand the structure of your website and find the information they need. To set up your menu and add your pages: 1. Go to Website > Menus and Pages 2. Select Add Menu. Give it a name, and choose who has access to it. You can then move your new menu around the arrow tool. 3. Select Add Page. 4. Give your page a name, choose the page type - smart or custom - and choose who has access to it. 5. Move your new page around the arrow tool. Go further here. Go further here.