Raise Campaign Checklist

1. Import Contacts

Your first step is to prepare your data and import your contacts into PhoneRaise.

2. Import Users

Your users are any staff, volunteers, or ambassadors using PhoneRaise to solicit donors. Here is a guide on how to import or add donors to PhoneRaise.

3. Add Users to a Campaign

Once you have imported or added users, you must add them to a campaign to assign contacts to a user. Here is a guide on adding users to a campaign.

4. Assign Contacts to Users

You have imported Contacts and Users and added Users to a campaign. You can now assign contacts to users. There are several ways to do this, from assigning all contacts with one click to assigning based on custom criteria.

5. Set Up Message Templates

To connect with donors faster and more efficiently, you can create messaging templates with dynamic, personalized data that can be sent with one click. These templates are available for Text, Email & WhatsApp.

6. Connect a Fundraising Platform

Connecting a fundraising platform with PhoneRaise enables you to change contact statuses once someone donates on the platform automatically. Additionally, you can create pledges, create dynamic payment links, integrate team pages, and more. We currently integrate with Causematch, Charidy, and Raisethon. This guide shows you how to set up the integration.

*Some features are platform-specific and may not be available on all platforms.

Guides on Integrating with:

7. Message your users

Now that your campaign is set up, it's time to give your users access. Your users need access to a smartphone browser (Apple or Android). This guide shows you how to send a text message to one or more users in the PhoneRaise Backend.

Using the Mobile App

Here is a guide on how to use the mobile app. It would be helpful to share this with your users so they can also use it effectively.

Additional Settings

There are several additional helpful settings and features you can learn how to use with these guides:

Additional Assignment Settings

1. Auto-notifying your users when contacts get added
2. Auto Assignment when statuses are completed
3. Letting your users self-assign contacts from your list
4. Adding your own Google Contacts

Contact Management

How to organize and manage contacts

1. Using Contact Filters & Creating List Views

User Views

Managing what data and statuses the User can see

1. Creating Status Filters
2. Adjusting the Card Views and Datapoints

Using PhoneRaise on a desktop

1. Setup Guide