Engage Campaign Checklist

1. Import/Sync Contacts

You can do this by importing a CSV file, connecting your Salesforce or Bloomerang CRMs, or using a Zapier Integration. Read the guides below to get started.

.CSV Import

Salesforce Integration

Bloomerang Integration

Bloomerang integration guide coming soon.

2. Import Users

Your users are any staff, volunteers, or ambassadors using PhoneRaise to engage 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. Now, you can assign contacts to users.

5. Import Dates

Adding special dates is a powerful engagement strategy. People love being contacted on a date that is special to them. Here is how you can add or import dates from the backend and add a special date from the app.

6. Create A Touchpoint

There are four different ways you can create a touchpoint.

1. From the Contact Section: Apply a touchpoint to multiple contacts
2. From the Touchpoints Section: Add a single touchpoint
3. From the Touchpoint Section: Import a list of touchpoints
4. From the App: Add a single touchpoint

7. Set up Automatic Touchpoints

This guide shows you how to create automated touchpoints, which are "set it and forget it" triggers that enable you to receive a steady flow of touchpoints or suggested touchpoints.

8. 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.

9. Give App Access To Users

To access the app, users must be active and have the role of "Admin" or "User"." They will then need to access their UserID. Here is how.

10. Download The App

The PhoneRaise app is available for your smartphone in the Google Play Store and the Apple App Store.

11. Set Your Daily Goal

Set a daily goal of how many touchpoints you would like to complete per day and start building streaks. Here is how.

Using the Mobile App

Coming soon

Additional Settings

coming soon