BetterUnite Basics

Onboarding

• Custom Access: Top 5 Scenarios for Limiting User Access
• BetterUnite Full Suite Demo
• Get Started - Navigate your Account
• Profile Set Up
• Payment Processor Set Up
• PayPal Sign Up
• Stripe Sign Up
• Can I set up Google Analytics for my BetterUnite Account?
• Add Users
• Email Sending Domains
• Multi factor authentication
• BetterUnite Fees & Pricing

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Onboarding Module Intros

• Introduction to Pages and Embedding
• Introduction to Events
• Introduction to Auction Set Up
• Introduction to Donor Management
• Introduction to Memberships
• Introduction to Volunteer Management
• Introduction to Pledges and Grants

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Data Migration

• Data Import Fields
• Import Event Guests & Event Transactions
• Import Donations
• Import Donors

Campaign Basics

• How to Start a Campaign
• Stretch Goals
• Campaign Image Dimensions
• Page Design Tutorial