BetterUnite Basics

Onboarding

• Get Started - Navigate your Account
• Profile Set Up
• Payment Processor Set Up
• PayPal Sign Up
• Stripe Sign Up
• Email Sending Domains
• Add Users
• BetterUnite Fees & Pricing

Onboarding Module Intros

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

Data Migration

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

Campaign Basics

• How to Start a Campaign
• Campaign Image Dimensions

Better.AI

• What is my Organization Profile?
• Better.AI Update: Easier Content Creation

User Management

• Multi factor authentication