With mid-year fundraising pushes on the horizon, now’s the time to focus up on good follow-up practices. A strong workflow ensures no potential donor slips through the cracks—and personalized outreach can make all the difference.

You can assign follow-ups individually or in bulk and set deadlines so your team stays on pace with your fundraising goals. This helps make sure you don’t let warm leads cool off. Build a follow-up strategy that keeps your donors engaged and your goals within reach.

You can learn more about applying follow-ups to contacts by checking out this Help Center Article.

You can now collect typed or hand-drawn signatures directly on your Online Actions forms, making it easier to gather required acknowledgements or signed waivers from supporters.

Once submitted, signature status automatically syncs back to your database, where you can easily track responses using the Online Activity Report.

To learn more about collecting Waivers, you can check out this Help Center Article.

Our Member Organizing 101 training is now up and running! This training is an overview of some of our Member Organizing tools and will cover a variety of topics. The training is intended for beginner users, or those looking to get a little more information on the tools they are already using.

You can sign up by visiting our training page. We look forward to seeing you there!