PhoneRaise Knowledge Base
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PhoneRaise Onboarding
Quick Start Guide
7

Quick Start Guide

Last Update 3 years ago
Read through PhoneRaise's quick start guide to get you organized and begin building long-lasting donor relationships faster.
Kandace K
Welcome to PhoneRaise!
Last Update 3 years ago
Create a New Campaign
Last Update 3 years ago
Add Donors to your Campaign
Last Update 3 years ago
Adding a Single Donor
Last Update 3 years ago
Prepare your Donor Data for Import
Last Update 3 years ago
Bulk Importing Donors
Last Update 3 years ago
Add Fundraisers to the Campaign
Last Update 3 years ago

Other Categories

PhoneRaise Onboarding
The onboarding section offers the essential resources you need to set up your PhoneRaise Campaign.
12 articles and other
Last Update 3 years ago
Campaign Management
Learn how you can tailor your PhoneRaise Campaign to align with your preferences, making it simple to view, manage, and engage with your donors.
14 articles and other
Last Update 3 years ago
Touchpoints & Activities
Fundraiser Assigned Tasks are either Activities or Touchpoints. Touchpoints are engagement objectives for fundraisers (staff and/or volunteers) to complete at a later date. Activities represent engagement communications or interactions that are finished. Explore the PhoneRaise methods for delegating donor engagement responsibilities to users in your campaign.
9 articles and other
Last Update 3 years ago
How to Use the Mobile App
The PhoneRaise mobile app provides a convenient platform for users (volunteers and staff) to efficiently manage their donor Touchpoints, Activities, and communications.
7 articles and other
Last Update 3 years ago
Release Notes
Check out our most recent PhoneRaise updates, bug fixes, and new features!
3 articles and other
Last Update 2 years ago
Integrations
Connect your third-party applications with PhoneRaise to help automate your processes and simplify your workflow.
2 articles and other
Last Update 3 years ago