1. Help Center
  2. Getting Started

Quick Platform Overview

Never used the Guidon platform before? Start here with this basic introduction.

  • Once you log into your account, you’ll be brought to your dashboard which puts action right at your fingertips.
  • This includes things like recent activity 
      • A quick review of what’s going on in your account
  • What would you like to do?
    • Like uploading new contacts, requesting reports, and reporting bundles to help solve your organization's toughest challenges
  • Knowledge Base
    • Our getting started guide will help you kickstart your platform usage
    • Our help center where we address frequently asked questions, 
    • Lastly, you can request concierge service with the customer success team who can support training, strategy, and overall project management.


  • Boodles’s platform, Guidon, provides organizations with the tools they need to understand their customers and donors better. 
  • Simply upload any CSV file with first name, last name, and email or physical address of your constituents, and we can match your records to our third party data provider to bring you instant insights. 
  • Using our instant model, advanced and basic, can help you prospect your constituents intelligently and efficiently.



  • You can request reports in your account by clicking “request report” on the dashboard, or by going over to the enriched reports section on the left.
  • When you’re on the enriched reports page, you’ll see a menu of reports on your right-hand side. 
  • To learn more about the reports you’re interested in, click “request” or if you’re looking at bundles, “select”.
  • Reports that are ready to be downloaded will live in the “Delivered reports” section
      • You can toggle between “all reports, basic reports, advanced reports, and report bundles” as you accumulate them over time.
  • To download your report, click “download report”