You must import your contacts for the AI to analyze and provide recommendations on who would be a good potential donor for your cause. Importing your contacts is a simple process.
Select type of contacts to import
From the Fundraising Dashboard, click 'Add Contacts' to import a contact source. Let's take a look at how to do this with Gmail.
1. Click 'Add Contacts', then 'Gmail.'
2. A pop-up window will appear. Click 'Import Contacts.'
3. After this, you will taken briefly out of your boodleAI account in order to login to your Gmail account. Once you have selected and logged into the Gmail account you want to connect to boodle, you will be automatically taken back to your boodle account. You will then see the pop-up below.
4. Once all of your contacts have been processed and analyzed, you will see the pop-up below. Click 'View Recommendations' to see the recommendations the AI has made.