In this section, you will learn how to invite fundraisers to your campaign.
1. Select “Campaigns” in the top menu bar.
2. Select the campaign you wish to invite fundraisers to.
3. Select “Fundraisers” from the left-hand menu.
4. Click on “Invite Fundraiser.”
5. Input the first and last name of the fundraiser. Make sure to use the email address that fundraiser would like his/her boodleAI emails to be sent from. Select “Invite” and an email to that fundraiser will automatically be sent.
To check to see who has been sent an invite, navigate to the “Invited” tab.
Once your fundraiser has logged in, they will move to the “Fundraisers” tab.
*We STRONGLY suggest you send yourself an invitation to test this process. Follow the steps above to confirm the invitation is sent.