How to Invite Fundraisers to a Campaign.

In this section, you will learn how to invite fundraisers to your campaign.

1. Select “Campaigns” in the top menu bar.

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2. Select the campaign you wish to invite fundraisers to.

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3. Select “Fundraisers” from the left-hand menu.

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4. Click on “Invite Fundraiser.”

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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.

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To check to see who has been sent an invite, navigate to the “Invited” tab.

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Once your fundraiser has logged in, they will move to the “Fundraisers” tab.

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PRO TIP

*We STRONGLY suggest you send yourself an invitation to test this process. Follow the steps above to confirm the invitation is sent.