Your Fundraising Dashboard is where you will spend the majority of your time while working in the platform. On this screen you can reviews the AI's recommendations, add new contact sources, send messages, and see your donations.
Once you create your account, you will be automatically taken to a page that looks like the one below. Here, we'll point out all the important bits you need to know about!
1. Click 'Add Contacts' to securely import your contacts to your boodleAI account from these sources:
2. This is where your donations will appear as you receive them. You'll also be able to see a snapshot of how many people have donated via one of your emails, and how many days left until the campaign ends.
3. Once you've imported your contacts, you can click here to see who out of those contacts the AI has recommended as top potential donors.
4. If you would like to create or access any fundraising email templates, this is where you can do that.
5. From this drop down, you can access your previously imported contact sources, your account settings, and log out.