The DonorHub Difference
We credit our onboarding success to the mantra that guides all of our steps as we walk you through your new system: People over process.
That means that the DonorHub Onboarding Team:
- Introduces us to you and the unique needs of your organization.
- Partners you with experts of each step in your Onboarding Journey.
- Empowers you to design your DonorPerfect system around your goals.
- Ensures that you’re confident and comfortable using DonorHub.
That means that the DonorHub Onboarding Team:
Meet the Onboarding Team
You’re ready for your first call with the Onboarding Team. On the call, your dedicated onboarding experts will learn more about you and let you know what to expect.
Step:1
Customize Your DonorHub System
An onboarding expert will review your DonorHub data entry screens with you and assist you in customizing them to the way you and your team work.
Step:2
Prepare Your Data
Whether you purchase our data transfer service or plan to do it on your own, our onboarding experts will guide you in determining where your current data fits best in DonorHub.
Step:3
Activate Donation and Payment Processing
A payment processing expert will power your DonorPerfect system to process donations and payments in a way that handles data entry for you – automatically!
Step:4
Create Your First Online Form
Partner with an onboarding specialist who will guide you through creating and activating an online donation form, step-by-step. Once it’s set, you can collect!
Step:5
Set Your Training Schedule
Now it’s time to customize your training. Learn how to achieve your goals and relieve your pain points. Walk through all of the options available to you with an onboarding expert.
Step:6