Giving onboarding guide
Fuel your mission with Subsplash Giving
Save 20%
Subsplash Giving Exclusive clients enjoy a 20% discount on their monthly subscription. Simply meet all contract requirements within 60 days of signup in order to maintain great savings. To do this:
1. Enable Subsplash Giving as your exclusive Digital Giving solution in your Subsplash Mobile Engagement app and on your website via Subsplash web embeds.
2. Roll out Subsplash Giving to your leaders by having them sign-up and give.
3. Announce to your congregation via Sunday gatherings, your website, social media, and Push Notifications.
4. Implement Recurring Donor Migration Strategy with your Client Success Manager.
5. For those still in Underwriting, this sheet can provide you a list of approved documents needed by our Underwriting Team.
1. Schedule a "Giving Set Up" call
Schedule a Giving Set Up call with your designated Onboarding Specialist so you can start using Subsplash Giving for electronic donation. You can find your Onboarding Specialist's scheduling link by logging into your Subsplash Dashboard and clicking the "Schedule a Call" button at the top of your "Home" page. As well, you can prepare for this call by logging into the Giving Dashboard and working through the initial onboarding steps provided on the "Welcome" page.
For your Giving Setup call, make sure the Account Owner comes with these items on-hand:
• Your organization's EIN number
• Your organization's bank account information
• A debit/credit card to initiate a test gift
• The names/emails of team members you'd like to add to the Giving dashboard (optional)
• If you haven't already, please be sure to accept the initial invitation to the Giving dashboard
• Your organization's bank account information
• A debit/credit card to initiate a test gift
• The names/emails of team members you'd like to add to the Giving dashboard (optional)
• If you haven't already, please be sure to accept the initial invitation to the Giving dashboard
2. Schedule a "Giving Deployment" call
Schedule a Giving Deployment Call with your designated Client Success Manager to discuss best practices and strategies for launching Subsplash Giving to your community (NOTE: make sure to schedule this call for sometime after your Giving Set Up call–your Giving Dashboard will need to be set up to have a successful Giving Deployment Call). You can find your Client Success Manager's scheduling link by logging into your Giving Dashboard, clicking the "Schedule a Call" button at the bottom of your "Welcome" page, and choosing the "Strategy Call" or "Deploy Subsplash Giving" option.
