Getting Started Checklist ✅

FIRST THINGS FIRST

• Explore your Harness Admin Dashboard

• Add your colleagues as administrators to your Harness Dashboard

• Learn how to feature Harness on your website

• Learn about your Harness fundraising pages & how you can share them

• Get your Board signed up first!

• Share with your Staff - get them excited! :)

• Learn more about our integrations

• Learn how to transition your current monthly donors to Harness (email template included)

• Check out this best practices guide to building/growing your recurring giving program

NEED A REFRESH?

• Harness Platform Overview (PDF) *great for sharing with your Board

• Harness Demo Video *great for sharing with your Board

• Harness Admin Dashboard Overview Video

• Harness Kick-Off Presentation (PDF)

QUICK START GUIDES

• Harness 101 // Admin Info & Updates

• Harness 101 // Automatic Text Messages

• Harness 101 // Sending Text Messages

• Harness 101 // Creating Lists & Templates

• Harness 101 // Campaigns

• Harness 101 // Keyword

• Harness 101 // Reports

• Harness 101 // Finance & Reports

• Harness 101 // Peer to Peer Fundraising

• Harness 101 // Raffles, Auctions, Sponsorships & Pledges

QUICK START LINKS

(PRO TIP: Bookmark these for easy reference!)

• Your Harness Admin Dashboard

• Your Harness Help Desk

• Your Harness Fundraising Pages

• Your Stripe Admin Dashboard

• Harness Website

We're excited to get you started! 🎉

Questions? Chat us! (blue bubble bottom left corner of this screen)