Welcome to MonkeyPod Onboarding!
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Welcome to onboarding at MonkeyPod! We are so happy to have you with us!
One of the things we want to provide you with is a guide to make your onboarding experience as seamless and stress-free as possible!
When it comes to joining MonkeyPod there are *two parts* to our onboarding process:
- Bringing your data over: We need to get your data into our system! Data Migration is a big topic, so make sure to check out the Help Center page on Data Migration
- Getting you up to speed on all things MonkeyPod: That's what this article does!
MonkeyPod is an AmAzInG all in one system that brings together your CRM, Accounting System, Email Marketing, and Fundraising Pages!
To get started, be sure to do the following things:
✔ Check out our sweet community section for blogs and other fun stuff
✔ Sign up for your Free Trial of MonkeyPod
✔ Download our Welcome Packet<--coming soon!
✔ Check out our FAQs - These are Overview articles for each section of MonkeyPod!
Learn the basics
Follow this learning path to learn the basics of MonkeyPod!
- What is an Entity?
- What is a Role?
- Learn about Accounts, Classes, and Tags
- Learn about how MonkeyPod handles Accounting
- Learn how to use Email Marketing
- Learn how to Make a Fundraising Page
- Check out our Overview of... articles to see overviews of MonkeyPod's Features
Try these things!
Already have your free account!?!?! Make sure to check out these articles in the Help Center
Thing to Try #1:Add a Second User
Thing to Try #2: Think about your relationship roles, try a few out!
Thing to Try #4: Connect your Bank Account and Check out Automated Bookkeeping
Thing to Try #5: Check out how MonkeyPod can help you manage tasks for your team
Thing to Try #6: Check out the specifics of the Data Import Template
Thing to Try #7: Take a look at Email Marketing
Thing to Try #8: Make a Fundraising Page
Don't see what you're looking for?
Shoot us an email at firstname.lastname@example.org!