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!
Getting Started
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:
✔ Sign up for your Free Trial of MonkeyPod if you haven't already
✔ Download our General Onboarding Plan (if you are Pro or Enterprise, you will get a personalized one of these!)
✔ Check out our YouTube Channel
✔ Check out the Overview articles for each area of MonkeyPod
✔ Check out our sweet community section for blogs and other fun stuff
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
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 #3: Get your Chart of Accounts ready by checking out Accounts, Classes, and Tags
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 support@monkeypod.io!
Want more amazing video content? Check out our YouTube channel!