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Getting Started

Welcome to Raise More! This guide will help you get started with our platform and make the most of its features.

Setting Up Your Account​

1. Create Your Organization​

After logging in for the first time:

  • Enter your organization's type (e.g., "congressional campaign," "state legislature campaign," or "nonprofit").
  • This information helps us customize the platform for your needs.

Tip: To change your organization name or logo later, click the organization name in the top left menu, then go to "Manage Organization" > "Settings" > "Organization Profile".

2. Choose Your Dialer's Caller ID Area Code​

Next, select an area code for your dialer's caller ID:

  • This number will display when you're calling contacts.
  • Choose an area code familiar to your donors and prospects.

You're able to have up to 10 caller ID numbers, so you will be able to choose more later and change which is set as your organization-wide default.

This first number will also be a "virtual number", i.e. it will be one that you don't actually have linked already to a real phone.

If you'd like to use real phone numbers as caller IDs, you can do that later by clicking "Manage Caller IDs" under "Settings" in the left-hand menu. However, during onboarding, you just need to set up this initial virtual number as an option to use in the future.

If you have an ActBlue account:

  1. Click "ActBlue Sync" under "Settings" in the left-hand menu.
  2. Follow the instructions to generate API credentials.
  3. Enter these credentials in Raise More to connect your ActBlue account.
  4. Finish the integration process by reading the "webhook" instructions on the same page, and copy the configuration to a new ActBlue webhook.

Steps #1-3 will backfill your past ActBlue history into our system, while step #4 ("webhooks") lets ActBlue communicate in realtime moving forward, so that upon every donation, Raise More stays up to date.

While it is possible to skip this step, we strongly recommend you setup ActBlue upon onboarding for the following reasons:

Benefits of ActBlue sync:

  • Automatically imports donation history.
  • Fills in donor contact details.
  • Keeps your data up-to-date.
  • A full and pre-populated database will help you learn the platform as you get started.

Importing Your Data​

Uploading spreadsheets of contact info​

  1. Go to the import screen.
  2. Choose the type of data to import: Donors, Prospects, or Pledges.
  • Donors: This is an alternative to syncing with ActBlue.
  • Prospects: This is a list of contacts you want to call to ask for a donation.
  • Pledges: This is a list of contacts who have already pledged to donate to your campaign or organization but haven't fufilled those pledges yet.
  1. Prepare a .csv or Excel file with your data.
  2. Upload your file by dragging it into the upload box or clicking to select it.
  3. Review the data preview and ensure fields are mapped correctly.
  4. Our importer automatically standardizes and fixes data formats like phone numbers and timestamps, but may flag errors for you to correct. For example, phone numbers that begin with 911 or 55 are invalid and will be flagged as un-importable. You'll find these flagged rows as highlighted fields in our UI, and will also have the option of importing while ignoring these rows, which will export them as a .csv for you to review and later import seperately.
  5. Click "Import" to add the data to your Raise More database.
  6. You'll see a status indicator on the import history table, and typically can expect imports to finish in between 15 seconds to 2 minutes. You'll be able to "Create a List" of these imports directly from the import page.

Exploring Key Features​

Dashboard Overview​

Access your dashboard to see:

  • Total amount raised
  • Call activity
  • Unfulfilled pledges
  • Use the "Search" link underneath Contacts in the left-hand menu to find specific individuals quickly.
  • This same search also helps you search notes you left on contacts, and standard menu-items.
  • Note, you can also quickly bring up this search by pressing Command+K on a Mac, or Control+K on a PC.

Creating Lists​

  1. Click "Create a List" in the left-hand menu.
  2. Use filter options to narrow down your contacts.
  3. Save your list for future use.

Making Calls​

  1. Select a list and click "Make Calls".
  2. Scan the QR code with your phone to connect to the dialer.
  3. Use the call controls to manage your calls.
  4. Record call outcomes using the call outcomes buttons.
  5. Take notes and record pledge amounts as needed.
  6. Click "Save Interaction" after each call to record both the call outcome and any notes and pledges.
  7. Use the "Next" button to move to the next contact, or navigate out of order with the List View popout drawer on the top right.

By following these steps, you'll be well on your way to using Raise More effectively for your fundraising efforts!