Onboarding
with Engaging Networks

We’re here to guide you every step of the way with expert support, training tools, and a connected community.

Engaging Networks is different. We are here to support you. The best path to a successful new partnership is one where you feel confident in your choice of Engaging Networks and you have access to what you need to learn how to maximize your investment. We are here to make that happen for you.

Here are some of the resources you have access to:

The Engaging Networks Support Team (Our expert support team are always here to answer questions, solve problems, and help you get the most out of Engaging Networks.)

The Academy (a self-paced online training portal),

The Supportal (a key word searchable knowledge base),

The Community (a virtual community to connect with other Engaging Networks users)

The Trust Center (your one-stop shop for compliance documents and more)

The Blog (innovation, inspo, ideas from your peers, future)

The Engaging Networks Community Conference – Engage with experts, attend hands-on workshops, and leave with actionable insights to maximize your use of Engaging Networks!

Your Account Success Manager (During onboarding, you have weekly check-ins with your Account Success Manager and they will remain your go-to point of contact while you are an Engaging Networks client.)

Getting started

Engaging Networks begins to provide no-cost training to a new client immediately after a contract is signed and includes:

A project plan that your team will implement and manage
Weekly 30 minute meetings with the Engaging Networks Client Success team
Default Account Data Structure – based on best practices
Sample Templates using industry best practices with the brand colors and guidelines you provide including:
- Page template
- Donation page template
- Email-to-Target page template (for Advocacy clients)
- Petition page template (for Advocacy clients)
- Email template (can be used for a newsletter, fundraising appeal, etc)
- Welcome series template
- Receipt template
- Auto-responder template
A 90 minute training session – hosted by Engaging Networks client support
Migration of recurring transactions into your Engaging Networks account

Your Onboarding Team

Real humans will be helping you in your onboarding journey. Meet our Global Client Success Team.

Timeline for onboarding to Engaging Networks

Within 48 hours of sharing your specific onboarding information, we will have your account created and ready to hand over the keys to work on configuration and optimization.

The timeline is customized based upon your go-live date, structure, and needs. Below is a general overview of the process, broken up into phases. The Engaging Networks team will work with you before the process begins to collaborate on timelines, the right people to involve, and with a process that works best for your team.

There is No Cookie Cutter Approach

The clients we have worked with are many and varied.

The time between signing and launching your first campaign will be influenced by a number of factors that we will partner with you on to clarify. We will work with you to design an account setup and launch schedule based on your needs & resources!

Account creation information – which tells us all about your specific needs
Key point people on your team, such as your team lead, fundraising lead (if applicable) and database lead
Setting a soft launch date

An Agency Partner Can Help

While some platforms require that you work with their team or an agency partner of their choosing, at Engaging Networks you have a choice.

Your team can follow the onboarding project plan that we give you, and manage your migration and onboarding on your own.
Your team can hire an Engaging Networks Accredited Partner to help you with your migration and onboarding. The benefit of using a partner is the knowledge that they bring. A partner with knowledge of our tools can help set up your account and build templates in less time than it would take your team to do. This can free your team to learn more about the tools during onboarding so that you’re ready to go when it’s time.
Your team can hire an Engaging Networks Accredited Partner for pieces of the work.

You can contract with an Accredited Partner for as little or as much support as you need. We’ve seen some groups that use a partner only for project management, or just to build customized templates. It’s up to you (and your budget). You can find an Engaging Networks Accredited Partner here.

Engaging Networks has the premier online and email platform right now for nonprofits. I love everything about it and sing its praises often with our clients.

I love the support team, they always get back to me quickly and often go above and beyond what I've asked for. Sometimes they even send code.

We've been working with Engaging Networks because of the incredible opportunity to innovate on that platform. They're always on the forefront of what's happening in advocacy and fundraising. Every other month we're seeing new tools and improvements that bring added value to our clients. They've been an amazing partner for us.

Engaging Networks is a hidden gem, combining the best of all worlds: a flexible, sophisticated tool, intuitive interface, cutting-edge capabilities, and fantastic client service. I've been working with them for two years and would recommend Engaging Networks to anyone.