Guided Onboarding

Teamfi’s guided onboarding begins automatically when a new fundraiser is created or joined, with separate onboarding experiences for fundraiser administrators and participants.

For Fundraising Administrators:

1. Create or log in to your Teamfi account: Create a new Teamfi account.
2. Create your fundraiser: Select your fundraiser type and create a new fundraiser.
3. View your guided onboarding: As soon as the fundraiser is created, the guided onboarding checklist will automatically appear in the bottom-left corner of your admin dashboard.
4. Work through each setup step: Follow the checklist as you customize your fundraiser, invite participants, encourage participants to add contacts, complete payout setup, and activate your fundraiser.
5. Track your progress: The checklist automatically updates as steps are completed so you can easily see what is finished and what still needs attention.
6. Enter participant results and collect pledges (A-thons only): For A-thon fundraisers, an additional step will appear for entering participant results. Once results are entered, Teamfi will automatically calculate and collect outstanding pledges.

For Participants:

1. Create or log in to your Teamfi account: Create a participant account or log in to your existing Teamfi account.
2. Join your fundraiser: Join the fundraiser you have been invited to through your participant profile.
3. View your guided onboarding: As soon as you join the fundraiser, the participant guided onboarding will automatically appear in the bottom-left corner of your dashboard.
4. Complete your onboarding steps: Follow the checklist to update your profile, add your first contact, and work toward the fundraiser’s recommended contact goal.
5. Track your progress: Your onboarding progress automatically updates as you complete each step so you always know what is left to do.

Teamfi’s guided onboarding stays directly inside the dashboard for both administrators and participants, giving everyone a clear path from creating or joining a fundraiser to getting ready to raise money.