We’re happy you are part of the Aplos family, and we are here to help you get started. Below is a list of recommended steps to help you with managing people, contributions, and communicating. If you also plan to set up your bookkeeping, check out our Accounting Getting Started Checklist.
Each step will provide a link to the referenced area in the software, as well as a resource that specifically goes over the process in more detail. If you have any questions, don’t hesitate to contact our award-winning Support Team at (888) 274-1316 or email@example.com.
Step 1: Create And Link Your Purposes
Similar to a fund in accounting, you will create purposes for contributions. This allows people to give to specific campaigns or causes, and you can track these gifts for contribution statements. To get started, create purposes in the Donations section. You can then link this purpose to the related account and fund in your accounting if you want your contribution deposits to also post in the bookkeeping.
Step 2: Online Donation Form
Providing mobile-friendly giving and recurring gifts will encourage more people to give and keep your contributions a little more predictable. Create your Aplos online donation form, and share this with people, or add it to your website so they can set up a weekly or monthly recurring gift to your organization.
Step 3: Add Your People
It’s easy to import contacts within Aplos! If you have an Excel file of your members, donors, and/or vendors, along with their contact information, our contact import tool can quickly bring those details into your account.
Step 4: Create An Event
Our Event Registration tool will allow you to easily create an online registration form for an upcoming event. Share your form so people can sign up and pay for their tickets in just a few simple steps. You can also pull a list of those attending so you can manage your registrations.
Step 5: Invite Other Users
Share access with the rest of your team by adding users with role permissions in the Settings section. You can also create a Group or Team for your board or volunteers from any contact in your People section, and invite them to a private group portal to schedule meetings, share documents, and sign up for volunteer opportunities.
Other Helpful Resources
Live Aplos Demos
Looking for more info about how to use Aplos for your organization? Check out our weekly walkthrough, where you can see the software in action and ask any questions you may have. Register for a live demo.
Live Setup Webinars
We also offer a free webinar, every Thursday, that goes over these steps in more detail. If you’d like to attend one of our upcoming sessions, register for the webinar. Can’t attend one live? Here is a recording of the webinar.
Live Phone And Messaging Support
You can reach expert support for your questions and help find solutions Monday through Friday, from 6am-6pm Pacific Time. Reach out by phone at 888-274-1316, click the icon on the bottom right of the screen to send us a message, or send us an email using our Support Request Form.
Download or print a PDF of our Quick Start Guide For People Management & Giving.