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  3. Quick Start Guide For People Management & Giving

Quick Start Guide For People Management & Giving

Click here to download or print a PDF of our Quick Start Guide For People Management & Giving

We’re happy that you are part of the Aplos family and are here to help you get started. Below is a list of recommended steps to help you get on your way if your focus is purely to manage people and giving. If you do need to setup both Accounting & Donor Management please refer to this other awesome resource:
https://www.aplos.com/support/articles/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, please do not hesitate to contact our award-winning Support Team at (888) 274-1316, or support@aplos.com.

Step 1: Add Your People

It’s easy to import contacts within Aplos! If you have an excel file of your donors and/or vendors, along with their contact information, our contact import tool can quickly bring those details into your account.
https://www.aplos.com/support/articles/importing-contacts/

To track donations and prepare contribution statements in Aplos you need to create purposes in the Donations section. You can then link this purpose to the related accounts in your Accounting if you want your contribution deposits to also post in the bookkeeping.
https://www.aplos.com/support/articles/purposes/

Step 3: Online Donation Form

Giving your members a recurring donation option will help to keep your donations a little bit more predictable. Create your Aplos online donation form and share this with your members or add it to your website so that people can set-up a weekly or monthly recurring gift to your organization.
https://www.aplos.com/support/articles/online-donations/

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 that people can sign up and pay for their tickets in just a few simple steps. Plus, pull a list of those attending so that you can manage your registrations.
https://www.aplos.com/support/articles/events/

Step 5: Invite Other Users

You can share access with the rest of your team by adding them as a user with a role permission 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.
https://www.aplos.com/support/articles/settings-adding-managing-users/
https://www.aplos.com/support/articles/groups-and-teams-getting-started/

 

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, please do so by clicking here.

Updated on June 26, 2019

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