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New User Setup

We will use your responses and materials submitted here to configure your new Momentum user!
Here is a recent video walkthrough of the platform to familiarize yourself with the application as you share writing samples and brainstorm portfolio segments.
Your customer success manager is available to help if needed.

About you

Full Name

Email Address

Please include any other email address or email alias you use to contact donors.

*This is very important to ensure we connect your Momentum user to the correct email account. Please ask your IT manager if you are unsure.

What is your role?

What is your role?
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G

If you take a typical 1-2 month period in your role, which of the following activities do you do? Select all that apply

What are the key responsibilities in your current role?

What are the biggest challenges you face in meeting those responsibilities?

How much time in a typical month is spent trying to contact donors (drafting emails, running queries, mail merge, research, etc.?)

How much time in a typical month is spent trying to contact donors (drafting emails, running queries, mail merge, research, etc.?)
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How much time in a typical month is spent on calls or meetings with a donor?

How much time in a typical month is spent on calls or meetings with a donor?
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If not covered above, where is the majority of your time spent in a given month?

If different, how would you spend your time in an ideal world in a given month?

How often are you traveling out of town to meet donors?

How often are you traveling out of town to meet donors?
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How often are you traveling within your area to meet donors?

How often are you traveling within your area to meet donors?
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Writing Samples

Please share any writing that you feel captures your tone and style well, and will help train your AI Writer on your voice (work-related samples are best, but someone did send us a poem once) 

Writing Sample #1

Writing Sample #2

Writing Sample #3

Email Signature

CLICK HERE (<-literally, click this link) to please send an email containing your email signature to [email protected]

CLICK HERE (&lt;-literally, click this link) to please send an email containing your email signature to [email protected]

Momentum will send an email notification in the morning when you have To Do's in your account. How often would you like to receive these?

Momentum will send an email notification in the morning when you have To Do's in your account. How often would you like to receive these?
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Portfolio Assignments

Please describe your portfolio (assigned constituents). What do you know about them? How do you currently manage them?

Do you currently have a system for segmenting your portfolio?

Anchor Touchpoints

Please share important dates, events, and any other touchpoints you would like us to preload for your portfolio.

This can include any segment-specific touchpoints you already have planned for your portfolio (no worries if you don't - we can help you come up with some during training).

What anchor touchpoints do you already send or want to send out to all of your donors?

What anchor touchpoints do you already send or want to send out to all of your donors?

If you send a donor newsletter or update, how often do you send it?

If you send a donor newsletter or update, how often do you send it?
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Please share any anchor touchpoints, or planned future actions that we can preload into your Momentum account.

Momentum will make outreach recommendations that fit around your planned activities, so it is important for us to intake these during onboarding.
If someone else is responsible for planning out these future touchpoints, please have them reach out to your success manager.
Here is a template spreadsheet for you to share any touchpoints or engagement activities you already have planned for your portfolio. This will form the basis of your donor plan.

Please upload an Excel file of those anchor touchpoints.