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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 link to our Getting Started Guide to get a sense of what Momentum can do for you.

About you

Organization Name

First name

Last 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?
A
B
C
D
E
F
G

Do you have an assigned portfolio?

Do you have an assigned portfolio?
A
B

Do you plan and send communications to donors or prospects?

Do you plan and send communications to donors or prospects?
A
B

Describe your key responsibilities.

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

What are 1-2 things you hope Momentum can help you with?

Scroll down to our USERS section for some examples of how we support users like you.

Tell us about a recent productive day in which you felt connected to your work--what made it work?

Now tell us about a recent frustrating day--what got in the way?

AI Writer Resources

To start, let's gather some resources to train your AI writer. We have samples in each box below.
How would you introduce yourself to a new assistant, who is writing messages for you and helping to identify opportunities for engagement?

Introduce yourself to your AI writer here.

Give us your elevator pitch. How do you state your case for support?

Please submit three (3) writing samples to help train your AI writer on your voice.

These can be recent emails to donors, a full proposal you've drafted, quick LinkedIn pings, etc. This gives your AI writer a starting place in drafting communications for you.
Just copy and paste them into the boxes below!

Sample 1

Sample 2

Sample 3

Email Signature

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

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