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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.
Your customer success manager is available to help if needed.

About you

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.

Organization Name

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.

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

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.?)
A
B
C
D
E

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?
A
B
C
D
E

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

How often are you traveling out of town to meet donors?
A
B
C
D
E

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

How often are you traveling within your area to meet donors?
A
B
C
D
E

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?

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]