Mobilize

Join our General Onboarding training to learn from the experts, ask questions, and get sneak peeks at new features!

<a href="https://www.mobilize.us/webinars/event/440106/?utm_source=organizeronboardingkit" rel="nofollow noopener noreferrer" target="_blank">Sign up for our General Onboarding</a>

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<a href="https://help.mobilize.us/en/articles/7183611-log-into-mobilize?utm_source=organizeronboardingkit" rel="nofollow noopener noreferrer" target="_blank">Log into Mobilize</a>

<a href="https://help.mobilize.us/en/articles/9145529-organizers-manage-account-notification-settings?utm_source=organizeronboardingkit" rel="nofollow noopener noreferrer" target="_blank">Manage your account and notification settings</a>

<a href="https://help.mobilize.us/en/articles/11132919-switch-mobilize-dashboards?utm_source=organizeronboardingkit" rel="nofollow noopener noreferrer" target="_blank">Find your dashboard</a>

- <a href="https://help.mobilize.us/en/articles/7183611-log-into-mobilize?utm_source=organizeronboardingkit" rel="nofollow noopener noreferrer" target="_blank">Log into Mobilize</a>
- <a href="https://help.mobilize.us/en/articles/9145529-organizers-manage-account-notification-settings?utm_source=organizeronboardingkit" rel="nofollow noopener noreferrer" target="_blank">Manage your account and notification settings</a>
- <a href="https://help.mobilize.us/en/articles/11132919-switch-mobilize-dashboards?utm_source=organizeronboardingkit" rel="nofollow noopener noreferrer" target="_blank">Find your dashboard</a>

Start creating events to take your organizing to the next level.

<a href="https://vimeo.com/1138115148?fl=pl&amp;fe=sh#t=11m14s" rel="nofollow noopener noreferrer" target="_blank">Create events and actions</a>

- <a href="https://vimeo.com/1138115148?fl=pl&amp;fe=sh#t=11m14s" rel="nofollow noopener noreferrer" target="_blank">Create events and actions</a>

<a href="https://help.mobilize.us/en/articles/1910139-create-a-scheduled-event?utm_source=organizeronboardingkit" rel="nofollow noopener noreferrer" target="_blank">Create a Scheduled event</a>

<a href="https://help.mobilize.us/en/articles/4231950-how-to-create-an-online-action?utm_source=organizeronboardingkit" rel="nofollow noopener noreferrer" target="_blank">Anytime actions</a>

<a href="https://help.mobilize.us/en/articles/3156930-mobilize-automated-email-and-sms-notifications?utm_source=organizeronboardingkit" rel="nofollow noopener noreferrer" target="_blank">Mobilize automated email and SMS notifications</a>

<a href="https://help.mobilize.us/en/articles/2816847-add-a-new-signup-from-your-dashboard?utm_source=organizeronboardingkit" rel="nofollow noopener noreferrer" target="_blank">Adding new signups</a>

<a href="https://help.mobilize.us/en/collections/5495367-mobilize-messaging?utm_source=organizeronboardingkit" rel="nofollow noopener noreferrer" target="_blank">Mobilize Messaging</a>

- <a href="https://help.mobilize.us/en/articles/1910139-create-a-scheduled-event?utm_source=organizeronboardingkit" rel="nofollow noopener noreferrer" target="_blank">Create a Scheduled event</a>
- <a href="https://help.mobilize.us/en/articles/4231950-how-to-create-an-online-action?utm_source=organizeronboardingkit" rel="nofollow noopener noreferrer" target="_blank">Anytime actions</a>
- <a href="https://help.mobilize.us/en/articles/3156930-mobilize-automated-email-and-sms-notifications?utm_source=organizeronboardingkit" rel="nofollow noopener noreferrer" target="_blank">Mobilize automated email and SMS notifications</a>
- <a href="https://help.mobilize.us/en/articles/2816847-add-a-new-signup-from-your-dashboard?utm_source=organizeronboardingkit" rel="nofollow noopener noreferrer" target="_blank">Adding new signups</a>
- <a href="https://help.mobilize.us/en/collections/5495367-mobilize-messaging?utm_source=organizeronboardingkit" rel="nofollow noopener noreferrer" target="_blank">Mobilize Messaging</a>

Useful links to help you familiarize yourself with Mobilize.

<a href="https://help.mobilize.us/en/collections/5494937-data-exports-stats?utm_source=organizeronboardingkit" rel="nofollow noopener noreferrer" target="_blank">Data and Exports</a>

<a href="https://help.mobilize.us/en/articles/4500024-what-s-new-on-mobilize?utm_source=organizeronboardingkit" rel="nofollow noopener noreferrer" target="_blank">What's new on Mobilize</a>

<a href="https://help.mobilize.us/en/articles/7031475-submit-your-ideas-in-the-mobilize-ideas-portal?utm_source=organizeronboardingkit" rel="nofollow noopener noreferrer" target="_blank">Submit feedback to our product team's ideas portal</a>

- <a href="https://help.mobilize.us/en/collections/5494937-data-exports-stats?utm_source=organizeronboardingkit" rel="nofollow noopener noreferrer" target="_blank">Data and Exports</a>
- <a href="https://help.mobilize.us/en/articles/4500024-what-s-new-on-mobilize?utm_source=organizeronboardingkit" rel="nofollow noopener noreferrer" target="_blank">What's new on Mobilize</a>
- <a href="https://help.mobilize.us/en/articles/7031475-submit-your-ideas-in-the-mobilize-ideas-portal?utm_source=organizeronboardingkit" rel="nofollow noopener noreferrer" target="_blank">Submit feedback to our product team's ideas portal</a>

Welcome to Mobilize! We're so glad you're here. We've put together this onboarding guide to help you make as much impact as possible, as quickly as possible.

Organizer Onboarding Kit

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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Organizer Onboarding Kit

🤝 Hands-on learning

🏁 Login

🗓 Events and event management

💡 Other resources