Mobilize Onboarding Kit (for organizers)

👋 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.

📝 Table of contents

• Quick start guide

• Getting to know your dashboard

• Events and event management

• Other resources

• Questions?

🏃‍♀️ Quick start guide

Don't have a ton of time? Check out our short guide to what you need to know to successfully organize.

• Organizer quick start guide

👋 Hands-on learning

Want to connect with Mobilize staff? Join our office hours or weekly events training to learn from the experts, ask questions, and get sneak peeks at new features!

• Sign up for our weekly General Onboarding

• Sign up for our monthly Office Hour

🗓 Events and event management

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

📹 Video walk-throughs

• Types of actions on Mobilize

• Creating a scheduled virtual event

• Creating an online action

• Creating an interest or pledge form

• Creating a petition

• Event administration

📄 Help center articles

• Online actions

• Custom event tags

• Post-shift follow-up surveys

• Mobilize automated email and SMS notifications

• Virtual events for advocacy

• What will confirmation emails look like?

• How to add new signups

• Tracking sign up sources (UTM) (source codes/reference codes)

• Automated event recommendation newsletter

• Mobilize Messaging

💡 Other resources

Useful links to help you familiarize yourself with Mobilize.

• Sign up for our weekly General Onboarding

• Read our Mobilize case studies

• Mobilize Youtube channel

• Mobilize blog

• Mobilize help center

• Sign up for our weekly Office Hour

🙋‍♀️ Questions?

As always, if you have any questions, feel free to contact our support team at [email protected] or use the chat bubble in the lower right corner of your screen.