👋 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 started with your dashboard
- Events and event management
- Promotions
- Event campaigns
- Integrations
- 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 get started.
🏁 Getting started with your dashboard
Learn how to tackle some basic tasks to get your dashboard up and running.
📹 Video walk-throughs
📄 Help center articles
🗓 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?
- Adding new signups
- Tracking sign up sources (UTM) (source codes/reference codes)
- Automated newsletter
- Mobilize Messaging
📣 Promotions
When you promote an organization, the actions and events they've created will appear in your events feed alongside your organization's own actions.
📹 Video walk-throughs
📄 Help center articles
- What are Promotions?
- Getting started with Promotions
- How do I filter promotions?
- District filtering tool
- How to selectively promote events
🎟 Event campaigns
Use event campaigns to create multiple forms for supporters, users, and volunteer hosts to submit events.
📹 Video walk-throughs
- Event Campaigns Overview
- Event Campaigns Settings Page
- Creating an Event Campaign
- Approval of Submitted Events
📄 Help center articles
Setup
- Creating an event campaign
- Event campaign settings
- Distributed virtual events and virtual event locations
Host management
Organizing tools and data for engagement
♻️ Integrations
We already work hand-in-hand with some of your favorite tools. Here are some articles about how and why to integrate them with Mobilize.
📄 Help center articles
💡 Other resources
Useful links to help you familiarize yourself with Mobilize.
- Sign up for our weekly virtual events training
- Sign up for our weekly Office Hour
- Read our Mobilize case studies
- Mobilize Youtube channel
- Mobilize blog
- Mobilize help center
🙋♀️ 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.