Mobilize Onboarding Kit (for Admins)

👋 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.

• Admin 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

🏁 Getting started with your dashboard

Learn how to tackle some basic tasks to get your dashboard up and running.

📹 Video walk-throughs

• Settings Page

• Adding users

• Custom fields (Additional fields)

📄 Help center articles

• Settings

• Users

• Exports

• Custom signup fields

🗓 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

• How to use Promotions

📄 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

• Volunteer-created events

• Host recruitment best practices

• Approval process

• Host permission levels

Organizing tools and data for engagement

• Data and event campaigns

• Mobilize Messaging (for hosts)

♻️ 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

• Zoom

• MobilizeAmerica VAN Integration

• PDI

• Salesforce

• Phone2Action

• ActionKit

• BSD

💡 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.