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Getting Started

Getting Started with MyCampaignEDGE

Welcome to MyCampaignEDGE!

MyCampaignEDGE is a comprehensive CRM designed specifically for nonprofits and political campaigns. This guide will help you get started.

Step 1: Complete Your Profile

After logging in, click your profile icon in the top right corner and select "Edit Profile" to add your name and photo.

Step 2: Configure Organization Settings

Go to Settings to set up your organization's address, contact information, and timezone.

Step 3: Import Your Contacts

Navigate to Contacts and use the Import feature to bring in your existing contact list from a CSV file.

Step 4: Set Up Payment Processing

If you'll be accepting online donations, connect your Stripe account in Settings > Integrations.

Step 5: Explore the Dashboard

Your Dashboard provides an overview of your organization's activity, including recent donations, upcoming events, and tasks.

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