Marketing

1. Verify your touchpoint email credentials are correct

1. Log in to frpilot.net
2. Go to Settings > Users > Select a user > Security tab
3. Verify the Email Credentials for User’s Touchpoints are correct
4. Click Save
5. Repeat for each user

2. Set up email notifications

1. Go to Settings > Dealer > Email Notifications tab
2. Choose who should receive fundraiser signup notifications
3. Choose who should receive new contact notifications
4. Click Save

3. Review signup instructions

1. Go to Settings > Dealer > MyFundraisingPlace.com Settings tab
2. Scroll to the bottom of the page
3. Review the instructions that the group leader will see when signing up for a fundraiser and make changes if necessary
4. Click Save

4. Preview your signup page

1. Go to Sales > Groups > Select a group > Fundraisers tab
2. Click link icon and generate link

3. Click the link to preview the page that your customers will see