Getting Started

• Create a SmartChange Account

  Sign up for SmartChange at smartchange.app/auth/sign-up, confirm your email, and get ready to create your organization.Featured

• Link Your Bank + Verify Your Account

  Connect Stripe from Settings → General → Payouts and complete verification so your forms can take contributions and pay out to your bank.Featured

• Create Tracking Links for Your Forms

  Create marketing links to see which email, text, or social post brings people to your forms, and share them with a tracked address, QR code, or short link.Popular

• Adding a Team Member

  Invite someone to your SmartChange organization from Settings → Members and choose their role.Few readers

• Getting around the workspace

  Where everything is in SmartChange 2.0: the sidebar, organization switcher, search, the Agent, tours, settings, notifications, and Contributor home.Few readers

• Set up your compliance settings

  Check your organization type, your 501(c)(3) registration and EIN line, contribution rules, privacy policy, and two-factor settings in Settings → Compliance.Few readers

• Create organization and start fundraising

  Create a new organization in SmartChange, connect Stripe for payouts, and publish your organization when you're ready to take contributions.Popular

• Create a form

  Create a fundraiser, event, or membership form in SmartChange with the three-step New form wizard. The form goes live as soon as you create it.Popular