Getting Started

• Create an Account

  Getting started on SmartChange is fast. Before you begin, have your EIN/Tax ID, legal business name, and banking information handy — these will need to match your organizational and banking paperwork exactly. Go to smartchange.app and click Create an Account in the top right corner. Enter your name and email address. Check your email for a verification code and enter it to confirm your account. That's it — you're in! Your next step is to createFeatured

• Link your Bank + Start Taking Donations

  Once you've created a campaign, you'll need to connect a bank account through Stripe before you can access donations. You can complete this step right away or return to it later from your dashboard — but keep in mind, donations will not be accessible until verification is complete. To get started: Log in, click your campaign from the dashboard, then click Start Verification. You'll be redirected to Stripe. You'll see a message that says "Level Wins partners with Stripe for secureFeatured

• Create Marketing / Tracking Links

  Marketing links let you track exactly where your donations are coming from — email, text, social media, events, and more. You can create as many as you need. Log in. In your dashboard, click Marketing, then click Links. Click Add Link. Fill out the form fields (name the link something descriptive, like "June Email Blast" or "Instagram Bio"). Click Add Marketing Link. Click Ready to Share, then copy and paste the link wherever you want to use it. Each link traSome readers

• Start a Campaign

  A campaign on SmartChange is your entire fundraising operation — it's the home for all your fundraisers, events, donor data, and settings. Anyone can create one: candidates, campaign staff, advocacy organizations, consultants, nonprofits, crisis fundraisers and agencies managing multiple clients. Log in at smartchange.app**.** Click Add Campaign. Enter your campaign name, primary email, phone number, campaign type, and location. Click Continue. **Your campaiSome readers

• Create a Fundraiser/Event

  Create a Fundraiser/Event Time to create your first Fundraiser! Fundraisers are the core marketing tools SmartChange provides, and they are SUPER flexible. You can create a general form, an event, a merchandise form, and more. The sky is the limit with our flexibility! Here's what you'll do: Log in to your account, and click on the appropriate campaign. Within the campaign dashboard, click "Manage" If you're launching a general form, click "Fundraiser" If you're lauPopular