1. Set up your organisation profile!
Let your community members know what your organisation stands for and how to reach you by setting up your organisation profile! Doing this allows them to have a taster of what being a member of your organisation is like and orient them towards your organisation’s mission.
How to edit your organisation profile:
http://support.bantu.life/support/solutions/articles/44000912182-editing-your-organisation-profile
2. Create a project!
Be it a workshop, a special event, or an exciting activity, this is where change starts! Simply create a new project, build its relevant signup form and indicate rostering preferences, and you’re ready to start recruiting and managing your members!
How to create a new project:
http://support.bantu.life/support/solutions/articles/44000912194-how-to-create-a-new-project
3. Import contacts
Download dummy data, and try importing contacts! Doing this will show you how contacts are displayed on bantu Workspace and allow you to test our features before adding your own member contacts.
You can then add your existing list of members and begin managing them.
How to import contacts into a specific project:
How to import contacts into bantu Workspace:
4. Design Messaging Templates
It’s time to put your creativity to work! Engage members by designing interesting email templates. You can send helpful reminders for forgetful members, or make your members feel extra special by wishing them on their birthdays and showing them your appreciation through personalised thank-you messages.
How to send out email/SMS to members: http://support.bantu.life/support/solutions/articles/44001169611-sending-out-automated-email-or-sms-to-participants-in-a-project
How to customise email templates: http://support.bantu.life/support/solutions/articles/44001798028-how-do-i-customise-an-email-template-
5. Reach out to us!
Any questions? Head down to our support page, chat with us on our live chat support, or even better, schedule a 1-on-1 call with us here! We’d be glad to help :)
6. Share your Project
Get the word out! Share your project link to as many channels as you like! (e.g. Facebook, Instagram etc.) Simply use the social icons found on your project page to quickly share your project to the various platforms.