We’re happy you are part of the Aplos family, and we are here to help you get started. Below is a list of recommended steps to help you with managing people, contributions, and communicating. If you also plan to set up your bookkeeping, check out our Accounting Getting Started Checklist.

Each step will provide a link to the referenced area in the software, as well as a resource that specifically goes over the process in more detail. If you have any questions, don't hesitate to contact our Customer Care Team.

Step 1: Create and Link Your Purposes

Similar to a fund in accounting, you will create purposes for contributions. This allows people to give to specific campaigns or causes, and you can track these gifts for contribution statements. To get started, create purposes in the Donations section. You can then link this purpose to the related account and fund in your accounting if you want your contribution deposits to also post in the bookkeeping.

How To Create Purposes
How To Track Contributions

Step 2: Online Donation Form Campaigns

Providing mobile-friendly giving and recurring gifts will encourage more people to give and keep your contributions a little more predictable. Integrate Aplos with Raisely to create your online giving campaigns, and share this with people, or add it to your website so they can set up a weekly or monthly recurring gift to your organization. To learn more about the integration with Aplos and Raisely click here

Getting Started with Raisely

Donation Form: The Basics

Setting up your Donation Form

Step 3: Add Your People

It’s easy to import contacts within Aplos! If you have an Excel file of your members, donors, and/or vendors, along with their contact information, our contact import tool can quickly bring those details into your account.

Contact Import Guide

Step 4: Create an Event Ticketing Campaign

With Raisely,  create a campaign for ticketing to promote your next event and sell your event tickets online, with free or paid prices, promo codes, and custom fields.

Setting up Ticket Forms

Step 5: Invite Other Users

Share access with the rest of your team by adding users with role permissions in the Settings section. If you have members of your team that need to only have access to specific reports, create custom report managers as well

Adding And Managing Users

Custom Report Managers

Other Helpful Resources

Live Aplos Demos

Looking for more info about how to use Aplos for your organization? Check out our weekly walkthrough, where you can see the software in action and ask any questions you may have. Register for a live demo.

Live Phone And Messaging Support

You can reach expert support for your questions and help find solutions Monday through Friday, from 6am-5pm Pacific Time. Reach out by phone at 888-274-1316 or message by clicking the icon on the bottom right of the screen.