Steward
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Set up Steward for me

Set up Steward for me takes your donor files, your website and the tools you take gifts with, shows you a plan in plain sentences, and does the setup once you press Start.

What this screen is for

This is the quickest way to get going. You give Steward three things: your donor files, your website, and how you take gifts. Steward shows you a plan before anything happens. When you press Start, it imports and checks your files to the cent, fills in your profile and branding, sets up your funds, starter groups, thank-you drafts in your words and journeys (paused), and prepares invitations for your team. At the end it tells you who to call tomorrow. You can also choose "Set it up yourself" and do each step by hand.

Start setup

  1. Under "Your donor files", add your files. Any number, in any format the import reads: CSV or Excel, a Salesforce Contacts and Donations pair, DonorPerfect, Bloomerang, Neon, or a spreadsheet you kept.
  2. Under "Your website", give your address. Steward reads a few public pages for your mission, logo, colors, address, EIN and team. Anything it is not sure of becomes a question.
  3. Under "How you take gifts", tick the tools you use, such as Stripe, PayPal, Zeffy, Givebutter, Square or checks.
  4. Click "Read my files and show me the plan".

Read the plan and press Start

  1. Under "Here is the plan", read what Steward will do. Nothing has happened yet.
  2. Answer any questions it asks. "Change what I gave" takes you back to the files.
  3. Click "Start".
  4. You can close the tab. Setup keeps going, and the page picks up where it is when you come back. If it stops, click "Carry on from where it stopped".

When Steward is ready

  1. Read "What Steward did" and "Waiting on you".
  2. Invitations for your team are "Prepared for your click": each one waits until you press "Send". Connections wait for you to press "Connect".
  3. Click "Go to my home screen".

Undo everything

  1. On the finished page, click "Undo all of setup".
  2. This removes every person, gift, fund, template and journey setup made. Click "Yes, undo all of it" to confirm.

What Steward doesn't do here

Setup never emails anyone: team invitations wait for you to send them, and journeys are set up paused, so nothing reaches a donor until you turn it on. It does not connect your payment tools for you; signing in to each one is yours to do from Connections. Possible duplicates found on the way are left for you to review, now or later, from Data health.

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