- How does Simple Sam work?
- How do I expedite the process?
- Importing Contacts
Simple Sam works by compiling your contacts across all of your social mediums into one master database, by creating a custom plan based on your financial needs and timeline, by notifying you and updating you on your progress and by equipping you with effective communication strategies that will yield the best results.
As you continue in the fundraising process, you may notice the opportunity to get ahead. Great work! If you’ve completed the current week’s recommended steps and want to get ahead, go to the calendar page to look towards the following week’s goals. You’re welcome to begin working towards completing future weeks, we do recommend moving […]
We recommend using our example csv as a framework for uploading contacts to Simple Sam in bulk. Simple Sam supports the import of content via csv spreadsheets that are saved with UTF-8 encoding. If you’re unfamiliar with how to get your spreadsheet into the correct format, please check out our instructions below or download our […]
- How do I delete my account?
- How does Sam personalize my plan?
- What if I need to take a break?
You can terminate your account by sending an email to email@example.com
After you import your fundraising details (amount and desired completion date) Simple Sam will construct a week-by-week plan with detailed steps specifically catered to your fundraiser. For example, as a step, Simple Sam will recommend you contact 5 bronze level partners/contacts via email.
We understand! If you need a break from the fundraising process, or are taking a vacation, simply adjust your fundraisers end-date. If you’re taking a break for a week, simply push your end-date back a week. You can do this on the Settings page.
- How do I create an account?
- What is the Partner Tier System?
- What if I fall behind in fundraising?
Creating an account is as easy as entering your email address and choosing a password. From there we’ll walk you through the first few steps to ensure you begin the fundraising process on the right foot. You can sign-up for an account on our Sign Up page
Great question! In fundraising, it is always important to know on what level your contacts and potential partners are able to support you. This will help create the a more detailed and effective communication plan between you and your partners. We’ve chosen a 3 tier system— Bronze, Silver, Gold. When you’re adding/editing a contact, a […]
Sometimes fundraisers take some work to pick up momentum. If you fall behind, we understand. Keep your focus on whatever step is next! Even if you’re in the next week which has its own set of steps, focus on where you left off. That will yield the most consistent success. You’re also welcome to adjust […]