Momentum Docs
  • Getting Started
    • What is Momentum?
    • Onboarding Guide
    • FAQ
      • Joining a Google Meet meeting
  • Platform
    • Orientation
      • Self-Guided Training
    • Inbox
      • Inbox Queue
      • Week In Review
    • Constituents
      • Constituents Tab
      • Segments
      • Lists
      • Constituent Records
        • Overview
        • Plan
        • History
    • Workspace
      • Templates
      • Automations
      • Prospecting
        • Hidden Gems
    • Contacting Constituents
      • Scheduling Outreach
      • Sending Emails
      • AI Drafts
        • AI Drafting Examples
    • Assistant Mode
    • Momentum Mobile
      • Pocket Portfolio
      • Mobile Contact Report
  • Data
    • Data Models
      • Actions Data Model
      • Gifts Data Model
      • Donor Data Model
    • CRM Sync
      • Salesforce Integration
      • Blackbaud Raiser's Edge NXT Integration
    • Security
      • Artificial Intelligence Privacy
      • HIPAA Compliance
    • Email Integration
      • Email Logging
      • Microsoft 365 or Outlook Integration
      • Gmail Integration
    • DonorSearch Integration
  • Links
    • Momentum App
    • Momentum Homepage
    • Release Notes
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  1. Getting Started

What is Momentum?

Momentum enhances the effectiveness of non-profit fundraisers by leveraging generative AI, custom automations, and behavioral science to streamline moves management and enhance donor engagement.

NextOnboarding Guide

Last updated 3 months ago

Momentum enhances the effectiveness of nonprofit fundraisers by leveraging generative AI and behavioral science. It integrates with your CRM to provide targeted recommendations for donor engagement.

Meet the Momentum Platform

This document serves as a guide to familiarize you with the functionalities and workflows of Momentum. Read each section in-turn to develop a full understanding of the platform, its features and limitations.

Existing users can access the application here.
Momentum in 1 Minute
The Momentum Inbox
The three sections of the Momentum Inbox. These docs will familiarize you with the platform