Orientation
Welcome to Momentum, your all-in-one workspace designed to simplify donor engagement, optimize your outreach, and free up time for building meaningful relationships.
1. Orientation: Navigating Momentum
Momentum is structured to streamline your workflow. Here’s a breakdown of the top navigation bar from left to right:
Home & Inbox
Home (M Logo): Always brings you back to the Inbox, the core of your daily work.
Inbox: Your centralized action hub where you:
Draft and send outreach
Respond to donor communications
Manage tasks and follow-ups
Donors: Managing Your Constituents
Table: A spreadsheet-like view of assigned donors and prospects.
Segments: Organizes donors into strategic groups based on their fundraising journey.
Lists: Temporary, ad-hoc groupings for specific outreach needs (e.g., post-event follow-ups).
Workspace: The Brain of Momentum
Templates: Pre-written AI prompts and mail merge templates for outreach.
Cadences: Pre-set donor journeys (e.g., Welcome Series for new donors).
Automations: Triggers that streamline engagement based on donor actions.
Prospecting: Identifies your next best donor outreach opportunities.
User & Org Bio: Custom AI context for personalizing outreach.
2. The Inbox: Managing Your Donor Interactions
The Inbox is where donor engagement happens. It is designed as a single, organized space to manage outreach and responses.
Action Queue (Left Panel)
Displays a list of actions that need attention, including:
Manually created tasks
Automated recommendations based on donor activity
Donor Sidebar (Right Panel)
Provides a comprehensive donor profile, including:
Overview: Name, segment, CRM link, key contact details, giving history summary.
Plan: Upcoming and past actions (both manual and automated).
History: A timeline of previous gifts and engagements.
3. Creating New Actions & Outreach
Momentum allows you to efficiently craft outreach using AI and automation.
Step 1: Define Your Audience
Choose an individual or group.
Exclude specific recipients from group outreach as needed.
Step 2: Key Points to Communicate
Use AI prompts to generate message drafts.
Provide guidance like “Make this warmer” or “Don’t be weird.”
Apply templates for efficiency and consistency.
Step 3: Select Action Type
Email, Letter, or Call
Email supports multiple recipients.
Letters and Calls are currently individual-only actions.
Step 4: Schedule or Send
Choose a date for immediate or scheduled delivery.
Review AI-generated drafts before sending.
Final Touches
Attach files.
Set follow-up actions (e.g., “If no reply” automation).
Edit or discard drafts as needed.
4. Workspace: Customizing Your Engagement Strategy
Your Workspace powers automation and personalization.
Templates: Content Library for Outreach
Shared across the organization for team-wide consistency.
Store AI prompts and mail merge templates.
Customize pre-set AI prompts or create your own.
Use merge variables for personalized messages.
Example: Automatically insert donor names, giving history, and other dynamic fields into your emails.
Cadences: Mini Donor Journeys
Pre-built sequences like Welcome Journeys for new donors.
Helps ensure consistent, well-timed follow-ups.
Automations: Streamlining Engagement
Momentum provides default automations to help you stay proactive:
Get in Touch – Triggers an action if a donor has gone X days without contact.
No Reply Follow-Up – Reminds you to follow up if an email goes unanswered.
Gift Expected – Predicts upcoming gifts and prompts action.
Gift Received – Automates thank-you messages (one-time or recurring gifts).
Gift Anniversary & Birthday – Prompts outreach for donor milestones.
🔹 Customizing Automations: Modify rules, timing, and language per donor segment.
5. Prospecting: Prioritizing High-Value Donors
Momentum’s Prospecting feature helps uncover mid-level donors who have the potential to increase their giving. This feature is onboarded separately for optimal setup.
Key Takeaways
✅ Inbox is your action hub—manage outreach and follow-ups in one place. ✅ Donor Sidebar provides instant donor insights to inform communications. ✅ Automations keep donors engaged without manual effort. ✅ Templates & Cadences ensure personalized and consistent outreach. ✅ Prospecting helps identify hidden high-value donors.
Best Practices
💡 Always review AI drafts before sending. 💡 Use merge variables for a personal touch. 💡 Leverage automations to prevent donors from slipping through the cracks.
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