Self-Guided Training
Welcome to Momentum! This guide provides a detailed, step-by-step training so you can master the platform without needing live support.
Last updated
Welcome to Momentum! This guide provides a detailed, step-by-step training so you can master the platform without needing live support.
Last updated
Welcome to Momentum!
This guide serves as a complete self-guided training, walking you through every aspect of Momentum so you can get fully up and running without needing live support.
📌 Note: If you're brand new to Momentum, we recommend following this guide in order. If you're looking for guidance on a specific feature, use the table of contents to jump directly to that section.
Getting Started: Navigation & Orientation
The Inbox: Managing Donor Engagement
Creating & Managing Outreach
Automations: Reducing Manual Effort
Workspace: Customizing Engagement
Prospecting: Identifying High-Value Donors
Managing Lists & Segments
Managing Donor Data
Assistant Mode: For Team Collaboration
AI Writer: How It Personalizes Outreach
Troubleshooting & FAQs
Action Checklist: Get Fully Set Up
Momentum is structured to provide clear workflows for donor engagement. Below is a breakdown of the key sections.
Feature
Description
🏠 Home Button (M Logo)
Always brings you back to the Inbox.
📥 Inbox
Central hub for managing outreach, drafting emails, and responding to donors.
📂 Donors
Houses all constituents (assigned & unassigned). Segments, lists, and full CRM records live here.
🛠️ Workspace
The "brain" of Momentum—where templates, automations, cadences, and prospecting are managed.
📊 Reports
Provides activity tracking and engagement analytics (toggle on after training).
🔍 Search Bar
Allows you to search only assigned donors within Momentum.
⚙️ User Settings
Configure integrations, manage preferences, and access support.
The Inbox is where you'll spend most of your time in Momentum. It serves as your centralized action hub, ensuring no important outreach falls through the cracks.
Feature
Description
Action Queue (Left Panel)
Displays a list of actions—both manually created and automated recommendations.
Lightning Bolt Icon ⚡
Indicates an automated recommendation (e.g., "Get in Touch" reminders).
Paper Airplane Icon ✈️
Represents actions that you have scheduled or drafted.
Group Actions
Batch processing for similar outreach, like sending thank-you notes.
Donor Sidebar (Right Panel)
Provides full donor details, including contact info, giving history, and engagement plan.
AI Drafts
Automatically generated outreach messages, personalized based on past interactions.
📌 Recommended Screenshot: Show an example of the Inbox layout with icons highlighted.
Momentum provides multiple ways to create donor touchpoints, allowing you to work efficiently and personalize outreach at scale.
Click "New Action"
Located in the top-right of the screen.
Choose Recipients
Select an individual, group, or list.
Exclude specific recipients if needed.
Define Message Content
Use an AI-generated draft or a pre-written template.
Give the AI writer guidance, such as “Make this warmer.”
Select Action Type
Email (Supports individual or group actions).
Letter (Currently only supports individual actions).
Call (Generates suggested talking points).
Set a Follow-Up or Schedule for Later
Configure “If no reply” automation.
Attach files or add custom notes.
📌 Recommended Screenshot: Walkthrough of the "New Action" window with annotations.
Momentum automates repetitive tasks so you can focus on relationship-building.
Automation
Description
Get in Touch
Triggers an action if a donor has gone X days without contact.
No Reply Follow-Up
Reminds you to follow up on unanswered emails.
Gift Expected
Predicts upcoming gifts and prompts outreach.
Gift Received
Automates thank-you messages for recent donations.
Gift Anniversary & Birthday
Suggests outreach for key donor milestones.
Modify rules, timing, and language per donor segment.
Use dynamic adjustments so automations update based on donor activity.
📌 Recommended Video Tutorial: How to configure automations for different donor journeys.
Your Workspace powers automation and personalization.
AI Prompts: Reusable instructions for AI-generated outreach.
Mail Merge Templates: Pre-set messaging with placeholders (e.g., "Dear [First Name]").
Pre-built sequences for key donor journeys.
Examples: New Donor Welcome Series, Major Gift Cultivation.
Helps prioritize unassigned mid-level donors.
Surfaces the best prospects based on past engagement.
📌 Recommended Screenshot: Example of a cadence with touchpoint timelines.
Ad-hoc groupings for specific outreach (e.g., event invites).
Does not affect a donor’s broader engagement journey.
Long-term donor journeys (e.g., VIPs, recurring donors).
Include automations to drive ongoing engagement.
Momentum syncs seamlessly with your CRM.
Updates every 10 minutes.
Pulls in new donor data, gift history, and engagement activity.
Users can override AI decisions (e.g., reassigning segments).
Import bulk donor lists for segment updates.
📌 Recommended Video Tutorial: How to upload a donor list into a segment.
Momentum allows support staff to assist fundraisers in managing outreach.
View and edit another user’s account.
Set up lists, drafts, and tasks.
Cannot send emails (primary user must send).
📌 Recommended Screenshot: Assistant mode interface with restricted permissions highlighted.
Momentum’s AI adapts to your style over time.
Analyzes your tone & style based on past emails.
Reads previous interactions to ensure continuity.
Pulls CRM data to provide contextual accuracy.
💡 Best Practice: Always review AI drafts before sending.
Q: How do I ensure my outreach is logged? ✅ Check your Sent Folder in Outlook/Gmail.
Q: Can I modify a draft after AI generates it? ✅ Yes! AI provides a first draft, but you can customize before sending.
☑ Set up your segments & lists ☑ Configure automations for donor engagement ☑ Create templates & AI prompts for outreach ☑ Schedule first outreach actions
🚀 You're now ready to fully adopt Momentum! Let us know if you need additional support.