Organiz Docs

Getting started

The shortest path from a new organization to your first published campaign.

This is the quickest path from a brand new organization to a live campaign your members can act on.

Step by step

  1. Accept your invite. Your organization starts with one owner, invited by email as a Data Admin. That role can manage everything, including member data. Open the invitation link, set up your login, and you land in the admin.
  2. Create a page. In the admin, go to Pages and create a page. A page is a campaign that your members move through. It holds your actions and content.
  3. Build it. Use the drag and drop builder to add a header, some text, and one or more actions. New pages start as a draft, so they stay private while you work.
  4. Add a CTA. A CTA, short for call to action, is what a member completes to earn points, such as signing a petition or RSVPing to an event. Set its title, description, image, and point value.
  5. Publish. When the page is ready, select Publish in the builder. The page goes live right away at its public address.
  6. Share it. Use the Share button to copy the page link and send it to your supporters. As they take actions they earn points, climb levels, and unlock rewards.
Screenshot coming soon: The page builder with the Publish and Share controls
The page builder with the Publish and Share controls

Next steps

Now that your first page is live, set up the rest of your program.

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