Getting Started
Comprehensive articles to kickstart your fundraising! New users and veterans alike should start here with every feature.
Getting Started with Campaign Deputy
NOTICE: A message from Campaign Deputy HQ We're happy you're here! What follows will be a comprehensive 'to-do list' of essential settings and best pr...
Frequently Asked Questions
All form responses are processed behind the scenes, typically this is in real-time while it can be delayed for a few minutes. We do additional process...
Importing Records
Importing contacts and contributions can be completed simultaneously using the import function in Campaign Deputy. To begin, first confirm all of t...
Getting Started with Call Time Manager
Call Time Manager is Campaign Deputy's dedicated tool for managing fundraising phone calls. It helps your team organize call lists, track conversation...
Getting Started with Tags
Tags enable users to search, sort, and reference custom attributes assigned to People. This article will cover how to create, sort, apply, and search ...
Getting Started with Universe Search
Universe Search is a valuable tool that allows you to segment or search for individuals within your account more efficiently. This feature offers a mu...
Getting Started with Automations
The Automations Dashboard can be accessed via the left side menu. From the Dashboard, users can add, copy, edit, or delete Automations. *Please note t...
Getting Started with Forms
Before you start using Landing Pages and Hosted Forms, set up your Digital settings. This is where you customize how your forms look—upload a logo, ch...
DNS Verification
Verifying a domain with DNS records is a one‑time step that proves you control the domain and enables platform features, like sending emails. If you h...