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Getting Started with Avid AI

Hello! Welcome to a community of enthusiastic fundraisers focused on serving a mission and achieving a vision by using Avid AI integrated software. 

Checklist

Here is a list of things we would recommend doing right away:

  • Set up your connections
  • Verify your organization's profile in Settings and drop in your logo
  • Make sure your Fiscal Year & Donors information is correct
  • Invite your team!
  • Take that coffee break you've been owing yourself for the last 10 minutes

When you've done the above list and you've grabbed a hot cup, set a reminder to come back in 24 hours and finish your setup. Oh, and breathe - you're on your way to turning insights into donations!

Don't forget to check out our knowledge base for more cool things and quick answers.