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Creating an Account

Getting started with Avid AI is simple - in just a few steps you will be able to utilize benchmarks, visualize your systems in one place, and create actionable insights to turn your data into donations.

Creating an account in Avid AI gives you access to benchmarks, reporting tools, and insights that you can take action on today.  Here's how to get started:

Navigate to https://app.avidai.com/login.

Go to the "No account yet? Sign up" link below the Login button or click here.

Any item marked with an asterisk (*) is a required field.

Step 1: Personal Information

  • Fill in your First Name, Last Name, and Email
  • Choose a secure password
  • Click Sign Up
  • OR sign up with your Google Login

Step 2: Organization Information

  • Begin typing your Organization's Name - your organization will autofill if Avid AI can locate your organization
    • If your organization does not autofill, click on the + button below the search box to add your organization as written
    • This will open a dropdown to fill out the details for your organization
    • Select your Vertical, Annual Revenue range, start month of your fiscal year, and input your website URL
  • Check the box to agree to the privacy policy and terms of service
  • Click Continue

Step 3: Personalize Your Experience

  • Enter your CRM (required)  - this field will autofill with known CRMs, if it is not on the list click on Add Unlisted System
  • You can also fill in your main Advertising Platform, Email Marketing, Email Form, and Donation Form. You will have an opportunity to change this at a later date if needed
  • Click Continue

Step 4: Make Your First Connection

  • Based on your CRM answer you will be directed to a page to assist you in setting up your connection.
    • You do not have to connect at this time and can do so in the application
    • If you wish to skip click the (Skip for now and view the benchmarks) link below the setup instructions
  • At any point you can invite a colleague to assist by clicking the Ask a Colleague for help 
  • You can also Get Help for Avid Staff to set up your connection from this screen

After you have either skipped the connection setup or connected your data, you can explore the Avid Benchmarks.

It is highly recommended to connect your CRM or upload files so that Avid Insights can be provided to you. After your data is connected you will have access to reports and AI suggestions for strategy recommendations as well as an Account Manger to help you throughout your trial period. 

You will receive an email when your data upload/sync is complete. Your next step is to map your data columns to standard Avid AI columns or create custom columns to use in the platform. Here are detailed instructions on how to map your data.