Onboarding

Onboarding

Onboarding with icharms is a step up from DIY implementation, as it includes online support sessions with the icharms staff.

You’ll need to employ a professional for something a little more unique.

How does it work?

You’ll be invited to five online sessions, lasting 30-90 minutes, where a icharms expert will walk you through our donor management CRM and help you set it up.

1.THE BIG PICTURE

     What icharms does and how the CRM works

2. CONFIGURATION

    Tag structure, financial coding and preparing to upload/import data

3. DATA MANAGEMENT

    Uploading your data to icharms

4. DEEPER DIVE

    Choose two in-depth   topics, including: Mailchimp integration · Eventbrite integration·       Xero integration · Accounts download · Forms · JustGiving and Facebook · Gift Aid (UK only) · Stripe integration (widgets and Campaign Donation Pages) · API (for developers) · Prospect Research and Opportunities · GoCardless integration · Online Fundraising (DK only)

5. Q&A

    Your chance to ask final questions

FAQS

UK – £800 + VAT

You must have an active icharms subscription when you order onboarding so that you have a icharms system on which to do it. We collect the onboarding fee along with your subscription.

Onboarding is not highly technical, but you do need an understanding of data. You don’t need to have a Computer Science degree but having an eye for process and data would help. You are likely to be a regular user of icharms. It is also essential to know and communicate what you want to achieve with your use of icharms.

We just invite 1 or 2 persons from your company to participate in the calls.
On your live icharms system, we use screenshare to walk you through the information.
Before the next conversation, we keep a shared record of the actions and “homework” that you need to complete.
At the end of each call, we schedule the next one.

You need an active icharms system. If you have professional, you must have an active subscription – which means that you’ve set up a Direct Debit and are ready to start using the system.

If you require additional assistance after the initial five onboarding meetings, you can Hire an Expert to assist you.
You might need unique integrations or a complicated data migration, for example.

Onboarding sessions can be rescheduled or cancelled free of charge, up until 24 hours before the scheduled start time of your session. Cancellations with less than 24 hours notice will incur a charge of £55 (we’ll have set aside the time for your onboarding and may not be able to use that time for other work at short notice).

You can see the full Terms & Conditions for Onboarding here

Onboarding costs £800 +VAT

Please note: 1-2 people from your organisation can participate in onboarding. You must have an active icharms system to get started.

Why charities choose icharms - in their own words

The group did an excellent job of holding our hands throughout the cycle, answering to any questions we had, assisting us with the excursion, and being patient when we needed to rehash things! I would strongly advise the icharms Onboarding administration to anyone switching to icharms — it gives you the assurance and data you require to launch another framework. Emma -
The group has been a fantastic (in every sense!) display. They've made the transition to icharms a breeze by being patient, resourceful, and exceptional communicators. After that, we'd be able to observe a variety of ways to smooth up our work. The fact that they have such a fantastic client service team has been a bonus. I strongly advise it. - Car Emma
Truly simple to utilize, I especially rate the Lists work and the capacity to transfer to Excel.

— Charlie Fraser, Back Up Trust
It's fantastic to work with a crew that is friendly and knowledgeable about the type of CRM structure that a good cause requires. Constantly willing to listen to new ideas and useful in dealing with issues — Alexandra Haswell, Norfolk and Waveney Mind's Fundraising Manager
The icharms group conveys critical information, massive information about increasing support, trust, and security. — Lisbet Christoffersen, Brns Vilkr's Head of Fundraising
icharm is a simple to use system that may help charities maintain track of its members and supporters. The search features are simple to use, and the results are simple to share with those who need to see them. I would enthusiastically suggest icharm to anyone who requires their services. — ATD Fourth World UK's Eric Knibbs
With low maintenance, scattered group, icharms has been a much needed refresher. I'm still new to the framework however the more I learn with the online assets, the better it gets!

— Emma Lynn, Individual Giving Manager, FitzRoy
icharm is a brilliant asset to any pledge drive. It is simple to grasp, and the information bank is brimming with practical assistance. — Gesher School's Ali Durban
We are truly satisfied with icharm. It's an incredible for assisting us to deal with our connections and interchanges with allies. The icharm group are on the whole staggeringly amicable and supportive as well. We are glad to be important for the icharm family

—Rachel Hogg, The Benjamin Foundation
icharms is extraordinary! It works, it does precisely what it says on the tin. It's combinations are incredible It's reasonable, absolutely versatile and cherished by our evaluators. — Mark Morgan, Stella's Voice