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Getting Started Checklist βœ…

Everything You Need to Launch Successfully! πŸŽ‰

First Things First

Start your Harness journey with these essential setup steps:

βœ… Explore Your Harness Dashboard – Familiarize yourself with the platform and its key features.
βœ… Add Your Team– Invite colleagues as administrators to your Harness Dashboard.
βœ… Feature Harness on Your Website- Redirect website buttons to pop-ups
βœ… Share Your Giving Forms – Learn how to promote and distribute your Harness Giving Forms, aka your fundraising campaign pages!
βœ… Get Your Board on Board – Encourage Board members to sign up and champion your fundraising efforts.
βœ… Excite Your Staff – Share Harness with your team to build enthusiasm! 😊
βœ… Explore Our Integrations – Discover how Harness connects with your existing tools.
βœ… Transition Current Monthly Donors – Use our email template to smoothly migrate existing donors.
βœ… Grow Your Recurring Giving Program – Check out our best practices guide.
βœ… Apply for Discounts – Save more with Stripe’s nonprofit processing fee discount and Canva’s free nonprofit marketing tools.
βœ… Advertise Effectively – Use Canva’s tools to easily promote your campaigns.


Quick Start Guides

Master Harness with our step-by-step guides:


Quick Start Links

(PRO TIP: Bookmark these for easy access!)


We’re excited for you to get started! πŸš€
​Questions? Chat with us via the blue bubble in the bottom left corner of your screen.

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