Alumnipad Knowledge based.

Know your way around Alumnipad. How to perform some operations on the various features: Do not get stuck. Visit our channel:

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ALUMNIPAD MANUAL

Alumnipad platform helps you to manage your alumni database, engage with alumni, and mobilize donations from them.

Contacts Management

Under Contacts management, one can Create a Contact, create a Contact Invite, Import Contacts, create a Group, create an event for the organization, Create Contact fields and even create a donation cause, and do many other operations.

How to Create a Contact in Alumnipad.

• Launch the Alumnipad admin page ; https://devadmin.alumnipad.com/
• Click on CONTACTS on the left side of the page
• Click on contacts – on the right side of the displayed page, click on create contacts
• Fill in the required data and click on create contact at the bottom of the page.

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Creating a Contact Field

• Launch the Admin page ; https://devadmin.alumnipad.com/
• Click on CONTACTS
• Click on Contact Field, on the left side of the displayed page, click on create contact field
• Under Team, choose the name of the organization you are creating the field for.
• Type in the label eg. Name, Age etc
• Choose the type of field, whether it’s a text or a number or both.
• Click on Create Contact.

Creating a Contact Invite

• Launch the Alumnipad Admin page: https://devadmin.alumnipad.com/
• Click on CONTACTS
• Click on contact invitations
• On the right side of the displayed page, click on the Create Contact Invitation button.
• Fill in the required data and then click on create contact invitation.

How to Import Contacts

• Launch the Admin page ; https://devadmin.alumnipad.com/
• Go to CONTACTS.
• Click on Contacts
• On the displayed page, click on Import
• Choose a file either in excel or in a comma delimited format(csv) and upload it. There is no specific order required, as shown.
• Click on Run Action.
• Fill in the fields not tagged and click on Import.

How to Create a Contact Category.

• Launch the Alumnipad Admin page https://devadmin.alumnipad.com/
• Click on CONTACTS
• Click on contact categories.
• On the right side of the displayed page, click on create contact category.
• Type in the Name of the Category
• Choose the organization and then click on create contact category.
• Import or attach a contact to go with the category.

How to Create a Donation Cause

• Launch the Alumnipad Admin page https://devadmin.alumnipad.com/
• On the left side of the displayed page, click on DONATIONS.
• Click on Donation Causes.
• On the right side of the page, click on create a donation cause.
• Fill in the required fields and then click on the create a donation cause button.
• You can also check the progress of the donations by clicking on donations below the Donation causes after clicking on DONATIONS.

How to Create an Election

• Launch the Alumnipad Admin page https://devadmin.alumnipad.com/
• On the left side of the page, click on ELECTIONS and then on elections.
• Click on Create Election on the top right side of the displayed page.
• Fill in the required information and then click on the Create Election button.

How to Create an Event.

• Launch the Alumnipad Admin page https://devadmin.alumnipad.com/
• Click on EVENT and the on Events.
• On the top right side of the displayed page, click on Create Event.
• Fill the required fields and then click on the Create Event button.

How to Create a Group.

• Launch the Alumnipad Admin page https://devadmin.alumnipad.com/
• Click on GROUP and then on Groups.
• At the top right side of the page, click on Create Group.
• Fill the fields and then click on the Create Group button.

How to create Email Batches.

• Launch the Alumnipad Admin page https://devadmin.alumnipad.com/
• Click on MESSAGING
• Click on Email Batches.
• On the top right of the displayed page, click on Create Email Batch.
• Fill in the fields and then click on the Create Email Batch button.

How to Create Text Batches.

• Launch the Alumnipad Admin page https://devadmin.alumnipad.com/
• Click on MESSAGING
• Click on Text Batches.
• On the top right of the displayed page, click on Create Text Batch.
• Fill in the fields and then click on the Create Text Batch button.