For organizers
For owners, admins and staff running an organization's workspace: people, outreach, events, fundraising and settings. 101 articles.
Start hereCreating your organizationOrganization
Getting started10
- Creating your organizationSet up a new organization or campaign in four short steps, give it departments and roles from a starting template, then finish setup from your workspace.
- Your workspaceWhat the workspace is, who can use it, and how it fits beside your members' space and your public site.
- Bringing your members onto OrganizeOSWhat your members get when your organization moves to OrganizeOS, how they join, and how to invite them one at a time or from a spreadsheet.
- Roles and permissions for your teamHow the owner, admin, and member roles work, and how to build custom roles that grant exactly the access a team member needs.
- Organizing your team into teamsGroup members into named teams you can reuse to control private channel access and target messaging, without changing anyone's role.
- Departments and delegated adminSplit a growing organization into departments, and let a department admin manage their own members and assign roles without becoming a full workspace admin.
- Your brand: logo, colors, and nameSet the logos, colors, fonts, and display name used across your workspace, emails, and public pages, whether your address shows your profile page, Website Lite, or the website builder.
- Recording your tax statusRecord whether your organization is a 501(c)(3), a 501(c)(4), a union or something else, under Administration, then General.
- Billing and your planReview your subscription, track usage against plan limits, update your payment method, and read invoices.
- Chapters and your networkCreate and manage chapters, set per-chapter resource limits and donation splits, and configure how your network is billed.
Workflows5
- Run your first eventAn end-to-end walk through running an event on OrganizeOS, from setup to the day-of to the follow-up afterward.
- Send your first broadcast emailAn end-to-end walk through composing, previewing, scheduling, and reviewing your first email broadcast on OrganizeOS.
- Reports: analytics for your organizationWhat's on the Reports hub, what each report covers, and who on your team can see it.
- Publishing announcementsPost short announcements to your organization's profile so followers, members and people deciding whether to join can see what you are doing.
- Exporting your dataWhere each CSV download lives across contacts, members, events, RSVPs, and walk lists, what lands in each file, and which data has no export.
Account & security5
- Account security for your teamSecurity defaults and configurable policies that apply to every member of your organization.
- Enforcing two-factor authenticationTwo-factor authentication is mandatory for every owner and admin role on OrganizeOS, and can be extended to your wider team. This page explains how the enforcement works and what to expect.
- Session idle timeoutLearn how to configure an idle-session timeout for your organization, how the trust-this-device affordance works, and what members in multiple orgs experience.
- Message retentionRetention controls how long messages stay in your organization before they are hard-deleted.
- Message encryptionWhat OrganizeOS encrypts at rest, what attacks that defeats, when the platform decrypts, and how to bound subpoena exposure.
People10
- Importing contactsBring contacts in from a spreadsheet by uploading a CSV, mapping columns to OrganizeOS fields, and resolving any errors before the import completes.
- CRM basicsHow the unified contact record works and how to organize your supporters.
- Tagging contactsCreate, organize, and manage the tags you use to label contacts in your CRM.
- Cleaning contact dataRemove duplicate records, merge contact histories, and apply bulk tag or status changes to keep your CRM accurate over time.
- Contact segmentsBuild live, filter-based audiences that re-evaluate automatically and can be reused across email campaigns, SMS campaigns, and meeting invite lists.
- CRM insights and recommended actionsHow OrganizeOS surfaces data-driven suggestions from your contact database, and what to do with them.
- The referrals reportSee which members bring people in through their own share links, what each link led to, and release or void sign-ups that need a look.
- DepartmentsStructure your organization into departments, delegate day-to-day member management to department admins, and control which roles a department can assign.
- Membership duesSee who is paid and who has lapsed, set what happens when dues go unpaid, and understand what OrganizeOS does automatically.
- Membership tiersDefine the membership levels your organization offers, price them, set a default, and assign members to them.
Email9
- Sending an email campaignHow to build, target, test, and send an email campaign to your supporters.
- Choosing an audience for your emailHow to target an email campaign using saved segments and ad-hoc filters, with a live deliverable count after opt-outs.
- Email merge tagsHow to use merge tags to insert each contact's name, your organization details, and the unsubscribe link into every email automatically.
- Email templatesHow to save and reuse email designs as templates to keep campaigns on-brand and start new emails faster.
- Scheduling campaignsHow to send a campaign now or schedule it for later, how sends are batched against your quota, and what happens when recipients are skipped.
- Email automationsHow to build automated email sequences that enroll contacts on a trigger, branch on conditions, wait for events, and measure goals.
- Reading campaign analyticsHow to read a campaign's opens, clicks, bounces, and other delivery metrics, drill into recipients, and export the data.
- Email suppressionHow opt-outs and bounces are automatically excluded from future sends, and how to manage your subscriber list.
- Email settingsHow to control which transactional emails your organization sends, add optional custom messages, and set a shared footer and reply-to address.
Events16
- Creating an eventHow to set up and publish an event so members and supporters can find it and sign up.
- Browsing your eventsHow to move between the list, calendar, and map views on your Events page, filter what you see, and load more events.
- Event registration questionsHow to collect extra information from attendees by adding custom questions to an event's RSVP form.
- Event capacity and waitlistsHow to cap attendance on an event and let OrganizeOS manage a waitlist automatically when registrations fill.
- Checking attendees inHow to use the day-of check-in screen to mark attendees as arrived and track no-shows after the event.
- Volunteer shiftsHow to split an event into timed slots with their own capacity so volunteers can sign up for the window that works for them.
- Shift confirmations and attendanceWhat volunteers with a shift hear from you the day before and on the day, how to see who confirmed, and how to mark who worked each shift.
- Event shift rolesHow to split an event shift into named roles with their own capacity, and let volunteers pick a role at signup.
- Volunteer debriefsAfter a volunteer works a shift, an organizer gets a task to call or text them within two days. How the task is assigned, what the debrief page shows, and how to log the call.
- Volunteer show and return ratesThe share of volunteers who showed up for their shifts, came back within 30 days, and were reached by a debrief call, measured from your own attendance marks.
- Recurring eventsHow to set an event to repeat on a schedule so OrganizeOS generates a series of individual occurrences automatically.
- Managing a recurring event seriesHow to view and manage the individual occurrences of a recurring event from the series page.
- Event attendee broadcastsHow to send email or text announcements to an event's attendees, filtered by shift or RSVP status.
- Automated event communicationsSee every message the platform sends for your event, turn individual sends off, and edit their wording.
- Event feedback resultsWhere to see post-event survey responses, ratings, and written comments from your attendees.
- Canvass event outcomesHow to read door-knock results for a canvass-type event, including headline metrics and a per-canvasser breakdown.
Fundraise4
- Creating a fundraising pageHow to set up a public donation page, share it, and manage the money you raise.
- Donation recordsHow to read and manage donation records, refund a gift, respond to a dispute, and what receipts donors get.
- Donor recognition and the donor wallHow the public donor wall works, what donors control about their listing, and how anonymous giving is handled.
- Recurring donationsHow donors set up sustaining gifts, how to manage active commitments, and what happens when a renewal charge fails.
Channels2
- Channels: team chat for your workspaceHow org-scoped channels work for staff and admins, including creating a channel, who is in it, threads, reactions, mentions, pinned messages, and deleting a channel.
- Organizing channels into categoriesHow to group channels into categories, reorder them, and keep the channel list navigable as your team grows.
Meetings7
- Scheduling and running meetingsHow to schedule and run internal and external video meetings, including roles, Q&A, floor control, and town halls.
- Logging one-on-one conversationsHow to log one-on-one conversations with contacts, capture the ask and an assessment, and track follow-ups.
- Running trainingsHow to schedule a training, track who attended, and mark contacts trained so completion becomes a queryable CRM record.
- Recruiting volunteers and staffHow to post an open position, take applications from your public site, and accept an applicant onto your team.
- Running a town hallHow to schedule a town hall for a large audience, invite a CRM segment to it, read RSVPs, and share the recording afterward.
- Meeting scheduling: access and security optionsThe waiting room, passcode, recording, screen-share, and video-default options available when you schedule a meeting.
- Meeting transcripts and summariesTranscribe a meeting so every speaker is named and every line is timestamped, and get an AI summary of what was decided.
SMS & phonebank3
- SMS outreachHow to run peer-to-peer SMS campaigns from your workspace, including 10DLC registration, opt-out handling, and the two-way inbox.
- Phonebank campaignsPhone banking is being rebuilt. What the Phone Banking page and phone bank actions show now, and where your phone numbers are in the meantime.
- Phone numbers and carrier registrationHow to register your organization with US carriers, buy phone numbers, and read their calling and texting status on the Phone numbers page, with what to do before you register (your organization must be verified), the fees, the monthly charges and what happens when one is past due, the limits on attempts in 30 days, the timelines, and what to do if a registration is rejected.
Actions3
- Actions: turn plans into volunteer tasksHow to create volunteer actions, how volunteers sign up and execute them, and how progress flows into the CRM, badges, and leaderboards.
- Running an actionWhat a volunteer sees when they open an action, how their work is scoped to their slice, and how a lead tracks progress live.
- Running a petitionHow to create a petition, what a signer experiences end to end, and how to track, confirm, and export signatures.
Canvass8
- CanvassingHow to define territories, generate walk lists, run offline-capable canvassing sessions, and capture results with custom door statuses.
- Walk list setupHow to build route-optimized walk lists from a territory, import voter data, and assign and reassign them to canvassers.
- Turf cuttingHow automatic turf cutting divides a large area into balanced, walkable turfs you can review, edit, and accept.
- Door statusesHow the disposition codes canvassers choose from at the door are set up per organization, and how the counts-as-contact setting drives contact-rate metrics.
- Canvassing scriptsHow to build a canvassing script with survey questions, branching logic, and automatic tagging from responses.
- Recording a door attemptHow canvassers log a result at each door during an active session, including offline recording and viewing attempt history per address.
- Monitoring canvassers with live trackingHow to watch active canvassing sessions in real time, including who is out, how long they have been out, and their door counts, and what the view does not show.
- Canvassing teamsHow to organize canvassers into teams with leads and members, so you can delegate management without making everyone an org admin.
Website6
- Your public siteChoose what people see at your organization's address, from a ready-made profile page to Website Lite or the full website builder, and find your pages, shop, and site settings.
- Your profile pageA ready-made page at your organization's address, built from your details, links, and events with nothing to design. How to make it live, edit it, and share it.
- Content collectionsStructured content for your site, such as blog posts, team members and FAQs, with fields you define and items you publish.
- Custom pagesHow to create standalone pages like About, Contact, or Team at custom URLs, add them to your nav, and stay within plan limits.
- EmbedsReusable forms and widgets you build once, place on your pages, or embed on external sites.
- Connecting a custom domainPoint your own domain at your OrganizeOS site, the exact DNS records to add for a root or subdomain, and how to diagnose problems.
Shop4
- Setting up your shopConnect the accounts your shop depends on and turn it on so supporters can buy.
- Adding and managing productsHow to create products, set up variants and pricing, and import designs from Printful or Printify.
- Fulfilling shop ordersHow to view orders, mark them shipped, issue refunds, and understand how payment is held and released.
- Your storefrontHow your public storefront is built, what buyers see from browsing to checkout, and how to customize the layout.
Campaigns
Organization Advisor1
Campaign Advisor2
- Using Campaign AdvisorHow campaign organizations use the Campaign Advisor chat and recommendations to guide strategy and outreach.
- Your campaign dashboardWhat the figures at the top of a campaign workspace's dashboard count, what the voter contact, volunteer and fundraising cards show, and what you see when your role cannot see an area.