Social Sync

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Detailed 'How To' guides for key features

Getting Started

The latest news about Social Sync's new features and platform updates.

Feature Updates

Start fundraising by setting up your campaign

Creating and Managing Campaigns

For charities taking part in Paris, Cape Town or Sydney Marathon, you can access your guides here

Programmes

Manage supporter conversations in one place

Supporter Inbox

Manage your stewardship tasks in one place

Task Centre

Personalised, multichannel behavioural supporter journeys

Journey Builder

Raise more through WhatsApp supporter journeys.

WhatsApp

Branded, personalised email journeys that engage supporters at every stage

Email

Sync your fundraising, marketing and communication tools with your account.

Integrations

Manage imports, reports data automations and more.

Data Centre

Manage account level templates for your campaigns and journeys.

Templates

Account Settings

Guides and detailed specifications for your structured reports and exports.

Export Specifications

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Volume, creators and topics for your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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