We’re excited to have you on board! Setting up your SocialSync account is the first step to unlocking the full potential of your nonprofit’s fundraising efforts. In this guide, we'll walk you through adding key information about your organisation, setting your brand colors, and connecting powerful integrations to ensure everything runs smoothly.

Your settings are where you will find all of your personal and organisational details. Simply look for the cog icon in your menu...

The first tab allows you to edit the following information:

Please enter your nonprofit's name and basic details here.

This section allows you to enter important links to your public facing Privacy Policy and your Terms & Conditions.

You can also toggle on the locations in which you are registered and add your Charity Number and, if needed, your Company Number.

The information that you add here is used to create a footer section that displays throughout your supporter facing content in Social Sync.

This is where to keep your primary office details and supporter facing phone number number and email address.

Keep your links up to date here for the following channels:

These links can be added via dynamic placeholders on our branded pages and forms.

This next tab is the place to really make Social Sync look and feel like home, as we give you the option to use your brand colours and logos, which you will then see throughout your account:

Click on Upload to add your Charity Logo and Favicon as well as using the text editor to complete your Charity Biography.

Pick from the available fonts for headers and body text as well as inputting the hex colour code for your default text colour.

Here you can enter the hex codes for your primary, secondary and tertiary brand colours:

Now it's time to integrate your platforms of choice to Social Sync to allow for seamless usage and management.

Simply select the platforms you would like to integrate and follow the instructions on the screen. You may need to follow different steps depending on the platform you have chosen to integrate, as each platform has its own requirements and permissions.

Use tags to segment your supporters and create personalised communication journeys for your campaigns.

This is where you can see which of your team members that have access to to your Social Sync account. This is where you have the option to remove and add new members with a simple click of a button.

Your account plan, usage and billing details all live here and are fully editable right in this space.