Onboarding and Next Steps
Video Walkthrough
Walkthrough of "Moving Forward with Managed Orgs Donative and Onboarding"
Table of Contents
- Chapter 1: Introduction and Sign-Up
- Chapter 2: Connecting to Amazon Business
- Chapter 3: Creating Campaigns and Adding Products
- Chapter 4: WordPress Plugin Installation
Chapter 1: Introduction and Sign-Up (00:00 - 07:52)
- Welcome to Managed Orgs Donative
- Signing up and receiving an email link
- Scheduling a check-in call
- Welcome email and access to the admin portal
- Access to the payment portal and KYC information
Chapter 2: Connecting to Amazon Business (07:52 - 19:37)
- Connecting to your organization's Amazon business account
- Creating a new group for Donative
- Configuring purchasing system
- Setting up admins and addresses
- Adding payment methods
- Setting up tax exemptions
Chapter 3: Creating Campaigns and Adding Products (19:37 - 26:51)
- Creating a new campaign
- Adding campaign details
- Adding wishlist items
- Setting up campaign colors and tags
- Applying service charges and tax exemptions
Chapter 4: WordPress Plugin Installation (26:51 - 31:21)
- Installing the Managed Org Donative plugin for WordPress
- Creating a new page for the wishlist
- Using shortcodes to display your wishlist
- Validating the plugin for access