Quick Start Guide

• Understanding Team Roles and Permissions in GoodChange

  When you’re invited to a team on GoodChange, your access and capabilities depend on the role assigned to you. This guide explains what each role can do so you know how to get the most out of the platform. 🎯 Admin Admins have full access to all areas of the platform. They can: Create, edit, and delete campaigns, fundraisers and marketing links View and manage all financial records Access financial data, payouts, and reports Manage team roles and permissions Select visible screenFew readers

• Adding a Team Member

  To add a team member to your fundraising campaign: Log in to your GoodChange account and click into your active campaign. In the left-hand navigation, click Campaign, then click Team. In the upper right corner, click Add Team Member. Enter the new team member's email address. Select their permission level: Admin, Editor, Viewer, or Vendor. Select which pages they'll have access to. Click Invite Member. Your new team member will receive an email invitation.Few readers

• Create a New Campaign in Your GoodChange Account

  A campaign on GoodChange is your entire fundraising operation — it's the home for all your fundraisers, events, donor data, and settings. Anyone can create one: candidates, campaign staff, advocacy organizations, consultants, and agencies managing multiple clients. Log in at goodchange.app. Click Add Campaign. Enter your campaign name, primary email, phone number, campaign type, and location. Click Continue. Your campaign is created! The next step is to link your bank accouPopular

• Create a GoodChange Account

  Getting started on GoodChange is fast. Before you begin, have your EIN/Tax ID, legal business name, and banking information handy — these will need to match your organizational and banking paperwork exactly. Go to goodchange.app and click Create an Account in the top right corner. Enter your name and email address. Check your email for a verification code and enter it to confirm your account. That's it — you're in! Your next step is to create a campaign. See *Create a New CampaignSome readers

• Link Your Bank + Verify Your Account

  Once you've created a campaign, you'll need to connect a bank account through Stripe before you can access donations. You can complete this step right away or return to it later from your dashboard — but keep in mind, donations will not be accessible until verification is complete. To get started: Log in, click your campaign from the dashboard, then click Start Verification. You'll be redirected to Stripe. You'll see a message that says "Level Wins partners with Stripe for secureSome readers

• Create Fundraisers and Events

  GoodChange gives you two types of fundraising forms: Fundraisers and Events. Both are highly flexible and can be customized to fit almost any campaign need. Fundraisers are your all-purpose form — great for general donation pages, digital campaigns, house parties, end-of-quarter pushes, and more. Events are designed for ticketed experiences — tiered giving levels, RSVPs, merchandise sales, and anything where you want to define specific contribution amounts tied to an action.Some readers

• Create Tracking Links for Fundraisers and Events

  Marketing links let you track exactly where your donations are coming from — email, text, social media, events, and more. You can create as many as you need. Log in. In your dashboard, click Marketing, then click Links. Click Add Link. Fill out the form fields (name the link something descriptive, like "June Email Blast" or "Instagram Bio"). Click Add Marketing Link. Click Ready to Share, then copy and paste the link wherever you want to use it. Each link traSome readers

• Adding Compliance/Finance Rules

  Adding Compliance/Finance Rules - VERY IMPORTANT! This step is very important! When you've created your account, BEFORE you start fundraising, add your contribution rules and legal disclaimers. To do this, in your dashboard, click Settings Information Rules. Now you'll add your rules like this: Click "Add Rule" Enter your rule Click ENTER Repeat until you've added all rules. (https://storage.crisp.chat/users/helpdesk/website/-/8/f/e/3/8fe32a7262b6a800/screenshot-2025-0Few readers

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