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Setting Up an Account

/Organization Support / Getting Started / Setting Up an Account

eGo Connect will allow your organization to take/manage donations and connect to your donors and subscribers through various outreach campaigns.

Below, we will walk you through setting up an account and getting started with eGo Connect.

Account Registration
To sign up for an account with eGo Connect, you must agree to our Terms & Conditions that covers conduct and proper usage of the application. To sign up, you will need to do the following:

  1. Navigate to our home page and click on the Sign Up button.

    sign-up

  2. On the account sign up page, you will need to enter your first name, last name, organization name, and a few additional details.

    details

  3. After filling out the basic details, you’ll need to select a service plan, enter your billing information and click the button to create your account. At this point, your account will be opened up to you.

Setup Tasks
After you complete account registration, you will then be presented with a list of tasks necessary to get the most out of eGo Connect.

setup

The steps will include the following tasks:

  • Merchant Account Setup
  • Terms of Use & Privacy Policy Setup
  • Time Zone & Logo
  • Donor Receipt Setup
  • Email Signature Setup

You can visit the linked articles to learn more about each of these setup tasks.

Tagged: account setupgetting startedguide

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