Here are the first steps you'll want to take when setting up a new Daisychain account.
1) Invite New Users. Whether it's other members of your staff or volunteer texters, Daisychain shines when you use it with a team.
2) Create custom fields and tags. Creating custom fields and tags will help ensure you can easily organize and segment your list of contacts.
3) Import your first list. Upload a CSV of your supporters so you can start your organizing and outreach campaigns.
4) Set up integrations. Integrations with other tools help ensure that people and actions can flow into Daisychain in real-time -- which can give you a 360-degree view of your supporters and help speed up follow-up and increase engagement.
Our team is always happy to help get you and your team started, so email help@daisychain.app if you have questions or want to setup an onboarding call