Capital Resources
Capital Resources

Your campaign on Capital Resources

Your fundraising book now lives in one place: the checks we receive for you, the firms and donors behind them, your call lists and the to-dos between us. Here is how to get going, and what you will see once you are in.

Five things to do

  1. 1
    Get the app. iPhone: install the Capital Resources app from the link in your welcome email. Anywhere else: sign in at localhost:3000. Your login is Google, or the email and password you set from your setup link.
  2. 2
    Say yes to notifications. That is how a new call list, a to-do or a check reaches you. Treasurers also get email copies of published checks by default; change yours any time under Alerts.
  3. 3
    Add your people. The candidate, the campaign manager and the treasurer each get their own login with the right view — ask your Capital Resources lead to add them.
  4. 4
    Work the call list. Open Call List, tap a firm, make the call, then mark it Done or Attempted and leave a note. We see it as you go and follow up on the ones that need another try.
  5. 5
    Message us from the app. The chat bubble on Home is a direct line to your Capital Resources team — one thread the whole campaign shares. A check arrives at your office? Snap a photo and send it there.

Five things you will see

  1. 1
    Home. Raised to date against your goal for this cycle, and Next up — the to-dos waiting on you.
  2. 2
    Checks. Every published contribution with the check image, the date we received it and which account it went to (campaign or committee) — and a note thread on each one.
  3. 3
    Top Donors. The firms and donors behind your money, ranked, with the people to thank.
  4. 4
    Change Cycle. Past cycles stay a tap away from the menu in the header; totals, checks and donors switch with it.
  5. 5
    Alerts. Everything we have sent you, in one list — tap one to go straight to it.