SignUpGenius Part I: Activating the SignUpGenius Integration

SignUpGenius Part I: Activating the SignUpGenius Integration

1. SignUpGenius Enterprise is an online sign up tool that helps individuals and organizations organize people and events, as well as streamline communications. Users can embed sign up registration functionality directly onto a website and create custom portal pages to schedule shifts, manage volunteer hours, collect donations and gather participant information. It generally will be used as an alternative to VolunteerEasy, our volunteer management system. For those clients where VolunteerEasy is more functionality than they need, SignUpGenius may be a good alternative.
2. Sign up/contact data as well as event and/or volunteer data from SignUpGenius syncs directly to our CRM so there is no need for manual data entry of contact information from SUG to CRM. The sync is one-way FROM SignUpGenius TO our CRM. Updating contact information in CRM does NOT update the same information inside SignUpGenius. For more information on what data syncs between the two systems and where it will display in CRM, see this tutorial.
3. SignUpGenius is a paid add-on for CRM clients; however, CRM clients do receive discounted pricing. Please Note: the SignUpGenius integration ONLY works for SUG Enterprise level accounts. No other SUG subscription level will sync with our our CRM.
4. To create a SignUpGenius account and activate the CRM sync, begin by navigating to Add-Ons and More on the CRM Main Menu.

   

5. Click on the Integrations Tab

   

6. Click on the SignUpGenius button.

   

7. On the SignUpGenius landing page, you will find information on SignUpGenius's features and the discounted price you will pay based on your CRM subscription/plan level. Please Note: after activating your SignUpGenius account/integration, in future, you will bypass this page and be taken directly to the SignUpGenius log-in page.
   

   

   

8. After reviewing the information on this page, click the Get Started button in the center of the page (in the price box).

   

9. You will be taken the Fundly/CRM Accounts area where you will complete the SignUpGenius account creation steps.

   

10. Follow the steps (similar steps as signing up for/renewing your CRM subscription/plan) on screen to complete the SignUpGenius sign up.
    • On Tab #1: Select Subscription, click the Continue button beneath the plan level

      

      

    • On Tab #2: Select Subscription Term, you will see that a SignUpGenius subscription term is ONE YEAR. You can choose to pay for your one year subscription up front/in one lump sum or spread the payments out monthly, but keep in mind that if you cancel early you are still responsible for the total amount due. After selecting your payment plan, click the Finalize Your Plan button in the lower right.

      

      

    • On Tab# 3: Accept Terms & Conditions, sign the contract by first entering your name in the box provided. The rest of the contract will populate - review the terms and conditions and sign again at the bottom of the page. Then click the Accept Terms & Conditions button in the lower right.

      

      

      

      

    • On Tab #4: Review & Complete, review your plan details in the left hand panel and provide your credit card/payment information in the right hand panel. Click the Complete Your Order button in the lower right to complete account creation.

      

      

      

11. Creation of your SignUpGenius account is a MANUAL process on the SignUpGenius end. Once you click Complete Your Order, an email will be sent to the SignUpGenius staff. They will contact you (generally within 24-48 business hours) with next steps (they will manually create an account for your organization and will contact you with information on how to finalize and sign in to your account).
12. Going forward, you can review your SignUpGenius plan details, review and/or print your contract/the Terms & Conditions, and/or renewal your SignUpGenius subscription via the My Account area of your system (accessible from the drop down to the right of your log in name in the upper right corner of the screen). Select SignUpGenius from the drop down in the upper right of the My Account screen to access your SignUpGenius plan details.