Quick Guide to Getting to Grips with Potentiality¶

Welcome to Potentiality – your gateway to simplified efficiency and powerful database capabilities! We understand that exploring all the functionalities of our software can take time, so we're here to get you up to speed quickly.

Are you harnessing the true power of Potentiality across your entire school? It's time to break free from the common pitfalls and maximize the benefits for your entire team!

One significant mistake we often see is limiting the use of our software to just one small area, like alumni relations or the development department. Potentiality offers a plethora of functionalities that can revolutionize your school's operations and bring unparalleled efficiency to every aspect.

Click here to find out how the rest of your team can save valuable time and money by using Potentiality.¶

NOTES¶

• You will see a question mark icon at the top of most pages within Potentiality. If you click on them, you will be taken to the relevant wiki page to offer you further information and guidance on the functionality that you are using. 

• This page assumes that your site is branded and pre-populated with member data.

• Please contact us if you think you would benefit from online tailored training and we will get in touch with a quote and further information.

Fundraising is undoubtedly essential, and our platform excels at identifying your most engaged users, guiding them through meaningful interactions, and nurturing their commitment to giving back. However, we believe in the power of building authentic relationships before making financial requests.

That's why we advocate for 'friendraising' as a critical first step in your journey. By investing time and effort in understanding your community's needs, interests, and passions, you'll create a solid foundation of trust and loyalty.

Please click here to view a thought provoking article on how one of our clients used their engagement data to find non-donors 5000% times more likely to donate. ¶

Fundraising with Potentiality¶

• How do I add a Campaign, Fund or Appeal?

• How do I create/edit a Fundraising Page?

• Donor Prospecting using Potentiality

• Potentiality Payment Gateway

Using our Internal Ticketing System for Support¶

• How do I raise a new support ticket or amend an existing one?
• Please contact us if you would like a Redmine profile set up for you.

General Set-up¶

• How do I Manage Approval for Submitted Items?
• How do I Create new/Amend Menu Items/Pages?

Promoting Site & Keeping Members Engaged! ¶

• How do I Recruit New Members/Promote my Site?

Logging on & Registration ¶

• How do I log on as an Admin? 
• What happens if I forget my Admin password? 
• How do members log in/register onto our site and what to do if registration is unsuccessful?
• User having login issues - can I change their password?

Adding Additional Members¶

• How do I add new user record(s) onto my online community?

• Bulk imports of data into your Potentiality site (including importing of Recent Leavers)

Adding Content to your Site ¶

• Using the Content Builder

• How do I add a news item?

• How do I add images to a Photo Board?

• How to create a user form or build a merchandise page

• How do I use the Archive Timeline?

Communicating with your Community ¶

• How to Send Group Emails

• How do I use the email content builder - enewsletters?

• How do I create mail-merged letters?

Managing Events on your Site ¶

• Managing Reunions and Events

Searching your Database ¶

• Database Search - making the most of your data

• Member Search Directory

---

sub-pages¶

• Quick PTLY Starter Guide Videos