Kannect Community Migration and Setup (Onboarding)

Kannect Community Migration and Setup (Onboarding)

1. 01

   Create the Kannect account and select the Growth plan for the pilot client

   Start with the Growth plan at $149 per month to support up to 5,000 people, which covers most nonprofit or chamber communities. This plan includes 10 admins and 30 groups, giving you room to configure multiple membership types and directories.

2. 02

   Import the client's member list via CSV in the People section

   Navigate to the People area and use the CSV import tool. Map fields carefully to Kannect's member CRM fields, ensuring email addresses are unique to avoid duplicates. Verify import counts against the source list before proceeding.

3. 03

   Configure branding in the Appearance settings

   Upload the client's logo, set brand colors, and assign a custom domain for their community website. This ensures the platform reflects the client's identity, not Kannect's, which is critical for white-label delivery.

4. 04

   Set up membership tiers and dues in the Memberships module

   Define membership types (e.g., individual, family, corporate) and set recurring dues. Connect Stripe for payment processing, and test a transaction to confirm the integration works before going live.

5. 05

   Create initial event templates with RSVP and ticketing

   In the Events section, build templates for common event types like meetings, fundraisers, and workshops. Configure RSVP fields, ticket pricing if applicable, and check-in methods for each template.

6. 06

   Establish messaging templates and broadcast rules

   Set up email and announcement templates in the Messaging area. Define audience segments based on membership type or group membership, and schedule a test broadcast to verify delivery and formatting.

7. 07

   Configure the mobile app and website for client launch

   Use the platform's publishing tools to enable the branded mobile app and public website. Ensure the app is available on iOS and Android stores under the client's name, and that the website reflects the client's domain and content.

8. 08

   Train client admins on daily operations

   Walk the client's team through event publishing, member management, and email newsletter workflows. Provide documentation and a recorded session so they can self-manage routine tasks, reducing your ongoing support burden.