How-To Guides
How-To Guides
Practical guides for specific SupporterBase tasks
These guides cover specific tasks and features in SupporterBase. Each one focuses on a single topic with step-by-step instructions.
Account & Security
Log in and change your password
Access your account, reset or change your password.
Set up two-factor authentication
Enable 2FA to secure your SupporterBase account.
Managing Supporters
Add new supporters
Add supporters to your group manually or in bulk.
Manage volunteer leaders
Assign and manage captains and vice-captains for your groups.
Welcome new sign-ups
Set up and customise welcome flows for new supporters.
Communication & Outreach
Set up and manage call lists
Create call lists, make calls, and log outcomes.
Manage the SMS and email inbox
View and respond to incoming messages from supporters.
Send blasts to event RSVPs outside your group
Reach supporters who RSVP'd to your event but aren't in your group.