1. Login to https://admin.frontstream.com

2. Workplace Essentials is part of the FrontStream Campaign Management Platform and uses some of the same functionality to provide a streamlined template driven pledge site.

It consisted of three main levels:

• Organizations
• Companies
• Campaigns

The levels take the form of a tree and can be expanded or collapsed by clicking the "+" or "-" keys. Once, configured, each of these levels determine the settings and options available on the Donor Pledge Site.

3. Organization Level

The highest tier within Workplace Essentials is referred to as the Organization level, alternatively known as the Nonprofit Level. It is established by the FrontStream Account Manager and houses essential details about your nonprofit, including its name, address, and contact information.

Within the Organization level, administrative users have the ability to set up organization-specific features such as merchant accounts, payment methods, designation panel, among others. The elements crafted at the Organization level are employed within campaigns to enhance and shape the donor experience.

Your dedicated Account Manager will handle the initial setup of the Workplace Essential components required for configuring your campaigns. They will also furnish you with supplementary training documentation that outlines the procedures for making any necessary changes or modifications in the future. This guidance ensures that you have the tools and knowledge needed to effectively manage and adapt your campaigns as required.

4. Companies Level

The Companies level represents the second tier within Workplace Essentials. At this level, you have the ability to input the specific companies for which you intend to run campaigns. These company profiles include important details such as the company's name, address, contact information, and available pay periods.

Once a company profile is created, it can be associated with multiple campaigns that are run for that particular company. Additionally, donor information stored at the company level is shared across all associated campaigns. This means that if there are updates or changes made to a donor's record, such as their address or username/password, within one individual campaign, these updates will be reflected across all campaigns associated with that same company. This ensures consistency and accuracy of donor information across your various campaigns.

5. Campaigns Level Overview

The Campaigns level is the third tier within Workplace Essentials, where administrators configure annual campaigns for a company. This level is accessed frequently.

Within individual campaigns, you can customize website content, including landing page visuals, color schemes, emails, and custom pages. Additionally, this area allows you to import donor information, view donor pledging history, and access reporting capabilities.