-
Ask the AI Agent:
The BetterUnite AI chatbot lives directly inside the platform. Just type your question in plain language and it will surface the most relevant articles and videos, no searching required.
Discover three ways BetterUnite supports your success: monthly deep-dive trainings, live office hours, and a 24/7 Knowledge Base.
Running a successful fundraising campaign takes more than great software. It takes knowing how to use it. That's why BetterUnite offers multiple ways to get the support and training you need, when you need it. From monthly deep-dive sessions to real-time office hours and a 24/7 Knowledge Base, here's what's available to every customer, free of charge.
1. Monthly Topical Trainings: Go Deep on What Matters
2. Twice-Weekly Live Q&A Sessions: Bring Any Question
3. Knowledge Base: Answers at Your Fingertips
1. Monthly Topical Trainings: Go Deep on What Matters
Sometimes you don't need a quick tip — you need to truly understand something. That's exactly what our monthly topical trainings are designed for.
Once a month, our Onboarding & Training specialists host a focused session dedicated to a single feature, workflow, or campaign type. One topic, covered thoroughly. Think peer-to-peer fundraising, event setup, donor management, and more — not just scratched at the surface, but explored in real depth.
Sessions are structured and guided, so you'll walk away with a clear, confident understanding of the subject — not more questions. And because they're announced in advance, you can plan ahead and register for the sessions most relevant to you and your team.
2. Twice-Weekly Live Q&A Sessions: Bring Any Question
Can't wait for the monthly session? Have a quick question about something specific? Our twice-weekly Live Q&A Sessions are open to all customers and built around one simple idea: no agenda, no restrictions.
Hosted by your Account Managers and Onboarding & Training team, these informal sessions give you direct access to the people who know BetterUnite best. Come with whatever's on your mind: whether it's a workflow you can't figure out, a campaign you're setting up, or a feature you've been meaning to explore.
With two sessions per week, it's easy to find a time that fits your schedule.
3. Knowledge Base: Answers at Your Fingertips
Need help right now, at 11pm before a big campaign launch? The BetterUnite Knowledge Base has you covered — 24 hours a day, 7 days a week.
Our library of articles and video tutorials covers every feature and workflow across the full platform, from donor management to event setup to campaign reporting and beyond. Whether you're troubleshooting, exploring a new feature, or onboarding a new team member, it's your always-on resource library.
Two easy ways to access it:
What's inside:
- Step-by-step articles for every feature
- Short-form video walkthroughs
- Campaign-specific guides
- Onboarding resources for new team members