Community Onboarding Form
Please complete this brief form to help us tailor your onboarding experience. The information you provide will ensure we get your account set up efficiently and aligned with your goals.
Community Information
Your Name
*
First Name
Last Name
Your Email
*
example@example.com
Your Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Name of Community
*
Community Website Link
*
Community Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please select the client type that best describes your community:
*
Municipality
Chamber of Commerce
Park System
Main Street Organization
Non-Profit Organization
Foundation
Community Development Corporation
Historical Society
Other
If other was selected, please specify your client type below:
*
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Primary Contact Information
This individual will serve as the main point of contact for communications with our team. They’ll help manage internal coordination and oversee the platform’s use for your engagement and fundraising efforts.
Primary Contact Information
*
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
Role/Title
*
Additional Users
Please list any additional users who should have access to your SeeMyLegacy account or be included in key communications. Please note that additional users can be added at any time.
Do you have additional users that will be involved with your SeeMyLegacy profile?
*
Please Select
Yes
No
User 1
First Name
Last Name
Email
example@example.com
Role/Title
How will this user be involved with SeeMyLegacy?
Please Select
Platform User Contact
Finance Contact
Marketing Contact
User 2
First Name
Last Name
Email
example@example.com
Role/Title
How will this user be involved with SeeMyLegacy?
Please Select
Platform User Contact
Finance Contact
Marketing Contact
User 3
First Name
Last Name
Email
example@example.com
Role/Title
How will this user be involved with SeeMyLegacy?
Please Select
Platform User Contact
Finance Contact
Marketing Contact
User 4
First Name
Last Name
Email
example@example.com
Role/Title
How will this user be involved with SeeMyLegacy?
Please Select
Platform User Contact
Finance Contact
Marketing Contact
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Disbursement Account Form Upload
If you have not yet completed the form, no problem—it just needs to be finalized before launching your first campaign. When you're ready, your Customer Support Rep will help you complete this step.
Please upload your Disbursement Account Form. This can be found in the introduction email from your Customer Support rep.
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How Will You Use SeeMyLegacy?
Help us understand how your organization plans to use SeeMyLegacy so we can tailor the onboarding to your needs.
Tell us about how your organization currently manages community engagement and fundraising efforts:
*
This is all new to us!
We've been managing things manually (e.g., cash, checks, paper forms, and spreadsheets)
We're transitioning from another system or platform
Please specify the platform you are switching from or currently using
*
What types of campaigns are you interested in utilizing SeeMyLegacy for?
*
Community Events
Ticketing
Fundraising Campaigns
Volunteer Recruitment and Tracking
Sponsorships
Online Registration
Memorial and Commemorative Programs
Interactive Tours
Share details on the Campaigns you'd like to to launch first.
*
Including links that will direct us to your fundraising, sponsorship, memorial and volunteer efforts would be really helpful!
What is your desired date to launch the platform to your community members and have campaigns visible to the public?
*
-
Month
-
Day
Year
Date
Add any additional notes below that would be helpful for our support team prior to onboarding.
Submit
Ticket Title
Request Category
Should be Empty: