All In One Nonprofit ยท User Guide

Marketing
User Guide

Plan, execute, and measure every marketing channel, campaigns, events, member journey, partnerships, social media, press, board justifications, and a polished annual marketing plan.

Campaigns Events Personas Email Sequences Annual Plan
Team chat. When you are signed in and part of a team, a Team chat button sits in the bottom-right corner of this app. It opens a real-time chat with your whole organization (live presence, typing indicators, and full message history), so you can message your team without leaving your work. Committee-specific chats live on your Team page.

1. About This Tool

Improve a document you already have: As well as generating documents, you can upload one you already wrote and have AI improve it. Open the AI Automations page and use the "Improve an existing document with AI" card: pick a file (Word, text, or a text-based PDF), and AI returns a cleaner version plus a summary of what changed, with your original kept.

A working marketing operations platform purpose-built for small-staff nonprofits. Most marketing tools assume a dedicated team, this one assumes you're the executive director squeezing marketing in between a board meeting and a grant deadline.

Everything lives in one place: campaigns, events, personas, messaging, email sequences, collateral, social media, press kit, board justifications, event playbooks, and an annual marketing plan generator that pulls it all together.

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2. Getting Started

Demo: [email protected] / demo: populated with example campaigns, two personas, sample email sequences, and a marketing calendar.

Where to start

  1. Set up Personas (sidebar Strategy group → Personas), who are you actually trying to reach?
  2. Write your Messaging (Strategy → Messaging): your 3-5 elevator pitches by audience.
  3. Create your first Campaign: pick a real upcoming push (annual appeal, gala, awareness month).
  4. Build out the Member Journey (Strategy → Member Journey): what does a first-time visitor experience over their first 90 days?
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Your first session

Brand new to the app? Follow these steps in order. By the end you will have your first campaign set up and a piece of content produced. Labels in blue match what you see on screen.

  1. Sign in and set up your organization. Open the app and sign in with your All In One Nonprofit email. If asked, choose Start a new organization → and enter your Organization Legal Name. You land on the Marketing Dashboard.
  2. Define one persona. In the sidebar, open the Strategy group and click Personas. Add a profile for the audience you most want to reach (donors, volunteers, families you serve). Personas drive audience selection in every campaign.
  3. Write your messaging. Still in Strategy, click Messaging and jot your three to five core messages by audience.
  4. Create your first campaign. Go to the Dashboard (or the Campaigns group) and click + New Campaign. Type a name (for example "Spring Annual Appeal") and confirm. You are taken to the Campaign Overview for it.
  5. Fill in the campaign basics. On the Campaign Overview, complete the objective, audience, channels, timeline, and budget fields. Your entries save automatically.
  6. Plan some content. In the sidebar, open the Content Library group and click Social Media Planner to draft posts, or Collateral Builder to build a one-pager or flyer.
  7. Brand your documents (recommended). Open the Account group → Organization Settings and add your letterhead, footer, and signature so every export carries your branding.
  8. Pull it together. When you are ready, open the Output group → Build Plan to generate a board-ready annual marketing plan from everything you have entered.
Tip: the campaign switcher

Most tabs in the Campaigns group act on the active campaign. Use the Editing dropdown at the top of the Campaign Overview, or click any campaign in the Campaigns list, to switch which one you are working on.

3. Campaigns, Events & Calendar

Campaigns

The unit of marketing work. Each captures objective, audience, channels, tactics, KPIs, timeline, owner, and budget.

Click path (create one): Click + New Campaign on the Dashboard → type a name → confirm. Click path (see all): Sidebar → Campaigns group → Campaigns → use the status filter and sort, click any row to open it.

Campaign Detail

Open any campaign to drill into tactics, channel mix, success metrics, asset list, and post-mortem.

Click path: Sidebar → Campaigns group → Active Campaign opens the Campaign Overview for the currently selected campaign. Switch campaigns with the Editing dropdown at the top.

Events

Galas, open houses, ribbon cuttings, volunteer days. Each event captures date, venue, expected attendance, marketing plan, run-of-show.

Click path: Sidebar → Campaigns group → Outreach Events → add an event → fill its date, venue, and details.

Calendar

A unified marketing calendar showing campaigns + events on one timeline.

Click path: Sidebar → Campaigns group → Annual Calendar.
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4. Member Journey & Partnerships

Member Journey

The end-to-end experience your audience has with your organization, from first awareness to long-time supporter. Map out touchpoints by stage (Awareness โ†’ Interest โ†’ Decision โ†’ Action โ†’ Retention โ†’ Advocacy).

Click path: Sidebar → Strategy group → Member Journey.

Partnerships

Track every meaningful relationship, corporate sponsors, media partners, peer nonprofits, influencers. Each entry captures partner contact, agreement terms, deliverables, status.

Click path: Sidebar → Strategy group → Partnerships.
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5. Org-Wide Libraries

Personas

Detailed profiles of your target audiences. Each persona captures demographics, motivations, channels, pain points, key messages. Drives audience selection in every campaign.

Click path: Sidebar → Strategy group → Personas.

Messaging

Your 3-5 core messages by audience. Reusable across campaigns and channels.

Click path: Sidebar → Strategy group → Messaging.

Email Sequences

Reusable autoresponder flows, welcome series, donor cultivation, lapsed-donor reactivation, event-prep, post-event thank-you. You can push a finished sequence as draft campaigns to your connected MailerLite account.

Click path: Sidebar → Content Library group → Email Sequences.
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6. Collateral, Social, Press & More

These live in the Content Library group (and Board Justifications in the Output group):

  • Collateral Builder: brochures, one-pagers, flyers, postcards, rack cards, with real print layouts.
  • Social Media Planner: plan, draft, and (when connected) publish posts across platforms.
  • Press & Media: press kit, media list, recent coverage tracker.
  • Event Playbooks: step-by-step run-of-show templates for gala, volunteer day, ribbon cutting, etc.
  • Board Justifications (in the Output group): pre-built arguments for tough budget conversations ("Why we need to invest in marketing").
Click path (a social post): Sidebar → Content Library group → Social Media Planner → add a post → write the content, pick the platform and date → use the image upload or paste an image URL → (optional) Publish or Schedule.
Click path (a one-pager): Sidebar → Content Library group → Collateral Builder → choose a type (such as 1-pager or flyer) → fill the structured fields → export to a branded document.
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7. Email Campaign

The Email Campaign page (in the Channels group) composes and sends a one-off email broadcast to your marketing audiences (prospects, contacts, donors) through your organization's own MailerLite account. All In One Nonprofit composes the email and hands it to MailerLite; MailerLite owns the actual sending, your subscriber list, the unsubscribe link, deliverability, and CAN-SPAM compliance, all on your own account.

Only email people who opted in

An email campaign goes to people who agreed to hear from you. Sending to a purchased or scraped list of prospects damages your sender reputation and can break anti-spam law. Build a recipient list from contacts who signed up, not from cold prospects.

Connect your MailerLite account first

Before this page can send, connect your own MailerLite account: open the Technology app, go to Communications, and paste your MailerLite API key. One connection powers every campaign you send. Verified 501(c)(3) nonprofits get 30 percent off MailerLite's paid plans.

Compose the email

  • Compose mode: set a subject line and the inbox preview text, optionally upload a header banner (about 1200px wide, for example 1200 by 400; large images are shrunk to 1200px automatically), then add repeatable sections, each with a heading, body, and an optional uploadable image (also auto-downscaled), each with a Remove button. A live preview shows the finished email.
  • Bring your own HTML: paste HTML or upload an .html file to send it as is.

Draft with AI Included

List a few topics or bullets and Draft with AI writes the sections and a subject line, framed for a marketing audience, for you to edit. It invents nothing: specifics it does not know are left in [brackets]. This drafter is included with the All-Access subscription.

Templates, resets, and HTML export

Save a reusable skeleton as a template, use Clear / Start over for a fresh send, and Download HTML or Copy HTML to paste the email into MailerLite by hand.

Pick who receives it

Under Send to, choose a MailerLite group as the recipient list. Build a group from your records creates a MailerLite group in one click from your own data (Contacts or Donors).

Send, schedule, or save a draft

Choose Create draft (safest first time), Send now, or Schedule. Everything goes through your own MailerLite account, where every draft and sent campaign is archived under Campaigns.

A note on MailerLite plans

Sending an outside-built email through MailerLite's API requires their Advanced plan. On the Free or Growing Business plan, use Download HTML or Copy HTML and paste the email into MailerLite, where you can send it on any plan.

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8. Build Annual Marketing Plan

The capstone: a polished annual marketing plan (HTML preview + .docx download) that pulls together campaigns, personas, messaging, calendar, and budget into a single board-ready document.

Best practice: build the plan once a year (Q4 of the prior year), then update quarterly. The Generator does the busywork, you do the strategy.

Click path: Sidebar → Output group → Build Plan → review the preview → download the .docx.
Worked example: run a Spring Appeal campaign end to end
  1. On the Marketing Dashboard, click + New Campaign, name it "Spring Annual Appeal", and confirm.
  2. On the Campaign Overview that opens, fill the objective, target audience (tie it to a persona), channels, timeline, and budget.
  3. Sidebar → Content Library → Email Sequences: build a short appeal sequence (ask, reminder, thank-you).
  4. Sidebar → Content Library → Social Media Planner: add a few posts dated across the appeal window.
  5. Sidebar → Content Library → Collateral Builder: produce a one-pager to share with donors.
  6. When the campaign wraps, reopen it from the Campaigns list and record results in its post-mortem fields. Then add the campaign to your annual plan via Output → Build Plan.
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๐ŸŽจ Document Branding

Brand the documents this tool generates. In Settings โ†’ Document branding (shared by your whole team):

  • Letterhead: upload your organization's letterhead image; it appears at the top of every Word/PDF document.
  • Footer: address, phone, email, website, and EIN, plus optional page numbers, print at the bottom of every page.

Set it up once and it's applied automatically to your exports.

Signature details. Beyond the signature image, you can also save a default closing (for example, "Sincerely,"), your name, and your title. These are added with your signature when you export a document, so letters sign off correctly without retyping them each time.

Snippets and stats. Your settings also include a Stats & Snippets panel. Save reusable blocks of text you use often (your mission statement, standard boilerplate, a recurring call to action) and copy any of them into a document you are drafting, so you never rewrite the same wording twice.

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Administrator Access

The sign-in screen has an Administrator Access link below the Sign In button. Use it to sign in as Administrator with just a password, no email needed. This is a per-browser admin role; the password is stored only on the current computer.

  • First time: Click Administrator Access. You'll see a "First-time setup" prompt with two password fields, enter a password (6+ characters) and confirm it. Click Create Admin Password.
  • Subsequent times: Click Administrator Access, enter that same password, and click Enter Admin Panel.
  • Once signed in as Administrator, you'll land on the dashboard with full admin privileges, including the Admin page in the sidebar (visibility into all teams, users, and activity stored in this browser).
  • Click ย Back to regular sign-in at the bottom of the admin panel to return to the normal sign-in screen.

Note: the admin password is unique to each browser. If you set it up at home and then visit the app on a work computer, you'll see the first-time-setup prompt again. To grant admin access on a new machine, register a regular user account or set up a fresh admin password there.

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AI Automations

The sidebar's AI Automations page (directly under Dashboard) holds eight drafting tools: a Full Campaign Kit Compiler (messaging, three announcement social posts, and the announcement email from your active campaign, with Apply buttons), a Brand Messaging Builder, an Event Promotion Kit, a Press Release Drafter, an Email Sequence Drafter, a Newsletter Drafter, a Persona Builder, and a Social Post Pack.

If your newsletter (or journal, or book program) has an editor and a committee behind it, publishing governance, who approves what, is covered in the Workflow Scenarios.

Several apply their results straight into the app: personas, press releases, event plans, sequences, and campaign messaging are filled in for you after a confirmation. Every draft opens in an editable preview with Copy, Text, Print, Word, and Email, and nothing replaces existing text without asking. See the AI Automations Guide for details.

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Contact & Support

For questions, feedback, or feature requests, contact the All In One Nonprofit team at [email protected]. We update these tools regularly, check back for new features.

Looking for help beyond the platform? See our Helpful Resources page for vetted external resources on legal and tax filing, funder research, governance training, insurance, technology discounts, and more.

A note on legal advice

All In One Nonprofit provides plain-language educational tools and document drafts, not legal advice. For decisions with legal consequences, consult a qualified attorney who works with nonprofits.

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Working with your organization

All In One Nonprofit works as a shared organization. From My Organization you can set up your organization and see who has joined, and everyone is recognized across every app once they sign in. Anyone who signs in with an email address on your organization's own domain (for example [email protected]) joins automatically; people using a personal address such as Gmail, Yahoo, or Outlook join with the invite code or email invitation you send them. Signing in is passwordless: enter your email at the member portal, app.allinonenonprofit.com, and we email you a one-click sign-in link (signing in with Google also works). New to the platform? The Platform Workflows shows what to do first, by role. For step-by-step walkthroughs of real situations, see the Workflow Scenarios. Deeper in-app collaboration arrives with your suite as we roll it out, so you can set up your organization now and grow into it.

See the whole platform

Want to see how this fits the rest of All In One Nonprofit? The Complete Platform Guide walks through every app and suite, with screenshots.

Open the Complete Platform Guide →