Getting Help and Support

Whether you’re setting up REACH, learning a new feature or troubleshooting a question, there are several resources available to help.

For most questions, we recommend starting with the REACH Knowledge Base. If you can’t find what you need, our Support Team is here to help.

Start With the Knowledge Base

The REACH Knowledge Base includes step-by-step instructions and guidance for using REACH.

Articles are organized by topic, including:

  • Getting Started
  • Supporters
  • Donations
  • Sponsorships
  • Fundraising
  • Communications
  • Reports
  • Portal Content
  • Settings
  • Integrations
  • And more

If you don’t immediately see the information you need, use the Search Knowledge Base field and enter one or two keywords related to your question.

Tip: Bookmark the Knowledge Base. It’s one of the best resources to keep handy as you work in REACH.

Contact the REACH Support Team

Can’t find the answer you need? We’re happy to help.

You can contact our Support Team at support@reachapp.co.

Email is our preferred method of support. Your email is added to our support ticketing system, allowing our team to review your question, keep track of any follow-up and bring in the appropriate team member when needed.

When contacting Support, including a few details can help us understand and respond to your question more quickly.

When applicable, include:

  • The Supporter, Donation, Sponsorship, Campaign or other record you’re working with
  • A link to the page or record
  • A description of what you’re trying to accomplish
  • What you expected to happen
  • What happened instead
  • Screenshots or examples that help demonstrate the question or issue

Please do not send sensitive payment information, passwords or other secure credentials by email. Instead, use the Secure Message option available from the ? icon in the top-right corner of your Admin Console.

Getting Started and Setup Help

If you’re setting up a new REACH account, start with our REACH Setup Checklist.

The checklist walks you through the primary steps for configuring your account, including your organization settings, payment gateway, donations, supporters, public experience and other features.

If you’d like additional assistance with your setup, we also offer Guided Onboarding and other paid assistance options.

Training for New Admins

If you’re a new admin joining an organization that already uses REACH, our New Admin Orientation is a great place to start.

These group sessions provide an introduction to REACH and help new admins become familiar with the platform.

We recommend pairing the orientation with the Getting Started with REACH section of the Knowledge Base.

Learn More With Webinars + Live Q&As

REACH hosts webinars and Live Q&A sessions throughout the year covering specific features and topics in more detail.

Topics include sponsorships, fundraising, communications and other areas of REACH.

You can register for upcoming sessions or view available recordings from previous webinars.

Explore the REACH Demo Site

Want to see examples of REACH features in action?

Visit our Demo Site to explore examples of Sponsorships, Campaigns, Projects, Donation Forms and other supporter-facing features.

The Demo Site can be especially helpful when you’re setting up or customizing your own public REACH experience and want to see how a feature can be used.

Stay Up to Date

REACH is continually updated with new features and improvements.

Change Log

Review our Change Log for information about new features and recent updates.

You can also view recent updates from the Change Log widget on your Admin Console Dashboard.

Monthly Newsletter

REACH admins receive our monthly newsletter with:

  • New feature announcements
  • Upcoming webinars and training opportunities
  • Helpful tips
  • Resources and reminders

If you’re an admin and aren’t receiving the newsletter, contact our Support Team.

Need Additional Help With Your REACH Account?

For organizations that would like our team to complete work or provide additional hands-on assistance, Retainer Services are also available.

Retainer Services can be used for additional assistance with areas such as setup, customization, data imports or other REACH-related work.

Have an Idea for REACH?

We welcome feedback and feature suggestions.

Use our Feedback Forum to submit ideas and vote on suggestions from other REACH users.

This helps our team understand which improvements and features are most important to organizations using REACH.

Quick Guide: Where Should I Go?

If you want to…Start here
Learn how to use a REACH featureKnowledge Base
Get help with a specific question or issueREACH Support
Set up your REACH accountREACH Setup Checklist
Get additional help with setupGuided Onboarding
Train a new adminNew Admin Orientation
Learn more about a specific REACH topicWebinars + Live Q&As
See REACH features in actionDemo Site
See what’s new in REACHChange Log
Have REACH complete additional work for youRetainer Services
Suggest a new featureFeedback Forum

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