Prepare your data migration
Review exports from your current system with us and start with a small test import. Plan member records, documents, attachments, and integrations as distinct tasks.
Explore member importsYour move to campai. A plan for your team.
Plan your move to campai with help from our US team. Review your data, prepare your workflows, and train the people who will use the system.
You know your organization.
We help you plan the move.
Review your records and workflows with our US team. Decide what you will prepare and where you would like our help.
Your existing records
Which lists and exports can you provide?
Your everyday workflows
What needs to work in your campai setup?
Your team
Who will be responsible for each area?
Help that fits
the way your team works.
From the first import to training, choose the support you need for your launch.
Set up your workflows
Work through a real example of your membership types and dues rules. Define the fields, payer relationships, and workspaces your team needs.
Discuss your setupTrain your team
Focus training on your team’s responsibilities: member records, communication, finances, bookings, or the app. Practice the tasks people will handle after launch.
Discuss trainingAgree on the details
before work begins.
Setup, training, and development are optional services in addition to your software subscription. Agree on the scope, responsibilities, and price with our team before work begins.
Pricing and additional servicesDefine the work
Which records, settings, and training sessions are included?
Assign responsibilities
What will your team prepare, and what will campai handle?
Agree on the price
What will the agreed scope cost in USD?
Let’s plan
your next steps.
Tell us how you work today and what you want to change. We can help you prepare the next steps for your organization.
Plan your setup