Percent Pledge Launch Guide

Steps for Getting Started

Step 1: Review & customize your new Platform. You will receive your Platform Welcome email and receive access to the Company Admin Dashboard. 

• Take some time to review the Platform and check out the Admin Dashboard, including the FAQs. Learn more about the Admin Dashboard here.
• Depending on your package, make sure that the correct team members receive the instructions to connect your HRIS platform or SSO provider with your platform.
• Customize your platform via the Actions Hub on your Admin View to:
  
  • Set up matching gifts, Cause Credits, campaigns, volunteer events
  • Update platform settings: Company logo, icon, homepage welcome message, homepage image, and footer text
• Reach out to your Social Impact manager to:
  • Add additional platform Admins
  • Create a Custom Cause Portfolio

Step 2: Plan your company-wide launch. 

• Pick the date you want to announce and launch your new Platform to employees. 
  • Schedule the launch during an upcoming all-hands or a short lunch & learn. Percent Pledge typically joins to do a short 10 minute overview, demo and Q&A. 
  • Send Percent Pledge a calendar invite and Zoom link for the launch.
  • The day of your platform launch will be the date you will set the Platform welcome email to be sent (see step 3).

• Get Executive endorsement of your new giving back program. Ask leadership to invite employees to participate in the new program by introducing the program at an All-Hands or recording a video about why they are excited about the program and why giving back is important to them. 
• Share the Teaser Announcement with employees and let them know what day the platform will be launched and they will get their welcome email. 

Step 3: Send this helpful additional information to other teams to ensure a successful launch: 

• • IT Team: Please ask your IT team to allowlist Percent Pledge. If you are using SSO or HRIS integrations, please forward the attached instructions included in Step 1 to the correct technical contact. 
  • AP/Finance Team: Percent Pledge has two business entities. Please share invoicing details with your AP teams.
  • Marketing Team: Announce our partnership on LinkedIn and add your new benefit to your employee recruiting webpages. Learn more about why you should market your giving program to attract talent.
  • People/HR Team: When a new employee joins your company, you’ll want to let them know about Percent Pledge. Here are comms to include in new employee onboarding. 

• • CSV upload
  • HRIS integration
  • SSO integration

Step 5: Send launch comms to employees announcing the Platform on, or shortly before or after, launch day!

• • Email comms
  • Messaging platform comms
  • Collection of quick guides for employees

Step 6: Continue to review the help center to set yourself up for success!