Get Started: Grantseeker

fluxx.io/knowledge FLUXX slsupport@fluxx.io Welcome to Grantseeker! Let’s get started.

We’re excited to meet you.Fluxx is a powerful new ally for Grantseekers.!!The more you use Fluxx, the more valuable your data will be, and the more powerful your queriesand insights will be, too.!!Get grants. Make grants. Track impact. Join the revolution at fluxx.io.!!F L U X !X fluxx.io/knowledge | slsupport@fluxx.io 2

overview navigate dashboards search Fluxx warm up organize cards take action ! editing forms get started manage access add a proposal dive in manage a proposal why grantseeker? filtering cards ad hoc reports know your audience get the facts collaborate stay informedFLUXX fluxx.io/knowledge | slsupport@fluxx.io 3

FLUXX warm up fluxx.io/knowledge | slsupport@fluxx.io 4

navigate SEARCH CARD ADD PROPOSAL ACTION BAR SMART DASHBOARD LOGOUT FILTER MANAGERYour Dashboard isthe ultimate controlpanel for yourGrantseeking.!Manage all of yourdata in flexibleCards, from keydeadlines and DOCK / QUEUE QUICK LINKS SHOW / UNIVERSAL SEARCH HIDE ADD CARDFLUXX fluxx.io/knowledge | slsupport@fluxx.io 5

search! fluxx.io/knowledge | slsupport@fluxx.io 6!!Quickly find and retrievewhat you need.!!Preview an entire Card fromwithin the Search Panel.!!Search will preview up to 3results per Card type. Add toyour Dashboard to see the fullresults.!!Bingo! Found it.Add the entire Card to yourDashboard for further action. FLUXX

organize! LIST VIEW DETAIL (SHOW) VIEW! STATUS BARCards are home to all of ACTION BARyour data—like neatstacks of paper, but !(left to right)searchable, connected,and easy to access, even Full Screenon the go. List View* Summary View*! Spreadsheet View* ! Geographic View* — Proposals Conversion Funnel Export to Excel Grants Refresh Card Share Card Reports Subscribe to Card Bulk Update Payments Filter Amendments TOGGLE EDIT VIEW WORKFLOW CONNECTED BUTTON DATA Organizations People !!!FLUXX fluxx.io/knowledge | slsupport@fluxx.io 7

take action! SPREADSHEET! LIST SUMMARYThe Action Bar lets youview your data in everydimension.!Make your data work for youwith enhanced Views: ! LIST Default Card view provides quick access to major details. ! SUMMARY Key stats from your Grantseeking !activity. SPREADSHEET Classic tool updated to easily access !Connected Data. GEOGRAPHIC Identify where funding (and funders) are !concentrated. CONVERSION FUNNEL Analyze and refine internal processes with business intelligence tools. CONVERSION GEOGRAPHIC FUNNELFLUXX fluxx.io/knowledge | slsupport@fluxx.io 8

get startedFLUXX fluxx.io/knowledge | slsupport@fluxx.io 9

edit forms! Open a new Card. 1!! 2 3 Click “Edit” to update fields. Click “Save” to save changes.Cards collect structureddata fields as forms— fluxx.io/knowledge | slsupport@fluxx.io 10making queries, filters,and reporting evenmore powerful.!!!*Some Cards appear differently inDetail View than Edit View. FLUXX

manage users Select a Set login and Check “Omit” if entering sample data;! 1 Profile. 2 password. 3 this User won’t appear in select menus.Control over your data Disable past Users without losing their! history in Fluxx.Employee = 4 FLUXX fluxx.io/knowledge | slsupport@fluxx.io 11

add proposals! Check Status. Update Status. Attach and upload Documents.! 2 3 Or Generate Documents from Open new Proposal Card. preset templates. 1 4FLUXX fluxx.io/knowledge | slsupport@fluxx.io 12

track progress! Add a note, if you want (for internal eyes only!).!! 3! Select the appropriate State. 2 Click “Update fluxx.io/knowledge | slsupport@fluxx.io 13Status” to movea Proposal to a new State. 1 FLUXX

dive in: filtering cards Double click label to rename. Hit enter to save. STANDARD + ADVANCED FILTERS SAVE FILTERED CARDS FOR LATERFLUXX 14 fluxx.io/knowledge | slsupport@fluxx.io

dive in: ad hoc reports CUSTOM REPORTS FOR CUSTOM DATAFLUXX fluxx.io/knowledge | slsupport@fluxx.io 15

FLUXX good job! We know there is a lot to learn when it comes to Fluxx. ! Before you go, let’s take a second to remember why you chose Grantseeker. fluxx.io/knowledge | slsupport@fluxx.io 16

KNOW YOUR AUDIENCEPut your best foot forward. Play to your strengths. Capture key data to make more informed asks in the future. Activities and Tasks help manage everything from funder relationships to key deadlines.FLUXX fluxx.io/knowledge | slsupport@fluxx.io 17

GET THE FACTS Better manage your financial health. Track Grantseeking goals and paymentAlign your Grantseeking goals for better results. details from the same vantage point.Program-level targets roll up for Set Fundraising goals by Program and/or Fiscal Year.easy oversight. Easily click through to more detailed data.FLUXX fluxx.io/knowledge | slsupport@fluxx.io 18

COLLABORATE Never miss a deadline again with assignable Tasks. Program-level targets roll up for easy oversight.FLUXX fluxx.io/knowledge | slsupport@fluxx.io 19

STAY INFORMED Automatic email alerts keep staff on top of key Grantseeker even generates updates and deadlines. a standard Award Summary! document when a Request! Comment on this Grant at any time for has been Granted. other internal users to read.!!!!FLUXX fluxx.io/knowledge | slsupport@fluxx.io 20