Portalpalooza recording:


Paint-n-Sip with FreeWill

Customize your FreeWill products yourself, right from Partner Portal!

 

Sit, enjoy a cup of tea or a fun mocktail... and let us teach you how to customize your FreeWill branded landing pages and giving flows right from Partner Portal!

 

Our new Customizations offering puts the power in your hands, giving you the ability to configure and update your FreeWill products yourself. From uploading and cropping logos/images to setting or updating custom messages, you can now refresh your FreeWill tools whenever you like, yourself, right from Portal!

 
In this session, Sean Finerty (Product Manager) and Lauren Winther-Hansen (Nonprofit Training Lead) covered:
  1. How to use Customizations to update your FreeWill branded landing pages
  2. What can be configured through Customizations and what still requires your Strategist's support
  3. Suggestions to maximize the effectiveness of your customizations

You won't need paint or a paintbrush, but if you'd like to enjoy a mocktail while you watch the recording, here are some fun recipe ideas

 

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Customizations