4 actions to start off on the right foot with Qomon
There are so many opportunities with Qomon, but before you get too ahead of yourself, follow these 4 essential steps to maximize your experience:
📈 Import your data
Do you have a CSV or XLS file you wish to import into the Qomon app? Just follow our contact import guide: Import contacts.
If you already have a list of contacts that is relevant to your current project, it is a great idea to import them into your Qomon contact database. This way you can get a head start on mobilizing your contacts!
📬 Invite your teams
Invite your teams to use the Qomon app! Once you know who will be assisting in your project, start thinking about which way you will invite your team members.
Invite members by email: After they create a Qomon account they will automatically join your team and you can track the invitations that are sent.
Invite members by invitation code: This method is faster for organizations if you are working with a larger scale of team members.
Read here for your guide on how to: Add members
Once a member joins your space, you can assign them to one of four roles, but they will automatically be assigned to “Champ”.
Champ: only have access to the mobile app.
Organizer: have access to the mobile and web app with very limited permissions. They do not have access to the contact database.
Staff: have access to the mobile and web app with restricted permissions on settings and export data.
Admin: have unlimited access to the functionality of both the web and mobile application.
Read here for your guide on the different team roles!
⚠️ For premium accounts, read here to learn about custom roles.
💫 Customize your space
The Qomon app comes with default settings, but you can customize your settings at any time to really personalize your experience. You can assign tags or support levels to your contacts to easily sort them, create custom surveys, or assign tasks!
Read this article for a more detailed explanation: Customize your space.
📋 Create your first survey
The survey is an essential component of the mobilization process. It is at the heart of the Qomon app. Surveys are not only extremely engaging for citizens, but they also allow you to bring up valuable information from the field.
Take the time to read this article from our help center to better understand the use of surveys and how to make them: Create a survey on Qomon.
🎉Happy Mobilizing with Qomon! And don’t forget to contact the support team if you have any questions!