THE TILLPSTHE TILLPOWERED BY PORTER STRATEGIES
Onboarding guide

Welcome
to The Till.

Your whole fundraising operation, on your phone.
Ten minutes gets you from your inbox to your first logged call. This page walks you through it.
In your pocketiPhone, iPad, or laptop — it opens and works just like an app.
Always in syncLog a pledge and our team sees it — the follow-up starts on our side. Nothing to forward.
Yours alonePrivate login. Your campaign’s activity stays between your team and ours.
Let’s get you set up
Getting started

From inbox to first call, in minutes.

1

Watch your inbox

Right after signing on, watch for an email from rick@porter-strategies.com with your private app link and a one-time password.

Pro tipCan’t find it? Search your inbox for “The Till.”
2

Open + sign in

Tap the link, paste the password, tap Enter. Next visit, it remembers you. The same link opens a full desktop view in any browser.

Pro tipForgot it? Reply to that email and Rick resets it.
3

Make your first call

Today tab → Start Call Time. Tap a name, tap the big green Call button, talk, then tap Log this call.

Pro tipPick an outcome. Add a pledge if they said yes. Done.
4

Add to home screen

iPhone: Share → “Add to Home Screen.” Android: menu → “Install App.” It lives on your phone like a real app.

Pro tipIt gets The Till’s register icon — same mark as your sign-in screen.
Your six tabs

Six tabs, left to right — same as your screen.

TODAYYour morning dashboard

Your next event, prioritized call list, live totals, follow-ups, and thank-yous owed. Start here every morning.

EVENTSEvery fundraiser, upcoming and past

Each event is a roster — invited, confirmed, checked in, pledged, paid. Call anyone from inside the event.

DONORSSearch everyone you’ve ever raised from

Your campaign’s donors plus the Porter file — find anyone in seconds: bio, firm, principals, giving history.

CALL LISTSPrioritized donors, ready to dial

Pre-ranked by our team — top prospects, lapsed donors, lobbyist asks. Tap a name for the full record and recommended ask.

PLEDGESOutstanding money to collect

Every unpaid pledge, with contact info and the date promised. Work it weekly so nothing sits unpaid.

SHAREEvery link you hand out

Donate pages, event registration, your W-9s, and QR codes — everything you share, together in one tab.

The Today dashboard with pledged, collected, and outstanding totals
The Today tab

Three numbers run your morning.

Open the app with your coffee — the dashboard tells you what needs attention.

  • PledgedWhat donors have promised. The headline number.
  • CollectedWhat’s actually in the door — checks and online gifts.
  • OutstandingPromised but not yet paid. This is your follow-up list.
  • “Your next win”NEWOne suggested next move, with the why behind it. Not now? It steps to the next suggestion.
$0
Pledged
$0
Collected
$0
Outstanding
A donor card with recommended ask, giving history, and firm details
Donor intelligence

Know every donor before you dial.

Capacity, history, and context — the makings of a confident, specific ask.

  • Recommended askA starting figure we set from capacity and history — you know the relationship, so adjust in the moment.
  • Signal chipsCapacity, prior giver, lapsed, upgrade target — the read at a glance.
  • Giving history by cycleTheir gifts to you: lifetime, most recent, highest.
  • Employment, firm & lobbyingTitle, company, and registrations where your donor lobbies.
  • Bio, notes & recent activityBackground, our notes on the ask, and every prior touch on one timeline.
The call-logging screen with one-tap outcome cards
Your first call

Tap, talk, log — then the next name.

Every call ends with one tap. Pledged opens an amount box; call-backs set a follow-up date. Set a sitting target — 5, 10, 20 calls, or finish the list — and The Till keeps score as you go.NEW

Connected — Pledged
Connected — Declined
Will Think About It
Asked to Call Back
Left Voicemail
No Answer
Wrong Number
Do Not Call
The Share tab with every share link and QR code in one place
Beyond the call

Not every ask is a call — text it, email it, or flash a QR.

From any donor’s screen, tap “Text the ask.” The Till writes the message: a warm line, their recommended ask, your donate link. They tap, they give. Always pre-filled, never auto-sent — you read it and hit send.

  • Your links live on the Share tabNEWEvent registration, donate pages, your W-9s, candidate bio, lobbyist lookup — one tap texts, emails, or AirDrops any of them.
  • QR codesTap a QR and a scannable code fills the screen. Hold up your phone and people give — or register — on the spot. Great for the rope line, a lunch, or a green-room ask.
  • Shared links are trackedThe dashboard shows how many people opened yours this week.
An event roster with tiers and host committee members
Events, end to end

One event, one system — from invite to check-in.

The page, the RSVPs, the door, and the money — one system the whole way through.

  • Publish & promoteWe build your event page. You share the registration link and QR everywhere — straight from the Share tab.
  • RSVPs, with real statusesEvery reply lands on the roster as invited, confirmed, pending, or declined — and you can call anyone from inside the event.
  • Host committeesBuild a host committee right on the event and see who’s driving the room.
  • Live while it runsChecked-in, pledged, and collected update on every phone in the room as the event happens.
Event day

Two ways to run the check-in table.

The check-in app marks arrivals at the door — run by your staff, or set out as a self-service kiosk.

The Till staff check-in roster with guests being checked in
Staffed tableYour team works the roster — search a name, tap to check them in, add walk-ins on the spot.
A self-service check-in sign-in form with name and email
Self-service kioskSet a tablet on the table — guests sign themselves in with name and email, no staffer needed.
Check-ins, pledges, and collections post to the same shared record.
The pledges screen listing outstanding money to collect
The money lifecycle

From the ask to the thank-you.

Pledged, collected, thanked — and everything in between has a place.

  • 1 · PledgeLogged on a call or from an RSVP — posts to PLEDGED and the donor’s record instantly.
  • 2 · CollectWhen the check clears it becomes COLLECTED. Work the Pledges tab weekly so OUTSTANDING never piles up.
  • 3 · Thank“Thank-yous owed” lists who paid but isn’t thanked — one tap to text or email. The list clears as you go.
The payoff: what’s promised, what’s collected, and what’s still out — one screen, no side spreadsheet.
Who does what

You make the asks. We run the machine.

The split in plain terms — your plan sets exactly where the dial lands.

1

On us

Porter keeps the machine running.
  • Setup, logins, and support
  • Donor records, bios & recommended asks
  • Call lists — built and re-ranked
  • Event pages and registration
2

On you

The part nobody can do for you.
  • The calls and the asks
  • Logging the outcome while it’s fresh
  • The relationships only you have
3

Set by your plan

Full service, we drive it. Lite, you drive and we keep score.
  • Pledge follow-up and thank-yous
  • Event-day staffing and check-in
  • Donor outreach between events

One playbook either way — and we put your campaign’s exact split in writing before launch.