User Guides
Everything you need to know to make the most of Expirely
Start with the quick guides
Follow the short steps below, or contact support for help.
Getting Started
Learn the basics of Expirely and set up your account
- •Creating your first organization
- •Inviting team members
- •Navigating the dashboard
- •Understanding grant sections
Grant Applications
Master the grant application workflow
- •Creating and tracking applications
- •Using the Kanban board
- •Working with the Writing Center
- •Exporting proposals to PDF/Word
Foundation Database
Search and discover funding opportunities
- •Browsing 41,000+ foundations
- •Advanced search filters
- •Saving favorite grants
- •Understanding foundation data
Donor Management
Add donors, track gifts, and send thank-yous
- •Adding donors manually
- •Bulk import via CSV/XLSX
- •Tracking donations and notes
- •Exporting donor lists
Volunteer Management
Build your roster and track hours
- •Adding volunteers
- •Uploading rosters
- •Scheduling shifts
- •Logging hours
Events
Create events and manage registrations
- •Creating event pages
- •Managing tickets
- •Tracking revenue
- •Post-event reporting
Marketing
Launch campaigns and workflows
- •Email campaigns
- •Workflows
- •Segments
- •Performance analytics
Operations
Run tasks, reminders, and docs
- •Tasks & assignments
- •Reminders
- •Document storage
- •Team management
Reminders & Notifications
Stay on top of deadlines with automated alerts
- •Setting up SMS notifications
- •Configuring email reminders
- •Managing notification preferences
- •Understanding reminder schedules
Team Collaboration
Work together on grant applications
- •Creating organizations
- •Managing team members and roles
- •Sharing applications and documents
- •Collaborative writing features
Subscription & Billing
Manage your subscription and payment
- •Understanding pricing tiers
- •Managing your subscription
- •Updating payment information
- •Canceling or upgrading