Get familiar with Momentum’s layout and navigation—this orientation page gives you a quick tour of the platform’s key sections so you know exactly where everything lives.
Navigation: Finding Your Way Around Momentum
Momentum is built to support how fundraisers actually work—clear priorities, strong relationships, and less mental juggling. Here’s a simple tour of the platform’s main sections so you know where to go, what to expect, and how it all fits together.
Here's a quick overview of the main sections of the platform: Inbox, Constituents, Workspace, and Reports.
Home & Inbox: Where You Start Your Day
- Home (M Logo): Click this anytime to return to your Inbox, where your most important outreach lives.
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Inbox: This is your daily action hub where you:
- Draft and send personalized outreach
- Respond to donor replies
- Stay on top of follow-ups and next steps
Constituents: Who You’re Reaching
- Table View: A spreadsheet-style list of donors and prospects assigned to you
- Segments: Strategic groups based on donor journeys (e.g. new donors, recurring givers)
- Lists: Temporary groupings for short-term needs, like post-event outreach or campaign follow-ups
Workspace: The Brain of Momentum
- Templates: Reusable prompts and mail merge language to make outreach faster and more consistent
- Cadences: Pre-set communication journeys (like welcome series or major gift cultivation)
- Automations: Smart rules that handle routine outreach for you—like thank-you messages or check-ins
- Prospecting: Surfaces high-potential donors you might want to prioritize next
- User & Org Bio: Gives the AI context about you and your organization so messages sound like you
Reports
- Actions: Tracks how many outreach touchpoints each fundraiser has logged across their portfolio within a selected time frame.
- Impact: Shows all gifts made by donors you've contacted through Momentum—starting from your very first outreach on the platform.
- Portfolio Value: Monitors the total giving potential of your assigned donor portfolio over time.