🎉 We’re so excited to have you and your team on board with Millie!
This guide walks you through everything you need to launch your company’s giving and volunteering program with confidence.
đź“ž Onboarding Call
Once your contract is signed, you’ll be scheduled for an onboarding call with your Customer Success Manager. During this call, we’ll:
- Walk through your program goals
- Guide you through setting up your Millie instance
- Answer any questions before launch
- Ensure you’re fully comfortable managing the platform
⚙️ Setup Mode
Before launch, your instance will be placed in Setup Mode — a private space to configure and customize your account.
You’ll receive a Getting Started Guide to help you through initial setup.
A few key things about Setup Mode:
- Your instance is only visible to all-access admins
- This is not a test mode — real donations can be made
- Donations made during setup will not be matched or tied to your company
- Invite emails are not sent automatically, but you can trigger them manually in the employee module
- For customers using Dollars for Doers (DFD): approved hours will queue gifts, but they won’t be charged or sent until launch
🚀 Pressing Launch
When you’re ready, any all-access admin can click the Launch button from the admin dashboard.
Launching will:
- Trigger invite emails to employees
- Activate your instance company-wide
- Open the door for donations, volunteering, and DFD tracking
To send employee invites automatically, you must either:
- Set up SCIM provisioning
- Upload a CSV of your employees
Each employee will receive a unique sign-up link that connects them to your company’s Millie instance.
đź“„ Share with Your Team
Looking for a guide to send to employees?
âś… Customize the Canva Template we have for a Millie Employee User Guide (PDF)
🙋 Need Help?
Have questions along the way? Your Customer Success Manager is your go-to — and our team is always available at team@milliegiving.com.
We can’t wait to launch your company’s impact journey! 💙