Solutions

How Movement's nested organisational hierarchy works, enabling targeted campaign management, volunteer matching, and admin permissions across national, regional, and local levels.

How to use Goals to group campaigns, track progress against key milestones, and target or exclude contacts based on goal completion.

A guide to Movement's Pages module, explaining how to create, brand, and integrate customisable action pages like petitions, surveys, and events.

How to create and send email campaigns in Movement, from setting up your audience and content to testing subject lines and designing emails.

How to set up WhatsApp sign-up links — via email with merge tags or direct links — to subscribe members and sync data with Movement.

How to create and send a text message blast campaign, including audience selection, message content, personalisation, RCS sending options, and scheduling settings.

An overview of the steps and responsibilities involved in onboarding to WhatsApp via Movement, which takes approximately 8–12 weeks to complete.

A glossary explaining key settings terms in Movement, including email senders, goals, organisations, roles, tags, and volunteer permissions.

This article introduces Movement to administrators, providing a brief video tour of the platform's features and functionality for those with admin permissions.

This article explains how to set up and run A/B tests on email content using the experiments tool and merge tags within the email builder.

How to monitor, pause, edit, and archive your Automations after they have been launched.

This article offers practical tips and tactics for growing your WhatsApp supporter list, including ambient asks, one-off campaigns, and sign-up journey strategies.

How to use Movement's audience filters — including quick filters, engagement, survey answers, and donor filters — to precisely target campaigns.

A step-by-step guide on how to create and send branching, logic-based text message surveys to targeted audiences using campaign tools.

How to complete KYC verification for WhatsApp onboarding by submitting the correct documents based on your organisation type.

How to troubleshoot common phone calling issues on Movement, including browser compatibility, ad blockers, error messages, and connection problems.

This article answers common questions about how phone campaign call orders, audience updates, call attempts, and daily list resets work.

The firewall and IT requirements needed to ensure Movement's email, phone calling, and text messaging features function correctly on your network.

A brief introduction to the Movement platform for volunteers participating in campaigns, including an introductory video to help new users get started.

How to manage default and custom user roles and permissions within your organisation's settings, including sub-organisation access levels.

A glossary explaining key terms and concepts used within the Automations feature, including entry and exit rules, branching logic, and filters.

An explanation of the four types of Meta-approved WhatsApp message templates required for sending messages from a WhatsApp business account.

How to create and send a text message conversation campaign in Movement, from naming and audience selection to content and settings.

How to set up your WhatsApp business account via Meta and Facebook, including common issues to avoid during the process.

How to diagnose and fix common sound issues, including incorrect microphone or speaker settings on Windows and Mac.

This article explains the configurable settings available for phone campaigns, including calling hours, volunteer matching, call recording, and calling order options.

How to connect and use Stripe as your payment processor with Movement to accept donations from supporters.

This glossary explains key terms and features found across the Movement platform, from campaigns and automations to audiences and branching logic.

This article explains how user groups work to control which users can participate in calling, text and WhatsApp campaigns, and how to create and manage them.

How to use liquid templating language in Movement to personalise emails and display conditional content based on supporter data and activity.

Template audiences allow you to save frequently used audiences for quick campaign creation, with steps for adding, editing, and removing them.

How to set up logic-based branching scripts on text message, WhatsApp, and phone surveys to create tailored question journeys.

This article explains how to warm up WhatsApp before a major campaign launch, covering send limits, staff testing, and supporter piloting best practices.

This article explains three phone campaign settings — caller matching, caller targeting, and calling order — to help organisations optimise their outreach effectively.

How Movement handles PCI DSS compliance when processing donor payments, and what responsibilities your organisation must fulfil.

How to create, customise, and manage reusable email templates in Movement, including formatting, merge tags, and CSS styling.

This article explains how to use search logic (ALL/ANY) and nested groups when building audiences or automation entry rules in a CRM tool.

How to add pre-written canned responses to text and WhatsApp conversation campaigns to help users reply quickly and consistently.

How to set up logic-based branching scripts for phone and text campaigns that direct contacts down different paths based on their answers.

How to configure payment methods — including Apple Pay, Google Pay, PayPal, and Direct Debits — in Stripe for use with Movement donation forms.

Movement only uses essential cookies by default, but this article explains when and how to add a cookie consent banner for additional tracking scripts.

This article guides admins on choosing email-safe fonts that display consistently across different email clients, devices, and operating systems.

This step-by-step guide explains how to upload and update member and supporter data in bulk using a CSV file.

How to use volunteer matching in text and WhatsApp campaigns to ensure volunteers only reply to contacts within their branch, region, or organisation.

How to add a pre-written text message question to a phone script, allowing volunteers to send information during calls.

This article explains how to set up the required DNS records, including CNAME, TXT, and SPF records, to enable email sending via Movement.

This article lists all supported data fields, their formats, and API names for uploading or updating member details in Movement.

This article explains how to add a phone call transfer option to a calling script, allowing callers to redirect calls to a specified number.

This article explains how to send and receive rich media such as images, videos and audio via WhatsApp campaigns, covering hosting, template creation and troubleshooting.

How to share audiences created at a national level with sub-organisations, and how sub-organisation users can access and use those shared audiences.

How to manage inbound callbacks in phone campaigns, including options available to callers and how to view call logs and voicemails.

How to use bulk actions on an audience to manage goals, subscriptions, membership status, and permanent data deletion in Movement.

How to reduce phone number spam reports in Movement and replace flagged numbers using automations and campaign settings.

A glossary explaining key user-related terms in Movement, including groups, organisations, and roles, and how they function within the platform.

How to maintain a good WhatsApp sender reputation, avoid account blocks, and follow best practices for engagement and send limits.

A glossary explaining key audience-related terms in the Movement platform, including filters, lists, members, supporters, and nested groups.