Pledge forms
Connected to campaign people, permissions, forms, route plans, events, content, and email context.
Donor, pledge, and community fundraising
Run fundraising campaigns with donor communication and field execution together.
Coordinate donors, volunteers, events, pledge forms, contribution emails, content, budgets, and follow-ups inside one campaign operating system.
Pledge formsAttain OS workflow
Contribution emailsAttain OS workflow
Fundraising eventsAttain OS workflow
Donor tasksAttain OS workflow
Campaign operating workflows
Contribution emails
Connected to campaign people, permissions, forms, route plans, events, content, and email context.
Fundraising events
Connected to campaign people, permissions, forms, route plans, events, content, and email context.
Donor tasks
Connected to campaign people, permissions, forms, route plans, events, content, and email context.
Budget
Connected to campaign people, permissions, forms, route plans, events, content, and email context.
Web flyers
Connected to campaign people, permissions, forms, route plans, events, content, and email context.
Real-world scenarios
How teams use it in the real world
Annual Giving Campaign with Personalized Donor Outreach
Your development team sends segmented emails to lapsed donors, major donors, and monthly givers. In Attain OS, you create a campaign in the Work Board, draft each email variant in Notes, and use People to track donor history. Atty drafts a donor email template based on your campaign goals and audience details. You review the tone, personalize a few lines, then send via the built-in Email app.
Gala Event Coordination with Pledge Forms and Team Tasks
You’re planning a fundraising gala with a silent auction and pledge drive. Use the Calendar to schedule, Tasks to assign committee roles, and Forms to create digital pledge cards. Atty drafts the event brief and pledge form content from your project notes. You review the wording, adjust the form fields, then publish. No third-party form builder needed.
Peer-to-Peer Campaign with Content Creation and Analytics
Supporters are raising money on your behalf. Use Content Creator to produce social media posts and email templates for them. Atty drafts a campaign asset—complete with messaging, a call to action, and a suggested budget from your Budgets app. You review and share. Dashboard gives you real-time views of pledges and tasks, all within Attain OS.
With Atty
How Atty gets you to a near-finished draft faster
- 1Define your campaign in a Work Board card
Create a card titled 'Spring Fundraiser' in the Work Board. Add details: target audience (e.g., lapsed donors), goal amount, event date, and key messages. Link related People, Tasks, and a Budget. This becomes the project context Atty uses.
- 2Ask Atty to draft the campaign asset
Open Atty Chat and type: 'Draft a fundraising campaign asset for our Spring Fundraiser, including a donor email, a pledge form template, and a social media post. Use my Work Board card and linked notes.' Atty pulls from your project context and generates a first draft.
- 3Review and refine in Notes or Content Creator
The draft appears in your Notes. Read through each section. Adjust the email subject line, tweak the pledge form language, and polish the social post. Atty’s draft is a strong starting point—you have full control over the final version.
- 4Publish and execute from Attain OS
Send the donor email using the built-in Email app. Share the pledge form via Forms (routing responses to your team). Assign event tasks in Tasks. All without leaving Attain OS—no exports, no third-party tools.
Sample output
What you walk away with
A close-to-finished draft — not a blank page. Here's the kind of result the flow hands you, ready to review, tweak, and publish.
Pledge Now
Key takeaways
- Plan your entire fundraising campaign—donor emails, events, pledges, tasks, and content—inside Attain OS without juggling multiple tools.
- Atty AI drafts a polished campaign asset from your project context, letting you review and publish fast.
- No integrations or syncs needed: Attain OS replaces your old stack, keeping everything self-contained.
- Use the built-in apps (Email, Forms, Tasks, Calendar, Budgets) to execute and monitor your campaign end to end.
FAQ
Frequently asked questions
Can I import my donor list from another tool into Attain OS?
No, Attain OS does not import from or sync with any third-party product. You can manually add donor records in the People app or create them one by one. It replaces your previous tool, so you start fresh inside Attain OS.
Does Atty write the entire campaign asset automatically?
Atty drafts the deliverable based on your project context—like Work Board cards, Notes, and People data. You review and refine before publishing. The AI saves you time, but you stay in control of the final message.
Can I collaborate with my team in real time on the campaign?
Attain OS does not offer real-time multi-user collaboration. Team members can work in separate sessions, but changes aren’t synced live. Use Tasks to assign roles and share Notes for asynchronous review.
How do I track campaign performance without analytics?
The Dashboard shows you key data from your apps, such as tasks completed, budget spent, and pledges recorded. For advanced analytics like predictive modeling, Attain OS does not include those features. You can review raw counts and statuses.
Campaign types
Progressive political
Run progressive political campaigns with Attain OS: volunteer teams, route planning, forms, events, contribution emails, and campaign content in one operating system.
Conservative political
Coordinate conservative political campaigns with Attain OS for precinct teams, canvassing routes, event operations, donor emails, forms, and message discipline.
Local campaign
Manage city, county, school board, and neighborhood campaigns with local route planning, volunteers, events, forms, email outreach, and web flyers.
Federal campaign
Organize distributed federal campaign teams with Attain OS for regional routes, national events, contribution email operations, forms, documents, and content.
Judicial campaign
Run judicial campaigns with disciplined public education, event coordination, route planning, supporter forms, team assignments, and professional content workflows.
Ballot initiative
Coordinate ballot measures, referendums, and petition campaigns with routes, signature intake forms, volunteer teams, events, and voter education content.
Grassroots activism
Mobilize grassroots activism with Attain OS for canvassing routes, volunteer onboarding, event coordination, forms, content, and sustained supporter communication.
Nonprofit fundraising
Plan nonprofit fundraising campaigns with donor emails, event coordination, pledge forms, team assignments, content creation, and campaign analytics.
Union organizing
Coordinate union organizing campaigns with shift-based routes, confidential forms, steward teams, events, documents, and consistent member communications.
Public health outreach
Run public health outreach campaigns with neighborhood routes, intake forms, events, multilingual content, email updates, and partner coordination.
Community event
Coordinate community event campaigns with volunteers, route plans, RSVP forms, web flyers, email invitations, schedules, and shared event assets.
Disaster relief
Mobilize disaster relief campaigns with supply routes, intake forms, volunteer teams, event staging, public updates, documents, and contribution emails.
