1. Prep for the switch

Before the transition, confirm that the incoming coordinator has an active participant account. If you have an organization PIN, have it ready to share with the new coordinator.

If possible, schedule a handoff or transition meeting to discuss key tasks and questions. This conversation can go a long way in setting the new coordinator up for success.

IMPORTANT: Remind the incoming coordinator to keep your organization’s enrollment code confidential. Share it only with trusted participants.

1. Tour the Coordinator Dashboard

This is where you’ll perform all your coordinator tasks like placing orders, accessing invite tools, tracking earnings, setting preferences, and more.

2. Join our Facebook group and bookmark our Resource Center

Connect with other coordinators and ask questions or share tips in our private Facebook group You'll also want to bookmark the Coordinator Resource Center for quick access to guides, videos, tools, templates, and more.

3. Place gift card orders and explore other earning opportunities

Familiarize yourself with placing gift card orders for your organization and other earning avenues: online shopping, local dining, and our browser extension. Your hands-on experience will make it easier to share the benefits with your participants.

4. Explore reporting tools

Regularly running reports will help you stay informed about your organization’s performance. It’s also the best way to measure the effectiveness of your efforts to grow your program and motivate participants to earn. Check out our ‘How to Run Reports’ guide for more details.

5. Consider new program growth strategies

Looking to give your program a boost? Seek opportunities to grow and incentivize participation for greater earnings. Check out these success stories from Pride Kids Sports and Dance, Etc. to learn how new coordinators revitalized their programs.