Onboarding
I have questions about the onboarding process.
- What documents or information do I need to provide during onboarding?
- What is a primary contact?
- I do not have a copy of my IRS Form SS-4. What are alternative documents can I use to validate my EIN?
- The campaign or organization doesn’t have a headshot or logo yet. What should I do?
- The account is ‘Pending.’ What does this mean?
Account Management
I have questions about managing my account.
- I’m having trouble logging in. What should I do?
- Do you provide integrations to VAN, Salesforce, etc.?
- How do I add or remove admins within my recipient dashboard?
- How do I set up email notifications for new donations?
Compliance
I have questions about compliance.
- What business address I should use for campaign finance reporting?
- Are there any fees deducted from donations before they are sent?
- Are donations through Oath earmarked?
- Is Oath a PAC?
- Where and how will I obtain compliance reports?
Payment Processing
I have questions about payment processing and payout reports.
- What information is included in payout reports?
- Can I receive my payout before Tuesday?
- How can I access donation information ahead of Tuesday’s payout report for pending donations?
- How long does it take to update a bank account?
- How can I manage donor refunds?
Platform & Profile
I want to make the most out of Oath as a recipient on the platform.
- What are the best ways to promote my Impact Score?
- I have other candidates and/or organizations I’d like to onboard to Oath. How can I start the onboarding process?
- I have polling or other data I’d like to share. Where can I send this?
- How do I search for recipients on Oath?
- I want to change or add a photo associated with my campaign/organization on the Oath website.
