Tell me more!
What is Mobilized?Mobilized is a web-based platform for managing groups of people going on trips. It reduces the number of spreadsheets, emails, and systems necessary to get a group of people to do something. By putting applications, payments, and paperwork all in one place, you can spend less time wading through emails and phone calls and more time focused on the trip itself!
How do I get started?You - the organizer of the trip - will create an account for your organization on Mobilized. This makes you the Master Admin for your organization.
1. Build your first trip. This can include any of the following:
- A web page that displays important trip details and application information.
- A customizable application page.
- A “Hub” where participants will be able to give and get important info.
- Via email
- On social media
- By embedding the web page and/or application on your website.
- From one place, you can accept/deny participants, track their status on completing payments and other important tasks, email everyone or targeted groups based on their status, and run reports on any information housed in Mobilized.
- Accepted participants will gain access to the “Hub,” where they can read important updates from you, share photos/questions/comments with fellow participants, make payments, and complete tasks you create for them.
How does Mobilized work with my existing systems?Mobilized can work with your existing systems or replace them. You choose what you do -- and do not -- use. Then, integrate the pieces you chose into your existing website and social media platforms. Here’s an example of how you could integrate each of Mobilized’s main pieces:
About Page: Embed a link to your trip page on your website. Link to it on social media.
Application: Embed a button on your site. Link to it on social media.
The Hub: Email participants a link to log in. Post a link to The Hub on your website.
Mobilized’s reporting feature also allows you to export all information, which can then be imported into any CRM.
Can I have fellow staff members and trip leaders manage trips with me in Mobilized?Absolutely!
After you create a Mobilized account for your organization, add Staff members by following these steps:
- Click the profile icon in the upper right corner of your screen.
- Click "My Account" pane.
- Click "Staff" pane.
- Click “New Staff” button.
When you add Staff, you can choose whether they get access to a particular trip (Trip Leader) or full access (Administrator). Once added, they will receive an invite to join Mobilized as part of your organization.
How do I get started with Mobilized?Create a Mobilized account. From there, we offer a quick tour to show you around the system, but you probably won’t need it. It’s pretty easy!
How much does Mobilized cost? Are there any contracts?Mobilized is free and without any long-term contracts. You can choose to stop service at any time.
The only charges you'll incur from using Mobilized are 4% fees on credit card transactions.
Can I use Mobilized if I live outside of the United States of America?Yes. You can use Mobilized from anywhere, but if you want to use Mobilized's online credit card processing features to collect payments from participants, your organization needs to be located in the United States, Canada, or the UK.
What happens if I forget my username and/or password?Mobilized provides a simple 3-step process:
- Click the Forgot? link on the sign in page.
- Enter your email address.
- Check your inbox for instructions.
Payments and Privacy
How do I know my online transactions will be handled securely?Mobilized takes extreme care to ensure that your bank account information remains secure. We use the industry-leading company, Stripe, to process payments. Your bank account information is relayed directly to Stripe – it doesn't touch our internet servers at all. (Stripe only sends Mobilized a "token" that allows us to process credit cards on your behalf and deposit money into your account.) Because we never actually receive your bank account details, there is no chance, even in the unlikely event our servers are compromised, that your bank account information will be at risk.
Why is there a 4% fee on credit card transactions?Credit card processing companies -- like Stripe, PayPal and Authorize.net -- charge a 2.9% fee for processing. We can’t avoid that. That’s the first part of the fee. The remaining 1.1% is what Mobilized collects to keep adding valuable features for participants and trip organizers like you! There is no fee for cash or check transactions.
The following chart illustrates some sample trip payments and the resulting fees, assuming 100% of payments are processed online through credit cards.
|Total Trip Payments||Credit Card Processing Fees
How does Fundraising work?To make sure fundraising is enabled for your trip, click on “Build” at the top of your trip page, then on the left click on the “Payment and Terms” heading. In this section, make sure the box is checked that says "Accept donations for this trip and allow participants to fundraise."
Mobilized allows for two types of fundraising:
A) Donations that go to the General Fund.
From your About page for a trip, anyone can click the "Donate" button in the upper right side and make a donation. Any donations that come in through here will go to the General Fund.
B) Individual crowdfunding!
Participants can raise money for their trip by using their unique crowdfunding link. They can get that link by logging in to the Trip Hub once they are approved for the trip and clicking on the Fundraise link.
They can share that URL (link) on social media, email or their blog to raise awareness and raise funds. All donations made will automatically be flagged to the participant's profile in Mobilized. You'll be able to see who made the donation and for what amount.
How will participant payments get transferred to my account?If you would like to process payments, you will need to register a bank account with Mobilized. Participant payments will be deposited directly into your bank account. The specific information that you will need to register your account includes:
- Bank Account Number
- Routing Number
- Organization Employer Identification Number (EIN)
- Organization Address
- First and Last Name
- Date of Birth
- Social Security Number
How do I track Mobilized deposits to my organization’s bank account?Deposits to your bank account are made on a rolling basis. Once logged into Mobilized, click on My Account in the upper right corner of your screen and then choose the Deposits pane to see a list of the deposits -- including the dates and amounts. You can filter the list of deposits by trip.
Distinguishing Mobilized deposits that hit your bank account is also easy. All deposits will be marked* as "Mobilized-" followed by the Trip name to which they correspond.
*Each bank has control over how these descriptors show up. Some banks might not show the whole trip name, or anything at all. Generally the first 22 characters of the trip name should appear.
What happens if I need to issue a participant a refund?As a Master Admin, you have the ability to issue a credit card refund at any time through Mobilized. Refunds issued to a participant’s credit card will be processed through our payment system and returned in 2 business days. Cash and Check refunds are the responsibility of the trip organizer.
Please feel free to email firstname.lastname@example.org if you have any additional questions. We’d love to hear from you!