Demo mode and sample data

Every new workspace starts in demo mode: it is pre-loaded with a realistic, fully connected sample dataset so you can try every part of pplCRM before adding your own contacts. A banner at the top of the app reminds you that you are looking at demo data, and the Dashboard shows a demo-mode card with the exit button.

What the demo data includes

• 60 people in 24 households with real Ottawa street addresses, so the household map pins, geocoding chips, and ward-based canvassing turfs all work.
• 10 companies, with several people linked to them.
• Tags, issues, support levels, and newsletter consent spread across the contacts, plus three lists, a team, and two volunteer events with sign-ups.
• Canvassing turfs cut across the wards (one complete, one being knocked right now, one just assigned, and one still a draft) with real door knocks so the field report and coverage map have something to show.
• Yard-sign deliveries: sign requests waiting to be triaged, approved requests ready to route, and two driving routes (one finished, one in progress) so the requests, planner, and routes pages are all populated.
• Three demo teammates on the Users page, with tasks and inbox emails assigned to them. They cannot sign in; their accounts exist so assignment and triage look real.
• Tasks in every state: overdue, due this week, waiting, and done.
• A working inbox: a handful of emails from demo contacts, some open, some closed, some assigned.
• Three newsletters, including a sent one with a full engagement report: opens over time, top links, bounces, and unsubscribes.
• Sample form responses on two of the starter forms, so the Forms page shows what collected submissions look like.
• A donations ledger: recorded one-time gifts across this month and last, plus a few active monthly pledges, so the Donations page shows real totals and trends. The two fundraising forms live on that page too, not on the Forms page.

Everything is safe to touch

The demo contacts use reserved example.com addresses that cannot receive real email, so nothing you do here can reach a real person. Edit, delete, merge, tag, and explore freely.

Exiting demo mode

1. 1Choose a planExiting the demo requires an active subscription. Pick one on the Billing page.
2. 2Open the DashboardThe demo-mode card sits at the top of the page.
3. 3Choose Exit demo modeA confirmation explains exactly what will be removed. This cannot be undone.
4. 4Start freshA Getting started checklist appears on the Dashboard once the demo is gone. Add your first real contact on People or bring everything in at once with Import data from CSV.

What is kept

• Your six draft forms: volunteer signup, newsletter sign-up, one-time and recurring donations, yard sign request, and the issues survey. Their sample responses are removed with the demo people.
• The starter tags and issues: the tag labels (community leader, lawn sign location, and so on) and the issues list stay as a ready-made vocabulary for your real contacts. They lose their demo attachments and are fully yours to rename, recolor, merge, or delete on the Tags and Issues pages.
• Anything you created yourself while exploring: your own contacts, tasks, notes, and settings survive. A contact you added to a demo household keeps its record; it just loses that address. Tags you applied to your own contacts stay applied.