Client Launch Checklist

Now that you have your website, it's time to get started on customizing the campaign to suit your organization's needs. Below is a list of items we recommend you go through to make sure your campaign reflects your needs as much as possible.

Website

• Upload desired homepage image/s
• Use Site Builder to modify the layout, buttons, and navigation items, and widgets using the Site Builder Tool 
• Add content to all editable areas on homepage and subpages
• Add sponsors and FAQ content if applicable
• Upload desired default fundraiser and team hero images
• Upload desired default profile pictures 
• Customize the fundraising page default titles and welcome messages

Settings

• Set up a payment processor
• Verify the goal, date and location of campaign in the Admin (if applicable)
• Configure custom registration questions for Role Registration
  • Determine what roles should be available for registration (in addition to Fundraiser, if applicable) 
  • Create custom fields
  • Add a description, registration fee, expiration date, and quantity to roles as needed
• If applicable, customize the registration waiver text 
• If applicable, enable donation matching
• If applicable, add an endurance challenge
  • If applicable, enable endurance pledges
• Enable startup guide and task list items to prompt fundraisers to complete tasks after registration
• Add fundraiser email templates

Communications

• Whitelist your email domain to avoid your emails being rejected
• Select what admin notifications you would personally like to receive for the campaign
  • Optionally add a contact email at which to receive ALL email notifications regarding campaign progress
• Customize admin emails by uploading header and footer images
• Customize autoresponders in the admin panel. Most importantly:
  • Donation Confirmation
  • Registration Confirmation
• Customize social share texts in the admin panel, under Settings > Social Shares

Integrations 

• Connect any of our integrations that apply to your organization. See a list here.
• Neon CRM clients should connect their Neon CRM integration prior to launching Neon Fundraise.

Testing

• Visit all pages on the site, make sure they’re working properly
• Create a registration through the front end (website) and test editing it in the back end (admin). Paid registrations can be refunded under Transactions > Registrations.
• Test logging in as a fundraiser through the admin
• Add a real donation through the front end (this can be refunded in the Admin, under Transactions > Donations). Test adding an offline donation as well.
• Confirm CRM integration is working as expected following test data entry
• Test running a report such as the Registrants with Reg Fields, Donations and Contacts Summary

And, as always, if you have any questions, don't hesitate to contact us here.