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
- 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.