Congratulations, your site is up and running! But, it's not quite ready yet. 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
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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
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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
- Click through the homepage social feeds, make sure they’re working properly and pulling from the correct location
- 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)
- 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.