> For the complete documentation index, see [llms.txt](https://help.donary.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.donary.com/cloud-drm/getting-started/pre-start-checklist.md).

# Pre-Start Checklist

**We’re almost there!** <i class="fa-hands-clapping">:hands-clapping:</i>\
After completing all the setup and configuration steps, let’s make sure everything is fully set up before you start working.

Please go through the following checklist to confirm that everything is ready.

## <mark style="color:$primary;">**Checklist:**</mark>

{% stepper %}
{% step %}

### Branding

Is your branding uploaded and ready?

Make sure all elements of your branding are properly uploaded. \[See [instructions ](/cloud-drm/getting-started/setup-and-configuration/branding.md)here.]
{% endstep %}

{% step %}

### Settings

Are your preset donation amounts set? How about your automatic SMS messages?

Not sure? \[Check [here ](/cloud-drm/getting-started/setup-and-configuration/settings.md)for more information.]
{% endstep %}

{% step %}

### Advanced Fields&#x20;

Have you added all your important custom fields and tags?&#x20;

Make sure these are set up so you can add your contacts properly.  \[See [instructions ](/cloud-drm/getting-started/setup-and-configuration/advanced-fields.md)here.]
{% endstep %}

{% step %}

### Donors

Let’s bring all your [donors ](#user-content-fn-1)[^1]onboard!&#x20;

[Import ](/cloud-drm/getting-started/pre-start-checklist/import-donors.md)existing donors in bulk. You can also add your donors one at a time through the [Quick Actions](/cloud-drm/getting-started/user-interface.md#section-c-quick-actions) section.
{% endstep %}

{% step %}

### Campaigns

Enter all the [campaigns ](#user-content-fn-2)[^2]you’re currently working on or plan to launch.&#x20;

[Import ](/cloud-drm/getting-started/pre-start-checklist/import-campaigns.md)existing campaigns in bulk. You can also add your campaigns one at a time through the [Quick Actions](/cloud-drm/getting-started/user-interface.md#section-c-quick-actions) section.
{% endstep %}

{% step %}

### Collectors

If you already have [collectors ](#user-content-fn-3)[^3]working, make sure to add them to the system.&#x20;

&#x20;\[See [instructions ](/cloud-drm/getting-started/pre-start-checklist/add-collectors.md)here.]
{% endstep %}
{% endstepper %}

<mark style="color:$primary;">**And you're good to go! Hatzlacha!!**</mark>&#x20;

[^1]: Individuals who have donated or are committed to donating money in the future.

[^2]: The cause and purpose of the donation. Every donation is directed towards a specific cause AKA campaign.

[^3]: AKA fundraisers. Individuals that actually collect the money and donations.


---

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