Pre-Start Checklist

We’re almost there! 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.

Checklist:

1

Branding

Is your branding uploaded and ready?

Make sure all elements of your branding are properly uploaded. [See instructions here.]

2

Settings

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

Not sure? [Check here for more information.]

3

Advanced Fields

Have you added all your important custom fields and tags?

Make sure these are set up so you can add your contacts properly. [See instructions here.]

4

Donors

Let’s bring all your donors onboard!

Import existing donors in bulk. You can also add your donors one at a time through the Quick Actions section.

5

Campaigns

Enter all the campaigns you’re currently working on or plan to launch.

Import existing campaigns in bulk. You can also add your campaigns one at a time through the Quick Actions section.

6

Collectors

If you already have collectors working, make sure to add them to the system.

[See instructions here.]

And you're good to go! Hatzlacha!!