The following details and settings should be reviewed before launching a new campaign.


Technical Setup

  1. Domain – custom domains and forwards working as desired
  2. Payment integrations – credit card, PayPal
  3. Check payment gateway settings – see details here

HiRaiser Settings to Review


Account Settings

  1. Account Settings – all settings and defaults are in place (Account Settings in the top right Username menu)
  2. Users – all team members who need access to the HiRaiser admin are added as Users (Manage Users in the top right Username menu)

Campaign Settings Tabs


Settings

  1. Campaign Goals and Progress Bar settings
  2. Campaign Schedule - for campaigns with time-based automation
  3. Email settings

Content

  1. Main page content
    → Generally set via PageBuilder (unless it's time-based dynamic content)
  2. Contact info for page footers, email footer, etc.
    → Defaults are set via Account Settings (top right Username menu)
  3. Social Sharing
  4. Thank You Page
  5. Acknowledgement email content
  6. Donor List visibility and settings

Form

  1. Form settings, default amount, frequency options, etc.
  2. Form fields
  3. More ways to give tooltip

Colors

  1. Match all the colors on the page/site to the organization/project
  2. Use the Color Palette and/or detailed color settings for each element

Images

  1. Main image
  2. Email banner
  3. Open Graph image
  4. PayPal logo
  5. Favicon images

Donations Levels

  1. Check the amounts or levels offered

Advanced

  1. Payment method settings
  2. Google analytics ID
  3. CRM settings

PageBuilder

  1. Text content
  2. Review page setup/layout


Testing

  1. Review page(s) on desktop and mobile, check for issues
  2. Make test submissions/donations using each payment method, address any issues
  3. Cancel the test submissions/donations

Ready for Launch!