Technical Setup
- Domain – custom domains and forwards working as desired
- Payment integrations – credit card, PayPal
- Check payment gateway settings – see details here
HiRaiser Settings to Review
Settings
- Campaign Goals and Progress Bar settings
- Campaign Schedule - for campaigns with time-based automation
- Email settings
Content
- Main page content→ Generally set via PageBuilder (unless it's time-based dynamic content)
- Contact info for page footers, email footer, etc.→ Defaults are set via Account Settings (top right Username menu)
- Social Sharing
- Thank You Page
- Acknowledgement email content
- Donor List visibility and settings
Images
- Main image
- Email banner
- Open Graph image
- PayPal logo
- Favicon images
Form
- Form settings, default amount, frequency options, etc.
- Form fields
- More ways to give (aka Donate by check tooltip)
Donations Levels
- Check the amounts or levels offered
Advanced
- Payment method settings
- Google analytics ID
- CRM settings
PageBuilder
- Text content
- Review page setup/layout
Testing
- Review page(s) on desktop and mobile, check for issues
- Make test submissions/donations using each payment method, address any issues
- Cancel the test submissions/donations